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Frank Rimerman Advisors LLC Sells 4,474 Shares of Oracle Corporation $ORCL
Frank Rimerman Advisors LLC lessened its position in Oracle Corporation (NYSE:ORCL – Free Report) by 19.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Frank Rimerman Advisors LLC Sells 119,101 Shares of Invesco NASDAQ 100 ETF $QQQM
Frank Rimerman Advisors LLC lowered its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 46.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Burns Matteson Capital Management LLC Invests $616,000 in Old Republic International Corporation $ORI
Burns Matteson Capital Management LLC acquired a new position in Old Republic International Corporation (NYSE:ORI – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
1,978 Shares in The Travelers Companies, Inc. $TRV Acquired by Burns Matteson Capital Management LLC
Burns Matteson Capital Management LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Frank Rimerman Advisors LLC Grows Stock Holdings in CocaCola Company (The) $KO
Frank Rimerman Advisors LLC grew its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 103.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
1,730 Shares in Cencora, Inc. $COR Purchased by Burns Matteson Capital Management LLC
Burns Matteson Capital Management LLC acquired a new stake in Cencora, Inc. (NYSE:COR – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,730 shares of the company’s... More of this article »
Burns Matteson Capital Management LLC Purchases New Stake in Ameris Bancorp $ABCB
Burns Matteson Capital Management LLC acquired a new position in shares of Ameris Bancorp (NASDAQ:ABCB – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Burns Matteson Capital Management LLC Acquires Shares of 1,855 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Burns Matteson Capital Management LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Frank Rimerman Advisors LLC Boosts Stake in Advanced Micro Devices, Inc. $AMD
Frank Rimerman Advisors LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 26.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Burns Matteson Capital Management LLC Boosts Holdings in Cardinal Health, Inc. $CAH
Burns Matteson Capital Management LLC lifted its position in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 182.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Burns Matteson Capital Management LLC Makes New Investment in CVS Health Corporation $CVS
Burns Matteson Capital Management LLC purchased a new position in CVS Health Corporation (NYSE:CVS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Burns Matteson Capital Management LLC Takes Position in Synchrony Financial $SYF
Burns Matteson Capital Management LLC purchased a new stake in shares of Synchrony Financial (NYSE:SYF – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 7,988 shares... More of this article »
Burns Matteson Capital Management LLC Invests $575,000 in McKesson Corporation $MCK
Burns Matteson Capital Management LLC acquired a new stake in shares of McKesson Corporation (NYSE:MCK – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Philip Morris International Inc. $PM Shares Sold by Frank Rimerman Advisors LLC
Frank Rimerman Advisors LLC cut its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 19.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Burns Matteson Capital Management LLC Invests $587,000 in Zions Bancorporation, N.A. $ZION
Burns Matteson Capital Management LLC acquired a new stake in Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
40,805 Shares in The AES Corporation $AES Bought by Burns Matteson Capital Management LLC
Burns Matteson Capital Management LLC bought a new stake in The AES Corporation (NYSE:AES – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Burns Matteson Capital Management LLC Purchases Shares of 4,237 C.H. Robinson Worldwide, Inc. $CHRW
Burns Matteson Capital Management LLC acquired a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Burns Matteson Capital Management LLC Takes Position in The Allstate Corporation $ALL
Burns Matteson Capital Management LLC acquired a new position in shares of The Allstate Corporation (NYSE:ALL – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Burns Matteson Capital Management LLC Makes New Investment in A. O. Smith Corporation $AOS
Burns Matteson Capital Management LLC acquired a new stake in A. O. Smith Corporation (NYSE:AOS – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Econ Financial Services Corp Sells 8,757 Shares of Merck & Co., Inc. $MRK
Econ Financial Services Corp lowered its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 36.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Burns Matteson Capital Management LLC Makes New Investment in Toro Company (The) $TTC
Burns Matteson Capital Management LLC bought a new position in Toro Company (The) (NYSE:TTC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Burns Matteson Capital Management LLC Makes New Investment in MGIC Investment Corporation $MTG
Burns Matteson Capital Management LLC purchased a new stake in shares of MGIC Investment Corporation (NYSE:MTG – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Burns Matteson Capital Management LLC Makes New $768,000 Investment in Molina Healthcare, Inc $MOH
Burns Matteson Capital Management LLC acquired a new position in Molina Healthcare, Inc (NYSE:MOH – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Burns Matteson Capital Management LLC Invests $780,000 in Axalta Coating Systems Ltd. $AXTA
Burns Matteson Capital Management LLC bought a new stake in Axalta Coating Systems Ltd. (NYSE:AXTA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Burns Matteson Capital Management LLC Makes New Investment in The Hanover Insurance Group, Inc. $THG
Burns Matteson Capital Management LLC bought a new stake in The Hanover Insurance Group, Inc. (NYSE:THG – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Frank Rimerman Advisors LLC Purchases 589 Shares of Costco Wholesale Corporation $COST
Frank Rimerman Advisors LLC increased its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Burns Matteson Capital Management LLC Acquires 4,203 Shares of Sun Communities, Inc. $SUI
Burns Matteson Capital Management LLC raised its holdings in Sun Communities, Inc. (NYSE:SUI – Free Report) by 40.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 14,632... More of this article »
Econ Financial Services Corp Acquires Shares of 23,710 SPDR S&P Regional Banking ETF $KRE
Econ Financial Services Corp acquired a new stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Frank Rimerman Advisors LLC Has $4.89 Million Holdings in Vanguard Small-Cap ETF $VB
Frank Rimerman Advisors LLC grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 17.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Burns Matteson Capital Management LLC Invests $757,000 in Tenet Healthcare Corporation $THC
Burns Matteson Capital Management LLC purchased a new stake in shares of Tenet Healthcare Corporation (NYSE:THC – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Quanta Services Investor Day: CEO Pegs $2.4T TAM, Targets $21.60-$26.75 EPS by 2030
Quanta Services (NYSE:PWR) used its 2026 Investor Day to outline what executives described as a significantly expanded growth runway, driven by a broader total addressable market (TAM), a solutions-focused operating model, and investments... More of this article »
Burns Matteson Capital Management LLC Invests $641,000 in Embraer-Empresa Brasileira de Aeronautica $EMBJ
Burns Matteson Capital Management LLC purchased a new stake in Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Econ Financial Services Corp Acquires New Stake in T. Rowe Price Group, Inc. $TROW
Econ Financial Services Corp acquired a new stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Enzi Wealth Makes New Investment in Freedom 100 Emerging Markets ETF $FRDM
Enzi Wealth purchased a new stake in Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Brookstone Capital Management Boosts Holdings in Walmart Inc. $WMT
Brookstone Capital Management grew its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Brookstone Capital Management Raises Stock Position in The Home Depot, Inc. $HD
Brookstone Capital Management grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 5.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 36,452... More of this article »
Enzi Wealth Has $3.58 Million Stock Position in iShares MSCI USA Min Vol Factor ETF $USMV
Enzi Wealth reduced its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 73.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Econ Financial Services Corp Acquires Shares of 13,517 XPO, Inc. $XPO
Econ Financial Services Corp bought a new position in XPO, Inc. (NYSE:XPO – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 13,517 shares... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Brady Martz Wealth Solutions LLC
Brady Martz Wealth Solutions LLC raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 215.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Enzi Wealth Has $3.55 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS
Enzi Wealth lessened its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 70.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 47,996 shares of the... More of this article »
Bourne Lent Asset Management Inc. Reduces Stock Holdings in Alphabet Inc. $GOOG
Bourne Lent Asset Management Inc. lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Enzi Wealth Sells 213,347 Shares of iShares MSCI Intl Quality Factor ETF $IQLT
Enzi Wealth cut its holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 40.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 316,515 shares... More of this article »
Vanguard S&P 500 ETF $VOO Shares Bought by Brookstone Capital Management
Brookstone Capital Management lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.1% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Econ Financial Services Corp Invests $1.94 Million in U.S. Bancorp $USB
Econ Financial Services Corp acquired a new stake in U.S. Bancorp (NYSE:USB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Brookstone Capital Management Trims Stock Holdings in Edison International $EIX
Brookstone Capital Management lowered its stake in Edison International (NYSE:EIX – Free Report) by 6.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Enzi Wealth Reduces Stock Position in Invesco S&P MidCap Quality ETF $XMHQ
Enzi Wealth trimmed its holdings in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 74.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Econ Financial Services Corp Buys Shares of 15,473 Yum! Brands, Inc. $YUM
Econ Financial Services Corp purchased a new stake in Yum! Brands, Inc. (NYSE:YUM – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Econ Financial Services Corp Takes Position in First Trust Preferred Securities and Income ETF $FPE
Econ Financial Services Corp bought a new position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »