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Bristlecone Advisors LLC Has $15.03 Million Stock Holdings in Vanguard Small-Cap ETF $VB
Bristlecone Advisors LLC decreased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Oarsman Capital Inc. Acquires 60 Shares of Costco Wholesale Corporation $COST
Oarsman Capital Inc. lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
L.M. Kohn & Company Has $13.46 Million Holdings in Costco Wholesale Corporation $COST
L.M. Kohn & Company trimmed its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Union Pacific Corporation $UNP Shares Sold by Bristlecone Advisors LLC
Bristlecone Advisors LLC cut its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 8.6% in the second quarter, HoldingsChannel reports. The fund owned 11,231 shares of the railroad operator’s stock after selling... More of this article »
Oarsman Capital Inc. Sells 360 Shares of Adobe Inc. $ADBE
Oarsman Capital Inc. decreased its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 7.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,573 shares of the software company’s... More of this article »
Analyst IMS Investment Management Services Ltd. Buys 1,063 Shares of Bank of America Corporation $BAC
Analyst IMS Investment Management Services Ltd. increased its stake in shares of Bank of America Corporation (NYSE:BAC) by 2.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 53,282 shares of the financial... More of this article »
Evergreen Wealth Management LLC Purchases 306 Shares of Medtronic PLC $MDT
Evergreen Wealth Management LLC boosted its position in Medtronic PLC (NYSE:MDT – Free Report) by 1.1% during the second quarter, Holdings Channel.com reports. The fund owned 27,208 shares of the medical technology company’s... More of this article »
James Investment Research Inc. Boosts Position in Vanguard FTSE All-World ex-US ETF $VEU
James Investment Research Inc. raised its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.8% in the second quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Zhang Financial LLC Increases Position in O’Reilly Automotive, Inc. $ORLY
Zhang Financial LLC lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,373.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Motco Increases Stock Position in Salesforce Inc. $CRM
Motco grew its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 5.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 39,617 shares of the CRM... More of this article »
iShares Core S&P 500 ETF $IVV Shares Sold by Planning Directions Inc.
Planning Directions Inc. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 611... More of this article »
iShares Core S&P Small-Cap ETF $IJR is Paradigm Strategies in Wealth Management LLC’s 5th Largest Position
Paradigm Strategies in Wealth Management LLC reduced its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.2% in the second quarter, according to the company in its most recent 13F filing... More of this article »
New York Life Investment Management LLC Purchases 28,302 Shares of Coinbase Global, Inc. $COIN
New York Life Investment Management LLC grew its position in Coinbase Global, Inc. (NASDAQ:COIN) by 890.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Howard Capital Management Inc. Buys 1,969 Shares of The TJX Companies, Inc. $TJX
Howard Capital Management Inc. boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 29.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Howard Capital Management Inc. Purchases 1,829 Shares of The Boeing Company $BA
Howard Capital Management Inc. lifted its position in shares of The Boeing Company (NYSE:BA – Free Report) by 59.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Fjarde AP Fonden Fourth Swedish National Pension Fund Has $17.46 Million Holdings in Prologis, Inc. $PLD
Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 20.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Clark Asset Management LLC Has $308,000 Stock Position in Vanguard High Dividend Yield ETF $VYM
Clark Asset Management LLC reduced its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 40.7% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 2,310 shares of the... More of this article »
Econ Financial Services Corp Boosts Stake in Tesla, Inc. $TSLA
Econ Financial Services Corp lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Waterfront Wealth Inc. Sells 215 Shares of Electronic Arts Inc. $EA
Waterfront Wealth Inc. reduced its position in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Eubel Brady & Suttman Asset Management Inc. Sells 100 Shares of Invesco QQQ $QQQ
Eubel Brady & Suttman Asset Management Inc. lowered its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Transcend Capital Advisors LLC Increases Stake in Sysco Corporation $SYY
Transcend Capital Advisors LLC increased its position in Sysco Corporation (NYSE:SYY – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,419 shares of... More of this article »
L.M. Kohn & Company Trims Stock Position in Amgen Inc. $AMGN
L.M. Kohn & Company cut its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.5% during the second quarter, HoldingsChannel reports. The firm owned 2,124 shares of the medical research company’s stock after... More of this article »
Beirne Wealth Consulting Services LLC Buys 50,467 Shares of iShares Core MSCI EAFE ETF $IEFA
Beirne Wealth Consulting Services LLC raised its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 87.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 107,898... More of this article »
Winebrenner Capital Management LLC Increases Position in Vanguard Dividend Appreciation ETF $VIG
Winebrenner Capital Management LLC boosted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard Mid-Cap ETF $VO Shares Sold by Bull Oak Capital LLC
Bull Oak Capital LLC cut its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 48.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Markel Group Inc. Acquires 17,500 Shares of Tyson Foods, Inc. $TSN
Markel Group Inc. lifted its holdings in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 2.2% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 816,000 shares of the company’s... More of this article »
Milestone Asset Management Group LLC Raises Holdings in Vanguard Total Stock Market ETF $VTI
Milestone Asset Management Group LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 11.1% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Golden Road Advisors LLC Purchases New Position in iShares MSCI EAFE ETF $EFA
Golden Road Advisors LLC acquired a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 3,542 shares of... More of this article »
Bristlecone Advisors LLC Has $3.58 Million Stock Holdings in Ecolab Inc. $ECL
Bristlecone Advisors LLC cut its stake in Ecolab Inc. (NYSE:ECL – Free Report) by 2.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Human Investing LLC Buys New Holdings in Netflix, Inc. $NFLX
Human Investing LLC bought a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm bought 176 shares of the Internet television network’s stock, valued... More of this article »
Waterfront Wealth Inc. Decreases Holdings in Morgan Stanley $MS
Waterfront Wealth Inc. lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 2.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,774 shares of the financial... More of this article »
Waterfront Wealth Inc. Sells 155 Shares of AbbVie Inc. $ABBV
Waterfront Wealth Inc. lessened its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
WNY Asset Management LLC Decreases Stock Holdings in AT&T Inc. $T
WNY Asset Management LLC trimmed its position in shares of AT&T Inc. (NYSE:T – Free Report) by 18.7% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 67,092 shares... More of this article »
WNY Asset Management LLC Sells 520 Shares of Vanguard FTSE Developed Markets ETF $VEA
WNY Asset Management LLC cut its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Analyst IMS Investment Management Services Ltd. Trims Stock Position in Union Pacific Corporation $UNP
Analyst IMS Investment Management Services Ltd. decreased its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 36.2% during the second quarter, Holdings Channel reports. The firm owned 4,428 shares of the railroad... More of this article »
Analyst IMS Investment Management Services Ltd. Buys 457 Shares of Procter & Gamble Company (The) $PG
Analyst IMS Investment Management Services Ltd. lifted its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2.1% during the second quarter, HoldingsChannel reports. The firm owned 22,501 shares... More of this article »
The Goldman Sachs Group, Inc. $GS Holdings Trimmed by WNY Asset Management LLC
WNY Asset Management LLC lowered its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Austin Private Wealth LLC Purchases 77 Shares of Deere & Company $DE
Austin Private Wealth LLC boosted its position in Deere & Company (NYSE:DE – Free Report) by 6.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ashton Thomas Private Wealth LLC Acquires 1,133 Shares of Colgate-Palmolive Company $CL
Ashton Thomas Private Wealth LLC boosted its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 7.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
PepsiCo, Inc. $PEP Shares Sold by Austin Private Wealth LLC
Austin Private Wealth LLC lowered its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Emerson Electric Co. $EMR Holdings Raised by Bank of Jackson Hole Trust
Bank of Jackson Hole Trust grew its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 20.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
SPDR Gold Shares $GLD Stake Lessened by Motco
Motco lowered its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 5.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Bank of Jackson Hole Trust Increases Stake in Accenture PLC $ACN
Bank of Jackson Hole Trust boosted its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 11.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bank of Jackson Hole Trust Increases Position in SPDR S&P MidCap 400 ETF Trust $MDY
Bank of Jackson Hole Trust lifted its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 3.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Motco Raises Stock Position in Accenture PLC $ACN
Motco lifted its position in Accenture PLC (NYSE:ACN – Free Report) by 7.2% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,715 shares... More of this article »
Bank of Jackson Hole Trust Has $354,000 Position in Altria Group, Inc. $MO
Bank of Jackson Hole Trust increased its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 10.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bank of Jackson Hole Trust Increases Stock Holdings in GE Aerospace $GE
Bank of Jackson Hole Trust boosted its position in GE Aerospace (NYSE:GE – Free Report) by 18.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,052 shares of the company’s... More of this article »
Whalen Wealth Management Inc. Buys 3,677 Shares of SLB Limited $SLB
Whalen Wealth Management Inc. boosted its holdings in shares of SLB Limited (NYSE:SLB – Free Report) by 27.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 17,215 shares of the oil and gas... More of this article »