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Foundation Wealth Management LLC PA Has $10.61 Million Stock Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Foundation Wealth Management LLC PA grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 21.9% in the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Foundation Wealth Management LLC PA Has $28.21 Million Stock Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Foundation Wealth Management LLC PA grew its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 35.3% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Foundation Wealth Management LLC PA
Foundation Wealth Management LLC PA increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 19.9% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Foundation Wealth Management LLC PA Grows Stock Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Foundation Wealth Management LLC PA boosted its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 23.4% in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Vanguard Real Estate ETF $VNQ Shares Sold by Foundation Wealth Management LLC PA
Foundation Wealth Management LLC PA lowered its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 53.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
GEN Financial Management INC. Purchases New Holdings in Vanguard Core Bond ETF $VCRB
GEN Financial Management INC. purchased a new stake in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Foundation Wealth Management LLC PA Cuts Holdings in iShares TIPS Bond ETF $TIP
Foundation Wealth Management LLC PA lowered its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 70.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Financial Planning Hawaii Inc. Purchases New Position in NBT Bancorp Inc. $NBTB
Financial Planning Hawaii Inc. acquired a new stake in NBT Bancorp Inc. (NASDAQ:NBTB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Gleason Group Inc. Sells 20,925 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES
Gleason Group Inc. lessened its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Brookstone Capital Management
Brookstone Capital Management boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Financial Planning Hawaii Inc. Makes New Investment in Honeywell International Inc. $HON
Financial Planning Hawaii Inc. acquired a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
10,359 Shares in Altria Group, Inc. $MO Acquired by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC purchased a new position in Altria Group, Inc. (NYSE:MO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Financial Planning Hawaii Inc. Makes New $614,000 Investment in L3Harris Technologies Inc $LHX
Financial Planning Hawaii Inc. acquired a new stake in shares of L3Harris Technologies Inc (NYSE:LHX – 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 »
Financial Planning Hawaii Inc. Invests $593,000 in Parker-Hannifin Corporation $PH
Financial Planning Hawaii Inc. purchased a new position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Financial Planning Hawaii Inc. Invests $652,000 in Consolidated Edison Inc $ED
Financial Planning Hawaii Inc. acquired a new position in Consolidated Edison Inc (NYSE:ED – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Gleason Group Inc. Boosts Stock Holdings in Schwab International Equity ETF $SCHF
Gleason Group Inc. increased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Gleason Group Inc. Boosts Stock Position in Schwab US Large-Cap ETF $SCHX
Gleason Group Inc. increased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,287,531 shares of the... More of this article »
Financial Planning Hawaii Inc. Takes Position in Altria Group, Inc. $MO
Financial Planning Hawaii Inc. bought a new stake in Altria Group, Inc. (NYSE:MO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
Financial Planning Hawaii Inc. Invests $674,000 in Norfolk Southern Corporation $NSC
Financial Planning Hawaii Inc. acquired a new stake in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired... More of this article »
Financial Planning Hawaii Inc. Takes Position in Deere & Company $DE
Financial Planning Hawaii Inc. acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 1,263 shares of the... More of this article »
Financial Planning Hawaii Inc. Buys New Shares in Cullen/Frost Bankers, Inc. $CFR
Financial Planning Hawaii Inc. purchased a new position in shares of Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Financial Planning Hawaii Inc. Makes New $1.65 Million Investment in Invesco QQQ $QQQ
Financial Planning Hawaii Inc. purchased a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Financial Planning Hawaii Inc. Makes New Investment in Schwab US Dividend Equity ETF $SCHD
Financial Planning Hawaii Inc. acquired a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Financial Planning Hawaii Inc. Invests $746,000 in SPDR Dow Jones Industrial Average ETF Trust $DIA
Financial Planning Hawaii Inc. acquired a new stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
6,012 Shares in iShares Expanded Tech Sector ETF $IGM Bought by Financial Planning Hawaii Inc.
Financial Planning Hawaii Inc. bought a new stake in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
26,468 Shares in Vanguard Total Stock Market ETF $VTI Acquired by Financial Planning Hawaii Inc.
Financial Planning Hawaii Inc. bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Financial Planning Hawaii Inc. Makes New $2.28 Million Investment in Cisco Systems, Inc. $CSCO
Financial Planning Hawaii Inc. purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Financial Planning Hawaii Inc. Takes Position in General Dynamics Corporation $GD
Financial Planning Hawaii Inc. acquired a new position in shares of General Dynamics Corporation (NYSE:GD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Financial Planning Hawaii Inc. Acquires New Position in Snap-On Incorporated $SNA
Financial Planning Hawaii Inc. bought a new position in Snap-On Incorporated (NYSE:SNA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought 2,294 shares of the... More of this article »
Financial Planning Hawaii Inc. Purchases New Position in Schwab Fundamental U.S. Large Company ETF $FNDX
Financial Planning Hawaii Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Boston Common Asset Management LLC Acquires New Holdings in AutoZone, Inc. $AZO
Boston Common Asset Management LLC bought a new stake in AutoZone, Inc. (NYSE:AZO – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,551... More of this article »
Financial Planning Hawaii Inc. Buys Shares of 4,923 Shopify Inc. $SHOP
Financial Planning Hawaii Inc. purchased a new stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 4,923 shares of the... More of this article »
Boston Common Asset Management LLC Purchases New Shares in Nuveen ESG Large-Cap Value ETF $NULV
Boston Common Asset Management LLC purchased a new position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Exchange Traded Concepts LLC Has $4.05 Million Holdings in Automatic Data Processing, Inc. $ADP
Exchange Traded Concepts LLC raised its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 18.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Financial Planning Hawaii Inc. Takes $2.83 Million Position in Vanguard High Dividend Yield ETF $VYM
Financial Planning Hawaii Inc. acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Delta Capital Management LLC Trims Position in Chubb Limited $CB
Delta Capital Management LLC reduced its holdings in Chubb Limited (NYSE:CB – Free Report) by 12.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Boston Common Asset Management LLC Has $795,000 Position in Eversource Energy $ES
Boston Common Asset Management LLC trimmed its stake in shares of Eversource Energy (NYSE:ES – Free Report) by 88.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Financial Planning Hawaii Inc. Acquires New Position in Illinois Tool Works Inc. $ITW
Financial Planning Hawaii Inc. acquired a new position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Financial Planning Hawaii Inc. Buys Shares of 12,975 The Kroger Co. $KR
Financial Planning Hawaii Inc. purchased a new stake in shares of The Kroger Co. (NYSE:KR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
Delta Capital Management LLC Has $2.15 Million Stock Holdings in BP p.l.c. $BP
Delta Capital Management LLC reduced its holdings in BP p.l.c. (NYSE:BP – Free Report) by 15.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Exchange Traded Concepts LLC Has $5.41 Million Stock Holdings in Adobe Inc. $ADBE
Exchange Traded Concepts LLC cut its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 21.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Financial Planning Hawaii Inc. Invests $3.41 Million in Vanguard Mid-Cap ETF $VO
Financial Planning Hawaii Inc. purchased a new position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 11,753 shares... More of this article »
13,976 Shares in Qnity Electronics, Inc. $Q Acquired by Delta Capital Management LLC
Delta Capital Management LLC acquired a new stake in Qnity Electronics, Inc. (NYSE:Q – 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 »
Boston Common Asset Management LLC Takes Position in iShares MSCI Emerging Markets ETF $EEM
Boston Common Asset Management LLC acquired a new stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Delta Capital Management LLC Has $3.68 Million Stock Position in Cisco Systems, Inc. $CSCO
Delta Capital Management LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 12.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares 3-7 Year Treasury Bond ETF $IEI Stock Position Lowered by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC decreased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 12.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 44,457... More of this article »
Delta Capital Management LLC Sells 4,320 Shares of Micron Technology, Inc. $MU
Delta Capital Management LLC reduced its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Financial Planning Hawaii Inc. Invests $1.41 Million in Cummins Inc. $CMI
Financial Planning Hawaii Inc. purchased a new stake in Cummins Inc. (NYSE:CMI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »