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AlphaStar Capital Management LLC Lowers Stock Position in Broadcom Inc. (NASDAQ:AVGO)
AlphaStar Capital Management LLC lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 31.4% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,642 shares... More of this article »
Home Depot (HD) vs. Its Peers Financial Review
Home Depot (NYSE:HD – Get Free Report) is one of 14 publicly-traded companies in the “RETAIL – HOME FRN” industry, but how does it compare to its peers? We will compare Home Depot to similar companies based... More of this article »
AlphaStar Capital Management LLC Raises Position in Merck & Co., Inc. (NYSE:MRK)
AlphaStar Capital Management LLC grew its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Opus Capital Group LLC Trims Stake in Broadcom Inc. (NASDAQ:AVGO)
Opus Capital Group LLC reduced its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 31.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
DekaBank Deutsche Girozentrale Sells 3,923 Shares of Broadcom Inc. (NASDAQ:AVGO)
DekaBank Deutsche Girozentrale reduced its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Oracle (NYSE:ORCL) Sets New 1-Year High – Here’s Why
Oracle Corporation (NYSE:ORCL – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $241.44 and last traded at $238.60, with a volume of 3881226 shares... More of this article »
Opus Capital Group LLC Acquires 60 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Opus Capital Group LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 4,150 shares... More of this article »
International Business Machines Corporation (NYSE:IBM) Shares Purchased by Trek Financial LLC
Trek Financial LLC increased its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 437.7% in the 1st quarter, HoldingsChannel reports. The firm owned 27,513 shares of the technology company’s... More of this article »
Trek Financial LLC Sells 6,834 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Trek Financial LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Stratos Wealth Advisors LLC Lowers Position in Walmart Inc. (NYSE:WMT)
Stratos Wealth Advisors LLC lowered its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 5.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
DekaBank Deutsche Girozentrale Buys 92,435 Shares of Bank of America Corporation (NYSE:BAC)
DekaBank Deutsche Girozentrale increased its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 1.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
555 Shares in Adobe Inc. (NASDAQ:ADBE) Bought by OMNI 360 Wealth Inc.
OMNI 360 Wealth Inc. purchased a new position in Adobe Inc. (NASDAQ:ADBE – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund purchased 555 shares of the software company’s stock, valued at approximately... More of this article »
Personal CFO Solutions LLC Sells 942 Shares of Salesforce Inc. (NYSE:CRM)
Personal CFO Solutions LLC lowered its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 20.5% in the 1st quarter, HoldingsChannel reports. The firm owned 3,644 shares of the CRM provider’s stock after... More of this article »
OMNI 360 Wealth Inc. Grows Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
OMNI 360 Wealth Inc. boosted its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 10.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 9,750 shares of the company’s stock... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Sold by AlphaStar Capital Management LLC
AlphaStar Capital Management LLC reduced its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Stock Position Lifted by Partners in Financial Planning
Partners in Financial Planning lifted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
AlphaStar Capital Management LLC Cuts Holdings in Costco Wholesale Corporation (NASDAQ:COST)
AlphaStar Capital Management LLC trimmed its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 2,146 shares of the retailer’s... More of this article »
Valeo Financial Advisors LLC Has $6.78 Million Stake in Vanguard Value ETF (NYSEARCA:VTV)
Valeo Financial Advisors LLC boosted its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Trek Financial LLC Decreases Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Trek Financial LLC trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 20.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Purchased by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC raised its position in Abbott Laboratories (NYSE:ABT – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Liberty One Investment Management LLC Has $5.59 Million Position in Walmart Inc. (NYSE:WMT)
Liberty One Investment Management LLC cut its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Stratos Investment Management LLC Increases Holdings in Bank of America Corporation (NYSE:BAC)
Stratos Investment Management LLC boosted its holdings in shares of Bank of America Corporation (NYSE:BAC) by 17.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Beverly Hills Private Wealth LLC Sells 19,524 Shares of Merck & Co., Inc. (NYSE:MRK)
Beverly Hills Private Wealth LLC decreased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 75.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 6,257 shares of the company’s stock... More of this article »
Industrial Stocks To Watch Now – July 7th
Tesla, Broadcom, and Micron Technology are the three Industrial stocks to watch today, according to MarketBeat’s stock screener tool. Industrial stocks are shares of companies that manufacture goods, machinery, equipment or... More of this article »
Retail Stocks Worth Watching – July 7th
Tesla, Apple, and Amazon.com are the three Retail stocks to watch today, according to MarketBeat’s stock screener tool. Retail stocks are shares of publicly traded companies that sell goods or services directly to end consumers... More of this article »
LTG Capital LLC Sells 400 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
LTG Capital LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.4% during the first quarter, HoldingsChannel reports. The fund owned 11,239 shares of the company’s stock... More of this article »
BXM Wealth LLC Takes $547,000 Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
BXM Wealth LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Sold by OMNI 360 Wealth Inc.
OMNI 360 Wealth Inc. trimmed its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
OMNI 360 Wealth Inc. Acquires 753 Shares of Pfizer Inc. (NYSE:PFE)
OMNI 360 Wealth Inc. boosted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 7.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Opus Capital Group LLC Has $226,000 Stake in Lockheed Martin Corporation (NYSE:LMT)
Opus Capital Group LLC decreased its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 7.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 507 shares of the aerospace... More of this article »
AlphaStar Capital Management LLC Buys New Position in iShares Bitcoin Trust ETF (NASDAQ:IBIT)
AlphaStar Capital Management LLC bought a new stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Liberty One Investment Management LLC
Liberty One Investment Management LLC cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 68.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
OMNI 360 Wealth Inc. Has $1.76 Million Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
OMNI 360 Wealth Inc. decreased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.2% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 62,979 shares of the company’s... More of this article »
CocaCola Company (The) (NYSE:KO) Shares Acquired by CapWealth Advisors LLC
CapWealth Advisors LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 1.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Personal CFO Solutions LLC Boosts Stake in Intuit Inc. (NASDAQ:INTU)
Personal CFO Solutions LLC raised its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 5.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Personal CFO Solutions LLC Sells 41 Shares of Parker-Hannifin Corporation (NYSE:PH)
Personal CFO Solutions LLC reduced its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 2.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Eli Lilly and Company (NYSE:LLY) Shares Sold by Sierra Capital LLC
Sierra Capital LLC decreased its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 23.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 247 shares... More of this article »
Consolidated Capital Management LLC Buys New Stake in Eli Lilly and Company (NYSE:LLY)
Consolidated Capital Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 7,674 shares of the company’s stock, valued at approximately... More of this article »
AlphaStar Capital Management LLC Has $2.54 Million Holdings in AT&T Inc. (NYSE:T)
AlphaStar Capital Management LLC lifted its holdings in AT&T Inc. (NYSE:T – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Opus Capital Group LLC Has $533,000 Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Opus Capital Group LLC lessened its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Adobe Inc. (NASDAQ:ADBE) Shares Sold by Personal CFO Solutions LLC
Personal CFO Solutions LLC cut its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 5,763 shares of the software company’s stock after selling... More of this article »
Stratos Investment Management LLC Decreases Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)
Stratos Investment Management LLC trimmed its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Stratos Investment Management LLC
Stratos Investment Management LLC trimmed its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.0% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Partners in Financial Planning Increases Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Partners in Financial Planning boosted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 4.5% during the first quarter, HoldingsChannel reports. The fund owned 312,440 shares of the exchange... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Sold by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. trimmed its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 0.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
DekaBank Deutsche Girozentrale Lowers Holdings in Philip Morris International Inc. (NYSE:PM)
DekaBank Deutsche Girozentrale decreased its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 6.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
M&T Bank Corp Reduces Stock Holdings in Mastercard Incorporated (NYSE:MA)
M&T Bank Corp reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 409,849 shares of the credit services... More of this article »
M&T Bank Corp Sells 26,779 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)
M&T Bank Corp trimmed its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 930,804 shares of the company’s stock... More of this article »