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RB Capital Management LLC Has $715,000 Stake in Merck & Co., Inc. (NYSE:MRK)
RB Capital Management LLC trimmed its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Essex Financial Services Inc. Has $6.92 Million Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Essex Financial Services Inc. lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 10.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Mine & Arao Wealth Creation & Management LLC.
Mine & Arao Wealth Creation & Management LLC. cut its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 12.9% in the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Trinity Financial Advisors LLC
Trinity Financial Advisors LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 27.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Wells Fargo & Company (NYSE:WFC) Shares Sold by Triumph Capital Management
Triumph Capital Management lowered its stake in Wells Fargo & Company (NYSE:WFC) by 20.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Concord Wealth Partners Lowers Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Concord Wealth Partners trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Essex Financial Services Inc. Trims Stock Position in The Home Depot, Inc. (NYSE:HD)
Essex Financial Services Inc. lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Searle & CO. Decreases Holdings in The Walt Disney Company (NYSE:DIS)
Searle & CO. cut its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 22,545 shares of the entertainment giant’s... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Sold by Searle & CO.
Searle & CO. lowered its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
DiNuzzo Private Wealth Inc. Acquires New Holdings in Vanguard Growth ETF (NYSEARCA:VUG)
DiNuzzo Private Wealth Inc. acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Holdings Trimmed by Fee Only Financial Planning L.C.
Fee Only Financial Planning L.C. lessened its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 122,203 shares of the company’s... More of this article »
DiNuzzo Private Wealth Inc. Makes New Investment in Emerson Electric Co. (NYSE:EMR)
DiNuzzo Private Wealth Inc. purchased a new position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Buckhead Capital Management LLC Trims Position in The Charles Schwab Co. (NYSE:SCHW)
Buckhead Capital Management LLC lessened its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.8% in the fourth quarter, Holdings Channel reports. The fund owned 17,547 shares of the financial services... More of this article »
Fortitude Advisory Group L.L.C. Trims Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
Fortitude Advisory Group L.L.C. reduced its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
DiNuzzo Private Wealth Inc. Makes New Investment in Broadcom Inc. (NASDAQ:AVGO)
DiNuzzo Private Wealth Inc. acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) 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 »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is Orion Capital Management LLC’s 2nd Largest Position
Orion Capital Management LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Glynn Capital Management LLC Has $37.01 Million Holdings in Datadog, Inc. (NASDAQ:DDOG)
Glynn Capital Management LLC lowered its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) is Andar Capital Management HK Ltd’s 2nd Largest Position
Andar Capital Management HK Ltd raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 66.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Essex Financial Services Inc. Raises Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Essex Financial Services Inc. raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 26.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Mine & Arao Wealth Creation & Management LLC. Buys 223 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Mine & Arao Wealth Creation & Management LLC. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 48.3% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
New York Life Investment Management LLC Sells 1,233 Shares of Netflix, Inc. (NASDAQ:NFLX)
New York Life Investment Management LLC reduced its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 62,281 shares of the Internet... More of this article »
New York Life Investment Management LLC Has $22.68 Million Position in ServiceNow, Inc. (NYSE:NOW)
New York Life Investment Management LLC raised its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Great Valley Advisor Group Inc. Purchases 1,305 Shares of Lockheed Martin Co. (NYSE:LMT)
Great Valley Advisor Group Inc. lifted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 4.9% in the fourth quarter, HoldingsChannel reports. The fund owned 28,172 shares of the aerospace company’s... More of this article »
Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Essex Financial Services Inc.
Essex Financial Services Inc. reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 8.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
492 Shares in Vanguard Small-Cap ETF (NYSEARCA:VB) Bought by DiNuzzo Private Wealth Inc.
DiNuzzo Private Wealth Inc. purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Alpha Financial Advisors LLC Cuts Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)
Alpha Financial Advisors LLC lowered its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Trinity Financial Advisors LLC Trims Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Trinity Financial Advisors LLC cut its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Concord Wealth Partners Acquires 97,794 Shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)
Concord Wealth Partners lifted its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 299.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Searle & CO. Has $314,000 Holdings in Duke Energy Co. (NYSE:DUK)
Searle & CO. raised its position in Duke Energy Co. (NYSE:DUK – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Orion Capital Management LLC Reduces Stock Holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)
Orion Capital Management LLC lowered its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Riverpoint Wealth Management Holdings LLC Sells 3,396 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Riverpoint Wealth Management Holdings LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 29.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 8,295 shares of the... More of this article »
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Bought by Triumph Capital Management
Triumph Capital Management increased its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 10.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Stock Position Reduced by Trinity Financial Advisors LLC
Trinity Financial Advisors LLC decreased its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Orion Capital Management LLC Has $3.42 Million Stock Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Orion Capital Management LLC lowered its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Orion Capital Management LLC Decreases Holdings in Pinterest, Inc. (NYSE:PINS)
Orion Capital Management LLC lowered its stake in Pinterest, Inc. (NYSE:PINS – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Acquired by Concord Wealth Partners
Concord Wealth Partners lifted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 24.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
New York Life Investment Management LLC Raises Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
New York Life Investment Management LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by RB Capital Management LLC
RB Capital Management LLC lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,734... More of this article »
Prosperity Planning Inc. Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Prosperity Planning Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 41.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 25,963 shares of the company’s... More of this article »
4,812 Shares in U.S. Bancorp (NYSE:USB) Bought by Armstrong Fleming & Moore Inc
Armstrong Fleming & Moore Inc bought a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Creative Capital Management Investments LLC Increases Stock Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)
Creative Capital Management Investments LLC increased its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 18.5% during the fourth quarter, according to the company in its most recent... More of this article »
Y.D. More Investments Ltd Sells 98,313 Shares of InMode Ltd. (NASDAQ:INMD)
Y.D. More Investments Ltd cut its holdings in shares of InMode Ltd. (NASDAQ:INMD – Free Report) by 34.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Splunk Inc. (NASDAQ:SPLK) Shares Acquired by Y.D. More Investments Ltd
Y.D. More Investments Ltd boosted its holdings in shares of Splunk Inc. (NASDAQ:SPLK – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,431 shares of the software... More of this article »
Y.D. More Investments Ltd Invests $2.66 Million in Veeva Systems Inc. (NYSE:VEEV)
Y.D. More Investments Ltd acquired a new position in Veeva Systems Inc. (NYSE:VEEV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Crystal Rock Capital Management Sells 4,500 Shares of Boston Scientific Co. (NYSE:BSX)
Crystal Rock Capital Management lessened its holdings in Boston Scientific Co. (NYSE:BSX – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Riverpoint Wealth Management Holdings LLC Makes New $215,000 Investment in Abbott Laboratories (NYSE:ABT)
Riverpoint Wealth Management Holdings LLC acquired a new position in Abbott Laboratories (NYSE:ABT – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Essex Financial Services Inc. Has $5.02 Million Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Essex Financial Services Inc. raised its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
20,000 Shares in Samsara Inc. (NYSE:IOT) Bought by Triumph Capital Management
Triumph Capital Management purchased a new stake in Samsara Inc. (NYSE:IOT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 20,000 shares of the... More of this article »