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Procyon Advisors LLC Increases Holdings in Carlisle Companies Incorporated $CSL
Procyon Advisors LLC raised its holdings in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 318.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Magnus Financial Group LLC Invests $560,000 in Goldman Sachs Municipal Income ETF $GMUB
Magnus Financial Group LLC acquired a new stake in Goldman Sachs Municipal Income ETF (NYSEARCA:GMUB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Enterprise Products Partners L.P. $EPD Shares Acquired by Procyon Advisors LLC
Procyon Advisors LLC increased its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 972.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Magnus Financial Group LLC Invests $608,000 in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
Magnus Financial Group LLC purchased a new position in Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Magnus Financial Group LLC Makes New Investment in Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR
Magnus Financial Group LLC acquired a new stake in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Magnus Financial Group LLC Decreases Stock Holdings in Janus Henderson B-BBB CLO ETF $JBBB
Magnus Financial Group LLC lowered its position in shares of Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 49.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Procyon Advisors LLC Raises Holdings in Advanced Micro Devices, Inc. $AMD
Procyon Advisors LLC grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 186.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
BondBloxx Private Credit CLO ETF $PCMM Shares Sold by Magnus Financial Group LLC
Magnus Financial Group LLC reduced its position in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM – Free Report) by 76.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Procyon Advisors LLC Makes New Investment in MercadoLibre, Inc. $MELI
Procyon Advisors LLC purchased a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Procyon Advisors LLC Acquires Shares of 45,338 Goldman Sachs Ultra Short Bond ETF $GSST
Procyon Advisors LLC bought a new position in Goldman Sachs Ultra Short Bond ETF (BATS:GSST – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
NVIDIA Corporation $NVDA Shares Acquired by Arlington Capital Management Inc.
Arlington Capital Management Inc. lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 65.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 69,552... More of this article »
Argent Capital Management LLC Decreases Position in NVIDIA Corporation $NVDA
Argent Capital Management LLC decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Hilltop National Bank Sells 5,859 Shares of Zoetis Inc. $ZTS
Hilltop National Bank reduced its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 96.6% 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 »
Breakwater Capital Group Lowers Stock Position in iShares MSCI EAFE Growth ETF $EFG
Breakwater Capital Group cut its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
MassMutual Private Wealth & Trust FSB Trims Stock Position in Walmart Inc. $WMT
MassMutual Private Wealth & Trust FSB lessened its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Rocket Companies, Inc. $RKT Shares Purchased by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB raised its holdings in Rocket Companies, Inc. (NYSE:RKT – Free Report) by 12,104.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Visa Inc. $V Shares Purchased by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC increased its holdings in Visa Inc. (NYSE:V – Free Report) by 5.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 41,178... More of this article »
Harbor Investment Advisory LLC Sells 7,161 Shares of T-Mobile US, Inc. $TMUS
Harbor Investment Advisory LLC cut its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 75.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,291 shares... More of this article »
MassMutual Private Wealth & Trust FSB Lowers Holdings in Visa Inc. $V
MassMutual Private Wealth & Trust FSB reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Norman Fields Gottscho Capital Management LLC Has $32.49 Million Stock Position in Visa Inc. $V
Norman Fields Gottscho Capital Management LLC trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Trims Holdings in Vanguard Growth ETF $VUG
Dynamic Advisor Solutions LLC lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 20.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Sagespring Wealth Partners LLC Invests $1.11 Million in Innovator U.S. Equity Buffer ETF – December $BDEC
Sagespring Wealth Partners LLC purchased a new stake in Innovator U.S. Equity Buffer ETF – December (BATS:BDEC – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 22,332... More of this article »
Broadcom Inc. $AVGO Stock Holdings Lessened by St. Louis Financial Planners Asset Management LLC
St. Louis Financial Planners Asset Management LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Hudson Bay Capital Management LP Cuts Stock Position in S&P Global Inc. $SPGI
Hudson Bay Capital Management LP trimmed its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 84.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
IFP Advisors Inc Takes Position in Mohawk Industries, Inc. $MHK
IFP Advisors Inc purchased a new position in Mohawk Industries, Inc. (NYSE:MHK – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
IFP Advisors Inc Decreases Position in Dimensional U.S. Core Equity 2 ETF $DFAC
IFP Advisors Inc decreased its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 48.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 31,574 shares... More of this article »
Swiss Life Asset Management Ltd Purchases 48,369 Shares of Rocket Lab Corporation $RKLB
Swiss Life Asset Management Ltd increased its position in Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 480.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Financial Management Network Inc. Acquires 6,659 Shares of Netflix, Inc. $NFLX
Financial Management Network Inc. boosted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 896.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
IFP Advisors Inc Purchases 7,482 Shares of CoreWeave Inc. $CRWV
IFP Advisors Inc increased its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 1,009.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
IFP Advisors Inc Lowers Position in Schwab Short-Term U.S. Treasury ETF $SCHO
IFP Advisors Inc reduced its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 39.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dimensional US Marketwide Value ETF $DFUV Shares Bought by IFP Advisors Inc
IFP Advisors Inc raised its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 75.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Bayshore Asset Management LLC
Bayshore Asset Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 72.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Swiss Life Asset Management Ltd Increases Holdings in Equity Lifestyle Properties, Inc. $ELS
Swiss Life Asset Management Ltd raised its holdings in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) by 232.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Swiss Life Asset Management Ltd Has $3.48 Million Stock Holdings in Conagra Brands $CAG
Swiss Life Asset Management Ltd trimmed its position in Conagra Brands (NYSE:CAG – Free Report) by 29.0% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 190,059 shares of the company’s... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Position Decreased by Charles Schwab Trust Co
Charles Schwab Trust Co trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Charles Schwab Trust Co Purchases 57,710 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX
Charles Schwab Trust Co grew its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
GAMMA Investing LLC Lowers Position in Kimberly-Clark Corporation $KMB
GAMMA Investing LLC lessened its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 52.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Centerline Wealth Advisors LLC Buys Shares of 271,738 Abacus FCF Leaders ETF $ABFL
Centerline Wealth Advisors LLC purchased a new position in shares of Abacus FCF Leaders ETF (BATS:ABFL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Park Avenue Securities LLC Decreases Stock Holdings in Royal Caribbean Cruises Ltd. $RCL
Park Avenue Securities LLC cut its holdings in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 18.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Park Avenue Securities LLC Acquires 2,021 Shares of Apple Inc. $AAPL
Park Avenue Securities LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Centerline Wealth Advisors LLC Purchases New Position in iShares U.S. Financial Services ETF $IYG
Centerline Wealth Advisors LLC purchased a new stake in iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Park Avenue Securities LLC Sells 35,081 Shares of SPDR Bloomberg Emerging Markets Local Bond ETF $EBND
Park Avenue Securities LLC decreased its holdings in shares of SPDR Bloomberg Emerging Markets Local Bond ETF (NYSEARCA:EBND – Free Report) by 16.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Park Avenue Securities LLC Trims Stock Position in Cigna Group $CI
Park Avenue Securities LLC reduced its stake in Cigna Group (NYSE:CI – Free Report) by 32.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,606 shares... More of this article »
8,222 Shares in Apple Inc. $AAPL Acquired by Holos Integrated Wealth LLC
Holos Integrated Wealth LLC bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Park Avenue Securities LLC Sells 23,733 Shares of iShares Bitcoin Trust ETF $IBIT
Park Avenue Securities LLC lessened its stake in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 24.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 75,351... More of this article »
Park Avenue Securities LLC Sells 7,432 Shares of PulteGroup, Inc. $PHM
Park Avenue Securities LLC trimmed its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 19.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Apple Inc. $AAPL Shares Purchased by GoalVest Advisory LLC
GoalVest Advisory LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 24.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 13,486 shares of the iPhone... More of this article »
iShares U.S. Small Cap Equity Factor ETF $SMLF Shares Bought by Park Avenue Securities LLC
Park Avenue Securities LLC grew its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 137.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »