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Sara Bay Financial Sells 126 Shares of Vanguard Mid-Cap ETF $VO
Sara Bay Financial cut its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Wealth Effects LLC Sells 1,029 Shares of SPDR Gold Shares $GLD
Wealth Effects LLC reduced its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 42.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Evanson Asset Management LLC Raises Stake in Costco Wholesale Corporation $COST
Evanson Asset Management LLC lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 130.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Smith & Howard Wealth Management LLC Has $997,000 Holdings in Costco Wholesale Corporation $COST
Smith & Howard Wealth Management LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 11.0% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Kagan Cocozza Asset Management Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR
Kagan Cocozza Asset Management grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 13.3% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 28,828... More of this article »
Vanguard Small-Cap ETF $VB Shares Bought by Legacy Financial Group LLC
Legacy Financial Group LLC increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vanguard Mid-Cap ETF $VO Shares Sold by Axis Wealth Partners LLC
Axis Wealth Partners LLC trimmed its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 12.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 898 shares of the company’s stock after selling 131... More of this article »
Cranbrook Wealth Management LLC Buys 1,342 Shares of Abbott Laboratories $ABT
Cranbrook Wealth Management LLC boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 12.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
IMS Capital Management Buys New Position in Procter & Gamble Company (The) $PG
IMS Capital Management purchased a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Walmart Inc. $WMT Stock Holdings Cut by Kentucky Trust Co
Kentucky Trust Co reduced its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.6% in the second quarter, HoldingsChannel.com reports. The firm owned 26,591 shares of the retailer’s stock after selling 157... More of this article »
RVW Wealth LLC Reduces Position in Vanguard Growth ETF $VUG
RVW Wealth LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Waycross Partners LLC Has $31.43 Million Stock Holdings in AbbVie Inc. $ABBV
Waycross Partners LLC grew its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 7.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 169,336 shares of the company’s stock after buying an... More of this article »
BCS Wealth Management Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG
BCS Wealth Management raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.9% during the second quarter, HoldingsChannel.com reports. The firm owned 88,260 shares of the company’s... More of this article »
Mather Group LLC. Boosts Holdings in Vanguard Value ETF $VTV
Mather Group LLC. raised its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Philip Morris International Inc. $PM Shares Purchased by Fifth Third Bancorp
Fifth Third Bancorp boosted its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 3.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 563,903 shares of the company’s stock... More of this article »
Verum Partners LLC Boosts Stock Position in Abbott Laboratories $ABT
Verum Partners LLC grew its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 50.3% in the second quarter, Holdings Channel reports. The firm owned 3,348 shares of the healthcare product maker’s stock... More of this article »
IMS Capital Management Buys Shares of 3,904 Costco Wholesale Corporation $COST
IMS Capital Management purchased a new position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The firm purchased 3,904 shares of the retailer’s stock,... More of this article »
Oak Wealth Advisors LLC Boosts Stake in Vanguard FTSE Developed Markets ETF $VEA
Oak Wealth Advisors LLC raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Netflix, Inc. $NFLX Shares Sold by Public Employees Retirement System of Ohio
Public Employees Retirement System of Ohio trimmed its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
BCS Wealth Management Acquires 470 Shares of AbbVie Inc. $ABBV
BCS Wealth Management boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Pine Haven Investment Counsel Inc Has $1.29 Million Position in The TJX Companies, Inc. $TJX
Pine Haven Investment Counsel Inc lessened its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 2.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 10,433... More of this article »
Accurate Wealth Management LLC Acquires 224 Shares of iShares Core S&P Small-Cap ETF $IJR
Accurate Wealth Management LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Fifth Third Bancorp Decreases Stock Position in Vanguard Value ETF $VTV
Fifth Third Bancorp cut its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 290,480 shares of the... More of this article »
IMS Capital Management Purchases Shares of 1,289 Amgen Inc. $AMGN
IMS Capital Management purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) during the second quarter, HoldingsChannel.com reports. The firm purchased 1,289 shares of the medical research company’s stock, valued... More of this article »
Kentucky Trust Co Has $45,000 Holdings in UnitedHealth Group Incorporated $UNH
Kentucky Trust Co boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 53.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Graypoint LLC Grows Holdings in iShares Core MSCI EAFE ETF $IEFA
Graypoint LLC increased its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.4% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 97,038 shares of the company’s... More of this article »
Graypoint LLC Boosts Stake in Vanguard S&P 500 ETF $VOO
Graypoint LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 21.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
CGN Advisors LLC Sells 1,752 Shares of Bank of America Corporation $BAC
CGN Advisors LLC lowered its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 18.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Pine Haven Investment Counsel Inc Boosts Stock Position in Oracle Corporation $ORCL
Pine Haven Investment Counsel Inc boosted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Verizon Communications Inc. $VZ Shares Sold by Peddock Capital Advisors LLC
Peddock Capital Advisors LLC reduced its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Total International Stock ETF $VXUS Shares Sold by Roger Wittlin Investment Advisory LLC
Roger Wittlin Investment Advisory LLC trimmed its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 14.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
BCS Wealth Management Grows Position in AT&T Inc. $T
BCS Wealth Management raised its position in AT&T Inc. (NYSE:T – Free Report) by 20.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,858... More of this article »
Legacy Financial Group LLC Buys 100 Shares of Tesla, Inc. $TSLA
Legacy Financial Group LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,919... More of this article »
iShares MSCI EAFE ETF $EFA Holdings Cut by Shulman DeMeo Asset Management LLC
Shulman DeMeo Asset Management LLC reduced its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Mather Group LLC. Purchases 40,313 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Mather Group LLC. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Sheets Smith Wealth Management Sells 112 Shares of The TJX Companies, Inc. $TJX
Sheets Smith Wealth Management decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.1% during the second quarter, HoldingsChannel reports. The fund owned 80,676 shares of the apparel and... More of this article »
Sheets Smith Wealth Management Raises Position in iShares Core S&P Small-Cap ETF $IJR
Sheets Smith Wealth Management grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.3% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
CCM Investment Advisers LLC Grows Stock Holdings in The Walt Disney Company $DIS
CCM Investment Advisers LLC boosted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.7% during the second quarter, Holdings Channel.com reports. The firm owned 95,220 shares of the entertainment... More of this article »
Sheets Smith Wealth Management Sells 1,579 Shares of Stryker Corporation $SYK
Sheets Smith Wealth Management lowered its holdings in shares of Stryker Corporation (NYSE:SYK – Free Report) by 34.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Total Stock Market ETF $VTI Stock Holdings Cut by Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.8% in the second quarter, according to its most recent filing with the Securities & Exchange... More of this article »
78,922 Shares in Pfizer Inc. $PFE Bought by IMS Capital Management
IMS Capital Management bought a new stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 78,922... More of this article »
9,004 Shares in Abbott Laboratories $ABT Acquired by IMS Capital Management
IMS Capital Management acquired a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 9,004 shares of the healthcare product maker’s stock,... More of this article »
James J. Burns & Company LLC Has $13.89 Million Holdings in iShares Core MSCI EAFE ETF $IEFA
James J. Burns & Company LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Adobe Inc. $ADBE Shares Sold by Cigna Investments Inc. New
Cigna Investments Inc. New cut its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.9% during the second quarter, Holdings Channel reports. The institutional investor owned 4,175 shares of the software company’s... More of this article »
Eaton Financial Holdings Company LLC Invests $660,000 in The Home Depot, Inc. $HD
Eaton Financial Holdings Company LLC bought a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 1,800 shares of the home improvement retailer’s... More of this article »
Retirement Income Solutions Inc Purchases Shares of 2,061 Walmart Inc. $WMT
Retirement Income Solutions Inc purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
tru Independence LLC Sells 69 Shares of Vanguard S&P 500 ETF $VOO
tru Independence LLC decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Forte Capital LLC ADV Grows Position in CocaCola Company (The) $KO
Forte Capital LLC ADV grew its position in CocaCola Company (The) (NYSE:KO – Free Report) by 5.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »