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SteelPeak Wealth LLC Purchases 30,853 Shares of Simplify Treasury Option Income ETF $BUCK
SteelPeak Wealth LLC boosted its holdings in Simplify Treasury Option Income ETF (NYSEARCA:BUCK – Free Report) by 118.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
SteelPeak Wealth LLC Sells 16,054 Shares of Capital Group Dividend Value ETF $CGDV
SteelPeak Wealth LLC lowered its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 33.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Thurston Springer Miller Herd & Titak Inc. Buys New Stake in Penumbra, Inc. $PEN
Thurston Springer Miller Herd & Titak Inc. purchased a new position in Penumbra, Inc. (NYSE:PEN – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Thurston Springer Miller Herd & Titak Inc. Grows Stock Holdings in Thornburg International Equity ETF $TXUE
Thurston Springer Miller Herd & Titak Inc. grew its position in shares of Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 2,495.9% in the 4th quarter, according to the company in its most recent Form 13F... More of this article »
SteelPeak Wealth LLC Sells 26,069 Shares of Philip Morris International Inc. $PM
SteelPeak Wealth LLC trimmed its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 76.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Acquired by SteelPeak Wealth LLC
SteelPeak Wealth LLC increased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 398.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SteelPeak Wealth LLC Increases Stake in Cigna Group $CI
SteelPeak Wealth LLC increased its stake in Cigna Group (NYSE:CI – Free Report) by 614.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
iShares Silver Trust $SLV Shares Bought by SteelPeak Wealth LLC
SteelPeak Wealth LLC raised its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 255.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,230... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Bought by SteelPeak Wealth LLC
SteelPeak Wealth LLC boosted its stake in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 119.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SteelPeak Wealth LLC Sells 8,747 Shares of Starbucks Corporation $SBUX
SteelPeak Wealth LLC lessened its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 28.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Texas Instruments Incorporated $TXN Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC trimmed its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 92.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
SteelPeak Wealth LLC Sells 25,745 Shares of International Business Machines Corporation $IBM
SteelPeak Wealth LLC lowered its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 80.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 6,104... More of this article »
SteelPeak Wealth LLC Acquires Shares of 12,971 iShares MSCI USA Value Factor ETF $VLUE
SteelPeak Wealth LLC bought a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 12,971... More of this article »
SteelPeak Wealth LLC Has $1.57 Million Stake in United Parcel Service, Inc. $UPS
SteelPeak Wealth LLC reduced its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 69.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
SteelPeak Wealth LLC Purchases 907 Shares of ASML Holding N.V. $ASML
SteelPeak Wealth LLC lifted its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 104.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,778... More of this article »
SteelPeak Wealth LLC Acquires New Position in Tapestry, Inc. $TPR
SteelPeak Wealth LLC acquired a new position in shares of Tapestry, Inc. (NYSE:TPR – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
SteelPeak Wealth LLC Grows Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
SteelPeak Wealth LLC lifted its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 441.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
American International Group, Inc. $AIG Shares Acquired by SteelPeak Wealth LLC
SteelPeak Wealth LLC increased its stake in American International Group, Inc. (NYSE:AIG – Free Report) by 44.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Net Worth Advisory Group Has $6.76 Million Stock Holdings in Microsoft Corporation $MSFT
Net Worth Advisory Group raised its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 122.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
InvesTrust Sells 5,771 Shares of Microsoft Corporation $MSFT
InvesTrust reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 22.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,572... More of this article »
SteelPeak Wealth LLC Purchases New Holdings in Bristol Myers Squibb Company $BMY
SteelPeak Wealth LLC acquired a new position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 36,357 shares of... More of this article »
SteelPeak Wealth LLC Trims Position in JPMorgan Equity Premium Income ETF $JEPI
SteelPeak Wealth LLC decreased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 30.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Sherman Wealth Management LLC Makes New Investment in Microsoft Corporation $MSFT
Sherman Wealth Management LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
SteelPeak Wealth LLC Purchases 48,893 Shares of Schwab US Broad Market ETF $SCHB
SteelPeak Wealth LLC lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 187.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sheets Smith Wealth Management Invests $504,000 in JPMorgan Active Bond ETF $JBND
Sheets Smith Wealth Management purchased a new stake in JPMorgan Active Bond ETF (NYSEARCA:JBND – 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 »
Cameco Corporation $CCJ Shares Sold by Sheets Smith Wealth Management
Sheets Smith Wealth Management decreased its stake in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 39.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Sheets Smith Wealth Management Invests $496,000 in ATI Inc. $ATI
Sheets Smith Wealth Management bought a new stake in ATI Inc. (NYSE:ATI – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Sheets Smith Wealth Management Buys New Position in Kaiser Aluminum Corporation $KALU
Sheets Smith Wealth Management purchased a new position in Kaiser Aluminum Corporation (NASDAQ:KALU – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 5,489 shares... More of this article »
Prospera Capital Management LLC Has $13.37 Million Stock Position in Vanguard S&P 500 ETF $VOO
Prospera Capital Management LLC decreased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Sheets Smith Wealth Management Purchases New Stake in Royal Gold, Inc. $RGLD
Sheets Smith Wealth Management purchased a new stake in shares of Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
SG Americas Securities LLC Cuts Position in CNH Industrial N.V. $CNH
SG Americas Securities LLC decreased its position in CNH Industrial N.V. (NYSE:CNH – Free Report) by 24.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SG Americas Securities LLC Purchases 104,783 Shares of Qfin Holdings Inc. – Sponsored ADR $QFIN
SG Americas Securities LLC grew its position in shares of Qfin Holdings Inc. – Sponsored ADR (NASDAQ:QFIN – Free Report) by 602.1% during the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
JPMorgan Chase & Co. Has $3 Million Position in GeneDx Holdings Corp. $WGS
JPMorgan Chase & Co. boosted its holdings in shares of GeneDx Holdings Corp. (NASDAQ:WGS – Free Report) by 37.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
SG Americas Securities LLC Has $2.35 Million Position in Cirrus Logic, Inc. $CRUS
SG Americas Securities LLC trimmed its holdings in Cirrus Logic, Inc. (NASDAQ:CRUS – Free Report) by 88.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Toth Financial Advisory Corp Has $554,000 Position in Capital One Financial Corporation $COF
Toth Financial Advisory Corp decreased its holdings in shares of Capital One Financial Corporation (NYSE:COF – Free Report) by 62.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
SG Americas Securities LLC Acquires 16,982 Shares of TG Therapeutics, Inc. $TGTX
SG Americas Securities LLC lifted its holdings in TG Therapeutics, Inc. (NASDAQ:TGTX – Free Report) by 27.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Republic Services, Inc. $RSG Shares Acquired by SteelPeak Wealth LLC
SteelPeak Wealth LLC increased its position in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 130.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
SteelPeak Wealth LLC Reduces Position in eBay Inc. $EBAY
SteelPeak Wealth LLC decreased its holdings in eBay Inc. (NASDAQ:EBAY – Free Report) by 24.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,207... More of this article »
Perigon Wealth Management LLC Buys 12,950 Shares of Modine Manufacturing Company $MOD
Perigon Wealth Management LLC lifted its stake in shares of Modine Manufacturing Company (NYSE:MOD – Free Report) by 583.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
SteelPeak Wealth LLC Takes $2.20 Million Position in Agnico Eagle Mines Limited $AEM
SteelPeak Wealth LLC acquired a new position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
SteelPeak Wealth LLC Sells 6,624 Shares of iShares Core S&P 500 ETF $IVV
SteelPeak Wealth LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Value ETF $VTV Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC lessened its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 34.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,086... More of this article »
SteelPeak Wealth LLC Sells 4,127 Shares of Celestica, Inc. $CLS
SteelPeak Wealth LLC cut its holdings in Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 29.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
FB Financial Corporation $FBK Shares Purchased by Toth Financial Advisory Corp
Toth Financial Advisory Corp raised its position in FB Financial Corporation (NYSE:FBK – Free Report) by 883.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 18,680... More of this article »
SteelPeak Wealth LLC Purchases 3,985 Shares of Equifax, Inc. $EFX
SteelPeak Wealth LLC boosted its position in Equifax, Inc. (NYSE:EFX – Free Report) by 49.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
SteelPeak Wealth LLC Has $2.29 Million Stake in Fidelity National Information Services, Inc. $FIS
SteelPeak Wealth LLC boosted its position in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 355.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Toth Financial Advisory Corp Purchases 5,021 Shares of Expand Energy Corporation $EXE
Toth Financial Advisory Corp raised its position in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 436.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
SteelPeak Wealth LLC Acquires Shares of 16,530 Genuine Parts Company $GPC
SteelPeak Wealth LLC purchased a new stake in shares of Genuine Parts Company (NYSE:GPC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 16,530 shares... More of this article »