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Aries Wealth Management Decreases Stock Holdings in PepsiCo, Inc. $PEP
Aries Wealth Management reduced its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Strategent Financial LLC
Strategent Financial LLC grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.7% during the 2nd quarter, Holdings Channel reports. The firm owned 43,844 shares of the company’s stock... More of this article »
Rosenberg Matthew Hamilton Grows Position in Wells Fargo & Company $WFC
Rosenberg Matthew Hamilton boosted its stake in Wells Fargo & Company (NYSE:WFC) by 58.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,278 shares of... More of this article »
Rosenberg Matthew Hamilton Trims Holdings in Vanguard FTSE Developed Markets ETF $VEA
Rosenberg Matthew Hamilton lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Hamilton Point Investment Advisors LLC Sells 20 Shares of Vanguard S&P 500 ETF $VOO
Hamilton Point Investment Advisors LLC lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Cypress Wealth Services LLC Invests $258,000 in GE Aerospace $GE
Cypress Wealth Services LLC acquired a new position in shares of GE Aerospace (NYSE:GE – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
IFG Advisors LLC Purchases 42,548 Shares of Vanguard FTSE Emerging Markets ETF $VWO
IFG Advisors LLC grew its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 23.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Interchange Capital Partners LLC Sells 5,311 Shares of Chevron Corporation $CVX
Interchange Capital Partners LLC reduced its position in Chevron Corporation (NYSE:CVX – Free Report) by 92.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sterling Financial Planning Inc. Boosts Position in RTX Corporation $RTX
Sterling Financial Planning Inc. boosted its holdings in RTX Corporation (NYSE:RTX – Free Report) by 136.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 12,657 shares of the company’s... More of this article »
Tuttle Capital Management LLC Grows Stock Holdings in Mastercard Incorporated $MA
Tuttle Capital Management LLC grew its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Chevron Corporation $CVX Shares Acquired by Deroy & Devereaux Private Investment Counsel Inc.
Deroy & Devereaux Private Investment Counsel Inc. grew its stake in Chevron Corporation (NYSE:CVX – Free Report) by 0.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Private Wealth Asset Management LLC Purchases 35 Shares of The Home Depot, Inc. $HD
Private Wealth Asset Management LLC grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Curated Wealth Partners LLC Increases Holdings in Union Pacific Corporation $UNP
Curated Wealth Partners LLC increased its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Interchange Capital Partners LLC Trims Stock Position in Intuitive Surgical, Inc. $ISRG
Interchange Capital Partners LLC lessened its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 80.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Harbour Investments Inc. Has $8.87 Million Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL
Harbour Investments Inc. increased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 9.5% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Harbour Investments Inc. Grows Position in JPMorgan Equity Premium Income ETF $JEPI
Harbour Investments Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
The Walt Disney Company $DIS Stake Decreased by Aries Wealth Management
Aries Wealth Management lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Essex LLC Lowers Stake in Honeywell International Inc. $HON
Essex LLC cut its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 21.4% in the second quarter, HoldingsChannel.com reports. The firm owned 10,466 shares of the conglomerate’s stock after selling... More of this article »
Delap Wealth Advisory LLC Has $386,000 Stock Holdings in Eli Lilly and Company $LLY
Delap Wealth Advisory LLC cut its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 62.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Triton Wealth Management PLLC Invests $540,000 in The Boeing Company $BA
Triton Wealth Management PLLC acquired a new position in The Boeing Company (NYSE:BA – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
IFG Advisors LLC Acquires Shares of 1,386 Vanguard Value ETF $VTV
IFG Advisors LLC acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Ritholtz Wealth Management Lowers Stake in Vanguard Growth ETF $VUG
Ritholtz Wealth Management trimmed its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Generali Asset Management SPA SGR Sells 6,626 Shares of Howmet Aerospace Inc. $HWM
Generali Asset Management SPA SGR decreased its holdings in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 12.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares S&P 500 Growth ETF $IVW Holdings Cut by Harbour Investments Inc.
Harbour Investments Inc. lowered its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 10.5% during the second quarter, HoldingsChannel.com reports. The fund owned 92,584 shares of the company’s... More of this article »
1,014 Shares in Vanguard Dividend Appreciation ETF $VIG Acquired by Curated Wealth Partners LLC
Curated Wealth Partners LLC bought a new position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) during the second quarter, Holdings Channel.com reports. The fund bought 1,014 shares of the company’s... More of this article »
Vest Financial LLC Purchases 6,448 Shares of ConocoPhillips $COP
Vest Financial LLC grew its position in ConocoPhillips (NYSE:COP – Free Report) by 39.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Cornerstone Wealth Group LLC Takes $249,000 Position in Emerson Electric Co. $EMR
Cornerstone Wealth Group LLC acquired a new stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Interchange Capital Partners LLC Decreases Position in The Goldman Sachs Group, Inc. $GS
Interchange Capital Partners LLC lowered its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 56.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Private Wealth Asset Management LLC Lowers Stock Position in SPDR S&P MidCap 400 ETF Trust $MDY
Private Wealth Asset Management LLC lessened its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 5.5% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
JGP Wealth Management LLC Acquires 88 Shares of Vanguard Small-Cap ETF $VB
JGP Wealth Management LLC raised its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Essex LLC Sells 1,472 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG
Essex LLC trimmed its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 31,079 shares of the company’s... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Stake Raised by Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management lifted its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.4% in the 2nd quarter, according to its most recent 13F filing with the... More of this article »
Deroy & Devereaux Private Investment Counsel Inc. Increases Stock Position in Palo Alto Networks, Inc. $PANW
Deroy & Devereaux Private Investment Counsel Inc. grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 22.2% during the second quarter, according to the company in its most recent 13F filing... More of this article »
Cwm LLC Buys 632 Shares of Howmet Aerospace Inc. $HWM
Cwm LLC boosted its stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 1.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Acquires 59 Shares of Linde PLC $LIN
Mitchell Mcleod Pugh & Williams Inc. raised its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 2.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Harbour Investments Inc. Has $7.60 Million Stock Position in SPDR Portfolio Emerging Markets ETF $SPEM
Harbour Investments Inc. reduced its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 13.2% in the second quarter, Holdings Channel reports. The institutional investor owned 177,710... More of this article »
Essex LLC Buys 1,429 Shares of AbbVie Inc. $ABBV
Essex LLC increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 56.0% during the second quarter, Holdings Channel.com reports. The fund owned 3,979 shares of the company’s stock after buying an additional 1,429... More of this article »
Delap Wealth Advisory LLC Sells 11,086 Shares of Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Delap Wealth Advisory LLC reduced its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 4.9% in the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Triton Wealth Management PLLC Acquires Shares of 11,523 Schwab U.S. Mid-Cap ETF $SCHM
Triton Wealth Management PLLC bought a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
SFG Wealth Management LLC. Increases Holdings in iShares Core S&P Mid-Cap ETF $IJH
SFG Wealth Management LLC. grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Deroy & Devereaux Private Investment Counsel Inc. Cuts Position in Vanguard FTSE All-World ex-US ETF $VEU
Deroy & Devereaux Private Investment Counsel Inc. lessened its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 10.5% in the 2nd quarter, according to the company in its most recent 13F filing... More of this article »
Kiker Wealth Management LLC Cuts Stake in Invesco QQQ $QQQ
Kiker Wealth Management LLC lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
NetApp, Inc. $NTAP Shares Acquired by TD Asset Management Inc
TD Asset Management Inc lifted its holdings in shares of NetApp, Inc. (NASDAQ:NTAP – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
IFC Advisors LLC Boosts Stock Position in Invesco QQQ $QQQ
IFC Advisors LLC boosted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 67.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 900 shares... More of this article »
NorthRock Partners LLC Boosts Stock Position in United Rentals, Inc. $URI
NorthRock Partners LLC boosted its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 1.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Envestnet Portfolio Solutions Inc. Buys 3,125 Shares of The Boeing Company $BA
Envestnet Portfolio Solutions Inc. raised its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 14.4% in the 2nd quarter, Holdings Channel reports. The firm owned 24,849 shares of the aircraft producer’s... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Shares Acquired by Mutual Advisors LLC
Mutual Advisors LLC grew its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 85.5% during the 2nd quarter, Holdings Channel reports. The fund owned 243,861 shares of the company’s stock after... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV is Mutual Advisors LLC’s 7th Largest Position
Mutual Advisors LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.8% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 869,949 shares of the company’s stock... More of this article »