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Accurate Wealth Management LLC Sells 5,385 Shares of AMETEK, Inc. $AME
Accurate Wealth Management LLC decreased its stake in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 35.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,746... More of this article »
A. D. Beadell Investment Counsel Inc. Invests $730,000 in Dell Technologies Inc. $DELL
A. D. Beadell Investment Counsel Inc. acquired a new position in Dell Technologies Inc. (NYSE:DELL – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Accurate Wealth Management LLC Takes $2.23 Million Position in Avery Dennison Corporation $AVY
Accurate Wealth Management LLC purchased a new position in shares of Avery Dennison Corporation (NYSE:AVY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
The Allstate Corporation $ALL Shares Sold by Accurate Wealth Management LLC
Accurate Wealth Management LLC reduced its holdings in The Allstate Corporation (NYSE:ALL – Free Report) by 21.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Accurate Wealth Management LLC Invests $2.10 Million in Loews Corporation $L
Accurate Wealth Management LLC acquired a new stake in Loews Corporation (NYSE:L – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Accurate Wealth Management LLC Purchases 14,398 Shares of Goldman Sachs Access Treasury 0-1 Year ETF $GBIL
Accurate Wealth Management LLC lifted its position in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 48.4% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Accurate Wealth Management LLC Sells 884 Shares of McKesson Corporation $MCK
Accurate Wealth Management LLC decreased its holdings in McKesson Corporation (NYSE:MCK – Free Report) by 22.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Primoris Services Corporation $PRIM Stock Position Trimmed by A. D. Beadell Investment Counsel Inc.
A. D. Beadell Investment Counsel Inc. cut its position in shares of Primoris Services Corporation (NYSE:PRIM – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
A. D. Beadell Investment Counsel Inc. Purchases New Shares in Essential Utilities Inc. $WTRG
A. D. Beadell Investment Counsel Inc. bought a new stake in Essential Utilities Inc. (NYSE:WTRG – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Accurate Wealth Management LLC Has $2.48 Million Stock Holdings in Netflix, Inc. $NFLX
Accurate Wealth Management LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 887.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Accurate Wealth Management LLC Acquires 15,656 Shares of SPDR Gold Shares $GLD
Accurate Wealth Management LLC increased its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 231.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Accurate Wealth Management LLC Grows Position in Invesco BulletShares 2027 High Yield Corporate Bond ETF $BSJR
Accurate Wealth Management LLC lifted its position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (NASDAQ:BSJR – Free Report) by 545.5% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
34,730 Shares in Rollins, Inc. $ROL Purchased by Accurate Wealth Management LLC
Accurate Wealth Management LLC purchased a new stake in shares of Rollins, Inc. (NYSE:ROL – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Global X 1-3 Month T-Bill ETF $CLIP Stock Holdings Cut by Accurate Wealth Management LLC
Accurate Wealth Management LLC reduced its holdings in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) by 19.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Accurate Wealth Management LLC Invests $2.10 Million in Arch Capital Group Ltd. $ACGL
Accurate Wealth Management LLC purchased a new stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Accurate Wealth Management LLC Has $2.11 Million Holdings in VanEck Semiconductor ETF $SMH
Accurate Wealth Management LLC lifted its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 44.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Invesco BulletShares 2026 High Yield Corporate Bond ETF $BSJQ Position Increased by Accurate Wealth Management LLC
Accurate Wealth Management LLC grew its position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Procter & Gamble Company (The) $PG is Accurate Wealth Management LLC’s 8th Largest Position
Accurate Wealth Management LLC raised its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Accurate Wealth Management LLC Decreases Stock Holdings in Assurant, Inc. $AIZ
Accurate Wealth Management LLC reduced its position in shares of Assurant, Inc. (NYSE:AIZ – Free Report) by 21.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Accurate Wealth Management LLC Has $9.94 Million Stock Holdings in iShares Core MSCI EAFE ETF $IEFA
Accurate Wealth Management LLC raised its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Accurate Wealth Management LLC Sells 2,133 Shares of Cencora, Inc. $COR
Accurate Wealth Management LLC decreased its stake in shares of Cencora, Inc. (NYSE:COR – Free Report) by 24.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Meta Platforms, Inc. $META Shares Bought by Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Diversified Trust Co. Acquires 3,336 Shares of Meta Platforms, Inc. $META
Diversified Trust Co. raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Ferguson Wellman Capital Management Inc. Trims Stock Holdings in Keysight Technologies Inc. $KEYS
Ferguson Wellman Capital Management Inc. lowered its holdings in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 28.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
NVIDIA Corporation $NVDA is Elmwood Wealth Management Inc.’s 8th Largest Position
Elmwood Wealth Management Inc. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 28.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
BDF Gestion Has $31.10 Million Position in Meta Platforms, Inc. $META
BDF Gestion reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,108... More of this article »
Kinder Morgan, Inc. $KMI Shares Sold by Diversified Trust Co.
Diversified Trust Co. reduced its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 34.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Czech National Bank Purchases 19,602 Shares of Kinder Morgan, Inc. $KMI
Czech National Bank increased its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Czech National Bank Has $13.71 Million Holdings in Phillips 66 $PSX
Czech National Bank raised its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 106,245 shares of the oil and gas company’s... More of this article »
Czech National Bank Purchases 1,605 Shares of Motorola Solutions, Inc. $MSI
Czech National Bank raised its position in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Ferguson Wellman Capital Management Inc. Increases Stock Position in Netflix, Inc. $NFLX
Ferguson Wellman Capital Management Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 780.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Flagstar Advisors Inc. Sells 6,697 Shares of iShares Gold Trust $IAU
Flagstar Advisors Inc. cut its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 43.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Czech National Bank Acquires 5,314 Shares of American Electric Power Company, Inc. $AEP
Czech National Bank lifted its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cummins Inc. $CMI Shares Bought by Czech National Bank
Czech National Bank grew its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 4.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Cullen Investment Group LTD. Sells 2,325 Shares of The Home Depot, Inc. $HD
Cullen Investment Group LTD. decreased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 12.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Has $8.35 Million Position in Salesforce Inc. $CRM
DAVENPORT & Co LLC trimmed its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 8.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
The PNC Financial Services Group, Inc $PNC Shares Bought by Czech National Bank
Czech National Bank grew its holdings in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 3.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
BDF Gestion Trims Position in Alphabet Inc. $GOOG
BDF Gestion decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 106,262 shares of... More of this article »
Daymark Wealth Partners LLC Raises Position in Realty Income Corporation $O
Daymark Wealth Partners LLC grew its stake in Realty Income Corporation (NYSE:O – Free Report) by 210.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Ferguson Wellman Capital Management Inc. Reduces Holdings in Brown & Brown, Inc. $BRO
Ferguson Wellman Capital Management Inc. lowered its position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 97.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Walmart Inc. $WMT Shares Acquired by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc. lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 1.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,126,454... More of this article »
Ferguson Wellman Capital Management Inc. Raises Stake in Chevron Corporation $CVX
Ferguson Wellman Capital Management Inc. boosted its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 20.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Invesco QQQ $QQQ Holdings Reduced by Flagstar Advisors Inc.
Flagstar Advisors Inc. reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First Financial Corp IN Lowers Position in Comcast Corporation $CMCSA
First Financial Corp IN trimmed its holdings in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 72.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Flagstar Advisors Inc. Has $10.39 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR
Flagstar Advisors Inc. trimmed its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 19.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Asempa Wealth Advisors Makes New Investment in Alphabet Inc. $GOOGL
Asempa Wealth Advisors acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Freestate Advisors LLC Trims Stock Holdings in Vanguard S&P 500 ETF $VOO
Freestate Advisors LLC lessened its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Merchants Corp Buys 2,189 Shares of Vanguard S&P 500 ETF $VOO
First Merchants Corp grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »