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Trueblood Wealth Management LLC Has $2.58 Million Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Trueblood Wealth Management LLC raised its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 46.9% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Financial Freedom LLC Buys 614 Shares of Energy Transfer LP (NYSE:ET)
Financial Freedom LLC lifted its stake in Energy Transfer LP (NYSE:ET – Free Report) by 26.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Romano Brothers AND Company Has $4.07 Million Stake in The Procter & Gamble Company (NYSE:PG)
Romano Brothers AND Company lowered its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Bridgewater Advisors Inc. Sells 659,168 Shares of Dimensional International Core Equity 2 ETF (BATS:DFIC)
Bridgewater Advisors Inc. reduced its position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 29.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,554,943... More of this article »
Extendicare Inc. (OTCMKTS:EXETF) Short Interest Up 7.7% in December
Extendicare Inc. (OTCMKTS:EXETF – Get Free Report) was the recipient of a significant increase in short interest during the month of December. As of December 31st, there was short interest totalling 637,800 shares, an increase... More of this article »
Howard Financial Services LTD. Has $811,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Howard Financial Services LTD. decreased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cohen Klingenstein LLC Cuts Stock Position in Visa Inc. (NYSE:V)
Cohen Klingenstein LLC trimmed its position in Visa Inc. (NYSE:V – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Grove Bank & Trust Buys 457 Shares of Altria Group, Inc. (NYSE:MO)
Grove Bank & Trust boosted its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Trueblood Wealth Management LLC Increases Stock Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)
Trueblood Wealth Management LLC lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 55.0% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Sarasin & Partners LLP Buys 37,692 Shares of American Tower Co. (NYSE:AMT)
Sarasin & Partners LLP grew its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 4.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by LPF Advisors LLC
LPF Advisors LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Scott Capital Advisors LLC Purchases 1,606 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
Scott Capital Advisors LLC grew its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 12.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Financial Freedom LLC Sells 62 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)
Financial Freedom LLC lessened its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
M.E. Allison & CO. Inc. Invests $270,000 in Chubb Limited (NYSE:CB)
M.E. Allison & CO. Inc. acquired a new stake in Chubb Limited (NYSE:CB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 978... More of this article »
Eldred Rock Partners LLC Has $10.18 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)
Eldred Rock Partners LLC grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Spore Trading 99.3% Lower This Week (SPORE)
Spore (SPORE) traded down 8.6% against the US dollar during the one day period ending at 7:00 AM ET on January 20th. One Spore token can now be bought for $0.0000 or 0.00000000 BTC on major exchanges. During the last seven days, Spore... More of this article »
City Holding Co. Has $4.96 Million Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)
City Holding Co. trimmed its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Donor Advised Charitable Giving Inc. Makes New Investment in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)
Donor Advised Charitable Giving Inc. bought a new stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sandbox Financial Partners LLC Has $1.82 Million Position in Costco Wholesale Co. (NASDAQ:COST)
Sandbox Financial Partners LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,987 shares of... More of this article »
Ironwood Financial llc Grows Position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)
Ironwood Financial llc boosted its holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Ironwood Financial llc Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Ironwood Financial llc grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 413.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Successful Portfolios LLC Has $4.12 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Successful Portfolios LLC raised its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 22.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Nexus Investment Management ULC Sells 1,195 Shares of Visa Inc. (NYSE:V)
Nexus Investment Management ULC trimmed its position in Visa Inc. (NYSE:V – Free Report) by 2.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 55,176 shares of the credit-card... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Acquired by Lincoln Capital LLC
Lincoln Capital LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 46.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Capital Group Growth ETF (NYSEARCA:CGGR) Stock Holdings Increased by Lincoln Capital LLC
Lincoln Capital LLC grew its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 42.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 41,451 shares of the... More of this article »
Lincoln Capital LLC Purchases 31,068 Shares of Hagerty, Inc. (NYSE:HGTY)
Lincoln Capital LLC boosted its holdings in shares of Hagerty, Inc. (NYSE:HGTY – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
City Holding Co. Purchases 9,852 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
City Holding Co. lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Pine Haven Investment Counsel Inc
Pine Haven Investment Counsel Inc trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
156,852 Shares in Super Micro Computer, Inc. (NASDAQ:SMCI) Purchased by Diversify Advisory Services LLC
Diversify Advisory Services LLC purchased a new position in Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 156,852... More of this article »
Contrasting Amcon Distributing (NASDAQ:DIT) & United Natural Foods (NYSE:UNFI)
United Natural Foods (NYSE:UNFI – Get Free Report) and Amcon Distributing (NASDAQ:DIT – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will compare the two businesses... More of this article »
Diversify Wealth Management LLC Increases Holdings in International Business Machines Co. (NYSE:IBM)
Diversify Wealth Management LLC raised its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 5.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
57,938 Shares in FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV) Bought by RiverTree Advisors LLC
RiverTree Advisors LLC bought a new stake in shares of FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought... More of this article »
Kaydan Wealth Management Inc. Purchases 84,463 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Kaydan Wealth Management Inc. grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 756.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Gilman Hill Asset Management LLC Makes New $9.74 Million Investment in Conagra Brands, Inc. (NYSE:CAG)
Gilman Hill Asset Management LLC acquired a new stake in Conagra Brands, Inc. (NYSE:CAG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cascade Investment Group Inc. Purchases 700 Shares of Enbridge Inc. (NYSE:ENB)
Cascade Investment Group Inc. raised its position in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 9.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Grove Bank & Trust Acquires 275 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Grove Bank & Trust lifted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 10.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Brokerages Set Axalta Coating Systems Ltd. (NYSE:AXTA) PT at $43.18
Shares of Axalta Coating Systems Ltd. (NYSE:AXTA – Get Free Report) have been assigned an average rating of “Moderate Buy” from the thirteen analysts that are covering the firm, MarketBeat reports. Three research... More of this article »
Hanseatic Management Services Inc. Invests $1.21 Million in Tesla, Inc. (NASDAQ:TSLA)
Hanseatic Management Services Inc. acquired a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Annex Advisory Services LLC Decreases Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Annex Advisory Services LLC cut its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Evanson Asset Management LLC Has $16.49 Million Holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)
Evanson Asset Management LLC lifted its position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Evanson Asset Management LLC Purchases 22,599 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)
Evanson Asset Management LLC raised its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 200.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Walmart Inc. (NYSE:WMT) Stock Position Increased by Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC increased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 0.8% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 253,659 shares of the retailer’s... More of this article »
GE HealthCare Technologies Inc. (NASDAQ:GEHC) Shares Purchased by Trust Co. of Vermont
Trust Co. of Vermont grew its stake in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Krilogy Financial LLC Sells 7,202 Shares of NextEra Energy, Inc. (NYSE:NEE)
Krilogy Financial LLC trimmed its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 40.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 10,513 shares of the utilities provider’s... More of this article »
Ameritas Advisory Services LLC Has $3.22 Million Stock Position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Ameritas Advisory Services LLC boosted its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 5.3% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Clarius Group LLC Sells 1,689 Shares of Ferguson plc (NASDAQ:FERG)
Clarius Group LLC lowered its position in Ferguson plc (NASDAQ:FERG – Free Report) by 50.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
HB Wealth Management LLC Raises Stake in Applied Materials, Inc. (NASDAQ:AMAT)
HB Wealth Management LLC boosted its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 7.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Aaron Wealth Advisors LLC Has $600,000 Stock Holdings in Kellanova (NYSE:K)
Aaron Wealth Advisors LLC grew its stake in shares of Kellanova (NYSE:K – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 7,413 shares of the company’s... More of this article »