Home » Author Archive
Aspire Private Capital LLC Invests $914,000 in Align Technology, Inc. $ALGN
Aspire Private Capital LLC acquired a new stake in shares of Align Technology, Inc. (NASDAQ:ALGN – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Aspire Private Capital LLC Sells 9,321 Shares of Vanguard FTSE Emerging Markets ETF $VWO
Aspire Private Capital LLC decreased its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 126,621... More of this article »
Aspire Private Capital LLC Has $12.83 Million Stake in SPDR SSGA US Sector Rotation ETF $XLSR
Aspire Private Capital LLC trimmed its stake in SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
6,600 Shares in Ventas, Inc. $VTR Acquired by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC bought a new stake in Ventas, Inc. (NYSE:VTR – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought... More of this article »
Aspire Private Capital LLC Reduces Position in Vanguard Growth ETF $VUG
Aspire Private Capital LLC trimmed its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
ARQ Wealth Advisors LLC Takes $482,000 Position in Avantis All Equity Markets ETF $AVGE
ARQ Wealth Advisors LLC purchased a new stake in Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vanguard Value ETF $VTV is Aspire Private Capital LLC’s 4th Largest Position
Aspire Private Capital LLC lifted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Invests $510,000 in Sysco Corporation $SYY
ARQ Wealth Advisors LLC purchased a new stake in Sysco Corporation (NYSE:SYY – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,195 shares... More of this article »
ARQ Wealth Advisors LLC Purchases New Shares in Anheuser-Busch InBev SA/NV $BUD
ARQ Wealth Advisors LLC purchased a new position in Anheuser-Busch InBev SA/NV (NYSE:BUD – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Takes $591,000 Position in United Parcel Service, Inc. $UPS
ARQ Wealth Advisors LLC purchased a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
ARQ Wealth Advisors LLC Buys New Position in Becton, Dickinson and Company $BDX
ARQ Wealth Advisors LLC bought a new stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Invests $543,000 in JPMorgan U.S. Quality Factor ETF $JQUA
ARQ Wealth Advisors LLC acquired a new position in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Makes New $690,000 Investment in Comcast Corporation $CMCSA
ARQ Wealth Advisors LLC purchased a new stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
ARQ Wealth Advisors LLC Takes $626,000 Position in FedEx Corporation $FDX
ARQ Wealth Advisors LLC acquired a new position in shares of FedEx Corporation (NYSE:FDX – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 2,639 shares of the... More of this article »
ARQ Wealth Advisors LLC Acquires Shares of 3,172 Waste Management, Inc. $WM
ARQ Wealth Advisors LLC bought a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
ARQ Wealth Advisors LLC Purchases 109,495 Shares of Global X Nasdaq 100 Covered Call ETF $QYLD
ARQ Wealth Advisors LLC boosted its holdings in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 68.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
ARQ Wealth Advisors LLC Makes New $743,000 Investment in The Charles Schwab Corporation $SCHW
ARQ Wealth Advisors LLC acquired a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 7,785 shares of the... More of this article »
Achmea Investment Management B.V. Grows Holdings in Quest Diagnostics Incorporated $DGX
Achmea Investment Management B.V. lifted its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 5.2% in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CF Industries Holdings, Inc. $CF Stock Holdings Lessened by Achmea Investment Management B.V.
Achmea Investment Management B.V. lessened its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
ARQ Wealth Advisors LLC Has $11.36 Million Holdings in Vanguard Mega Cap Value ETF $MGV
ARQ Wealth Advisors LLC cut its position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 82,066 shares of the company’s... More of this article »
ARQ Wealth Advisors LLC Buys 27,613 Shares of Cambria Foreign Shareholder Yield ETF $FYLD
ARQ Wealth Advisors LLC raised its position in shares of Cambria Foreign Shareholder Yield ETF (BATS:FYLD – Free Report) by 36.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Purchases New Holdings in U.S. Bancorp $USB
ARQ Wealth Advisors LLC acquired a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Grows Stock Position in Avantis U.S. Equity ETF $AVUS
ARQ Wealth Advisors LLC lifted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 13.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Has $4.65 Million Stock Holdings in Vanguard International High Dividend Yield ETF $VYMI
ARQ Wealth Advisors LLC lifted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 43.3% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
ARQ Wealth Advisors LLC Has $4.80 Million Position in Global X U.S. Infrastructure Development ETF $PAVE
ARQ Wealth Advisors LLC grew its position in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 36.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Avantis Emerging Markets Equity ETF $AVEM Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC reduced its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 18.9% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Columbia EM Core ex-China ETF $XCEM Stock Holdings Trimmed by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC decreased its holdings in Columbia EM Core ex-China ETF (NYSEARCA:XCEM – Free Report) by 9.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
ARQ Wealth Advisors LLC Sells 40,159 Shares of SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
ARQ Wealth Advisors LLC reduced its stake in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 36.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Sells 8,557 Shares of JPMorgan U.S. Momentum Factor ETF $JMOM
ARQ Wealth Advisors LLC reduced its stake in shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) by 5.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
W.W. Grainger, Inc. $GWW Shares Bought by Achmea Investment Management B.V.
Achmea Investment Management B.V. grew its stake in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 26,610 shares of the industrial products... More of this article »
Mastercard Incorporated $MA Stake Boosted by Achmea Investment Management B.V.
Achmea Investment Management B.V. raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Takes Position in McKesson Corporation $MCK
ARQ Wealth Advisors LLC bought a new stake in McKesson Corporation (NYSE:MCK – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 5,748 shares of the... More of this article »
Motorola Solutions, Inc. $MSI Shares Sold by Achmea Investment Management B.V.
Achmea Investment Management B.V. reduced its stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 40.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 48,931... More of this article »
Adams Diversified Equity Fund, Inc. $ADX Shares Acquired by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC lifted its position in Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 54.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Has $3.08 Million Stake in JPMorgan USD Emerging Markets Sovereign Bond ETF $JPMB
ARQ Wealth Advisors LLC grew its stake in JPMorgan USD Emerging Markets Sovereign Bond ETF (NYSEARCA:JPMB – Free Report) by 53.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Global X Adaptive U.S. Factor ETF $AUSF Position Boosted by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC grew its stake in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF – Free Report) by 27.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Achmea Investment Management B.V. Buys 3,419 Shares of Salesforce Inc. $CRM
Achmea Investment Management B.V. lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.3% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 151,673 shares... More of this article »
ARQ Wealth Advisors LLC Invests $758,000 in PepsiCo, Inc. $PEP
ARQ Wealth Advisors LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
ARQ Wealth Advisors LLC Lowers Stock Position in SPDR Portfolio Emerging Markets ETF $SPEM
ARQ Wealth Advisors LLC lowered its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 31.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Cuts Stock Position in SPDR Portfolio Developed World ex-US ETF $SPDW
ARQ Wealth Advisors LLC trimmed its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 26.2% during the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Acquires New Position in Freedom 100 Emerging Markets ETF $FRDM
ARQ Wealth Advisors LLC bought a new position in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares MSCI USA Momentum Factor ETF $MTUM Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC reduced its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 14.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Takes $809,000 Position in American Express Company $AXP
ARQ Wealth Advisors LLC bought a new position in shares of American Express Company (NYSE:AXP) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,436 shares of the payment services... More of this article »
40,125 Shares in Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF $GLOV Purchased by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC bought a new stake in shares of Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (BATS:GLOV – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought... More of this article »
Invesco RAFI Strategic US ETF $IUS is ARQ Wealth Advisors LLC’s 6th Largest Position
ARQ Wealth Advisors LLC lessened its stake in shares of Invesco RAFI Strategic US ETF (NASDAQ:IUS – Free Report) by 5.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 196,574 shares... More of this article »
ARQ Wealth Advisors LLC Raises Holdings in FT Vest Rising Dividend Achievers Target Income ETF $RDVI
ARQ Wealth Advisors LLC increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 65.3% in the third quarter, according to its most recent disclosure with the Securities &... More of this article »
ARQ Wealth Advisors LLC Has $1.67 Million Stock Holdings in SPDR Global Dow ETF $DGT
ARQ Wealth Advisors LLC raised its position in SPDR Global Dow ETF (NYSEARCA:DGT – Free Report) by 46.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Achmea Investment Management B.V. Raises Holdings in Adobe Inc. $ADBE
Achmea Investment Management B.V. raised its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 57.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »