Home » Investing

Image for Advance Capital Management Inc. Buys 5,814 Shares of Exxon Mobil Co. (NYSE:XOM)

Advance Capital Management Inc. Buys 5,814 Shares of Exxon Mobil Co. (NYSE:XOM)

Advance Capital Management Inc. grew its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 111.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Q2 2024 Earnings Estimate for Walgreens Boots Alliance, Inc. Issued By Leerink Partnrs (NASDAQ:WBA)

Q2 2024 Earnings Estimate for Walgreens Boots Alliance, Inc. Issued By Leerink Partnrs (NASDAQ:WBA)

Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) – Equities researchers at Leerink Partnrs lowered their Q2 2024 EPS estimates for Walgreens Boots Alliance in a research note issued to investors on Monday,... More of this article »
Image for ASML Holding (NASDAQ:ASML) Shares Sold by Daymark Wealth Partners LLC

ASML Holding (NASDAQ:ASML) Shares Sold by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC trimmed its position in shares of ASML Holding (NASDAQ:ASML – Free Report) by 17.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Daymark Wealth Partners LLC Sells 863 Shares of Ulta Beauty, Inc. (NASDAQ:ULTA)

Daymark Wealth Partners LLC Sells 863 Shares of Ulta Beauty, Inc. (NASDAQ:ULTA)

Daymark Wealth Partners LLC lowered its position in Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) by 41.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,205... More of this article »
Image for Nordea Investment Management AB Purchases 28,833 Shares of PulteGroup, Inc. (NYSE:PHM)

Nordea Investment Management AB Purchases 28,833 Shares of PulteGroup, Inc. (NYSE:PHM)

Nordea Investment Management AB raised its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Gateway Investment Advisers LLC Buys 1,010 Shares of Autodesk, Inc. (NASDAQ:ADSK)

Gateway Investment Advisers LLC Buys 1,010 Shares of Autodesk, Inc. (NASDAQ:ADSK)

Gateway Investment Advisers LLC increased its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 5.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for TL Private Wealth Acquires Shares of 1,600 Target Co. (NYSE:TGT)

TL Private Wealth Acquires Shares of 1,600 Target Co. (NYSE:TGT)

TL Private Wealth acquired a new stake in Target Co. (NYSE:TGT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for TL Private Wealth Buys 2,725 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

TL Private Wealth Buys 2,725 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

TL Private Wealth lifted its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 81.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Gateway Investment Advisers LLC Increases Stock Position in Steel Dynamics, Inc. (NASDAQ:STLD)

Gateway Investment Advisers LLC Increases Stock Position in Steel Dynamics, Inc. (NASDAQ:STLD)

Gateway Investment Advisers LLC increased its position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Gateway Investment Advisers LLC Sells 41 Shares of BlackRock, Inc. (NYSE:BLK)

Gateway Investment Advisers LLC Sells 41 Shares of BlackRock, Inc. (NYSE:BLK)

Gateway Investment Advisers LLC lowered its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for KLA (NASDAQ:KLAC) Releases Q3 Earnings Guidance

KLA (NASDAQ:KLAC) Releases Q3 Earnings Guidance

KLA (NASDAQ:KLAC – Get Free Report) updated its third quarter earnings guidance on Monday. The company provided earnings per share (EPS) guidance of $4.23-5.43 for the period, compared to the consensus estimate of $5.29. The... More of this article »
Image for Sugarloaf Wealth Management LLC Has $274,000 Holdings in Duke Energy Co. (NYSE:DUK)

Sugarloaf Wealth Management LLC Has $274,000 Holdings in Duke Energy Co. (NYSE:DUK)

Sugarloaf Wealth Management LLC increased its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 13.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for KLA (NASDAQ:KLAC) Releases Q3 2024 Earnings Guidance

KLA (NASDAQ:KLAC) Releases Q3 2024 Earnings Guidance

KLA (NASDAQ:KLAC – Get Free Report) issued an update on its third quarter 2024 earnings guidance on Monday morning. The company provided EPS guidance of 4.230-5.430 for the period, compared to the consensus EPS estimate of 4.870.... More of this article »
Image for 11,230 Shares in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Acquired by Shilanski & Associates Inc.

11,230 Shares in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Acquired by Shilanski & Associates Inc.

Shilanski & Associates Inc. acquired a new stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 11,230 shares of the pharmacy operator’s... More of this article »
Image for Foundation Resource Management Inc. Acquires 3,611 Shares of HP Inc. (NYSE:HPQ)

Foundation Resource Management Inc. Acquires 3,611 Shares of HP Inc. (NYSE:HPQ)

Foundation Resource Management Inc. boosted its holdings in HP Inc. (NYSE:HPQ – Free Report) by 1.0% in the 4th quarter, HoldingsChannel reports. The firm owned 376,626 shares of the computer maker’s stock after purchasing... More of this article »
Image for Gateway Investment Advisers LLC Increases Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Gateway Investment Advisers LLC Increases Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Gateway Investment Advisers LLC boosted its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 42.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Gateway Investment Advisers LLC Sells 78,588 Shares of NextEra Energy, Inc. (NYSE:NEE)

Gateway Investment Advisers LLC Sells 78,588 Shares of NextEra Energy, Inc. (NYSE:NEE)

Gateway Investment Advisers LLC lowered its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 45.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Daymark Wealth Partners LLC Has $590,000 Position in Ulta Beauty, Inc. (NASDAQ:ULTA)

Daymark Wealth Partners LLC Has $590,000 Position in Ulta Beauty, Inc. (NASDAQ:ULTA)

Daymark Wealth Partners LLC lessened its stake in shares of Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) by 41.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Acquired by Sound Income Strategies LLC

iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Acquired by Sound Income Strategies LLC

Sound Income Strategies LLC increased its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 87.7% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Amazon.com, Inc. (NASDAQ:AMZN) Stock Position Raised by Cherrydale Wealth Management LLC

Amazon.com, Inc. (NASDAQ:AMZN) Stock Position Raised by Cherrydale Wealth Management LLC

Cherrydale Wealth Management LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 14.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Daymark Wealth Partners LLC Lowers Stake in Freeport-McMoRan Inc. (NYSE:FCX)

Daymark Wealth Partners LLC Lowers Stake in Freeport-McMoRan Inc. (NYSE:FCX)

Daymark Wealth Partners LLC reduced its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 54.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Sugarloaf Wealth Management LLC Cuts Position in AT&T Inc. (NYSE:T)

Sugarloaf Wealth Management LLC Cuts Position in AT&T Inc. (NYSE:T)

Sugarloaf Wealth Management LLC cut its position in AT&T Inc. (NYSE:T – Free Report) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Advance Capital Management Inc. Sells 142 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Advance Capital Management Inc. Sells 142 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Advance Capital Management Inc. trimmed its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,238 shares of the... More of this article »
Image for Daymark Wealth Partners LLC Increases Holdings in Lincoln Electric Holdings, Inc. (NASDAQ:LECO)

Daymark Wealth Partners LLC Increases Holdings in Lincoln Electric Holdings, Inc. (NASDAQ:LECO)

Daymark Wealth Partners LLC raised its stake in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 136.0% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Sugarloaf Wealth Management LLC Sells 2,803 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Sugarloaf Wealth Management LLC Sells 2,803 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Sugarloaf Wealth Management LLC lowered its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 41.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Image for Sugarloaf Wealth Management LLC Acquires 3,427 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Sugarloaf Wealth Management LLC Acquires 3,427 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Sugarloaf Wealth Management LLC increased its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 96.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Advance Capital Management Inc. Has $333 Million Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Advance Capital Management Inc. Has $333 Million Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Advance Capital Management Inc. increased its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 200.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Wedmont Private Capital Has $562,000 Stock Holdings in Lennar Co. (NYSE:LEN)

Wedmont Private Capital Has $562,000 Stock Holdings in Lennar Co. (NYSE:LEN)

Wedmont Private Capital boosted its position in Lennar Co. (NYSE:LEN – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,767 shares of the construction... More of this article »
Image for Daymark Wealth Partners LLC Invests $957,000 in The Kraft Heinz Company (NASDAQ:KHC)

Daymark Wealth Partners LLC Invests $957,000 in The Kraft Heinz Company (NASDAQ:KHC)

Daymark Wealth Partners LLC bought a new stake in The Kraft Heinz Company (NASDAQ:KHC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Advance Capital Management Inc. Sells 4,299 Shares of AT&T Inc. (NYSE:T)

Advance Capital Management Inc. Sells 4,299 Shares of AT&T Inc. (NYSE:T)

Advance Capital Management Inc. decreased its position in shares of AT&T Inc. (NYSE:T – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sugarloaf Wealth Management LLC Purchases 6,799 Shares of Devon Energy Co. (NYSE:DVN)

Sugarloaf Wealth Management LLC Purchases 6,799 Shares of Devon Energy Co. (NYSE:DVN)

Sugarloaf Wealth Management LLC increased its position in Devon Energy Co. (NYSE:DVN – Free Report) by 11,928.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 6,856 shares... More of this article »
Image for Advance Capital Management Inc. Raises Stock Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Advance Capital Management Inc. Raises Stock Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Advance Capital Management Inc. boosted its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Sugarloaf Wealth Management LLC Increases Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sugarloaf Wealth Management LLC Increases Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sugarloaf Wealth Management LLC raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 17.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for iShares Russell 2000 Growth ETF (NYSEARCA:IWO) Shares Sold by Waycross Investment Management Co

iShares Russell 2000 Growth ETF (NYSEARCA:IWO) Shares Sold by Waycross Investment Management Co

Waycross Investment Management Co cut its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 2.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for ARK Innovation ETF (NYSEARCA:ARKK) Shares Purchased by Sound Income Strategies LLC

ARK Innovation ETF (NYSEARCA:ARKK) Shares Purchased by Sound Income Strategies LLC

Sound Income Strategies LLC raised its holdings in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Daymark Wealth Partners LLC Acquires 129 Shares of American Tower Co. (NYSE:AMT)

Daymark Wealth Partners LLC Acquires 129 Shares of American Tower Co. (NYSE:AMT)

Daymark Wealth Partners LLC boosted its holdings in shares of American Tower Co. (NYSE:AMT – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Sound Income Strategies LLC

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Sound Income Strategies LLC

Sound Income Strategies LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 85.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Daymark Wealth Partners LLC Acquires 10,000 Shares of Arhaus, Inc. (NASDAQ:ARHS)

Daymark Wealth Partners LLC Acquires 10,000 Shares of Arhaus, Inc. (NASDAQ:ARHS)

Daymark Wealth Partners LLC grew its holdings in Arhaus, Inc. (NASDAQ:ARHS – Free Report) by 31.3% in the 4th quarter, HoldingsChannel reports. The firm owned 42,000 shares of the company’s stock after buying an additional... More of this article »
Image for Daymark Wealth Partners LLC Has $738,000 Holdings in Vanguard Value Index Fund ETF Shares (NYSEARCA:VTV)

Daymark Wealth Partners LLC Has $738,000 Holdings in Vanguard Value Index Fund ETF Shares (NYSEARCA:VTV)

Daymark Wealth Partners LLC lifted its stake in shares of Vanguard Value Index Fund ETF Shares (NYSEARCA:VTV – Free Report) by 4.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Dfpg Investments LLC Acquires 2,277 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Dfpg Investments LLC Acquires 2,277 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Dfpg Investments LLC boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 15.0% in the 4th quarter, HoldingsChannel reports. The firm owned 17,478 shares of the company’s stock after purchasing... More of this article »
Image for Dfpg Investments LLC Purchases 3,158 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Dfpg Investments LLC Purchases 3,158 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Dfpg Investments LLC grew its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 21.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 17,607 shares of the company’s stock... More of this article »
Image for Capital Asset Advisory Services LLC Lowers Stake in FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV)

Capital Asset Advisory Services LLC Lowers Stake in FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV)

Capital Asset Advisory Services LLC cut its holdings in shares of FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV – Free Report) by 65.8% during the fourth quarter, according to the company in its most recent... More of this article »
Image for Sound Income Strategies LLC Has $176,000 Stock Position in Illinois Tool Works Inc. (NYSE:ITW)

Sound Income Strategies LLC Has $176,000 Stock Position in Illinois Tool Works Inc. (NYSE:ITW)

Sound Income Strategies LLC increased its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 132.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for IFP Advisors Inc Acquires Shares of 14,484 JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

IFP Advisors Inc Acquires Shares of 14,484 JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS)

IFP Advisors Inc acquired a new stake in shares of JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm acquired 14,484 shares of the company’s... More of this article »
Image for Daymark Wealth Partners LLC Increases Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Daymark Wealth Partners LLC Increases Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Daymark Wealth Partners LLC boosted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Foundation Resource Management Inc. Raises Stock Position in Barrick Gold Corp (NYSE:GOLD)

Foundation Resource Management Inc. Raises Stock Position in Barrick Gold Corp (NYSE:GOLD)

Foundation Resource Management Inc. increased its stake in Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 0.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for IFP Advisors Inc Reduces Stake in First Trust Cloud Computing ETF (NASDAQ:SKYY)

IFP Advisors Inc Reduces Stake in First Trust Cloud Computing ETF (NASDAQ:SKYY)

IFP Advisors Inc lessened its position in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) by 11.2% in the fourth quarter, HoldingsChannel reports. The firm owned 15,759 shares of the company’s stock after selling... More of this article »
Image for Dfpg Investments LLC Reduces Position in ASML Holding (NASDAQ:ASML)

Dfpg Investments LLC Reduces Position in ASML Holding (NASDAQ:ASML)

Dfpg Investments LLC decreased its stake in shares of ASML Holding (NASDAQ:ASML – Free Report) by 27.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,372 shares... More of this article »
Image for Edwards Lifesciences Co. (NYSE:EW) Shares Purchased by Daymark Wealth Partners LLC

Edwards Lifesciences Co. (NYSE:EW) Shares Purchased by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC increased its holdings in shares of Edwards Lifesciences Co. (NYSE:EW – Free Report) by 88.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for PulteGroup, Inc. (NYSE:PHM) Shares Acquired by IFP Advisors Inc

PulteGroup, Inc. (NYSE:PHM) Shares Acquired by IFP Advisors Inc

IFP Advisors Inc raised its stake in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 17.6% during the fourth quarter, HoldingsChannel reports. The firm owned 13,535 shares of the construction company’s stock after... More of this article »