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Image for Concord Wealth Partners Purchases 41,327 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Concord Wealth Partners Purchases 41,327 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Concord Wealth Partners grew its position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 4.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Acquired by Concord Wealth Partners

SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Acquired by Concord Wealth Partners

Concord Wealth Partners lifted its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Concord Wealth Partners Grows Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Concord Wealth Partners Grows Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Concord Wealth Partners increased its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 14.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Concord Asset Management LLC VA Boosts Stake in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Concord Asset Management LLC VA Boosts Stake in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Concord Asset Management LLC VA boosted its holdings in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Concord Asset Management LLC VA Increases Stake in iShares Short Treasury Bond ETF $SHV

Concord Asset Management LLC VA Increases Stake in iShares Short Treasury Bond ETF $SHV

Concord Asset Management LLC VA raised its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for State Street Blackstone High Income ETF $HYBL Shares Acquired by Concord Asset Management LLC VA

State Street Blackstone High Income ETF $HYBL Shares Acquired by Concord Asset Management LLC VA

Concord Asset Management LLC VA boosted its holdings in State Street Blackstone High Income ETF (BATS:HYBL – Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquired by Concord Asset Management LLC VA

SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquired by Concord Asset Management LLC VA

Concord Asset Management LLC VA lifted its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Concord Asset Management LLC VA Buys 10,525 Shares of Avantis Emerging Markets Equity ETF $AVEM

Concord Asset Management LLC VA Buys 10,525 Shares of Avantis Emerging Markets Equity ETF $AVEM

Concord Asset Management LLC VA lifted its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 4.8% during the fourth quarter, according to its most recent filing with the Securities &... More of this article »
Image for Concord Wealth Partners Purchases 7,758 Shares of ServiceNow, Inc. $NOW

Concord Wealth Partners Purchases 7,758 Shares of ServiceNow, Inc. $NOW

Concord Wealth Partners increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 452.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Concord Asset Management LLC VA Has $30.67 Million Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Concord Asset Management LLC VA Has $30.67 Million Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Concord Asset Management LLC VA boosted its holdings in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Concord Asset Management LLC VA Purchases 55,237 Shares of Truist Financial Corporation $TFC

Concord Asset Management LLC VA Purchases 55,237 Shares of Truist Financial Corporation $TFC

Concord Asset Management LLC VA increased its position in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 528.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Deltec Asset Management LLC Buys New Stake in Palo Alto Networks, Inc. $PANW

Deltec Asset Management LLC Buys New Stake in Palo Alto Networks, Inc. $PANW

Deltec Asset Management LLC bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Deltec Asset Management LLC Purchases New Stake in Global Partner Acquisition Corp II $GPACU

Deltec Asset Management LLC Purchases New Stake in Global Partner Acquisition Corp II $GPACU

Deltec Asset Management LLC purchased a new stake in shares of Global Partner Acquisition Corp II (NASDAQ:GPACU – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Deltec Asset Management LLC Reduces Stock Holdings in QXO, Inc. $QXO

Deltec Asset Management LLC Reduces Stock Holdings in QXO, Inc. $QXO

Deltec Asset Management LLC reduced its stake in shares of QXO, Inc. (NYSE:QXO – Free Report) by 61.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Deltec Asset Management LLC Cuts Holdings in Vista Energy, S.A.B. de C.V. – Sponsored ADR $VIST

Deltec Asset Management LLC Cuts Holdings in Vista Energy, S.A.B. de C.V. – Sponsored ADR $VIST

Deltec Asset Management LLC decreased its stake in shares of Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST – Free Report) by 10.0% during the 4th quarter, according to the company in its most recent filing with... More of this article »
Image for Global X Uranium ETF $URA Shares Sold by Deltec Asset Management LLC

Global X Uranium ETF $URA Shares Sold by Deltec Asset Management LLC

Deltec Asset Management LLC lessened its stake in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 34.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 185,100 shares of... More of this article »
Image for MannKind Corporation $MNKD Shares Purchased by Deltec Asset Management LLC

MannKind Corporation $MNKD Shares Purchased by Deltec Asset Management LLC

Deltec Asset Management LLC increased its stake in shares of MannKind Corporation (NASDAQ:MNKD – Free Report) by 34.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Deltec Asset Management LLC Has $1.49 Million Position in BBB Foods Inc. $TBBB

Deltec Asset Management LLC Has $1.49 Million Position in BBB Foods Inc. $TBBB

Deltec Asset Management LLC raised its stake in shares of BBB Foods Inc. (NYSE:TBBB – Free Report) by 239.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Deltec Asset Management LLC Invests $1.29 Million in Capital One Financial Corporation $COF

Deltec Asset Management LLC Invests $1.29 Million in Capital One Financial Corporation $COF

Deltec Asset Management LLC acquired a new position in shares of Capital One Financial Corporation (NYSE:COF – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Deltec Asset Management LLC Invests $495,000 in Drugs Made In America Acquisition II Corp. $DMII

Deltec Asset Management LLC Invests $495,000 in Drugs Made In America Acquisition II Corp. $DMII

Deltec Asset Management LLC bought a new position in Drugs Made In America Acquisition II Corp. (NASDAQ:DMII – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Deltec Asset Management LLC Has $3.66 Million Position in Cisco Systems, Inc. $CSCO

Deltec Asset Management LLC Has $3.66 Million Position in Cisco Systems, Inc. $CSCO

Deltec Asset Management LLC reduced its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 15.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Deltec Asset Management LLC Sells 4,600 Shares of Tesla, Inc. $TSLA

Deltec Asset Management LLC Sells 4,600 Shares of Tesla, Inc. $TSLA

Deltec Asset Management LLC trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 22.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,015... More of this article »
Image for Deltec Asset Management LLC Buys New Stake in BLRKU $BLRKU

Deltec Asset Management LLC Buys New Stake in BLRKU $BLRKU

Deltec Asset Management LLC purchased a new position in shares of BLRKU (NASDAQ:BLRKU – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for 4,000 Shares in Burlington Stores, Inc. $BURL Acquired by Deltec Asset Management LLC

4,000 Shares in Burlington Stores, Inc. $BURL Acquired by Deltec Asset Management LLC

Deltec Asset Management LLC purchased a new position in shares of Burlington Stores, Inc. (NYSE:BURL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Deltec Asset Management LLC Reduces Stock Position in Antero Resources Corporation $AR

Deltec Asset Management LLC Reduces Stock Position in Antero Resources Corporation $AR

Deltec Asset Management LLC lowered its stake in shares of Antero Resources Corporation (NYSE:AR – Free Report) by 71.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Deltec Asset Management LLC Invests $3.27 Million in GE Vernova Inc. $GEV

Deltec Asset Management LLC Invests $3.27 Million in GE Vernova Inc. $GEV

Deltec Asset Management LLC acquired a new position in GE Vernova Inc. (NYSE:GEV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Deltec Asset Management LLC Makes New $2.27 Million Investment in DoorDash, Inc. $DASH

Deltec Asset Management LLC Makes New $2.27 Million Investment in DoorDash, Inc. $DASH

Deltec Asset Management LLC bought a new position in DoorDash, Inc. (NASDAQ:DASH – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Image for Deltec Asset Management LLC Has $11.51 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Deltec Asset Management LLC Has $11.51 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Deltec Asset Management LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 4.3% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Deltec Asset Management LLC Has $6.96 Million Stake in Flex Ltd. $FLEX

Deltec Asset Management LLC Has $6.96 Million Stake in Flex Ltd. $FLEX

Deltec Asset Management LLC trimmed its stake in shares of Flex Ltd. (NASDAQ:FLEX – Free Report) by 25.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Deltec Asset Management LLC Buys 22,500 Shares of Marvell Technology, Inc. $MRVL

Deltec Asset Management LLC Buys 22,500 Shares of Marvell Technology, Inc. $MRVL

Deltec Asset Management LLC boosted its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 57.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for O’Reilly Automotive, Inc. $ORLY Shares Acquired by Deltec Asset Management LLC

O’Reilly Automotive, Inc. $ORLY Shares Acquired by Deltec Asset Management LLC

Deltec Asset Management LLC grew its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 86.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Deltec Asset Management LLC Buys Shares of 6,000 Edwards Lifesciences Corporation $EW

Deltec Asset Management LLC Buys Shares of 6,000 Edwards Lifesciences Corporation $EW

Deltec Asset Management LLC bought a new stake in Edwards Lifesciences Corporation (NYSE:EW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Deltec Asset Management LLC Has $19.99 Million Stake in Carnival Corporation $CCL

Deltec Asset Management LLC Has $19.99 Million Stake in Carnival Corporation $CCL

Deltec Asset Management LLC grew its position in Carnival Corporation (NYSE:CCL – Free Report) by 11.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Deltec Asset Management LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Deltec Asset Management LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Deltec Asset Management LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Deltec Asset Management LLC Invests $491,000 in Interactive Brokers Group, Inc. $IBKR

Deltec Asset Management LLC Invests $491,000 in Interactive Brokers Group, Inc. $IBKR

Deltec Asset Management LLC bought a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Deltec Asset Management LLC Sells 100,926 Shares of Peabody Energy Corporation $BTU

Deltec Asset Management LLC Sells 100,926 Shares of Peabody Energy Corporation $BTU

Deltec Asset Management LLC decreased its position in shares of Peabody Energy Corporation (NYSE:BTU – Free Report) by 83.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 20,500 shares... More of this article »
Image for Concord Asset Management LLC VA Boosts Stock Holdings in ServiceNow, Inc. $NOW

Concord Asset Management LLC VA Boosts Stock Holdings in ServiceNow, Inc. $NOW

Concord Asset Management LLC VA boosted its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 437.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,367... More of this article »
Image for Deltec Asset Management LLC Takes Position in Alaska Air Group, Inc. $ALK

Deltec Asset Management LLC Takes Position in Alaska Air Group, Inc. $ALK

Deltec Asset Management LLC acquired a new stake in shares of Alaska Air Group, Inc. (NYSE:ALK – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Deltec Asset Management LLC Reduces Stake in Norwegian Cruise Line Holdings Ltd. $NCLH

Deltec Asset Management LLC Reduces Stake in Norwegian Cruise Line Holdings Ltd. $NCLH

Deltec Asset Management LLC lowered its holdings in Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Free Report) by 29.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Deltec Asset Management LLC Sells 98,500 Shares of Geopark Ltd $GPRK

Deltec Asset Management LLC Sells 98,500 Shares of Geopark Ltd $GPRK

Deltec Asset Management LLC lessened its holdings in shares of Geopark Ltd (NYSE:GPRK – Free Report) by 77.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Deltec Asset Management LLC Has $251,000 Stock Position in Palvella Therapeutics, Inc. $PVLA

Deltec Asset Management LLC Has $251,000 Stock Position in Palvella Therapeutics, Inc. $PVLA

Deltec Asset Management LLC decreased its position in Palvella Therapeutics, Inc. (NASDAQ:PVLA – Free Report) by 80.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Deltec Asset Management LLC Buys Shares of 50,000 Crane Harbor Acquisition Corp. II $CRANU

Deltec Asset Management LLC Buys Shares of 50,000 Crane Harbor Acquisition Corp. II $CRANU

Deltec Asset Management LLC bought a new stake in Crane Harbor Acquisition Corp. II (NASDAQ:CRANU – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for The Boeing Company $BA Shares Bought by Deltec Asset Management LLC

The Boeing Company $BA Shares Bought by Deltec Asset Management LLC

Deltec Asset Management LLC boosted its position in shares of The Boeing Company (NYSE:BA – Free Report) by 418.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,000... More of this article »
Image for Eagle Strategies LLC Buys 4,095 Shares of Amazon.com, Inc. $AMZN

Eagle Strategies LLC Buys 4,095 Shares of Amazon.com, Inc. $AMZN

Eagle Strategies LLC grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 15.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,107... More of this article »
Image for Elevate Capital Advisors LLC Increases Stock Holdings in Amazon.com, Inc. $AMZN

Elevate Capital Advisors LLC Increases Stock Holdings in Amazon.com, Inc. $AMZN

Elevate Capital Advisors LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 35.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,948... More of this article »
Image for Clear Creek Financial Management LLC Raises Stake in Amazon.com, Inc. $AMZN

Clear Creek Financial Management LLC Raises Stake in Amazon.com, Inc. $AMZN

Clear Creek Financial Management LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 62,889 shares of the e-commerce... More of this article »
Image for Amazon.com, Inc. $AMZN Stock Position Reduced by Factory Mutual Insurance Co.

Amazon.com, Inc. $AMZN Stock Position Reduced by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 0.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Capital Investment Advisory Services LLC Grows Stake in Apple Inc. $AAPL

Capital Investment Advisory Services LLC Grows Stake in Apple Inc. $AAPL

Capital Investment Advisory Services LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Apple Inc. $AAPL is Center For Asset Management LLC’s 10th Largest Position

Apple Inc. $AAPL is Center For Asset Management LLC’s 10th Largest Position

Center For Asset Management LLC lessened its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 22.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Coerente Capital Management Grows Stock Position in Amazon.com, Inc. $AMZN

Coerente Capital Management Grows Stock Position in Amazon.com, Inc. $AMZN

Coerente Capital Management raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 136,985 shares of the... More of this article »