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ProShares S&P 500 Aristocrats ETF (BATS:NOBL) Shares Purchased by Redmont Wealth Advisors LLC
Redmont Wealth Advisors LLC raised its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 52.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Fidelis Capital Partners LLC Acquires 1,241 Shares of Schlumberger Limited (NYSE:SLB)
Fidelis Capital Partners LLC grew its holdings in Schlumberger Limited (NYSE:SLB – Free Report) by 7.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Resonant Capital Advisors LLC Purchases 2,231 Shares of Dollar General Co. (NYSE:DG)
Resonant Capital Advisors LLC increased its position in Dollar General Co. (NYSE:DG – Free Report) by 16.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »-2024-municipal-bond-etf-logo-1200x675.jpg?v=20230328113324&w=240&h=220&zc=2){kind=logo}
Resonant Capital Advisors LLC Has $2.44 Million Holdings in Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO)
Resonant Capital Advisors LLC trimmed its stake in Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO – Free Report) by 5.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Resonant Capital Advisors LLC Cuts Position in Lowe’s Companies, Inc. (NYSE:LOW)
Resonant Capital Advisors LLC trimmed its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Zhang Financial LLC Purchases 66 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)
Zhang Financial LLC raised its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Zhang Financial LLC Has $2.06 Million Stake in Pfizer Inc. (NYSE:PFE)
Zhang Financial LLC decreased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 71,535 shares of the biopharmaceutical company’s... More of this article »
Resonant Capital Advisors LLC Purchases 319 Shares of Danaher Co. (NYSE:DHR)
Resonant Capital Advisors LLC lifted its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Institute for Wealth Management LLC. Has $1.71 Million Stock Position in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX)
Institute for Wealth Management LLC. cut its stake in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Institute for Wealth Management LLC. Has $1.93 Million Stake in Vail Resorts, Inc. (NYSE:MTN)
Institute for Wealth Management LLC. decreased its stake in Vail Resorts, Inc. (NYSE:MTN – Free Report) by 3.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Institute for Wealth Management LLC. Grows Stock Position in Block, Inc. (NYSE:SQ)
Institute for Wealth Management LLC. increased its holdings in Block, Inc. (NYSE:SQ – Free Report) by 8.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Resonant Capital Advisors LLC Sells 535 Shares of McKesson Co. (NYSE:MCK)
Resonant Capital Advisors LLC cut its stake in shares of McKesson Co. (NYSE:MCK – Free Report) by 6.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
AT&T Inc. (NYSE:T) Shares Acquired by Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC increased its position in shares of AT&T Inc. (NYSE:T – Free Report) by 16.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Target Co. (NYSE:TGT) Shares Sold by First National Bank & Trust Co. of Newtown
First National Bank & Trust Co. of Newtown decreased its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Zhang Financial LLC Decreases Stock Position in Vanguard Value ETF (NYSEARCA:VTV)
Zhang Financial LLC lowered its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Eukles Asset Management Sells 469 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Eukles Asset Management lessened its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Zhang Financial LLC
Zhang Financial LLC lessened its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Zhang Financial LLC Has $3.28 Million Stock Position in iShares TIPS Bond ETF (NYSEARCA:TIP)
Zhang Financial LLC decreased its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 16.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Institute for Wealth Management LLC. Acquires 1,722 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Institute for Wealth Management LLC. increased its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Institute for Wealth Management LLC. Buys 303 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Institute for Wealth Management LLC. grew its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Institute for Wealth Management LLC. Trims Stock Position in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)
Institute for Wealth Management LLC. lessened its stake in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. cut its position in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Institute for Wealth Management LLC. Sells 126 Shares of Eli Lilly and Company (NYSE:LLY)
Institute for Wealth Management LLC. cut its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Institute for Wealth Management LLC. Buys 92 Shares of VanEck Semiconductor ETF (NASDAQ:SMH)
Institute for Wealth Management LLC. boosted its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
104,931 Shares in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Purchased by Resonant Capital Advisors LLC
Resonant Capital Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Blackstone Inc. (NYSE:BX) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. lessened its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.9% during the 4th quarter, Holdings Channel reports. The firm owned 16,741 shares of the asset manager’s... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Acquired by Cutler Investment Counsel LLC
Cutler Investment Counsel LLC increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Redmont Wealth Advisors LLC Purchases 1,044 Shares of U-Haul Holding (NASDAQ:UHAL)
Redmont Wealth Advisors LLC raised its stake in shares of U-Haul Holding (NASDAQ:UHAL – Free Report) by 12.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Western Wealth Management LLC Has $2.73 Million Stock Holdings in CVS Health Co. (NYSE:CVS)
Western Wealth Management LLC lessened its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 6.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 34,536 shares... More of this article »
Redmont Wealth Advisors LLC Has $738,000 Holdings in Enstar Group Limited (NASDAQ:ESGR)
Redmont Wealth Advisors LLC lifted its position in Enstar Group Limited (NASDAQ:ESGR – Free Report) by 7.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Redmont Wealth Advisors LLC Acquires 11,168 Shares of Superior Group of Companies, Inc. (NASDAQ:SGC)
Redmont Wealth Advisors LLC boosted its holdings in shares of Superior Group of Companies, Inc. (NASDAQ:SGC – Free Report) by 16.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) Shares Acquired by Resonant Capital Advisors LLC
Resonant Capital Advisors LLC lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 8.7% during the 4th quarter, HoldingsChannel reports. The fund owned 624,151 shares of... More of this article »
Redmont Wealth Advisors LLC Invests $638,000 in Douglas Dynamics, Inc. (NYSE:PLOW)
Redmont Wealth Advisors LLC bought a new stake in shares of Douglas Dynamics, Inc. (NYSE:PLOW – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Resonant Capital Advisors LLC Buys 11,556 Shares of Janus Henderson Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD)
Resonant Capital Advisors LLC boosted its stake in Janus Henderson Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Adobe Inc. (NASDAQ:ADBE) is Institute for Wealth Management LLC.’s 6th Largest Position
Institute for Wealth Management LLC. trimmed its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Resonant Capital Advisors LLC Buys 6,443 Shares of Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK)
Resonant Capital Advisors LLC increased its stake in shares of Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
United Rentals, Inc. (NYSE:URI) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. cut its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 0.9% in the fourth quarter, Holdings Channel reports. The fund owned 7,980 shares of the construction company’s stock... More of this article »
Redmont Wealth Advisors LLC Takes $261,000 Position in Ares Capital Co. (NASDAQ:ARCC)
Redmont Wealth Advisors LLC purchased a new stake in shares of Ares Capital Co. (NASDAQ:ARCC – 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 »
Zhang Financial LLC Grows Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Zhang Financial LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
4,087 Shares in The Walt Disney Company (NYSE:DIS) Purchased by Redmont Wealth Advisors LLC
Redmont Wealth Advisors LLC purchased a new stake in The Walt Disney Company (NYSE:DIS – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 4,087 shares of the entertainment... More of this article »
Schear Investment Advisers LLC Has $533,000 Stake in Micron Technology, Inc. (NASDAQ:MU)
Schear Investment Advisers LLC trimmed its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 8.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cutler Investment Counsel LLC Has $11.36 Million Stake in Merck & Co., Inc. (NYSE:MRK)
Cutler Investment Counsel LLC increased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Zhang Financial LLC Boosts Stake in Tesla, Inc. (NASDAQ:TSLA)
Zhang Financial LLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Schear Investment Advisers LLC Lowers Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Schear Investment Advisers LLC reduced its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Schear Investment Advisers LLC Has $1.34 Million Stock Position in Bank of America Co. (NYSE:BAC)
Schear Investment Advisers LLC reduced its stake in shares of Bank of America Co. (NYSE:BAC) by 4.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 39,662... More of this article »
Zhang Financial LLC Sells 4,157 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)
Zhang Financial LLC lessened its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 11.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Zhang Financial LLC Has $4.71 Million Stock Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Zhang Financial LLC increased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 23.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Beaumont Financial Advisors LLC Sells 1,986 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Beaumont Financial Advisors LLC reduced its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »