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D.A. Davidson & CO. Has $75.95 Million Stock Position in Invesco QQQ (NASDAQ:QQQ)
D.A. Davidson & CO. lessened its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Principal Financial Group Inc. Purchases 234,381 Shares of Oracle Corporation (NYSE:ORCL)
Principal Financial Group Inc. grew its position in Oracle Corporation (NYSE:ORCL – Free Report) by 10.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,437,951 shares of the enterprise... More of this article »
Oracle Corporation (NYSE:ORCL) Shares Purchased by Checchi Capital Advisers LLC
Checchi Capital Advisers LLC boosted its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 2.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
First Horizon Advisors Inc. Sells 224,595 Shares of Walmart Inc. (NYSE:WMT)
First Horizon Advisors Inc. cut its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 49.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
ZWJ Investment Counsel Inc. Cuts Stock Holdings in AT&T Inc. (NYSE:T)
ZWJ Investment Counsel Inc. cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 5.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,264,809... More of this article »
MontVue Capital Management Inc. Lowers Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
MontVue Capital Management Inc. lessened its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 19.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 6,870 shares of the cell phone carrier’s... More of this article »
Mutual Advisors LLC Raises Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Mutual Advisors LLC lifted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.3% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 149,403 shares of the... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Mutual Advisors LLC
Mutual Advisors LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 9.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Weaver Consulting Group Sells 283 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Weaver Consulting Group cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.1% during the 1st quarter, Holdings Channel reports. The fund owned 2,509 shares of the company’s stock after selling 283... More of this article »
First Horizon Advisors Inc. Acquires 40,278 Shares of Southern Company (The) (NYSE:SO)
First Horizon Advisors Inc. lifted its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 12.5% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 362,345 shares of the utilities... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Shares Purchased by Pinnacle Financial Partners Inc
Pinnacle Financial Partners Inc increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.4% during the 1st quarter, Holdings Channel reports. The institutional investor owned 7,534 shares of the Internet... More of this article »
Salesforce Inc. (NYSE:CRM) Shares Acquired by Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund lifted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 0.2% during the 1st quarter, Holdings Channel reports. The firm owned 82,134 shares of the CRM provider’s... More of this article »
Glassy Mountain Advisors Inc. Cuts Stake in Alphabet Inc. (NASDAQ:GOOG)
Glassy Mountain Advisors Inc. lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Castle Wealth Management LLC
Castle Wealth Management LLC decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Gutierrez Wealth Advisory LLC Has $3.34 Million Stake in Walmart Inc. (NYSE:WMT)
Gutierrez Wealth Advisory LLC grew its position in Walmart Inc. (NYSE:WMT – Free Report) by 0.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 38,021 shares of the retailer’s stock... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Rosenberg Matthew Hamilton
Rosenberg Matthew Hamilton boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
ZWJ Investment Counsel Inc. Sells 211 Shares of Kimberly-Clark Co. (NYSE:KMB)
ZWJ Investment Counsel Inc. trimmed its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 6.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
ZWJ Investment Counsel Inc. Raises Stock Holdings in The Boeing Company (NYSE:BA)
ZWJ Investment Counsel Inc. boosted its position in shares of The Boeing Company (NYSE:BA – Free Report) by 10,996.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Oregon Public Employees Retirement Fund Acquires 1,210 Shares of CrowdStrike (NASDAQ:CRWD)
Oregon Public Employees Retirement Fund lifted its holdings in CrowdStrike (NASDAQ:CRWD – Free Report) by 6.1% in the first quarter, HoldingsChannel reports. The fund owned 21,165 shares of the company’s stock after buying... More of this article »
Promising Retail Stocks To Watch Now – June 30th
Tesla, Amazon.com, Apple, Microsoft, and Micron Technology are the five Retail stocks to watch today, according to MarketBeat’s stock screener tool. Retail stocks are shares of publicly traded companies whose primary business... More of this article »
Mountain Capital Investment Advisors Inc. Has $12.69 Million Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Mountain Capital Investment Advisors Inc. boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 17.3% during the 1st quarter, HoldingsChannel reports. The fund owned 231,465 shares... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Values Added Financial LLC
Values Added Financial LLC decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Revisor Wealth Management LLC Boosts Stock Position in Abbott Laboratories (NYSE:ABT)
Revisor Wealth Management LLC lifted its position in Abbott Laboratories (NYSE:ABT – Free Report) by 63.7% in the 1st quarter, HoldingsChannel reports. The firm owned 4,371 shares of the healthcare product maker’s stock... More of this article »
Latitude Advisors LLC Sells 420 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Latitude Advisors LLC reduced its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Colgate-Palmolive Company (NYSE:CL) Shares Bought by Revisor Wealth Management LLC
Revisor Wealth Management LLC grew its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 80.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Drum Hill Capital LLC Takes Position in AbbVie Inc. (NYSE:ABBV)
Drum Hill Capital LLC bought a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Strategic Financial Concepts LLC Sells 662 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)
Strategic Financial Concepts LLC trimmed its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 6.7% during the 1st quarter, Holdings Channel reports. The firm owned 9,206 shares of the company’s stock after... More of this article »
3,204 Shares in CocaCola Company (The) (NYSE:KO) Acquired by Holcombe Financial Inc.
Holcombe Financial Inc. acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Rosenberg Matthew Hamilton Increases Position in T-Mobile US, Inc. (NASDAQ:TMUS)
Rosenberg Matthew Hamilton lifted its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 9.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,850 shares of... More of this article »
Checchi Capital Advisers LLC Increases Position in iShares MSCI EAFE Value ETF (BATS:EFV)
Checchi Capital Advisers LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Values Added Financial LLC Grows Stock Holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)
Values Added Financial LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 8.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 49,704 shares of... More of this article »
Elmwood Wealth Management Inc. Raises Holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Elmwood Wealth Management Inc. grew its holdings in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 14.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Fiserv, Inc. (NYSE:FI) Position Trimmed by ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc. lowered its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 3.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 265,525 shares... More of this article »
Values Added Financial LLC Trims Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
Values Added Financial LLC decreased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 0.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Revisor Wealth Management LLC Buys New Position in Royal Caribbean Cruises Ltd. (NYSE:RCL)
Revisor Wealth Management LLC bought a new position in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Teacher Retirement System of Texas Sells 727,084 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Teacher Retirement System of Texas lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 28.8% in the first quarter, Holdings Channel.com reports. The fund owned 1,800,676 shares of the network equipment... More of this article »
Latitude Advisors LLC Grows Stake in Mastercard Incorporated (NYSE:MA)
Latitude Advisors LLC boosted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 20.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Nubeva Technologies (CVE:NBVA) Trading Down 18.2% – What’s Next?
Shares of Nubeva Technologies Ltd. (CVE:NBVA – Get Free Report) fell 18.2% during trading on Tuesday . The company traded as low as C$0.08 and last traded at C$0.09. 117,911 shares traded hands during mid-day trading, an increase... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Reaches New 12-Month High – Here’s What Happened
Vanguard Growth ETF (NYSEARCA:VUG – Get Free Report) shares reached a new 52-week high on Tuesday . The company traded as high as $439.42 and last traded at $438.40, with a volume of 1434449 shares changing hands. The stock had... More of this article »
Rosenberg Matthew Hamilton Sells 461 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Rosenberg Matthew Hamilton trimmed its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Hudson Edge Investment Partners Inc. Trims Stock Position in The Home Depot, Inc. (NYSE:HD)
Hudson Edge Investment Partners Inc. lessened its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
D.A. Davidson & CO. Lowers Stock Position in S&P Global Inc. (NYSE:SPGI)
D.A. Davidson & CO. trimmed its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 0.7% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 110,512 shares of the business... More of this article »
Resonant Capital Advisors LLC Grows Stock Holdings in Salesforce Inc. (NYSE:CRM)
Resonant Capital Advisors LLC grew its position in Salesforce Inc. (NYSE:CRM – Free Report) by 7.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,528... More of this article »
Vestis (NYSE:VSTS) & Unifirst (NYSE:UNF) Head-To-Head Contrast
Unifirst (NYSE:UNF – Get Free Report) and Vestis (NYSE:VSTS – Get Free Report) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends,... More of this article »
Axis Wealth Partners LLC Boosts Stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)
Axis Wealth Partners LLC raised its position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 12.5% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Pinnacle Financial Partners Inc Has $2.58 Million Stock Position in Stryker Corporation (NYSE:SYK)
Pinnacle Financial Partners Inc increased its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 1.9% during the first quarter, HoldingsChannel reports. The fund owned 6,924 shares of the medical technology company’s... More of this article »
Fiduciary Group LLC Decreases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Fiduciary Group LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
FSM Wealth Advisors LLC Buys 72 Shares of Garmin Ltd. (NYSE:GRMN)
FSM Wealth Advisors LLC grew its stake in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 5.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »