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SPDR Portfolio Emerging Markets ETF $SPEM Position Raised by Cypress Wealth Services LLC
Cypress Wealth Services LLC grew its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 36.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
DLK Investment Management LLC Sells 67,219 Shares of Kenvue Inc. $KVUE
DLK Investment Management LLC lessened its stake in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 39.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 102,727 shares... More of this article »
Canoe Financial LP Sells 2,355 Shares of AutoZone, Inc. $AZO
Canoe Financial LP decreased its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 4.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 49,391 shares of the company’s... More of this article »
Chesley Taft & Associates LLC Purchases 1,469 Shares of Thermo Fisher Scientific Inc. $TMO
Chesley Taft & Associates LLC increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares MSCI EAFE ETF $EFA Shares Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC raised its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 12.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Capital Investment Advisors LLC Acquires 3,172 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
Capital Investment Advisors LLC grew its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 43.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dakota Wealth Management Buys Shares of 5,921 Natera, Inc. $NTRA
Dakota Wealth Management bought a new stake in Natera, Inc. (NASDAQ:NTRA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 5,921 shares of... More of this article »
Elevatus Welath Management Sells 7,185 Shares of Vanguard S&P 500 ETF $VOO
Elevatus Welath Management trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 20.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV Shares Bought by Chemung Canal Trust Co.
Chemung Canal Trust Co. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Exchange Traded Concepts LLC Trims Stake in Symbotic Inc. $SYM
Exchange Traded Concepts LLC reduced its stake in Symbotic Inc. (NASDAQ:SYM – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 327,179 shares... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Vanguard Value ETF $VTV Shares Bought by Capital Investment Advisors LLC
Capital Investment Advisors LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 68.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
ServiceNow, Inc. $NOW Shares Bought by Capital Investment Advisors LLC
Capital Investment Advisors LLC lifted its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 378.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Exchange Traded Concepts LLC Grows Stock Holdings in Oklo Inc. $OKLO
Exchange Traded Concepts LLC boosted its stake in Oklo Inc. (NYSE:OKLO – Free Report) by 23.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 259,726... More of this article »
Capital Investment Advisors LLC Buys 2,854 Shares of Targa Resources, Inc. $TRGP
Capital Investment Advisors LLC raised its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Purchases 42,094 Shares of Dominion Energy Inc. $D
Exchange Traded Concepts LLC lifted its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 16.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Baker Tilly Wealth Management LLC Has $7.69 Million Stock Holdings in Apple Inc. $AAPL
Baker Tilly Wealth Management LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 9.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Exchange Traded Concepts LLC Purchases 14,542 Shares of iShares Core S&P 500 ETF $IVV
Exchange Traded Concepts LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 61.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Capital Investment Advisors LLC Has $4.04 Million Stock Position in GE Vernova Inc. $GEV
Capital Investment Advisors LLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 67.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Capital Investment Advisors LLC Buys 37,086 Shares of ProShares UltraPro QQQ $TQQQ
Capital Investment Advisors LLC lifted its stake in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 96.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
EdgeRock Capital LLC Lowers Stock Holdings in Vanguard S&P 500 ETF $VOO
EdgeRock Capital LLC reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Vanguard S&P 500 ETF $VOO Shares Bought by Capital Investment Advisors LLC
Capital Investment Advisors LLC grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Exchange Traded Concepts LLC Takes $19.52 Million Position in Ondas Holdings Inc. $ONDS
Exchange Traded Concepts LLC purchased a new position in shares of Ondas Holdings Inc. (NASDAQ:ONDS – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Capital Investment Advisors LLC Acquires 1,827 Shares of The Home Depot, Inc. $HD
Capital Investment Advisors LLC increased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Acquires 9,997 Shares of Cadence Design Systems, Inc. $CDNS
Exchange Traded Concepts LLC lifted its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 22.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 54,386... More of this article »
Exchange Traded Concepts LLC Buys 21,869 Shares of Trimble Inc. $TRMB
Exchange Traded Concepts LLC boosted its stake in shares of Trimble Inc. (NASDAQ:TRMB – Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Disciplined Equity Management Inc. Buys 13,902 Shares of Dimensional U.S. Equity ETF $DFUS
Disciplined Equity Management Inc. lifted its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
VanEck Gold Miners ETF $GDX Position Boosted by Cushing Capital Partners LLC
Cushing Capital Partners LLC increased its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 45.8% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Block, Inc. $XYZ Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. decreased its holdings in shares of Block, Inc. (NYSE:XYZ – Free Report) by 52.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cushing Capital Partners LLC Makes New Investment in Direxion Daily S&P 500 Bear 1x Shares $SPDN
Cushing Capital Partners LLC bought a new stake in Direxion Daily S&P 500 Bear 1x Shares (NYSEARCA:SPDN – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Dimensional U.S. Targeted Value ETF $DFAT Position Lifted by Disciplined Equity Management Inc.
Disciplined Equity Management Inc. increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Cushing Capital Partners LLC Has $5.01 Million Position in Capital Group Core Equity ETF $CGUS
Cushing Capital Partners LLC reduced its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 11.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
CPR Investments Inc. Has $885,000 Holdings in iShares 3-7 Year Treasury Bond ETF $IEI
CPR Investments Inc. trimmed its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 67.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cushing Capital Partners LLC Purchases New Position in Invesco S&P 500 Pure Value ETF $RPV
Cushing Capital Partners LLC acquired a new stake in Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 10,002... More of this article »
Dakota Wealth Management Invests $1.47 Million in Vanguard Short-Term Bond ETF $BSV
Dakota Wealth Management bought a new stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Dakota Wealth Management Invests $2.28 Million in Nucor Corporation $NUE
Dakota Wealth Management purchased a new stake in shares of Nucor Corporation (NYSE:NUE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Dakota Wealth Management Increases Holdings in Leidos Holdings, Inc. $LDOS
Dakota Wealth Management boosted its position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 55.6% 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 »
Dimensional US Marketwide Value ETF $DFUV Shares Purchased by Disciplined Equity Management Inc.
Disciplined Equity Management Inc. raised its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
CPR Investments Inc. Increases Stake in ProShares Ultra S&P500 $SSO
CPR Investments Inc. lifted its stake in shares of ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 285.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
ProShares Ultra Dow30 $DDM Shares Bought by CPR Investments Inc.
CPR Investments Inc. grew its holdings in ProShares Ultra Dow30 (NYSEARCA:DDM – Free Report) by 277.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
ProShares Ultra QQQ $QLD Shares Acquired by CPR Investments Inc.
CPR Investments Inc. lifted its position in ProShares Ultra QQQ (NYSEARCA:QLD – Free Report) by 277.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
CPR Investments Inc. Sells 13,909 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
CPR Investments Inc. reduced its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 28.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
CPR Investments Inc. Sells 31,412 Shares of iShares 7-10 Year Treasury Bond ETF $IEF
CPR Investments Inc. decreased its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 73.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,406... More of this article »
Eastern Bank Makes New Investment in FT Energy Income Partners Strategy ETF $EIPX
Eastern Bank purchased a new stake in shares of FT Energy Income Partners Strategy ETF (NYSEARCA:EIPX – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Chart Industries, Inc. $GTLS Shares Sold by Eastern Bank
Eastern Bank trimmed its holdings in shares of Chart Industries, Inc. (NYSE:GTLS – Free Report) by 22.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Eastern Bank Sells 6,355 Shares of Jacobs Solutions Inc. $J
Eastern Bank reduced its stake in shares of Jacobs Solutions Inc. (NYSE:J – Free Report) by 25.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Eastern Bank Has $5.13 Million Stake in Honeywell International Inc. $HON
Eastern Bank lowered its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Invesco Short Term Treasury ETF $TBLL is CPR Investments Inc.’s Largest Position
CPR Investments Inc. lowered its holdings in shares of Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 10.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »