Home » Author Archive
Garde Capital Inc. Grows Holdings in Mondelez International, Inc. $MDLZ
Garde Capital Inc. raised its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 4.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Trust Co. of Oklahoma Purchases 94 Shares of Union Pacific Corporation $UNP
Trust Co. of Oklahoma grew its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 1.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,662 shares of the railroad operator’s... More of this article »
Global Wealth Strategies & Associates Raises Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC
Global Wealth Strategies & Associates lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 50.7% in the 2nd quarter, according to its most recent Form 13F filing with the... More of this article »
Alphabet Inc. $GOOG Shares Acquired by Centurion Wealth Management LLC
Centurion Wealth Management LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.7% in the second quarter, Holdings Channel reports. The institutional investor owned 9,447 shares of the information... More of this article »
RDA Financial Network Grows Stake in Vanguard FTSE Developed Markets ETF $VEA
RDA Financial Network boosted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 15,861 shares of the company’s stock... More of this article »
Taylor & Morgan Wealth Management LLC Has $495,000 Stock Holdings in NextEra Energy, Inc. $NEE
Taylor & Morgan Wealth Management LLC decreased its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Delphi Management Inc. MA Trims Stake in Leidos Holdings, Inc. $LDOS
Delphi Management Inc. MA lowered its stake in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 7.8% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Snap-On Incorporated $SNA Shares Sold by Delphi Management Inc. MA
Delphi Management Inc. MA decreased its position in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 8.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 3,721 shares of the company’s stock after... More of this article »
Vanguard Global ex-U.S. Real Estate ETF $VNQI Shares Purchased by Verde Capital Management
Verde Capital Management boosted its position in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 6.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 28,010 shares of the company’s stock... More of this article »
Vanguard Small-Cap Value ETF $VBR is Whitaker Myers Wealth Managers LTD.’s 5th Largest Position
Whitaker Myers Wealth Managers LTD. grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 10.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Capital Asset Advisory Services LLC Buys 18,244 Shares of Vanguard Small-Cap ETF $VB
Capital Asset Advisory Services LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 18.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Vanguard Mid-Cap ETF $VO is Capital Asset Advisory Services LLC’s 5th Largest Position
Capital Asset Advisory Services LLC boosted its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chevron Corporation $CVX Shares Purchased by Wesbanco Bank Inc.
Wesbanco Bank Inc. boosted its stake in Chevron Corporation (NYSE:CVX – Free Report) by 20.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 278,071... More of this article »
Contrasting Applied Industrial Technologies (NYSE:AIT) & Illinois Tool Works (NYSE:ITW)
Applied Industrial Technologies (NYSE:AIT – Get Free Report) and Illinois Tool Works (NYSE:ITW – Get Free Report) are both large-cap industrials companies, but which is the better business? We will contrast the two businesses... More of this article »
Accelerate Investment Advisors LLC Increases Stock Position in Invesco QQQ $QQQ
Accelerate Investment Advisors LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 31.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Accelerate Investment Advisors LLC Makes New Investment in Spotify Technology $SPOT
Accelerate Investment Advisors LLC bought a new position in shares of Spotify Technology (NYSE:SPOT – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Novo Nordisk A/S $NVO Stock Holdings Lessened by Fox Hill Wealth Management
Fox Hill Wealth Management lowered its stake in Novo Nordisk A/S (NYSE:NVO – Free Report) by 3.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,160 shares... More of this article »
Klondike Silver (CVE:KS) Stock Price Down 16.7% – Here’s What Happened
Shares of Klondike Silver Corp. (CVE:KS – Get Free Report) dropped 16.7% on Friday . The company traded as low as C$0.03 and last traded at C$0.03. Approximately 643,180 shares traded hands during mid-day trading, an increase... More of this article »
Cencora, Inc. $COR Position Boosted by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Cencora, Inc. (NYSE:COR – Free Report) by 9.0% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 9,440 shares of the company’s... More of this article »
Dominguez Wealth Management Solutions Inc. Increases Stock Position in Bristol Myers Squibb Company $BMY
Dominguez Wealth Management Solutions Inc. raised its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.3% during the second quarter, HoldingsChannel reports. The fund owned 21,949 shares of the biopharmaceutical... More of this article »
Bank of America Corporation $BAC Stake Decreased by Arvest Investments Inc.
Arvest Investments Inc. lessened its stake in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 40.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Insight Wealth Strategies LLC Has $224,000 Stake in Brown & Brown, Inc. $BRO
Insight Wealth Strategies LLC trimmed its position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 94.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Air Products and Chemicals, Inc. $APD Holdings Lifted by Somerset Trust Co
Somerset Trust Co boosted its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 0.7% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Sold by Investors Research Corp
Investors Research Corp trimmed its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 68.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Fortinet, Inc. $FTNT Shares Purchased by OMNI 360 Wealth Inc.
OMNI 360 Wealth Inc. boosted its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 26.1% in the second quarter, HoldingsChannel.com reports. The fund owned 5,375 shares of the software maker’s stock after... More of this article »
Life Line Wealth Management LLC Has $354,000 Stake in Invesco NASDAQ 100 ETF $QQQM
Life Line Wealth Management LLC boosted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 21.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Whitaker Myers Wealth Managers LTD. Increases Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ
Whitaker Myers Wealth Managers LTD. boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 15.2% in the 2nd quarter, according to the company in its most recent Form 13F filing... More of this article »
Teamwork Financial Advisors LLC Sells 1,033 Shares of Enterprise Products Partners L.P. $EPD
Teamwork Financial Advisors LLC reduced its stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 2.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Position Raised by Park Edge Advisors LLC
Park Edge Advisors LLC increased its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 18.5% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Hedges Asset Management LLC Sells 4,475 Shares of GE HealthCare Technologies Inc. $GEHC
Hedges Asset Management LLC decreased its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 31.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Peak Financial Advisors LLC Raises Stock Holdings in SPDR Portfolio High Yield Bond ETF $SPHY
Peak Financial Advisors LLC raised its holdings in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 34.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT Shares Bought by Insight Wealth Strategies LLC
Insight Wealth Strategies LLC lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 0.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 303,716... More of this article »
M & L Capital Management Ltd Reduces Holdings in Advanced Micro Devices, Inc. $AMD
M & L Capital Management Ltd trimmed its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 19.5% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Roxbury Financial LLC Has $44,000 Holdings in FedEx Corporation $FDX
Roxbury Financial LLC lessened its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 76.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
First Citizens Financial Corp Buys 140 Shares of Philip Morris International Inc. $PM
First Citizens Financial Corp raised its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 5.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 2,505 shares of the company’s... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Stock Position Raised by Modus Advisors LLC
Modus Advisors LLC raised its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 1.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Modus Advisors LLC Makes New $337,000 Investment in Marvell Technology, Inc. $MRVL
Modus Advisors LLC bought a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 2nd quarter, Holdings Channel reports. The firm bought 4,354 shares of the semiconductor company’s stock, valued at... More of this article »
iShares 7-10 Year Treasury Bond ETF $IEF Shares Purchased by Good Steward Wealth Advisors LLC
Good Steward Wealth Advisors LLC increased its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 264.7% in the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
52,925 Shares in Amcor PLC $AMCR Acquired by Fractal Investments LLC
Fractal Investments LLC purchased a new position in Amcor PLC (NYSE:AMCR – Free Report) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 52,925 shares of the company’s stock, valued... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 75.7% during the second quarter, according to the company in its most recent 13F filing... More of this article »
Yum China $YUMC Shares Purchased by Value Partners Investments Inc.
Value Partners Investments Inc. boosted its position in Yum China (NYSE:YUMC – Free Report) by 0.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 226,659 shares of the company’s stock after purchasing an... More of this article »
Value Partners Investments Inc. Acquires 134 Shares of Deere & Company $DE
Value Partners Investments Inc. increased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 10.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,475 shares of the industrial products... More of this article »
Pacific Capital Partners Ltd Cuts Stake in Standard BioTools Inc. $LAB
Pacific Capital Partners Ltd cut its stake in Standard BioTools Inc. (NASDAQ:LAB – Free Report) by 12.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,375,000 shares of the company’s stock after selling... More of this article »
Pacific Capital Partners Ltd Decreases Stock Position in Perimeter Solutions, SA $PRM
Pacific Capital Partners Ltd cut its stake in Perimeter Solutions, SA (NYSE:PRM – Free Report) by 33.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
American Healthcare REIT, Inc. $AHR Shares Sold by Peak Financial Advisors LLC
Peak Financial Advisors LLC lowered its holdings in American Healthcare REIT, Inc. (NYSE:AHR – Free Report) by 48.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Thurston Springer Miller Herd & Titak Inc. Buys 2,470 Shares of First Trust SMID Cap Rising Dividend Achievers ETF $SDVY
Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 3.9% in the 2nd quarter, according to its most recent Form 13F filing... More of this article »
Global Wealth Strategies & Associates Has $2.99 Million Holdings in Schwab Crypto Thematic ETF $STCE
Global Wealth Strategies & Associates lessened its position in shares of Schwab Crypto Thematic ETF (NYSEARCA:STCE – Free Report) by 3.5% during the 2nd quarter, according to its most recent filing with the Securities and... More of this article »
Thurston Springer Miller Herd & Titak Inc. Grows Stake in Xylem Inc. $XYL
Thurston Springer Miller Herd & Titak Inc. grew its position in shares of Xylem Inc. (NYSE:XYL – Free Report) by 15.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »