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Shrier Wealth Management LLC Buys New Stake in Broadcom Inc. $AVGO
Shrier Wealth Management LLC purchased a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
10,903 Shares in Alphabet Inc. $GOOG Bought by Shrier Wealth Management LLC
Shrier Wealth Management LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Materion Corporation $MTRN Position Reduced by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC reduced its position in Materion Corporation (NYSE:MTRN – Free Report) by 51.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
CubeSmart $CUBE Shares Sold by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC cut its holdings in shares of CubeSmart (NYSE:CUBE – Free Report) by 27.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Nisa Investment Advisors LLC Purchases 4,500 Shares of BWX Technologies, Inc. $BWXT
Nisa Investment Advisors LLC increased its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 102.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Nisa Investment Advisors LLC Has $1.35 Million Stock Holdings in Antero Resources Corporation $AR
Nisa Investment Advisors LLC decreased its position in Antero Resources Corporation (NYSE:AR – Free Report) by 58.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Meyer Handelman Co. Raises Holdings in Alphabet Inc. $GOOG
Meyer Handelman Co. lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 305,664... More of this article »
Nisa Investment Advisors LLC Sells 20,529 Shares of DexCom, Inc. $DXCM
Nisa Investment Advisors LLC reduced its stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 53.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Silver Oak Securities Incorporated Cuts Holdings in Invesco S&P 500 High Dividend Low Volatility ETF $SPHD
Silver Oak Securities Incorporated trimmed its position in Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 96.6% during the 4th quarter, according to its most recent disclosure with the... More of this article »
International Flavors & Fragrances Inc. $IFF Stock Holdings Lifted by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC increased its position in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 89.7% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Micron Technology, Inc. $MU Shares Acquired by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.9% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Teck Resources Ltd $TECK Shares Sold by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. reduced its stake in Teck Resources Ltd (NYSE:TECK – Free Report) (TSE:TECK) by 14.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 356,920... More of this article »
Florida Trust Wealth Management Co Lowers Stock Holdings in UnitedHealth Group Incorporated $UNH
Florida Trust Wealth Management Co lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Florida Trust Wealth Management Co Has $12.59 Million Stock Position in GE Aerospace $GE
Florida Trust Wealth Management Co lifted its position in GE Aerospace (NYSE:GE – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Ascent Group LLC Lowers Holdings in Vanguard FTSE Developed Markets ETF $VEA
Ascent Group LLC decreased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 145,511... More of this article »
ServiceNow, Inc. $NOW Shares Acquired by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. grew its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 373.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Retirement Systems of Alabama Buys New Shares in Bentley Systems, Incorporated $BSY
Retirement Systems of Alabama bought a new position in shares of Bentley Systems, Incorporated (NASDAQ:BSY – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Retirement Systems of Alabama Raises Holdings in Glacier Bancorp, Inc. $GBCI
Retirement Systems of Alabama boosted its stake in shares of Glacier Bancorp, Inc. (NYSE:GBCI – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
HBE Wealth Management LLC Purchases New Stake in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
HBE Wealth Management LLC acquired a new position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Braun Stacey Associates Inc. Sells 1,435 Shares of BlackRock $BLK
Braun Stacey Associates Inc. lowered its stake in BlackRock (NYSE:BLK – Free Report) by 6.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,348... More of this article »
Braun Stacey Associates Inc. Increases Position in The Sherwin-Williams Company $SHW
Braun Stacey Associates Inc. increased its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 22.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Retirement Systems of Alabama Acquires New Position in Ares Management Corporation $ARES
Retirement Systems of Alabama acquired a new stake in Ares Management Corporation (NYSE:ARES – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
The Goldman Sachs Group, Inc. $GS Shares Purchased by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. increased its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Retirement Systems of Alabama Takes $7.03 Million Position in Sandisk Corporation $SNDK
Retirement Systems of Alabama bought a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 29,617 shares of... More of this article »
Florida Trust Wealth Management Co Has $10.60 Million Stock Position in Lockheed Martin Corporation $LMT
Florida Trust Wealth Management Co increased its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 19.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,914... More of this article »
Braun Stacey Associates Inc. Has $21.14 Million Stock Position in Caterpillar Inc. $CAT
Braun Stacey Associates Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 50.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
HBE Wealth Management LLC Takes Position in Vanguard Total Stock Market ETF $VTI
HBE Wealth Management LLC acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Braun Stacey Associates Inc. Has $49.37 Million Stock Position in Micron Technology, Inc. $MU
Braun Stacey Associates Inc. lessened its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Florida Trust Wealth Management Co Sells 715 Shares of McKesson Corporation $MCK
Florida Trust Wealth Management Co cut its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Ethos Financial Group LLC Sells 29,187 Shares of BlackRock International Dividend ETF $BIDD
Ethos Financial Group LLC lessened its holdings in BlackRock International Dividend ETF (NYSEARCA:BIDD – Free Report) by 13.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Florida Trust Wealth Management Co Has $25.17 Million Stock Holdings in Procter & Gamble Company (The) $PG
Florida Trust Wealth Management Co decreased its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Ethos Financial Group LLC Cuts Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Ethos Financial Group LLC trimmed its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 49.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Florida Trust Wealth Management Co Increases Stock Position in Brookfield Corporation $BN
Florida Trust Wealth Management Co boosted its holdings in shares of Brookfield Corporation (NYSE:BN – Free Report) by 49.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ethos Financial Group LLC Purchases 22,338 Shares of Janus Henderson AAA CLO ETF $JAAA
Ethos Financial Group LLC lifted its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 61.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Florida Trust Wealth Management Co Purchases 230,867 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Florida Trust Wealth Management Co boosted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 76.8% in the 4th quarter, according to its most recent filing with the Securities... More of this article »
Asset Planning Services Inc. LA ADV Sells 3,410 Shares of Exxon Mobil Corporation $XOM
Asset Planning Services Inc. LA ADV cut its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Chatterton & Associates Inc. Acquires New Holdings in iShares S&P 500 Value ETF $IVE
Chatterton & Associates Inc. bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
ETF Portfolio Partners Inc. Has $31.48 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG
ETF Portfolio Partners Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Vanguard Mega Cap Value ETF $MGV Shares Bought by ETF Portfolio Partners Inc.
ETF Portfolio Partners Inc. increased its position in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Chatterton & Associates Inc. Takes Position in Invesco S&P 500 Top 50 ETF $XLG
Chatterton & Associates Inc. bought a new stake in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Chatterton & Associates Inc. Takes $4.19 Million Position in SPDR Gold Shares $GLD
Chatterton & Associates Inc. acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 10,561... More of this article »
eCIO Inc. Increases Stock Holdings in Schwab US Dividend Equity ETF $SCHD
eCIO Inc. grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 11.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chatterton & Associates Inc. Takes $1.64 Million Position in iShares National Muni Bond ETF $MUB
Chatterton & Associates Inc. acquired a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Chatterton & Associates Inc. Takes $514,000 Position in Chevron Corporation $CVX
Chatterton & Associates Inc. bought a new position in Chevron Corporation (NYSE:CVX – 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 »
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Ethos Financial Group LLC
Ethos Financial Group LLC reduced its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chatterton & Associates Inc. Takes Position in Avantis Emerging Markets Equity ETF $AVEM
Chatterton & Associates Inc. purchased a new position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Cohen Capital Management Inc. Makes New $1.57 Million Investment in NIKE, Inc. $NKE
Cohen Capital Management Inc. purchased a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Cohen Capital Management Inc. Takes $3.25 Million Position in Waste Management, Inc. $WM
Cohen Capital Management Inc. purchased a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 14,800 shares... More of this article »