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Kowal Investment Group LLC Sells 301 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Kowal Investment Group LLC reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 7.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Mastercard Incorporated (NYSE:MA) Stock Position Lifted by WealthBridge Capital Management LLC
WealthBridge Capital Management LLC lifted its holdings in Mastercard Incorporated (NYSE:MA – Get Rating) by 7.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Kowal Investment Group LLC Invests $267,000 in HP Inc. (NYSE:HPQ)
Kowal Investment Group LLC purchased a new position in shares of HP Inc. (NYSE:HPQ – Get Rating) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
City Holding Co. Has $2.02 Million Stake in Emerson Electric Co. (NYSE:EMR)
City Holding Co. decreased its stake in Emerson Electric Co. (NYSE:EMR – Get Rating) by 2.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Columbia Trust Co 01012016 Raises Stock Position in Lam Research Co. (NASDAQ:LRCX)
Columbia Trust Co 01012016 boosted its position in shares of Lam Research Co. (NASDAQ:LRCX – Get Rating) by 21.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CRA Financial Services LLC Has $1.89 Million Holdings in Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ)
CRA Financial Services LLC grew its holdings in shares of Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ – Get Rating) by 1.6% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Edgehill Endowment Partners LLC Has $11.11 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Edgehill Endowment Partners LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 20.3% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Creative Financial Designs Inc. ADV Sells 188,595 Shares of Inspire Corporate Bond ESG ETF (NYSEARCA:IBD)
Creative Financial Designs Inc. ADV trimmed its holdings in shares of Inspire Corporate Bond ESG ETF (NYSEARCA:IBD – Get Rating) by 50.0% during the first quarter, according to its most recent 13F filing with the Securities... More of this article »
YorkBridge Wealth Partners LLC Raises Stock Holdings in Becton, Dickinson and Company (NYSE:BDX)
YorkBridge Wealth Partners LLC increased its position in Becton, Dickinson and Company (NYSE:BDX – Get Rating) by 2.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
YorkBridge Wealth Partners LLC Purchases 1,288 Shares of Enbridge Inc. (NYSE:ENB)
YorkBridge Wealth Partners LLC raised its position in shares of Enbridge Inc. (NYSE:ENB – Get Rating) (TSE:ENB) by 4.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Columbia Trust Co 01012016 Purchases 1,214 Shares of Edwards Lifesciences Co. (NYSE:EW)
Columbia Trust Co 01012016 increased its position in shares of Edwards Lifesciences Co. (NYSE:EW – Get Rating) by 7.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Acquired by Atticus Wealth Management LLC
Atticus Wealth Management LLC increased its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Get Rating) by 4.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Yum! Brands, Inc. (NYSE:YUM) Shares Acquired by WealthBridge Capital Management LLC
WealthBridge Capital Management LLC boosted its holdings in Yum! Brands, Inc. (NYSE:YUM – Get Rating) by 73.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
CRA Financial Services LLC Raises Position in Eli Lilly and Company (NYSE:LLY)
CRA Financial Services LLC boosted its stake in Eli Lilly and Company (NYSE:LLY – Get Rating) by 1.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
CRA Financial Services LLC Acquires 490 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)
CRA Financial Services LLC grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Peoples Financial Services CORP. Has $1.01 Million Holdings in Deere & Company (NYSE:DE)
Peoples Financial Services CORP. lifted its position in shares of Deere & Company (NYSE:DE – Get Rating) by 10.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Ecopetrol S.A. (NYSE:EC) Announces $0.80 Variable Dividend
Ecopetrol S.A. (NYSE:EC – Get Rating) announced a Variable dividend on Friday, June 17th, Zacks reports. Stockholders of record on Wednesday, June 29th will be paid a dividend of 0.797 per share by the oil and gas company on... More of this article »
Atticus Wealth Management LLC Raises Stock Position in General Dynamics Co. (NYSE:GD)
Atticus Wealth Management LLC increased its stake in General Dynamics Co. (NYSE:GD – Get Rating) by 37.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Atticus Wealth Management LLC Has $487,000 Holdings in Bank of America Co. (NYSE:BAC)
Atticus Wealth Management LLC boosted its stake in shares of Bank of America Co. (NYSE:BAC) by 34.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Atticus Wealth Management LLC Boosts Stake in Air Products and Chemicals, Inc. (NYSE:APD)
Atticus Wealth Management LLC increased its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Get Rating) by 14.7% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
G&S Capital LLC Has $418,000 Stake in Cardinal Health, Inc. (NYSE:CAH)
G&S Capital LLC grew its holdings in shares of Cardinal Health, Inc. (NYSE:CAH – Get Rating) by 5.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Fulcrum Equity Management Makes New $147,000 Investment in ICL Group Ltd (NYSE:ICL)
Fulcrum Equity Management acquired a new position in ICL Group Ltd (NYSE:ICL – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 12,210... More of this article »
SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Acquired by Fulcrum Equity Management
Fulcrum Equity Management raised its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Get Rating) by 33.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Fulcrum Equity Management Purchases Shares of 4,835 iShares S&P 500 ETF (NYSEARCA:IVV)
Fulcrum Equity Management purchased a new stake in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
G&S Capital LLC Makes New Investment in Robert Half International Inc. (NYSE:RHI)
G&S Capital LLC bought a new position in Robert Half International Inc. (NYSE:RHI – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
Claremont Financial Group Inc. Has $1.55 Million Stock Position in Pimco Total Return ETF (NYSEARCA:BOND)
Claremont Financial Group Inc. raised its holdings in shares of Pimco Total Return ETF (NYSEARCA:BOND – Get Rating) by 21,657.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
G&S Capital LLC Invests $484,000 in EOG Resources, Inc. (NYSE:EOG)
G&S Capital LLC bought a new position in shares of EOG Resources, Inc. (NYSE:EOG – Get Rating) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
TPG Financial Advisors LLC Purchases 677 Shares of Merck & Co., Inc. (NYSE:MRK)
TPG Financial Advisors LLC grew its position in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 13.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bender Robert & Associates Grows Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Bender Robert & Associates increased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 19.7% in the 1st quarter, Holdings Channel reports. The firm owned 7,712 shares of the company’s stock... More of this article »
Minot Wealth Management LLC Acquires Shares of 1,188 Moderna, Inc. (NASDAQ:MRNA)
Minot Wealth Management LLC bought a new stake in Moderna, Inc. (NASDAQ:MRNA – Get Rating) during the 1st quarter, HoldingsChannel reports. The fund bought 1,188 shares of the company’s stock, valued at approximately $205,000.... More of this article »
Mayport LLC Acquires 3,591 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Mayport LLC raised its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 35.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Mayport LLC Takes $4.61 Million Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)
Mayport LLC acquired a new stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Get Rating) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 41,800... More of this article »
American Tower Co. (NYSE:AMT) Shares Bought by Atticus Wealth Management LLC
Atticus Wealth Management LLC boosted its position in shares of American Tower Co. (NYSE:AMT – Get Rating) by 295.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Peoples Financial Services CORP. Has $825,000 Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)
Peoples Financial Services CORP. lessened its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 18.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 7,135 shares... More of this article »
YorkBridge Wealth Partners LLC Boosts Stock Position in Wells Fargo & Company (NYSE:WFC)
YorkBridge Wealth Partners LLC lifted its holdings in Wells Fargo & Company (NYSE:WFC) by 17.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 18,688... More of this article »
Visa Inc. (NYSE:V) Shares Sold by Charles Schwab Trust Co
Charles Schwab Trust Co trimmed its holdings in Visa Inc. (NYSE:V – Get Rating) by 51.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
AdvisorNet Financial Inc Has $2.49 Million Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
AdvisorNet Financial Inc raised its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 7.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
CRA Financial Services LLC Takes $417,000 Position in Innovator Growth-100 Power Buffer ETF – January (NYSEARCA:NJAN)
CRA Financial Services LLC bought a new stake in Innovator Growth-100 Power Buffer ETF – January (NYSEARCA:NJAN – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
8,414 Shares in iShares US Regional Banks ETF (NYSEARCA:IAT) Acquired by WealthBridge Capital Management LLC
WealthBridge Capital Management LLC purchased a new position in shares of iShares US Regional Banks ETF (NYSEARCA:IAT – Get Rating) during the first quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Perkins Coie Trust Co Cuts Stock Holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)
Perkins Coie Trust Co decreased its stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Get Rating) by 49.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) Shares Acquired by Colonial River Wealth Management LLC
Colonial River Wealth Management LLC raised its holdings in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Get Rating) by 66.0% in the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Perkins Coie Trust Co Cuts Stock Holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)
Perkins Coie Trust Co decreased its stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Get Rating) by 49.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
iShares Residential Real Estate ETF (NYSEARCA:REZ) Shares Purchased by Claremont Financial Group Inc.
Claremont Financial Group Inc. boosted its holdings in shares of iShares Residential Real Estate ETF (NYSEARCA:REZ – Get Rating) by 19,525.4% in the first quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
iShares Cybersecurity & Tech ETF (NYSEARCA:IHAK) Shares Acquired by Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC increased its stake in shares of iShares Cybersecurity & Tech ETF (NYSEARCA:IHAK – Get Rating) by 5.4% during the 1st quarter, according to its most recent filing with the Securities and... More of this article »
82,933 Shares in Alerian MLP ETF (NYSEARCA:AMLP) Purchased by Fulcrum Equity Management
Fulcrum Equity Management acquired a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Get Rating) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired... More of this article »
SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) Shares Purchased by Claremont Financial Group Inc.
Claremont Financial Group Inc. boosted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Get Rating) by 9,950.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Fulcrum Equity Management Buys New Shares in iShares US Consumer Goods ETF (NYSEARCA:IYK)
Fulcrum Equity Management bought a new stake in shares of iShares US Consumer Goods ETF (NYSEARCA:IYK – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »-logo.jpg&w=240&h=220&zc=2){kind=logo}
iShares Semiconductor ETF (NASDAQ:SOXX) Shares Sold by Fulcrum Equity Management
Fulcrum Equity Management trimmed its stake in iShares Semiconductor ETF (NASDAQ:SOXX – Get Rating) by 3.1% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 8,073 shares of the exchange... More of this article »