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Trust Asset Management LLC Has $1.89 Million Stock Holdings in Texas Instruments Incorporated (NASDAQ:TXN)
Trust Asset Management LLC grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.6% during the first quarter, Holdings Channel reports. The firm owned 10,497 shares of the semiconductor company’s... More of this article »
McDonald’s Corporation (NYSE:MCD) Position Increased by Gouws Capital LLC
Gouws Capital LLC increased its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 41.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Maia Wealth LLC Increases Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Maia Wealth LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.2% during the 1st quarter, Holdings Channel reports. The firm owned 7,972 shares of the company’s stock after purchasing... More of this article »
Trust Asset Management LLC Cuts Stake in The Travelers Companies, Inc. (NYSE:TRV)
Trust Asset Management LLC decreased its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 2.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Eagle Global Advisors LLC Sells 176 Shares of Honeywell International Inc. (NASDAQ:HON)
Eagle Global Advisors LLC trimmed its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Kohmann Bosshard Financial Services LLC Sells 214 Shares of Analog Devices, Inc. (NASDAQ:ADI)
Kohmann Bosshard Financial Services LLC reduced its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 17.7% during the first quarter, HoldingsChannel reports. The fund owned 992 shares of the semiconductor company’s... More of this article »
SouthState Corp Purchases New Shares in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
SouthState Corp acquired a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm acquired 12,406 shares of the company’s... More of this article »
Capital Planning Advisors LLC Lowers Holdings in Procter & Gamble Company (The) (NYSE:PG)
Capital Planning Advisors LLC cut its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 5.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Kohmann Bosshard Financial Services LLC
Kohmann Bosshard Financial Services LLC lifted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 16.3% in the first quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Tranquilli Financial Advisor LLC Takes Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Tranquilli Financial Advisor LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the first 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 Purchased by PCG Asset Management LLC
PCG Asset Management LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 47.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Independent Advisor Alliance Grows Holdings in NextEra Energy, Inc. (NYSE:NEE)
Independent Advisor Alliance increased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 126,852 shares of... More of this article »
Motley Fool Wealth Management LLC Has $13.37 Million Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Motley Fool Wealth Management LLC reduced its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 6.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Independent Advisor Alliance Lowers Stock Holdings in Arista Networks, Inc. (NYSE:ANET)
Independent Advisor Alliance reduced its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 3.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
WP Advisors LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
WP Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor acquired 52,430 shares of the company’s... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Shares Purchased by Independent Advisor Alliance
Independent Advisor Alliance lifted its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.0% in the first quarter, HoldingsChannel reports. The firm owned 56,988 shares of the home improvement retailer’s... More of this article »
WP Advisors LLC Acquires 255 Shares of Adobe Inc. (NASDAQ:ADBE)
WP Advisors LLC boosted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 11.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors trimmed its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.6% in the first quarter, HoldingsChannel.com reports. The firm owned 100,787 shares... More of this article »
Dalton Investments Inc. Grows Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Dalton Investments Inc. boosted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 166.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Aigen Investment Management LP Lowers Holdings in Johnson & Johnson (NYSE:JNJ)
Aigen Investment Management LP trimmed its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 5,543 shares of the company’s... More of this article »
Staley Capital Advisers Inc. Lowers Stake in Philip Morris International Inc. (NYSE:PM)
Staley Capital Advisers Inc. lowered its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 0.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Staley Capital Advisers Inc. Sells 2,855 Shares of Johnson & Johnson (NYSE:JNJ)
Staley Capital Advisers Inc. trimmed its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% in the first quarter, HoldingsChannel reports. The fund owned 293,712 shares of the company’s stock after selling... More of this article »
Independent Advisor Alliance Raises Stock Holdings in Johnson & Johnson (NYSE:JNJ)
Independent Advisor Alliance raised its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.7% 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 »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Financial Engines Advisors L.L.C.
Financial Engines Advisors L.L.C. trimmed its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the first quarter, Holdings Channel reports. The fund owned 336,973 shares of the company’s... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Boosted by Cove Private Wealth LLC
Cove Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 48.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cooper Financial Group Has $544,000 Stake in Parker-Hannifin Corporation (NYSE:PH)
Cooper Financial Group raised its stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 7.6% in the first quarter, Holdings Channel.com reports. The firm owned 895 shares of the industrial products company’s... More of this article »
Broadcom Inc. (NASDAQ:AVGO) is AGF Management Ltd.’s 9th Largest Position
AGF Management Ltd. grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.3% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
AGF Management Ltd. Has $56.39 Million Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)
AGF Management Ltd. reduced its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
AIA Group Ltd Boosts Holdings in Hilton Worldwide Holdings Inc. (NYSE:HLT)
AIA Group Ltd grew its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 14.6% during the first quarter, HoldingsChannel reports. The firm owned 23,461 shares of the company’s stock after... More of this article »
Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Position Trimmed by Meridian Wealth Management LLC
Meridian Wealth Management LLC lessened its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.0% during the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
AIA Group Ltd Has $4.15 Million Stock Position in Corteva, Inc. (NYSE:CTVA)
AIA Group Ltd raised its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 52.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 65,914 shares of the company’s stock... More of this article »
Savvy Advisors Inc. Invests $302,000 in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Savvy Advisors Inc. acquired a new position in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Cheniere Energy, Inc. (NYSE:LNG) Shares Bought by Cooper Financial Group
Cooper Financial Group grew its stake in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 2.6% in the first quarter, Holdings Channel.com reports. The fund owned 4,544 shares of the energy company’s stock after... More of this article »
Operose Advisors LLC Buys 3,961 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)
Operose Advisors LLC grew its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 88.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Trust Asset Management LLC Has $756,000 Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)
Trust Asset Management LLC decreased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 13.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 11,588 shares of... More of this article »
Cobblestone Capital Advisors LLC NY Trims Stake in Altria Group, Inc. (NYSE:MO)
Cobblestone Capital Advisors LLC NY lowered its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 32.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 5,264 shares of the... More of this article »
Altria Group, Inc. (NYSE:MO) Shares Sold by SouthState Corp
SouthState Corp lessened its position in Altria Group, Inc. (NYSE:MO – Free Report) by 7.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Kinder Morgan, Inc. (NYSE:KMI) Shares Bought by Eagle Global Advisors LLC
Eagle Global Advisors LLC increased its stake in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 15.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
SouthState Corp Buys 2,716 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)
SouthState Corp raised its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 40.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,447 shares... More of this article »
SouthState Corp Purchases 1,696 Shares of Merck & Co., Inc. (NYSE:MRK)
SouthState Corp boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
King Luther Capital Management Corp Has $6 Million Holdings in Cummins Inc. (NYSE:CMI)
King Luther Capital Management Corp raised its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 0.8% 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 »
King Luther Capital Management Corp Sells 2,579 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)
King Luther Capital Management Corp lowered its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 10.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Todd Asset Management LLC Trims Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Todd Asset Management LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Keeler & Nadler Financial Planning & Wealth Management Has $4.97 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)
Keeler & Nadler Financial Planning & Wealth Management trimmed its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 32.8% during the 1st quarter, according to the company in its most... More of this article »
615 Shares in Moody’s Corporation (NYSE:MCO) Purchased by Ballast Inc.
Ballast Inc. purchased a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased... More of this article »
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Stake Decreased by Staley Capital Advisers Inc.
Staley Capital Advisers Inc. lowered its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.5% during the 1st quarter, HoldingsChannel reports. The fund owned 423,600 shares of the exchange traded... More of this article »
Paulson Wealth Management Inc. Sells 141 Shares of Eli Lilly and Company (NYSE:LLY)
Paulson Wealth Management Inc. lowered its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 12.8% in the first quarter, HoldingsChannel reports. The firm owned 958 shares of the company’s stock after... More of this article »
Aigen Investment Management LP Purchases New Stake in Procter & Gamble Company (The) (NYSE:PG)
Aigen Investment Management LP bought a new position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »