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Image for Agate Pass Investment Management LLC Grows Stake in Vanguard S&P 500 ETF $VOO

Agate Pass Investment Management LLC Grows Stake in Vanguard S&P 500 ETF $VOO

Agate Pass Investment Management LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 22.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Affinity Capital Advisors LLC Purchases 1,787 Shares of iShares S&P 100 ETF $OEF

Affinity Capital Advisors LLC Purchases 1,787 Shares of iShares S&P 100 ETF $OEF

Affinity Capital Advisors LLC lifted its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Affinity Capital Advisors LLC Has $16.21 Million Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Affinity Capital Advisors LLC Has $16.21 Million Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Affinity Capital Advisors LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 91.0% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for 180 Wealth Advisors LLC Acquires 6,535 Shares of Amgen Inc. $AMGN

180 Wealth Advisors LLC Acquires 6,535 Shares of Amgen Inc. $AMGN

180 Wealth Advisors LLC raised its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 63.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares Global 100 ETF $IOO Shares Purchased by 180 Wealth Advisors LLC

iShares Global 100 ETF $IOO Shares Purchased by 180 Wealth Advisors LLC

180 Wealth Advisors LLC boosted its position in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for 180 Wealth Advisors LLC Sells 4,204 Shares of Twilio Inc. $TWLO

180 Wealth Advisors LLC Sells 4,204 Shares of Twilio Inc. $TWLO

180 Wealth Advisors LLC lowered its holdings in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 7.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 56,123 shares of the technology... More of this article »
Image for 180 Wealth Advisors LLC Decreases Position in Comcast Corporation $CMCSA

180 Wealth Advisors LLC Decreases Position in Comcast Corporation $CMCSA

180 Wealth Advisors LLC lessened its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 52.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for 180 Wealth Advisors LLC Takes Position in Target Corporation $TGT

180 Wealth Advisors LLC Takes Position in Target Corporation $TGT

180 Wealth Advisors LLC bought a new stake in Target Corporation (NYSE:TGT – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 32,313... More of this article »
Image for 180 Wealth Advisors LLC Grows Holdings in Lam Research Corporation $LRCX

180 Wealth Advisors LLC Grows Holdings in Lam Research Corporation $LRCX

180 Wealth Advisors LLC boosted its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 17.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 180 Wealth Advisors LLC Buys 25,345 Shares of iShares Latin America 40 ETF $ILF

180 Wealth Advisors LLC Buys 25,345 Shares of iShares Latin America 40 ETF $ILF

180 Wealth Advisors LLC raised its stake in shares of iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 94.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 180 Wealth Advisors LLC Raises Position in Newmont Corporation $NEM

180 Wealth Advisors LLC Raises Position in Newmont Corporation $NEM

180 Wealth Advisors LLC boosted its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 49.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 23,380 shares of the... More of this article »
Image for NVIDIA Corporation $NVDA Shares Sold by Ables Iannone Moore & Associates Inc.

NVIDIA Corporation $NVDA Shares Sold by Ables Iannone Moore & Associates Inc.

Ables Iannone Moore & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for 180 Wealth Advisors LLC Grows Stock Position in Weyerhaeuser Company $WY

180 Wealth Advisors LLC Grows Stock Position in Weyerhaeuser Company $WY

180 Wealth Advisors LLC raised its position in Weyerhaeuser Company (NYSE:WY – Free Report) by 75.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for AAFMAA Wealth Management & Trust LLC Buys Shares of 9,541 JPMorgan Chase & Co. $JPM

AAFMAA Wealth Management & Trust LLC Buys Shares of 9,541 JPMorgan Chase & Co. $JPM

AAFMAA Wealth Management & Trust LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for 180 Wealth Advisors LLC Sells 3,147 Shares of The PNC Financial Services Group, Inc $PNC

180 Wealth Advisors LLC Sells 3,147 Shares of The PNC Financial Services Group, Inc $PNC

180 Wealth Advisors LLC cut its stake in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Axon Enterprise, Inc $AXON Shares Acquired by 180 Wealth Advisors LLC

Axon Enterprise, Inc $AXON Shares Acquired by 180 Wealth Advisors LLC

180 Wealth Advisors LLC lifted its holdings in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 552.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 180 Wealth Advisors LLC Buys 46,317 Shares of Chipotle Mexican Grill, Inc. $CMG

180 Wealth Advisors LLC Buys 46,317 Shares of Chipotle Mexican Grill, Inc. $CMG

180 Wealth Advisors LLC boosted its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 379.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 58,513 shares... More of this article »
Image for 180 Wealth Advisors LLC Buys 10,930 Shares of Vanguard FTSE Emerging Markets ETF $VWO

180 Wealth Advisors LLC Buys 10,930 Shares of Vanguard FTSE Emerging Markets ETF $VWO

180 Wealth Advisors LLC grew its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Freeport-McMoRan Inc. $FCX Shares Sold by 180 Wealth Advisors LLC

Freeport-McMoRan Inc. $FCX Shares Sold by 180 Wealth Advisors LLC

180 Wealth Advisors LLC lowered its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 31.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for 180 Wealth Advisors LLC Has $11.04 Million Position in Blackrock Resources & Commodities Strategy Trust $BCX

180 Wealth Advisors LLC Has $11.04 Million Position in Blackrock Resources & Commodities Strategy Trust $BCX

180 Wealth Advisors LLC boosted its position in Blackrock Resources & Commodities Strategy Trust (NYSE:BCX – Free Report) by 14.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for NVIDIA Corporation $NVDA is Keel Point LLC’s 8th Largest Position

NVIDIA Corporation $NVDA is Keel Point LLC’s 8th Largest Position

Keel Point LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Sherman Porfolios LLC Purchases 5,313 Shares of NVIDIA Corporation $NVDA

Sherman Porfolios LLC Purchases 5,313 Shares of NVIDIA Corporation $NVDA

Sherman Porfolios LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 364.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,769... More of this article »
Image for NVIDIA Corporation $NVDA Shares Sold by Narus Financial Partners LLC

NVIDIA Corporation $NVDA Shares Sold by Narus Financial Partners LLC

Narus Financial Partners LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 59.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Peterson Wealth Management Trims Stake in NVIDIA Corporation $NVDA

Peterson Wealth Management Trims Stake in NVIDIA Corporation $NVDA

Peterson Wealth Management trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 27.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for PMG Family Office LLC Purchases New Shares in NVIDIA Corporation $NVDA

PMG Family Office LLC Purchases New Shares in NVIDIA Corporation $NVDA

PMG Family Office LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Microsoft Corporation $MSFT Shares Sold by Peterson Wealth Management

Microsoft Corporation $MSFT Shares Sold by Peterson Wealth Management

Peterson Wealth Management lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 25.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Park Avenue Securities LLC Sells 10,090 Shares of Meta Platforms, Inc. $META

Park Avenue Securities LLC Sells 10,090 Shares of Meta Platforms, Inc. $META

Park Avenue Securities LLC cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Holos Integrated Wealth LLC Invests $761,000 in NVIDIA Corporation $NVDA

Holos Integrated Wealth LLC Invests $761,000 in NVIDIA Corporation $NVDA

Holos Integrated Wealth LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for NVIDIA Corporation $NVDA Stock Holdings Raised by Legacy Wealth Management LLC MS

NVIDIA Corporation $NVDA Stock Holdings Raised by Legacy Wealth Management LLC MS

Legacy Wealth Management LLC MS increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 13.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 364,843 shares... More of this article »
Image for CGN Advisors LLC Has $11.58 Million Stake in NVIDIA Corporation $NVDA

CGN Advisors LLC Has $11.58 Million Stake in NVIDIA Corporation $NVDA

CGN Advisors LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.9% 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 »
Image for 3,553 Shares in NVIDIA Corporation $NVDA Acquired by Miller Global Investments LLC

3,553 Shares in NVIDIA Corporation $NVDA Acquired by Miller Global Investments LLC

Miller Global Investments LLC bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA – 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 »
Image for Mirova Has $47.61 Million Position in NVIDIA Corporation $NVDA

Mirova Has $47.61 Million Position in NVIDIA Corporation $NVDA

Mirova decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 3.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 255,156... More of this article »
Image for Cooper Financial Group Has $3.54 Million Stake in Netflix, Inc. $NFLX

Cooper Financial Group Has $3.54 Million Stake in Netflix, Inc. $NFLX

Cooper Financial Group increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 761.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Lindenwold Advisors INC Trims Position in Microsoft Corporation $MSFT

Lindenwold Advisors INC Trims Position in Microsoft Corporation $MSFT

Lindenwold Advisors INC decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for CIBC Private Wealth Group LLC Purchases 3,009 Shares of Micron Technology, Inc. $MU

CIBC Private Wealth Group LLC Purchases 3,009 Shares of Micron Technology, Inc. $MU

CIBC Private Wealth Group LLC lifted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 31.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Alphabet Inc. $GOOGL is Park National Corp OH’s 7th Largest Position

Alphabet Inc. $GOOGL is Park National Corp OH’s 7th Largest Position

Park National Corp OH cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 318,817... More of this article »
Image for Hoffman Alan N Investment Management Has $12.18 Million Holdings in Alphabet Inc. $GOOGL

Hoffman Alan N Investment Management Has $12.18 Million Holdings in Alphabet Inc. $GOOGL

Hoffman Alan N Investment Management reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 39.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Mirova Boosts Stock Holdings in Microsoft Corporation $MSFT

Mirova Boosts Stock Holdings in Microsoft Corporation $MSFT

Mirova raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Microsoft Corporation $MSFT Shares Bought by Legacy Wealth Management LLC MS

Microsoft Corporation $MSFT Shares Bought by Legacy Wealth Management LLC MS

Legacy Wealth Management LLC MS lifted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 1,599 Shares in Microsoft Corporation $MSFT Bought by PMG Family Office LLC

1,599 Shares in Microsoft Corporation $MSFT Bought by PMG Family Office LLC

PMG Family Office LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,599... More of this article »
Image for PMG Family Office LLC Purchases Shares of 3,064 Apple Inc. $AAPL

PMG Family Office LLC Purchases Shares of 3,064 Apple Inc. $AAPL

PMG Family Office LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,064 shares of the iPhone... More of this article »
Image for Apple Inc. $AAPL Stake Decreased by Harbour Investment Management LLC

Apple Inc. $AAPL Stake Decreased by Harbour Investment Management LLC

Harbour Investment Management LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 14.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,213 shares of... More of this article »
Image for Lindenwold Advisors INC Has $7.90 Million Stock Holdings in Apple Inc. $AAPL

Lindenwold Advisors INC Has $7.90 Million Stock Holdings in Apple Inc. $AAPL

Lindenwold Advisors INC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 20.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,023 shares... More of this article »
Image for Apple Inc. $AAPL is Mirabella Financial Services LLP’s 9th Largest Position

Apple Inc. $AAPL is Mirabella Financial Services LLP’s 9th Largest Position

Mirabella Financial Services LLP boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 118.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for New Mexico Educational Retirement Board Sells 10,100 Shares of Alphabet Inc. $GOOGL

New Mexico Educational Retirement Board Sells 10,100 Shares of Alphabet Inc. $GOOGL

New Mexico Educational Retirement Board trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for JPMorgan Chase & Co. Has $37.93 Million Stake in Sprouts Farmers Market, Inc. $SFM

JPMorgan Chase & Co. Has $37.93 Million Stake in Sprouts Farmers Market, Inc. $SFM

JPMorgan Chase & Co. raised its stake in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 12.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by CenturyLink Investment Management Co

iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by CenturyLink Investment Management Co

CenturyLink Investment Management Co lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Hudson Bay Capital Management LP Sells 172,767 Shares of Vanguard S&P 500 ETF $VOO

Hudson Bay Capital Management LP Sells 172,767 Shares of Vanguard S&P 500 ETF $VOO

Hudson Bay Capital Management LP decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 95.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Microsoft Corporation $MSFT Stock Holdings Decreased by Groupama Asset Managment

Microsoft Corporation $MSFT Stock Holdings Decreased by Groupama Asset Managment

Groupama Asset Managment reduced its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Cooper Financial Group Sells 847 Shares of iShares Core S&P 500 ETF $IVV

Cooper Financial Group Sells 847 Shares of iShares Core S&P 500 ETF $IVV

Cooper Financial Group decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »