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Diversified Trust Co. Invests $837,000 in Western Digital Corporation $WDC
Diversified Trust Co. purchased a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Takes Position in Western Midstream Partners, LP $WES
Diversified Trust Co. acquired a new position in shares of Western Midstream Partners, LP (NYSE:WES – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CoreCap Advisors LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG
CoreCap Advisors LLC decreased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 13.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale Corporation $COST
CoreCap Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 32.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,804... More of this article »
CoreCap Advisors LLC Acquires 1,808 Shares of KLA Corporation $KLAC
CoreCap Advisors LLC raised its holdings in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 185.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Cuts Stock Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Dynamic Advisor Solutions LLC lowered its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 93.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
NVIDIA Corporation $NVDA Stock Position Increased by Fulton Bank N.A.
Fulton Bank N.A. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
CoreCap Advisors LLC Has $4.30 Million Stake in John Hancock Multifactor Developed International ETF $JHMD
CoreCap Advisors LLC raised its holdings in shares of John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD – Free Report) by 18.9% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
iMGP DBi Managed Futures Strategy ETF $DBMF Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC cut its stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 21.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SPDR Bloomberg High Yield Bond ETF $JNK Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC cut its stake in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 17.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
CoreCap Advisors LLC Has $2.98 Million Holdings in Expedia Group, Inc. $EXPE
CoreCap Advisors LLC lifted its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 206.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
CoreCap Advisors LLC Raises Stake in iShares S&P 100 ETF $OEF
CoreCap Advisors LLC grew its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 22.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Apple Inc. $AAPL is Elmwood Wealth Management Inc.’s Largest Position
Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 33.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 34,638 shares of... More of this article »
iShares Core Total USD Bond Market ETF $IUSB Shares Bought by CoreCap Advisors LLC
CoreCap Advisors LLC lifted its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 41.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares U.S. Healthcare ETF $IYH Shares Bought by CoreCap Advisors LLC
CoreCap Advisors LLC grew its holdings in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 1,291.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
CoreCap Advisors LLC Has $4.11 Million Holdings in GE Vernova Inc. $GEV
CoreCap Advisors LLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 25.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fulton Bank N.A. Has $58.84 Million Stock Position in Microsoft Corporation $MSFT
Fulton Bank N.A. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
CoreCap Advisors LLC Decreases Stock Holdings in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB
CoreCap Advisors LLC reduced its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 41.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA Corporation $NVDA
Dynamic Advisor Solutions LLC trimmed its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 15.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
CoreCap Advisors LLC Has $3.04 Million Stock Holdings in CocaCola Company (The) $KO
CoreCap Advisors LLC trimmed its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 55.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Has $431,000 Position in Nuveen ESG Mid-Cap Value ETF $NUMV
Dynamic Advisor Solutions LLC lowered its holdings in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 72.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares U.S. Utilities ETF $IDU Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC lessened its holdings in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 36.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
CoreCap Advisors LLC Sells 1,392 Shares of VanEck Semiconductor ETF $SMH
CoreCap Advisors LLC trimmed its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 13.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Assenagon Asset Management S.A. Acquires 172,330 Shares of Avista Corporation $AVA
Assenagon Asset Management S.A. lifted its stake in shares of Avista Corporation (NYSE:AVA – Free Report) by 100.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta Platforms, Inc. $META
ARS Wealth Advisors Group LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Amiral Gestion Acquires New Position in Procter & Gamble Company (The) $PG
Amiral Gestion bought a new position in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 45,388... More of this article »
Amiral Gestion Has $19.33 Million Stock Holdings in Edwards Lifesciences Corporation $EW
Amiral Gestion reduced its position in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 19.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Exxon Mobil Corporation $XOM Shares Acquired by Argentarii LLC
Argentarii LLC boosted its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 14.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 26,049 shares of the oil... More of this article »
Asempa Wealth Advisors Invests $898,000 in Amazon.com, Inc. $AMZN
Asempa Wealth Advisors acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 3,890 shares of... More of this article »
CoreCap Advisors LLC Acquires 3,256 Shares of The Hanover Insurance Group, Inc. $THG
CoreCap Advisors LLC lifted its holdings in shares of The Hanover Insurance Group, Inc. (NYSE:THG – Free Report) by 14.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
CoreCap Advisors LLC Buys 6,773 Shares of Micron Technology, Inc. $MU
CoreCap Advisors LLC grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 72.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
CoreCap Advisors LLC Has $4.67 Million Stake in iShares Silver Trust $SLV
CoreCap Advisors LLC trimmed its position in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 22.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
The Progressive Corporation $PGR Shares Acquired by CoreCap Advisors LLC
CoreCap Advisors LLC grew its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 30.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Chemung Canal Trust Co. Lowers Stake in Verizon Communications Inc. $VZ
Chemung Canal Trust Co. trimmed its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 66.7% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 21,770 shares of the cell... More of this article »
Chris Bulman Inc Buys 19,729 Shares of First Trust International Developed Capital Strength ETF $FICS
Chris Bulman Inc raised its stake in First Trust International Developed Capital Strength ETF (NASDAQ:FICS – Free Report) by 12.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Innovator U.S. Equity Power Buffer ETF – November $PNOV Holdings Raised by Chris Bulman Inc
Chris Bulman Inc increased its stake in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) by 102.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Chris Bulman Inc Takes $831,000 Position in Innovator U.S. Equity Buffer ETF – November $BNOV
Chris Bulman Inc purchased a new stake in shares of Innovator U.S. Equity Buffer ETF – November (BATS:BNOV – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Avantis Emerging Markets Equity ETF $AVEM is Chris Bulman Inc’s 9th Largest Position
Chris Bulman Inc boosted its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 12.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Agree Realty Corporation $ADC Shares Acquired by CoreCap Advisors LLC
CoreCap Advisors LLC grew its position in shares of Agree Realty Corporation (NYSE:ADC – Free Report) by 25.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 66,383... More of this article »
Schwab US Dividend Equity ETF $SCHD Shares Sold by Chris Bulman Inc
Chris Bulman Inc lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 27.0% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
CoreCap Advisors LLC Has $4.84 Million Stake in Energy Transfer LP $ET
CoreCap Advisors LLC increased its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 23.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Chris Bulman Inc Has $2.58 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Chris Bulman Inc raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 30.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Chemung Canal Trust Co. Has $2.47 Million Stock Position in Salesforce Inc. $CRM
Chemung Canal Trust Co. lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 513.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Chris Bulman Inc Makes New $675,000 Investment in Innovator U.S. Equity Buffer ETF – October $BOCT
Chris Bulman Inc bought a new stake in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Chris Bulman Inc Acquires 18,407 Shares of Innovator U.S. Equity Power Buffer ETF – October $POCT
Chris Bulman Inc increased its holdings in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 36.5% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Chris Bulman Inc Acquires 16,368 Shares of Innovator U.S. Equity Power Buffer ETF – December $PDEC
Chris Bulman Inc increased its holdings in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 39.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Chris Bulman Inc Buys 47,781 Shares of First Trust Rising Dividend Achievers ETF $RDVY
Chris Bulman Inc lifted its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 33.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
CoreCap Advisors LLC Grows Stock Position in Lam Research Corporation $LRCX
CoreCap Advisors LLC increased its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 314.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »