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New Hampshire Trust Increases Position in The Procter & Gamble Company (NYSE:PG)
New Hampshire Trust lifted its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
New Hampshire Trust Cuts Stock Position in Deere & Company (NYSE:DE)
New Hampshire Trust lowered its stake in Deere & Company (NYSE:DE – Free Report) by 7.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,405 shares of the industrial products company’s... More of this article »
AT&T Inc. (NYSE:T) Position Trimmed by IVC Wealth Advisors LLC
IVC Wealth Advisors LLC decreased its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 25.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Investors Research Corp Has $486,000 Stock Position in Broadcom Inc. (NASDAQ:AVGO)
Investors Research Corp decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AdvisorNet Financial Inc Boosts Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)
AdvisorNet Financial Inc raised its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 7.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Best Outdoor Stocks To Add to Your Watchlist – May 28th
Walmart, Deckers Outdoor, Lowe’s Companies, Kroger, and Fortune Brands Innovations are the five Outdoor stocks to watch today, according to MarketBeat’s stock screener tool. Outdoor stocks are shares of publicly traded... More of this article »
Catalyst Private Wealth LLC Boosts Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Catalyst Private Wealth LLC lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 25.1% in the first quarter, HoldingsChannel.com reports. The firm owned 2,008 shares of the company’s... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Stock Holdings Raised by Asset Allocation & Management Company LLC
Asset Allocation & Management Company LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.4% in the first quarter, Holdings Channel.com reports. The fund owned 38,134 shares... More of this article »
Veery Capital LLC Has $279,000 Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)
Veery Capital LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,665... More of this article »
IVC Wealth Advisors LLC Purchases 23 Shares of Meta Platforms, Inc. (NASDAQ:META)
IVC Wealth Advisors LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,368 shares... More of this article »
Stolper Co Buys 462 Shares of AT&T Inc. (NYSE:T)
Stolper Co increased its stake in AT&T Inc. (NYSE:T – Free Report) by 0.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 126,517 shares of the... More of this article »
Beese Fulmer Investment Management Inc. Buys 6,451 Shares of Abbott Laboratories (NYSE:ABT)
Beese Fulmer Investment Management Inc. grew its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 6.8% during the 1st quarter, HoldingsChannel reports. The fund owned 101,422 shares of the healthcare product maker’s... More of this article »
LVM Capital Management Ltd. MI Has $4 Million Stock Position in Abbott Laboratories (NYSE:ABT)
LVM Capital Management Ltd. MI trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 4.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
J2 Capital Management Inc Sells 77 Shares of McDonald’s Co. (NYSE:MCD)
J2 Capital Management Inc lowered its position in McDonald’s Co. (NYSE:MCD – Free Report) by 4.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
St. Louis Financial Planners Asset Management LLC Trims Position in GE Aerospace (NYSE:GE)
St. Louis Financial Planners Asset Management LLC decreased its position in shares of GE Aerospace (NYSE:GE – Free Report) by 48.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Somerset Trust Co Sells 46 Shares of Costco Wholesale Co. (NASDAQ:COST)
Somerset Trust Co cut its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Delphi Management Inc. MA Sells 1,010 Shares of Novartis AG (NYSE:NVS)
Delphi Management Inc. MA cut its holdings in Novartis AG (NYSE:NVS – Free Report) by 7.1% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,299 shares of the... More of this article »
Meyer Handelman Co. Buys 400 Shares of Altria Group, Inc. (NYSE:MO)
Meyer Handelman Co. increased its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 0.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Global Financial Private Client LLC Sells 184 Shares of NextEra Energy, Inc. (NYSE:NEE)
Global Financial Private Client LLC lessened its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 6.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Burns J W & Co. Inc. NY
Burns J W & Co. Inc. NY decreased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Acquired by Verde Capital Management
Verde Capital Management lifted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 428,794 shares... More of this article »
New Hampshire Trust Has $7.95 Million Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
New Hampshire Trust lessened its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.1% during the first quarter, HoldingsChannel.com reports. The firm owned 136,279 shares of the company’s... More of this article »
Marion Wealth Management Sells 493 Shares of Starbucks Co. (NASDAQ:SBUX)
Marion Wealth Management trimmed its stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 11.7% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 3,733 shares of... More of this article »
New Hampshire Trust Has $437,000 Stake in FedEx Co. (NYSE:FDX)
New Hampshire Trust reduced its stake in shares of FedEx Co. (NYSE:FDX – Free Report) by 18.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Investors Research Corp Has $1.71 Million Holdings in Verizon Communications Inc. (NYSE:VZ)
Investors Research Corp boosted its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 16.6% in the first quarter, Holdings Channel reports. The firm owned 37,791 shares of the cell phone carrier’s stock after... More of this article »
Avondale Wealth Management Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Avondale Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.1% during the first quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
The Procter & Gamble Company (NYSE:PG) Holdings Raised by Stolper Co
Stolper Co grew its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
IVC Wealth Advisors LLC Sells 85 Shares of The Procter & Gamble Company (NYSE:PG)
IVC Wealth Advisors LLC decreased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 4.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Sold by Veery Capital LLC
Veery Capital LLC reduced its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Catalyst Private Wealth LLC Has $5.17 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)
Catalyst Private Wealth LLC lessened its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.1% in the first quarter, HoldingsChannel reports. The fund owned 29,912 shares of the company’s stock... More of this article »
Intuit Inc. (NASDAQ:INTU) EVP Sells $19,293,708.00 in Stock
Intuit Inc. (NASDAQ:INTU – Get Free Report) EVP Laura A. Fennell sold 25,648 shares of Intuit stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $752.25, for a total value of $19,293,708.00.... More of this article »
Presidio Capital Management LLC Increases Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Presidio Capital Management LLC boosted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.4% in the first quarter, HoldingsChannel.com reports. The fund owned 4,337 shares of the electric vehicle producer’s... More of this article »
Rothschild Investment LLC Sells 395 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Rothschild Investment LLC reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.5% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
American Tower Co. (NYSE:AMT) Shares Acquired by Marion Wealth Management
Marion Wealth Management lifted its position in shares of American Tower Co. (NYSE:AMT – Free Report) by 7.1% during the first quarter, Holdings Channel reports. The firm owned 5,876 shares of the real estate investment trust’s... More of this article »
Andrew Hill Investment Advisors Inc. Buys Shares of 3,518 Eli Lilly and Company (NYSE:LLY)
Andrew Hill Investment Advisors Inc. bought a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the first quarter, Holdings Channel reports. The fund bought 3,518 shares of the company’s stock, valued... More of this article »
Beese Fulmer Investment Management Inc. Acquires 1,056 Shares of Adobe Inc. (NASDAQ:ADBE)
Beese Fulmer Investment Management Inc. lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Burns J W & Co. Inc. NY Sells 1,682 Shares of Bank of America Co. (NYSE:BAC)
Burns J W & Co. Inc. NY cut its holdings in shares of Bank of America Co. (NYSE:BAC) by 12.8% during the first quarter, Holdings Channel.com reports. The fund owned 11,468 shares of the financial services provider’s stock... More of this article »
Verde Capital Management Trims Holdings in Costco Wholesale Co. (NASDAQ:COST)
Verde Capital Management decreased its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 74.6% in the 1st quarter, Holdings Channel reports. The firm owned 298 shares of the retailer’s stock after selling... More of this article »
Avondale Wealth Management Purchases 21 Shares of Costco Wholesale Co. (NASDAQ:COST)
Avondale Wealth Management lifted its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Beese Fulmer Investment Management Inc. Boosts Position in Norfolk Southern Co. (NYSE:NSC)
Beese Fulmer Investment Management Inc. boosted its holdings in shares of Norfolk Southern Co. (NYSE:NSC – Free Report) by 29.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dumont & Blake Investment Advisors LLC Acquires 124 Shares of The Walt Disney Company (NYSE:DIS)
Dumont & Blake Investment Advisors LLC increased its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 0.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 18,904 shares... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by First Community Trust NA
First Community Trust NA cut its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 2,836 shares of... More of this article »
Atlas Brown Inc. Boosts Stake in Verizon Communications Inc. (NYSE:VZ)
Atlas Brown Inc. raised its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
New Hampshire Trust Raises Position in Novartis AG (NYSE:NVS)
New Hampshire Trust boosted its holdings in Novartis AG (NYSE:NVS – Free Report) by 4.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,734 shares of... More of this article »
James J. Burns & Company LLC Sells 68 Shares of JPMorgan Chase & Co. (NYSE:JPM)
James J. Burns & Company LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,969 shares of the... More of this article »
Palantir Technologies Inc. (NASDAQ:PLTR) Position Trimmed by Catalyst Private Wealth LLC
Catalyst Private Wealth LLC decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 39.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
The Home Depot, Inc. (NYSE:HD) Stake Raised by Pacifica Partners Inc.
Pacifica Partners Inc. boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Presidio Capital Management LLC Has $354,000 Stake in Alphabet Inc. (NASDAQ:GOOGL)
Presidio Capital Management LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 34.8% in the first quarter, HoldingsChannel reports. The firm owned 2,287 shares of the information services provider’s... More of this article »