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Image about DecisionPoint Financial LLC Has $55,000 Holdings in The Procter & Gamble Company (NYSE:PG)

DecisionPoint Financial LLC Has $55,000 Holdings in The Procter & Gamble Company (NYSE:PG)

DecisionPoint Financial LLC grew its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 46.7% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 330 shares... More of this article »
Image about Intuit Inc. (NASDAQ:INTU) Shares Acquired by Opal Wealth Advisors LLC

Intuit Inc. (NASDAQ:INTU) Shares Acquired by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC boosted its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 8.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image about ASML Holding (NASDAQ:ASML) Shares Sold by Silicon Valley Capital Partners

ASML Holding (NASDAQ:ASML) Shares Sold by Silicon Valley Capital Partners

Silicon Valley Capital Partners cut its stake in ASML Holding (NASDAQ:ASML – Free Report) by 99.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image about Rede Wealth LLC Lowers Holdings in Verizon Communications Inc. (NYSE:VZ)

Rede Wealth LLC Lowers Holdings in Verizon Communications Inc. (NYSE:VZ)

Rede Wealth LLC decreased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image about Strategic Financial Concepts LLC Acquires New Position in Arista Networks, Inc. (NYSE:ANET)

Strategic Financial Concepts LLC Acquires New Position in Arista Networks, Inc. (NYSE:ANET)

Strategic Financial Concepts LLC bought a new position in Arista Networks, Inc. (NYSE:ANET – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
Image about Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Stone Summit Wealth LLC

Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Purchased by Stone Summit Wealth LLC

Stone Summit Wealth LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 184.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Medtronic plc (NYSE:MDT) Shares Acquired by Benedict Financial Advisors Inc.

Medtronic plc (NYSE:MDT) Shares Acquired by Benedict Financial Advisors Inc.

Benedict Financial Advisors Inc. raised its stake in Medtronic plc (NYSE:MDT – Free Report) by 0.3% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 73,757 shares of the medical... More of this article »
Image about Northeast Investment Management Sells 1,094 Shares of Costco Wholesale Co. (NASDAQ:COST)

Northeast Investment Management Sells 1,094 Shares of Costco Wholesale Co. (NASDAQ:COST)

Northeast Investment Management lowered its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about Empowered Funds LLC Sells 1,933 Shares of Booking Holdings Inc. (NASDAQ:BKNG)

Empowered Funds LLC Sells 1,933 Shares of Booking Holdings Inc. (NASDAQ:BKNG)

Empowered Funds LLC cut its stake in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 48.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image about Canvas Wealth Advisors LLC Has $1.87 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Canvas Wealth Advisors LLC Has $1.87 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Canvas Wealth Advisors LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 74.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,069 shares of the company’s... More of this article »
Image about RAM Investment Partners LLC Grows Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

RAM Investment Partners LLC Grows Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

RAM Investment Partners LLC lifted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 29.3% during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image about Moloney Securities Asset Management LLC Reduces Position in The TJX Companies, Inc. (NYSE:TJX)

Moloney Securities Asset Management LLC Reduces Position in The TJX Companies, Inc. (NYSE:TJX)

Moloney Securities Asset Management LLC lowered its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image about Stiles Financial Services Inc Buys 380 Shares of Adobe Inc. (NASDAQ:ADBE)

Stiles Financial Services Inc Buys 380 Shares of Adobe Inc. (NASDAQ:ADBE)

Stiles Financial Services Inc boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Angeles Wealth Management LLC Grows Stock Position in Oracle Co. (NYSE:ORCL)

Angeles Wealth Management LLC Grows Stock Position in Oracle Co. (NYSE:ORCL)

Angeles Wealth Management LLC raised its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 4.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about 6,850 Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW) Bought by Comprehensive Financial Planning Inc. PA

6,850 Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW) Bought by Comprehensive Financial Planning Inc. PA

Comprehensive Financial Planning Inc. PA bought a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »