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Everhart Financial Group Inc. Increases Stock Position in Vanguard Real Estate ETF $VNQ
Everhart Financial Group Inc. boosted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 14.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Everhart Financial Group Inc. Acquires 1,098 Shares of Intuitive Surgical, Inc. $ISRG
Everhart Financial Group Inc. lifted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 36.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Everhart Financial Group Inc. Has $1.58 Million Stock Holdings in Analog Devices, Inc. $ADI
Everhart Financial Group Inc. grew its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 50.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Everhart Financial Group Inc. Trims Stock Position in Vanguard FTSE Emerging Markets ETF $VWO
Everhart Financial Group Inc. trimmed its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 8.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Everhart Financial Group Inc. Acquires 6,741 Shares of Cisco Systems, Inc. $CSCO
Everhart Financial Group Inc. boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 23.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Everhart Financial Group Inc. Sells 19,294 Shares of Schwab U.S. Mid-Cap ETF $SCHM
Everhart Financial Group Inc. decreased its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Everhart Financial Group Inc. Purchases 1,461 Shares of Applied Materials, Inc. $AMAT
Everhart Financial Group Inc. grew its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 17.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Everhart Financial Group Inc. Acquires 135,066 Shares of SELLAS Life Sciences Group, Inc. $SLS
Everhart Financial Group Inc. lifted its holdings in shares of SELLAS Life Sciences Group, Inc. (NASDAQ:SLS – Free Report) by 40.8% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Everhart Financial Group Inc. Has $1.87 Million Stake in Williams Companies, Inc. (The) $WMB
Everhart Financial Group Inc. boosted its holdings in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 51.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Everhart Financial Group Inc. Has $29.72 Million Stake in Vanguard Intermediate-Term Bond ETF $BIV
Everhart Financial Group Inc. trimmed its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Dimensional Emerging Core Equity Market ETF $DFAE Shares Acquired by Everhart Financial Group Inc.
Everhart Financial Group Inc. increased its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 34.9% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Everhart Financial Group Inc. Cuts Holdings in Vanguard Total Stock Market ETF $VTI
Everhart Financial Group Inc. lowered its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Everhart Financial Group Inc. Has $138.82 Million Stake in Vanguard Growth ETF $VUG
Everhart Financial Group Inc. lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 8.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 284,541... More of this article »
Central Pacific Bank Trust Division Lowers Stock Holdings in Janus Henderson B-BBB CLO ETF $JBBB
Central Pacific Bank Trust Division reduced its stake in Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 50.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Everhart Financial Group Inc. Buys 58,548 Shares of Vanguard Value ETF $VTV
Everhart Financial Group Inc. boosted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Central Pacific Bank Trust Division Invests $1.44 Million in iShares 3-7 Year Treasury Bond ETF $IEI
Central Pacific Bank Trust Division bought a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Central Pacific Bank Trust Division Cuts Holdings in iShares MSCI Japan ETF $EWJ
Central Pacific Bank Trust Division lessened its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 30.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Central Pacific Bank Trust Division Acquires 7,881 Shares of ServiceNow, Inc. $NOW
Central Pacific Bank Trust Division raised its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 193.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Central Pacific Bank Trust Division Has $2.49 Million Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
Central Pacific Bank Trust Division trimmed its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 26.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Take-Two Interactive Software, Inc. $TTWO Shares Sold by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division decreased its position in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 24.3% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Gilead Sciences, Inc. $GILD Shares Sold by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC cut its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 10.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Biotechnology ETF $IBB Stake Lifted by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division boosted its stake in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 296,500.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Marten Transport, Ltd. $MRTN Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC cut its position in shares of Marten Transport, Ltd. (NASDAQ:MRTN – Free Report) by 36.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Confluence Investment Management LLC Invests $998,000 in ESAB Corporation $ESAB
Confluence Investment Management LLC purchased a new stake in shares of ESAB Corporation (NYSE:ESAB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Coastline Trust Co Has $40,000 Stock Holdings in Darden Restaurants, Inc. $DRI
Coastline Trust Co reduced its stake in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 97.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Central Pacific Bank Trust Division Trims Stock Holdings in Mastercard Incorporated $MA
Central Pacific Bank Trust Division lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 35.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Growth ETF $VUG Position Boosted by GoalFusion Wealth Management LLC
GoalFusion Wealth Management LLC boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 29.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 18,082 shares of the company’s... More of this article »
Central Pacific Bank Trust Division Has $4.90 Million Stock Position in Invesco QQQ $QQQ
Central Pacific Bank Trust Division reduced its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 16.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Central Pacific Bank Trust Division Decreases Holdings in RTX Corporation $RTX
Central Pacific Bank Trust Division decreased its holdings in RTX Corporation (NYSE:RTX – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
U.S. Bancorp $USB Stake Lessened by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC decreased its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 9.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
John B. Sanfilippo & Son, Inc. $JBSS Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC lessened its stake in shares of John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS – Free Report) by 41.8% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
CIBC Private Wealth Group LLC Acquires 6,429 Shares of Sysco Corporation $SYY
CIBC Private Wealth Group LLC raised its holdings in shares of Sysco Corporation (NYSE:SYY – Free Report) by 11.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Confluence Investment Management LLC Has $1.26 Million Holdings in Winnebago Industries, Inc. $WGO
Confluence Investment Management LLC trimmed its position in Winnebago Industries, Inc. (NYSE:WGO – Free Report) by 37.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Central Pacific Bank Trust Division Reduces Stock Position in Advanced Micro Devices, Inc. $AMD
Central Pacific Bank Trust Division cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 16.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Central Pacific Bank Trust Division Sells 2,470 Shares of iShares Russell 2000 ETF $IWM
Central Pacific Bank Trust Division reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Central Pacific Bank Trust Division Lowers Position in iShares MSCI EAFE ETF $EFA
Central Pacific Bank Trust Division decreased its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 19.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,568... More of this article »
The Charles Schwab Corporation $SCHW Stock Position Decreased by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division lowered its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 11.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Confluence Investment Management LLC Lowers Stake in Enovis Corporation $ENOV
Confluence Investment Management LLC reduced its position in Enovis Corporation (NYSE:ENOV – Free Report) by 38.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Confluence Investment Management LLC Takes $1.51 Million Position in First Majestic Silver Corp. $AG
Confluence Investment Management LLC bought a new stake in shares of First Majestic Silver Corp. (NYSE:AG – Free Report) (TSE:FR) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
GoalFusion Wealth Management LLC Buys 21,742 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
GoalFusion Wealth Management LLC boosted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 10.0% in the fourth quarter, according to its most recent disclosure with the SEC.... More of this article »
Central Pacific Bank Trust Division Invests $3.54 Million in SPDR Portfolio High Yield Bond ETF $SPHY
Central Pacific Bank Trust Division acquired a new position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 149,685... More of this article »
iShares U.S. Technology ETF $IYW Shares Sold by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division decreased its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Investment Management LLC Cuts Holdings in RLI Corp. $RLI
Confluence Investment Management LLC decreased its holdings in RLI Corp. (NYSE:RLI – Free Report) by 31.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Spectrum Brands Holdings Inc. $SPB Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC cut its stake in shares of Spectrum Brands Holdings Inc. (NYSE:SPB – Free Report) by 20.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Central Pacific Bank Trust Division Boosts Holdings in Invesco NASDAQ 100 ETF $QQQM
Central Pacific Bank Trust Division raised its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 14.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
GoalFusion Wealth Management LLC Has $8.28 Million Stock Position in Vanguard Value ETF $VTV
GoalFusion Wealth Management LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Collective Family Office LLC Sells 908 Shares of Vanguard S&P 500 ETF $VOO
Collective Family Office LLC lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Nu Holdings Ltd. $NU Shares Sold by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC cut its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 13.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »