Home » Author Archive

Image for Five Oceans Advisors Grows Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Five Oceans Advisors Grows Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Five Oceans Advisors grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 3.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Wealth Management Partners LLC Trims Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Wealth Management Partners LLC Trims Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Wealth Management Partners LLC decreased its stake in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 9.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 19,000... More of this article »
Image for APCM Wealth Management for Individuals Invests $487,000 in Costco Wholesale Co. (NASDAQ:COST)

APCM Wealth Management for Individuals Invests $487,000 in Costco Wholesale Co. (NASDAQ:COST)

APCM Wealth Management for Individuals bought a new stake in Costco Wholesale Co. (NASDAQ:COST – Get Rating) in the second quarter, Holdings Channel.com reports. The institutional investor bought 1,017 shares of the retailer’s... More of this article »
Image for 1,258 Shares in Invesco QQQ Trust (NASDAQ:QQQ) Purchased by Home Federal Bank of Tennessee

1,258 Shares in Invesco QQQ Trust (NASDAQ:QQQ) Purchased by Home Federal Bank of Tennessee

Home Federal Bank of Tennessee purchased a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Miracle Mile Advisors LLC Boosts Position in Phillips 66 (NYSE:PSX)

Miracle Mile Advisors LLC Boosts Position in Phillips 66 (NYSE:PSX)

Miracle Mile Advisors LLC grew its holdings in shares of Phillips 66 (NYSE:PSX – Get Rating) by 2.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,431 shares of the oil... More of this article »
Image for iShares S&P 500 ETF (NYSEARCA:IVV) Stock Position Cut by David J Yvars Group

iShares S&P 500 ETF (NYSEARCA:IVV) Stock Position Cut by David J Yvars Group

David J Yvars Group cut its holdings in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 7.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Five Oceans Advisors Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)

Five Oceans Advisors Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)

Five Oceans Advisors boosted its stake in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 7.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Gilman Hill Asset Management LLC Sells 719 Shares of Merck & Co., Inc. (NYSE:MRK)

Gilman Hill Asset Management LLC Sells 719 Shares of Merck & Co., Inc. (NYSE:MRK)

Gilman Hill Asset Management LLC decreased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 5.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ritholtz Wealth Management Purchases 5,985 Shares of Merck & Co., Inc. (NYSE:MRK)

Ritholtz Wealth Management Purchases 5,985 Shares of Merck & Co., Inc. (NYSE:MRK)

Ritholtz Wealth Management increased its position in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 28.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 26,726 shares of the company’s... More of this article »
Image for Sigma Investment Counselors Inc. Has $5.11 Million Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sigma Investment Counselors Inc. Has $5.11 Million Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sigma Investment Counselors Inc. grew its stake in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 3.5% during the second quarter, HoldingsChannel.com reports. The firm owned 18,232 shares of the exchange traded fund’s... More of this article »
Image for Newbridge Financial Services Group Inc. Decreases Stock Holdings in Deere & Company (NYSE:DE)

Newbridge Financial Services Group Inc. Decreases Stock Holdings in Deere & Company (NYSE:DE)

Newbridge Financial Services Group Inc. decreased its holdings in shares of Deere & Company (NYSE:DE – Get Rating) by 7.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for iShares S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Newbridge Financial Services Group Inc.

iShares S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. trimmed its holdings in iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 6.3% during the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for IFM Investors Pty Ltd Acquires 2,373 Shares of Ecolab Inc. (NYSE:ECL)

IFM Investors Pty Ltd Acquires 2,373 Shares of Ecolab Inc. (NYSE:ECL)

IFM Investors Pty Ltd grew its stake in Ecolab Inc. (NYSE:ECL – Get Rating) by 5.8% in the 2nd quarter, Holdings Channel.com reports. The fund owned 43,178 shares of the basic materials company’s stock after purchasing... More of this article »
Image for Tompkins Financial Corp Has $1.96 Million Stake in Pfizer Inc. (NYSE:PFE)

Tompkins Financial Corp Has $1.96 Million Stake in Pfizer Inc. (NYSE:PFE)

Tompkins Financial Corp lowered its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 14.3% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 37,422 shares of the biopharmaceutical... More of this article »
Image for First Bancorp Inc ME Has $782,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)

First Bancorp Inc ME Has $782,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)

First Bancorp Inc ME raised its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 7.1% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 14,910 shares of the biopharmaceutical company’s... More of this article »
Image for IFM Investors Pty Ltd Has $49.43 Million Stake in Pfizer Inc. (NYSE:PFE)

IFM Investors Pty Ltd Has $49.43 Million Stake in Pfizer Inc. (NYSE:PFE)

IFM Investors Pty Ltd boosted its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 7.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 942,778 shares of the biopharmaceutical company’s... More of this article »
Image for Pfizer Inc. (NYSE:PFE) Holdings Decreased by Gofen & Glossberg LLC IL

Pfizer Inc. (NYSE:PFE) Holdings Decreased by Gofen & Glossberg LLC IL

Gofen & Glossberg LLC IL decreased its holdings in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 1.0% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 378,986 shares of the biopharmaceutical... More of this article »
Image for Marcum Wealth LLC Acquires 1,032 Shares of Pfizer Inc. (NYSE:PFE)

Marcum Wealth LLC Acquires 1,032 Shares of Pfizer Inc. (NYSE:PFE)

Marcum Wealth LLC increased its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 3.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 33,519 shares of the biopharmaceutical... More of this article »
Image for Signature Estate & Investment Advisors LLC Increases Stake in Verizon Communications Inc. (NYSE:VZ)

Signature Estate & Investment Advisors LLC Increases Stake in Verizon Communications Inc. (NYSE:VZ)

Signature Estate & Investment Advisors LLC boosted its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 16.8% in the second quarter, Holdings Channel.com reports. The firm owned 9,045 shares of the cell phone... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Stake Raised by Highland Private Wealth Management

Exxon Mobil Co. (NYSE:XOM) Stake Raised by Highland Private Wealth Management

Highland Private Wealth Management boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 32.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Butensky & Cohen Financial Security Inc. Lowers Stock Position in Chevron Co. (NYSE:CVX)

Butensky & Cohen Financial Security Inc. Lowers Stock Position in Chevron Co. (NYSE:CVX)

Butensky & Cohen Financial Security Inc. cut its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 4.6% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 24,914 shares of the oil and... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) is Atalanta Sosnoff Capital LLC’s 9th Largest Position

Exxon Mobil Co. (NYSE:XOM) is Atalanta Sosnoff Capital LLC’s 9th Largest Position

Atalanta Sosnoff Capital LLC increased its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 26.2% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Highland Private Wealth Management

UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Highland Private Wealth Management

Highland Private Wealth Management increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 11.1% during the 2nd quarter, HoldingsChannel reports. The fund owned 5,854 shares of the healthcare conglomerate’s... More of this article »
Image for Burns J W & Co. Inc. NY Purchases 1,157 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Burns J W & Co. Inc. NY Purchases 1,157 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Burns J W & Co. Inc. NY boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 18.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 7,354 shares of the healthcare conglomerate’s... More of this article »
Image for Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Joel Isaacson & Co. LLC

Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 4.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for McKinley Carter Wealth Services Inc. Has $544,000 Stock Position in Realty Income Co. (NYSE:O)

McKinley Carter Wealth Services Inc. Has $544,000 Stock Position in Realty Income Co. (NYSE:O)

McKinley Carter Wealth Services Inc. reduced its position in shares of Realty Income Co. (NYSE:O – Get Rating) by 11.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Transform Wealth LLC Buys 108 Shares of American Express (NYSE:AXP)

Transform Wealth LLC Buys 108 Shares of American Express (NYSE:AXP)

Transform Wealth LLC increased its stake in shares of American Express (NYSE:AXP) by 2.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,804 shares of the payment services company’s stock after acquiring... More of this article »
Image for Gofen & Glossberg LLC IL Raises Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Gofen & Glossberg LLC IL Raises Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Gofen & Glossberg LLC IL boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 84.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Gilman Hill Asset Management LLC Invests $253,000 in Mastercard Incorporated (NYSE:MA)

Gilman Hill Asset Management LLC Invests $253,000 in Mastercard Incorporated (NYSE:MA)

Gilman Hill Asset Management LLC acquired a new position in shares of Mastercard Incorporated (NYSE:MA – Get Rating) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for YHB Investment Advisors Inc. Boosts Stock Position in Exxon Mobil Co. (NYSE:XOM)

YHB Investment Advisors Inc. Boosts Stock Position in Exxon Mobil Co. (NYSE:XOM)

YHB Investment Advisors Inc. lifted its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Wendell David Associates Inc. Has $8.21 Million Position in Exxon Mobil Co. (NYSE:XOM)

Wendell David Associates Inc. Has $8.21 Million Position in Exxon Mobil Co. (NYSE:XOM)

Wendell David Associates Inc. cut its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 1.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Stock Holdings Lifted by Zhang Financial LLC

Exxon Mobil Co. (NYSE:XOM) Stock Holdings Lifted by Zhang Financial LLC

Zhang Financial LLC lifted its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 6.7% during the second quarter, HoldingsChannel reports. The institutional investor owned 10,285 shares of the oil and gas company’s... More of this article »
Image for Zhang Financial LLC Acquires 651 Shares of Chevron Co. (NYSE:CVX)

Zhang Financial LLC Acquires 651 Shares of Chevron Co. (NYSE:CVX)

Zhang Financial LLC increased its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 24.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 3,292 shares of the oil and gas company’s... More of this article »
Image for First National Bank of Mount Dora Trust Investment Services Increases Stock Position in The Procter & Gamble Company (NYSE:PG)

First National Bank of Mount Dora Trust Investment Services Increases Stock Position in The Procter & Gamble Company (NYSE:PG)

First National Bank of Mount Dora Trust Investment Services grew its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.8% in the second quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Ballast Inc. Sells 242 Shares of Chevron Co. (NYSE:CVX)

Ballast Inc. Sells 242 Shares of Chevron Co. (NYSE:CVX)

Ballast Inc. reduced its position in Chevron Co. (NYSE:CVX – Get Rating) by 12.7% during the second quarter, Holdings Channel reports. The institutional investor owned 1,665 shares of the oil and gas company’s stock after... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Stock Holdings Lessened by Chickasaw Capital Management LLC

The Procter & Gamble Company (NYSE:PG) Stock Holdings Lessened by Chickasaw Capital Management LLC

Chickasaw Capital Management LLC lessened its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 12,008... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Sold by Boenning & Scattergood Inc.

Verizon Communications Inc. (NYSE:VZ) Shares Sold by Boenning & Scattergood Inc.

Boenning & Scattergood Inc. lowered its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 2.5% during the second quarter, Holdings Channel reports. The firm owned 125,985 shares of the cell phone... More of this article »
Image for FedEx (NYSE:FDX) Updates Q2 Earnings Guidance

FedEx (NYSE:FDX) Updates Q2 Earnings Guidance

FedEx (NYSE:FDX – Get Rating) updated its second quarter earnings guidance on Thursday. The company provided earnings per share guidance of $2.75 or greater for the period, compared to the consensus earnings per share estimate... More of this article »
Image for Starbucks Co. (NASDAQ:SBUX) Stake Lessened by HB Wealth Management LLC

Starbucks Co. (NASDAQ:SBUX) Stake Lessened by HB Wealth Management LLC

HB Wealth Management LLC trimmed its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) by 1.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Miracle Mile Advisors LLC Buys 2,040 Shares of Vanguard Extended Market ETF (NYSEARCA:VXF)

Miracle Mile Advisors LLC Buys 2,040 Shares of Vanguard Extended Market ETF (NYSEARCA:VXF)

Miracle Mile Advisors LLC lifted its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) by 12.1% during the second quarter, HoldingsChannel reports. The firm owned 18,910 shares of the company’s stock after... More of this article »
Image for Transform Wealth LLC Sells 2,907 Shares of NextEra Energy, Inc. (NYSE:NEE)

Transform Wealth LLC Sells 2,907 Shares of NextEra Energy, Inc. (NYSE:NEE)

Transform Wealth LLC reduced its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 40.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Holdings Reduced by Transform Wealth LLC

Cisco Systems, Inc. (NASDAQ:CSCO) Holdings Reduced by Transform Wealth LLC

Transform Wealth LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 4.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Adviser Investments LLC Purchases 1,629 Shares of Costco Wholesale Co. (NASDAQ:COST)

Adviser Investments LLC Purchases 1,629 Shares of Costco Wholesale Co. (NASDAQ:COST)

Adviser Investments LLC boosted its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 5.8% in the second quarter, Holdings Channel.com reports. The firm owned 29,732 shares of the retailer’s stock after buying... More of this article »
Image for Pfizer Inc. (NYSE:PFE) Shares Sold by Windsor Capital Management LLC

Pfizer Inc. (NYSE:PFE) Shares Sold by Windsor Capital Management LLC

Windsor Capital Management LLC decreased its position in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Burns J W & Co. Inc. NY

Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Burns J W & Co. Inc. NY

Burns J W & Co. Inc. NY raised its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 0.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Private Advisor Group LLC Has $6.11 Million Stock Holdings in Prologis, Inc. (NYSE:PLD)

Private Advisor Group LLC Has $6.11 Million Stock Holdings in Prologis, Inc. (NYSE:PLD)

Private Advisor Group LLC increased its holdings in shares of Prologis, Inc. (NYSE:PLD – Get Rating) by 5.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Ferguson Wellman Capital Management Inc. Has $5.20 Million Position in Exxon Mobil Co. (NYSE:XOM)

Ferguson Wellman Capital Management Inc. Has $5.20 Million Position in Exxon Mobil Co. (NYSE:XOM)

Ferguson Wellman Capital Management Inc. reduced its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 3.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for BerganKDV Wealth Management LLC Buys 125 Shares of The Home Depot, Inc. (NYSE:HD)

BerganKDV Wealth Management LLC Buys 125 Shares of The Home Depot, Inc. (NYSE:HD)

BerganKDV Wealth Management LLC grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stake Boosted by Joel Isaacson & Co. LLC

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stake Boosted by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC increased its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 87.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Transform Wealth LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Transform Wealth LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Transform Wealth LLC lifted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 8.2% during the second quarter, Holdings Channel reports. The institutional investor owned 3,156 shares of the exchange... More of this article »