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AlphaCore Capital LLC Increases Position in VanEck Morningstar Wide Moat ETF $MOAT
AlphaCore Capital LLC increased its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 12.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Russell 3000 ETF $IWV Shares Sold by AlphaCore Capital LLC
AlphaCore Capital LLC lowered its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 7.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
AlphaCore Capital LLC Has $4.26 Million Stock Position in Micron Technology, Inc. $MU
AlphaCore Capital LLC lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 9.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
AlphaCore Capital LLC Increases Position in AbbVie Inc. $ABBV
AlphaCore Capital LLC increased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Altria Group, Inc. $MO Stock Holdings Lifted by AlphaCore Capital LLC
AlphaCore Capital LLC lifted its position in Altria Group, Inc. (NYSE:MO – Free Report) by 733.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 115,504... More of this article »
AlphaCore Capital LLC Raises Stock Holdings in Chevron Corporation $CVX
AlphaCore Capital LLC grew its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 23.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
AlphaCore Capital LLC Buys 11,939 Shares of Vanguard Total Stock Market ETF $VTI
AlphaCore Capital LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 19.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 74,225 shares of the company’s... More of this article »
AlphaCore Capital LLC Grows Position in iShares Core MSCI EAFE ETF $IEFA
AlphaCore Capital LLC increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 17.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
AlphaCore Capital LLC Trims Stock Position in Vanguard Mega Cap ETF $MGC
AlphaCore Capital LLC reduced its stake in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AlphaCore Capital LLC Buys 18,619 Shares of Schwab Fundamental International Equity ETF $FNDF
AlphaCore Capital LLC grew its stake in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 1.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Comparing YSS (NYSE:YSS) and Firefly Aerospace (NASDAQ:FLY)
Firefly Aerospace (NASDAQ:FLY – Get Free Report) and YSS (NYSE:YSS – Get Free Report) are both mid-cap manufacturing companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
AlphaCore Capital LLC Acquires 57,773 Shares of Mondelez International, Inc. $MDLZ
AlphaCore Capital LLC boosted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 296.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
AlphaCore Capital LLC Purchases 36,680 Shares of Capital Group Global Growth Equity ETF $CGGO
AlphaCore Capital LLC boosted its holdings in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 30.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ameritas Investment Partners Inc. Acquires 7,066 Shares of Westlake Corporation $WLK
Ameritas Investment Partners Inc. raised its holdings in Westlake Corporation (NYSE:WLK – Free Report) by 61.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
AlphaCore Capital LLC Has $42.66 Million Stake in SPDR Portfolio Developed World ex-US ETF $SPDW
AlphaCore Capital LLC reduced its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
AlphaCore Capital LLC Has $6.88 Million Stock Holdings in Permian Resources Corporation $PR
AlphaCore Capital LLC decreased its stake in Permian Resources Corporation (NYSE:PR – Free Report) by 36.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
AlphaCore Capital LLC Has $33.77 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB
AlphaCore Capital LLC increased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 27.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
AlphaCore Capital LLC Boosts Stake in RTX Corporation $RTX
AlphaCore Capital LLC grew its stake in RTX Corporation (NYSE:RTX – Free Report) by 31.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,849 shares... More of this article »
Apple Inc. $AAPL Shares Sold by AGH Wealth Advisors LLC
AGH Wealth Advisors LLC cut its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 9.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
AlphaCore Capital LLC Has $28.58 Million Stake in Schwab Fundamental U.S. Small Company ETF $FNDA
AlphaCore Capital LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 2.2% in the third quarter, according to the company in its most recent Form 13F filing with... More of this article »
AlphaCore Capital LLC Sells 9,646 Shares of Pacer US Cash Cows 100 ETF $COWZ
AlphaCore Capital LLC lowered its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 2.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
AlphaCore Capital LLC Acquires 12,594 Shares of JPMorgan Equity Premium Income ETF $JEPI
AlphaCore Capital LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 20.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Pacer Global Cash Cows Dividend ETF $GCOW Shares Sold by AlphaCore Capital LLC
AlphaCore Capital LLC trimmed its position in Pacer Global Cash Cows Dividend ETF (BATS:GCOW – Free Report) by 10.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Advisor OS LLC Has $8.04 Million Stock Holdings in iShares Ultra Short-Term Bond Active ETF $ICSH
Advisor OS LLC lifted its stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 9.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Schwab International Equity ETF $SCHF Stock Position Increased by AlphaCore Capital LLC
AlphaCore Capital LLC increased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
SPDR Gold Shares $GLD Shares Sold by AAF Wealth Management LLC
AAF Wealth Management LLC decreased its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 96.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
AAF Wealth Management LLC Buys 1,875 Shares of iShares Core S&P 500 ETF $IVV
AAF Wealth Management LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Advisor OS LLC Boosts Stock Position in Eli Lilly and Company $LLY
Advisor OS LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 11.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Advisor OS LLC Has $5.47 Million Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Advisor OS LLC reduced its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 34.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Advisor OS LLC Has $1.88 Million Stock Holdings in SPDR Nuveen ICE Municipal Bond ETF $TFI
Advisor OS LLC raised its position in shares of SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) by 70.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Vanguard Value ETF $VTV Position Increased by AAF Wealth Management LLC
AAF Wealth Management LLC boosted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 28.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
AlphaCore Capital LLC Has $94.59 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX
AlphaCore Capital LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 5.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Advisor OS LLC Sells 14,239 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Advisor OS LLC lowered its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 13.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Advisor OS LLC Has $7 Million Stake in iShares Core High Dividend ETF $HDV
Advisor OS LLC lifted its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 7.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Northrop Grumman Corporation $NOC Stake Lifted by Advisor OS LLC
Advisor OS LLC grew its position in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,593... More of this article »
Vanguard Extended Market ETF $VXF Shares Purchased by Advisor OS LLC
Advisor OS LLC raised its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 169.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Advisor OS LLC Grows Holdings in Caterpillar Inc. $CAT
Advisor OS LLC raised its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 23.3% 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 »
Invesco QQQ $QQQ Stock Holdings Lowered by Advisor OS LLC
Advisor OS LLC decreased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 38.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,456... More of this article »
Advisor OS LLC Purchases 20,362 Shares of Fidelity Total Bond ETF $FBND
Advisor OS LLC lifted its position in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 39.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Advisors Asset Management Inc. Increases Position in Alphabet Inc. $GOOGL
Advisors Asset Management Inc. boosted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Vanguard International High Dividend Yield ETF $VYMI is AAF Wealth Management LLC’s 5th Largest Position
AAF Wealth Management LLC lifted its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 9.8% during the third quarter, according to the company in its most recent filing with... More of this article »
Advisor OS LLC Lowers Stock Position in Vanguard FTSE All-World ex-US ETF $VEU
Advisor OS LLC decreased its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 15.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Advisor OS LLC Sells 6,849 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Advisor OS LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 15.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Advisor OS LLC Increases Stake in Global X 1-3 Month T-Bill ETF $CLIP
Advisor OS LLC increased its holdings in shares of Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) by 18.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
JPMorgan Chase & Co. $JPM Shares Purchased by Advisors Capital Management LLC
Advisors Capital Management LLC increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Advisor OS LLC Takes Position in Invesco MSCI EAFE Income Advantage ETF $EFAA
Advisor OS LLC bought a new position in Invesco MSCI EAFE Income Advantage ETF (NYSEARCA:EFAA – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vanguard Growth ETF $VUG Shares Acquired by AIMZ Investment Advisors LLC
AIMZ Investment Advisors LLC increased its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 102.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
AAF Wealth Management LLC Trims Position in iShares MSCI USA Min Vol Factor ETF $USMV
AAF Wealth Management LLC decreased its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 94.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »