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Burk Holdings LLC Makes New Investment in Vanguard Russell 2000 ETF $VTWO
Burk Holdings LLC acquired a new stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Capstone Wealth Management Group LLC Buys New Position in Invesco BulletShares 2026 Corporate Bond ETF $BSCQ
Capstone Wealth Management Group LLC purchased a new position in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) in the 3rd quarter, according to the company in its most recent filing with... More of this article »
Burk Holdings LLC Purchases 17,218 Shares of Dimensional US Large Cap Value ETF $DFLV
Burk Holdings LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 5.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
18,947 Shares in Vanguard Long-Term Bond ETF $BLV Bought by Burk Holdings LLC
Burk Holdings LLC acquired a new stake in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Becker Capital Management Inc. Raises Position in Vanguard Short-Term Bond ETF $BSV
Becker Capital Management Inc. boosted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 21.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Burk Holdings LLC Has $7.33 Million Position in Dimensional Core Fixed Income ETF $DFCF
Burk Holdings LLC boosted its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 16.8% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Burk Holdings LLC Acquires Shares of 122,850 John Hancock Preferred Income ETF $JHPI
Burk Holdings LLC bought a new stake in John Hancock Preferred Income ETF (NYSEARCA:JHPI – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought... More of this article »
Dimensional US High Profitability ETF $DUHP Position Raised by Burk Holdings LLC
Burk Holdings LLC increased its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 6.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Capstone Wealth Management Group LLC Buys 6,254 Shares of Vanguard Mega Cap Value ETF $MGV
Capstone Wealth Management Group LLC boosted its stake in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 16.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
BlueStem Wealth Partners LLC Has $5.27 Million Stock Position in PGIM Ultra Short Bond ETF $PULS
BlueStem Wealth Partners LLC raised its stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 19.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Capstone Wealth Management Group LLC Invests $3.41 Million in Palantir Technologies Inc. $PLTR
Capstone Wealth Management Group LLC acquired a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund acquired 18,677... More of this article »
Capstone Wealth Management Group LLC Makes New $13.43 Million Investment in Broadcom Inc. $AVGO
Capstone Wealth Management Group LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Dimensional International Core Equity 2 ETF $DFIC is Burk Holdings LLC’s Largest Position
Burk Holdings LLC grew its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 4.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
BlueStem Wealth Partners LLC Buys Shares of 79,545 iShares MSCI Germany ETF $EWG
BlueStem Wealth Partners LLC purchased a new stake in shares of iShares MSCI Germany ETF (NYSEARCA:EWG – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Capstone Wealth Management Group LLC Takes Position in Invesco QQQ $QQQ
Capstone Wealth Management Group LLC purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Capstone Wealth Management Group LLC Raises Holdings in Vanguard Value ETF $VTV
Capstone Wealth Management Group LLC lifted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 21.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Capstone Wealth Management Group LLC Makes New Investment in Invesco S&P MidCap Momentum ETF $XMMO
Capstone Wealth Management Group LLC bought a new position in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Capstone Wealth Management Group LLC Purchases Shares of 37,455 Perpetua Resources Corp. $PPTA
Capstone Wealth Management Group LLC acquired a new position in shares of Perpetua Resources Corp. (NASDAQ:PPTA – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Capstone Wealth Management Group LLC Makes New Investment in Invesco Large Cap Value ETF $PWV
Capstone Wealth Management Group LLC bought a new stake in Invesco Large Cap Value ETF (NYSEARCA:PWV – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Capstone Wealth Management Group LLC Buys Shares of 9,188 Vanguard Short-Term Corporate Bond ETF $VCSH
Capstone Wealth Management Group LLC purchased a new position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with... More of this article »
Capstone Wealth Management Group LLC Purchases New Position in Invesco NASDAQ 100 ETF $QQQM
Capstone Wealth Management Group LLC purchased a new position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Blueprint Investment Partners LLC Has $5.02 Million Holdings in Tesla, Inc. $TSLA
Blueprint Investment Partners LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Becker Capital Management Inc. Purchases 14,582 Shares of iShares Core MSCI EAFE ETF $IEFA
Becker Capital Management Inc. lifted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
201,160 Shares in Invesco Ultra Short Duration ETF $GSY Bought by Capstone Wealth Management Group LLC
Capstone Wealth Management Group LLC purchased a new position in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Capstone Wealth Management Group LLC Purchases New Position in Invesco S&P 500 Value with Momentum ETF $SPVM
Capstone Wealth Management Group LLC acquired a new position in shares of Invesco S&P 500 Value with Momentum ETF (NYSEARCA:SPVM – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities... More of this article »
Capstone Wealth Management Group LLC Takes Position in Invesco S&P 500 Top 50 ETF $XLG
Capstone Wealth Management Group LLC purchased a new position in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Honeywell International Inc. $HON Shares Bought by Becker Capital Management Inc.
Becker Capital Management Inc. lifted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and... More of this article »
BlueStem Wealth Partners LLC Acquires 89,591 Shares of Capital Group U.S. Multi-Sector Income ETF $CGMS
BlueStem Wealth Partners LLC boosted its holdings in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 12.0% during the third quarter, according to the company in its most recent filing with the Securities... More of this article »
Becker Capital Management Inc. Has $16.54 Million Holdings in Eli Lilly and Company $LLY
Becker Capital Management Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 6.7% during the third quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Becker Capital Management Inc. Lowers Stock Position in Grocery Outlet Holding Corp. $GO
Becker Capital Management Inc. decreased its stake in Grocery Outlet Holding Corp. (NASDAQ:GO – Free Report) by 31.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Becker Capital Management Inc. Sells 93,794 Shares of Diageo plc $DEO
Becker Capital Management Inc. lowered its stake in shares of Diageo plc (NYSE:DEO – Free Report) by 53.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 83,022 shares of the company’s... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by BlueStem Wealth Partners LLC
BlueStem Wealth Partners LLC lessened its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 8.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Growth ETF $VUG Stock Position Increased by BlueStem Wealth Partners LLC
BlueStem Wealth Partners LLC lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 49.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Microchip Technology Incorporated $MCHP Shares Acquired by Becker Capital Management Inc.
Becker Capital Management Inc. increased its holdings in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 8.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
BlueStem Wealth Partners LLC Buys Shares of 391,355 Federated Hermes MDT Large Cap Core ETF $FLCC
BlueStem Wealth Partners LLC purchased a new position in Federated Hermes MDT Large Cap Core ETF (NYSEARCA:FLCC – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
BlueStem Wealth Partners LLC Sells 347,497 Shares of Columbia Research Enhanced Core ETF $RECS
BlueStem Wealth Partners LLC lowered its position in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 32.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Becker Capital Management Inc. Acquires New Stake in iShares Bitcoin Trust ETF $IBIT
Becker Capital Management Inc. bought a new stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Becker Capital Management Inc. Boosts Holdings in Hologic, Inc. $HOLX
Becker Capital Management Inc. lifted its position in Hologic, Inc. (NASDAQ:HOLX – Free Report) by 20.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
BlueStem Wealth Partners LLC Has $16.75 Million Holdings in Harbor Scientific Alpha High-Yield ETF $SIHY
BlueStem Wealth Partners LLC lifted its stake in shares of Harbor Scientific Alpha High-Yield ETF (NYSEARCA:SIHY – Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent filing with the Securities... More of this article »
BlueStem Wealth Partners LLC Has $27.90 Million Stock Holdings in iShares U.S. Treasury Bond ETF $GOVT
BlueStem Wealth Partners LLC raised its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 9.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
BlueStem Wealth Partners LLC Buys 65,492 Shares of SPDR Portfolio Emerging Markets ETF $SPEM
BlueStem Wealth Partners LLC increased its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 6.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
BlueStem Wealth Partners LLC Acquires 57,682 Shares of TCW Flexible Income ETF $FLXR
BlueStem Wealth Partners LLC raised its holdings in shares of TCW Flexible Income ETF (NYSEARCA:FLXR – Free Report) by 17.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Elo Mutual Pension Insurance Co Has $4.55 Million Stake in Norfolk Southern Corporation $NSC
Elo Mutual Pension Insurance Co raised its position in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) by 11.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Becker Capital Management Inc. Purchases Shares of 12,144 iShares Russell Mid-Cap ETF $IWR
Becker Capital Management Inc. acquired a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Molina Healthcare, Inc $MOH Shares Sold by Becker Capital Management Inc.
Becker Capital Management Inc. reduced its holdings in shares of Molina Healthcare, Inc (NYSE:MOH – Free Report) by 12.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
BlueStem Wealth Partners LLC Has $10.45 Million Position in Pacer US Small Cap Cash Cows ETF $CALF
BlueStem Wealth Partners LLC decreased its stake in Pacer US Small Cap Cash Cows ETF (BATS:CALF – Free Report) by 12.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Arcadia Wealth Management Inc. Has $938,000 Holdings in Apple Inc. $AAPL
Arcadia Wealth Management Inc. decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 48.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,684 shares of the iPhone maker’s... More of this article »
ADT Inc. (NYSE:ADT) Receives Average Rating of “Hold” from Analysts
Shares of ADT Inc. (NYSE:ADT – Get Free Report) have received a consensus recommendation of “Hold” from the seven brokerages that are covering the stock, Marketbeat reports. Five investment analysts have rated the... More of this article »