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Image for Total Wealth Planning & Management Inc. Acquires Shares of 6,387 United Parcel Service, Inc. $UPS

Total Wealth Planning & Management Inc. Acquires Shares of 6,387 United Parcel Service, Inc. $UPS

Total Wealth Planning & Management Inc. acquired a new stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 6,387 shares of the transportation... More of this article »
Image for TD Asset Management Inc Sells 195,640 Shares of Fastenal Company $FAST

TD Asset Management Inc Sells 195,640 Shares of Fastenal Company $FAST

TD Asset Management Inc lowered its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 4.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for WCG Wealth Advisors LLC Grows Position in Harbor Long-Term Growers ETF $WINN

WCG Wealth Advisors LLC Grows Position in Harbor Long-Term Growers ETF $WINN

WCG Wealth Advisors LLC increased its position in Harbor Long-Term Growers ETF (NYSEARCA:WINN – Free Report) by 55.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 176,621 shares of the company’s... More of this article »
Image for iShares Ethereum Trust ETF $ETHA Shares Purchased by WCG Wealth Advisors LLC

iShares Ethereum Trust ETF $ETHA Shares Purchased by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC grew its holdings in iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) by 51.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 136,684 shares of the company’s... More of this article »
Image for WCG Wealth Advisors LLC Has $2.34 Million Position in SPDR Gold MiniShares Trust $GLDM

WCG Wealth Advisors LLC Has $2.34 Million Position in SPDR Gold MiniShares Trust $GLDM

WCG Wealth Advisors LLC grew its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 59.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 27,437... More of this article »
Image for First Trust Rising Dividend Achievers ETF $RDVY Shares Bought by WCG Wealth Advisors LLC

First Trust Rising Dividend Achievers ETF $RDVY Shares Bought by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC raised its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 201.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 51,967 shares of... More of this article »
Image for WCG Wealth Advisors LLC Has $5.20 Million Stock Position in Novartis AG $NVS

WCG Wealth Advisors LLC Has $5.20 Million Stock Position in Novartis AG $NVS

WCG Wealth Advisors LLC lifted its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 128.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 37,705... More of this article »
Image for WCG Wealth Advisors LLC Buys Shares of 45,913 First Trust Nasdaq Cybersecurity ETF $CIBR

WCG Wealth Advisors LLC Buys Shares of 45,913 First Trust Nasdaq Cybersecurity ETF $CIBR

WCG Wealth Advisors LLC bought a new stake in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Parallel Advisors LLC Has $67.96 Million Holdings in Vanguard Large-Cap ETF $VV

Parallel Advisors LLC Has $67.96 Million Holdings in Vanguard Large-Cap ETF $VV

Parallel Advisors LLC lessened its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 1.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 215,883 shares of the company’s... More of this article »
Image for PepsiCo, Inc. $PEP Shares Purchased by Harvest Fund Management Co. Ltd

PepsiCo, Inc. $PEP Shares Purchased by Harvest Fund Management Co. Ltd

Harvest Fund Management Co. Ltd lifted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 23.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 104,035 shares of the company’s... More of this article »
Image for Harvest Fund Management Co. Ltd Grows Position in Palo Alto Networks, Inc. $PANW

Harvest Fund Management Co. Ltd Grows Position in Palo Alto Networks, Inc. $PANW

Harvest Fund Management Co. Ltd raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 22.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 54,760 shares of the network technology... More of this article »
Image for Parallel Advisors LLC Cuts Stock Holdings in PIMCO Ultra Short Government Active ETF $BILZ

Parallel Advisors LLC Cuts Stock Holdings in PIMCO Ultra Short Government Active ETF $BILZ

Parallel Advisors LLC lowered its position in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ – Free Report) by 32.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 134,414 shares of the... More of this article »
Image for iShares Russell 2000 ETF $IWM Position Boosted by J.W. Cole Advisors Inc.

iShares Russell 2000 ETF $IWM Position Boosted by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. raised its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 11.9% during the 4th quarter, HoldingsChannel reports. The fund owned 91,869 shares of the exchange traded fund’s... More of this article »
Image for Prudential PLC Reduces Holdings in The TJX Companies, Inc. $TJX

Prudential PLC Reduces Holdings in The TJX Companies, Inc. $TJX

Prudential PLC trimmed its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 14.1% in the 4th quarter, HoldingsChannel reports. The firm owned 112,258 shares of the apparel and home fashions retailer’s stock... More of this article »
Image for Invesco Ltd. (NYSE:IVZ) Receives Consensus Rating of “Hold” from Brokerages

Invesco Ltd. (NYSE:IVZ) Receives Consensus Rating of “Hold” from Brokerages

Shares of Invesco Ltd. (NYSE:IVZ – Get Free Report) have been given a consensus rating of “Hold” by the fifteen research firms that are covering the firm, MarketBeat Ratings reports. Eleven research analysts have... More of this article »
Image for Sivia Capital Partners LLC Buys 702 Shares of Equinix, Inc. $EQIX

Sivia Capital Partners LLC Buys 702 Shares of Equinix, Inc. $EQIX

Sivia Capital Partners LLC lifted its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 230.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,007 shares of the financial services provider’s... More of this article »
Image for iShares U.S. Consumer Staples ETF $IYK Shares Sold by SFI Advisors LLC

iShares U.S. Consumer Staples ETF $IYK Shares Sold by SFI Advisors LLC

SFI Advisors LLC trimmed its holdings in shares of iShares U.S. Consumer Staples ETF (NYSEARCA:IYK – Free Report) by 25.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Magellan Asset Management Ltd Increases Holdings in Consolidated Edison Inc $ED

Magellan Asset Management Ltd Increases Holdings in Consolidated Edison Inc $ED

Magellan Asset Management Ltd lifted its position in Consolidated Edison Inc (NYSE:ED – Free Report) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 313,902 shares of... More of this article »
Image for Prudential PLC Purchases 1,689 Shares of AppLovin Corporation $APP

Prudential PLC Purchases 1,689 Shares of AppLovin Corporation $APP

Prudential PLC raised its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Intellectus Partners LLC Has $377,000 Holdings in ProShares UltraPro Short QQQ $SQQQ

Intellectus Partners LLC Has $377,000 Holdings in ProShares UltraPro Short QQQ $SQQQ

Intellectus Partners LLC cut its holdings in shares of ProShares UltraPro Short QQQ (NASDAQ:SQQQ – Free Report) by 78.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Lifestyle Asset Management Inc. Has $2.73 Million Stake in iShares MSCI Emerging Markets ETF $EEM

Lifestyle Asset Management Inc. Has $2.73 Million Stake in iShares MSCI Emerging Markets ETF $EEM

Lifestyle Asset Management Inc. raised its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 35.6% during the fourth quarter, Holdings Channel reports. The firm owned 49,961 shares of the exchange... More of this article »
Image for Prestige Wealth Management Group LLC Sells 12,843 Shares of First Trust Managed Municipal ETF $FMB

Prestige Wealth Management Group LLC Sells 12,843 Shares of First Trust Managed Municipal ETF $FMB

Prestige Wealth Management Group LLC reduced its holdings in shares of First Trust Managed Municipal ETF (NASDAQ:FMB – Free Report) by 14.8% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for SPDR Bloomberg International Corporate Bond ETF $IBND Shares Acquired by Lifestyle Asset Management Inc.

SPDR Bloomberg International Corporate Bond ETF $IBND Shares Acquired by Lifestyle Asset Management Inc.

Lifestyle Asset Management Inc. increased its position in shares of SPDR Bloomberg International Corporate Bond ETF (NYSEARCA:IBND – Free Report) by 6.0% in the fourth quarter, according to its most recent 13F filing with the... More of this article »
Image for Livforsakringsbolaget Skandia Omsesidigt Lowers Stock Holdings in Taylor Morrison Home Corporation $TMHC

Livforsakringsbolaget Skandia Omsesidigt Lowers Stock Holdings in Taylor Morrison Home Corporation $TMHC

Livforsakringsbolaget Skandia Omsesidigt trimmed its position in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 16.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 46,500... More of this article »
Image for Livforsakringsbolaget Skandia Omsesidigt Increases Stake in Lowe’s Companies, Inc. $LOW

Livforsakringsbolaget Skandia Omsesidigt Increases Stake in Lowe’s Companies, Inc. $LOW

Livforsakringsbolaget Skandia Omsesidigt lifted its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 71.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 7,694 shares of the home improvement... More of this article »
Image for Samsara Inc. (NYSE:IOT) Given Consensus Recommendation of “Moderate Buy” by Analysts

Samsara Inc. (NYSE:IOT) Given Consensus Recommendation of “Moderate Buy” by Analysts

Samsara Inc. (NYSE:IOT – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the eighteen analysts that are presently covering the company, MarketBeat.com reports. One analyst has... More of this article »
Image for Comparing Lyft (NASDAQ:LYFT) & LivePerson (NASDAQ:LPSN)

Comparing Lyft (NASDAQ:LYFT) & LivePerson (NASDAQ:LPSN)

LivePerson (NASDAQ:LPSN – Get Free Report) and Lyft (NASDAQ:LYFT – Get Free Report) are both computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength... More of this article »
Image for Simplify High Yield ETF $CDX Shares Acquired by SlateStone Wealth LLC

Simplify High Yield ETF $CDX Shares Acquired by SlateStone Wealth LLC

SlateStone Wealth LLC raised its stake in Simplify High Yield ETF (NYSEARCA:CDX – Free Report) by 18.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SlateStone Wealth LLC Sells 596 Shares of Costco Wholesale Corporation $COST

SlateStone Wealth LLC Sells 596 Shares of Costco Wholesale Corporation $COST

SlateStone Wealth LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 11,589 shares of the retailer’s stock after... More of this article »
Image for Neumeier Poma Investment Counsel LLC Sells 23,665 Shares of OneSpaWorld Holdings Limited $OSW

Neumeier Poma Investment Counsel LLC Sells 23,665 Shares of OneSpaWorld Holdings Limited $OSW

Neumeier Poma Investment Counsel LLC reduced its holdings in shares of OneSpaWorld Holdings Limited (NASDAQ:OSW – Free Report) by 1.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,347,742 shares of the... More of this article »
Image for Harvest Fund Management Co. Ltd Purchases 21,073 Shares of GraniteShares 2x Long NVDA Daily ETF $NVDL

Harvest Fund Management Co. Ltd Purchases 21,073 Shares of GraniteShares 2x Long NVDA Daily ETF $NVDL

Harvest Fund Management Co. Ltd lifted its position in GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL – Free Report) by 105.0% during the 4th quarter, Holdings Channel reports. The firm owned 41,152 shares of the company’s... More of this article »
Image for Harvest Fund Management Co. Ltd Acquires 88,905 Shares of United States Brent Oil Fund LP $BNO

Harvest Fund Management Co. Ltd Acquires 88,905 Shares of United States Brent Oil Fund LP $BNO

Harvest Fund Management Co. Ltd increased its holdings in United States Brent Oil Fund LP (NYSEARCA:BNO – Free Report) by 35.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 337,192 shares of the company’s... More of this article »
Image for Ovata Capital Management Ltd Purchases 472,575 Shares of Jbs N.V. $JBS

Ovata Capital Management Ltd Purchases 472,575 Shares of Jbs N.V. $JBS

Ovata Capital Management Ltd increased its position in Jbs N.V. (NYSE:JBS – Free Report) by 1,724.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 499,983 shares of the company’s stock after buying... More of this article »
Image for J.W. Cole Advisors Inc. Has $10.01 Million Stake in Blackstone Inc. $BX

J.W. Cole Advisors Inc. Has $10.01 Million Stake in Blackstone Inc. $BX

J.W. Cole Advisors Inc. trimmed its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 12.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for J.W. Cole Advisors Inc. Has $15.93 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

J.W. Cole Advisors Inc. Has $15.93 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

J.W. Cole Advisors Inc. raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 15.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 488,208 shares of the company’s... More of this article »
Image for Ovata Capital Management Ltd Takes Position in DigitalBridge Group, Inc. $DBRG

Ovata Capital Management Ltd Takes Position in DigitalBridge Group, Inc. $DBRG

Ovata Capital Management Ltd purchased a new stake in shares of DigitalBridge Group, Inc. (NYSE:DBRG – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund purchased 101,560 shares of the company’s stock,... More of this article »
Image for Norges Bank Makes New Investment in Dollar General Corporation $DG

Norges Bank Makes New Investment in Dollar General Corporation $DG

Norges Bank purchased a new stake in Dollar General Corporation (NYSE:DG – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 1,004,980 shares of the company’s stock, valued at approximately... More of this article »
Image for J.W. Cole Advisors Inc. Buys 4,056 Shares of iShares S&P 500 Value ETF $IVE

J.W. Cole Advisors Inc. Buys 4,056 Shares of iShares S&P 500 Value ETF $IVE

J.W. Cole Advisors Inc. grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for J.W. Cole Advisors Inc. Grows Position in iShares S&P 100 ETF $OEF

J.W. Cole Advisors Inc. Grows Position in iShares S&P 100 ETF $OEF

J.W. Cole Advisors Inc. raised its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 4.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 41,494 shares of the company’s stock after... More of this article »
Image for Prudential PLC Lowers Stock Holdings in Arista Networks, Inc. $ANET

Prudential PLC Lowers Stock Holdings in Arista Networks, Inc. $ANET

Prudential PLC reduced its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 7.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 175,869 shares of the technology company’s... More of this article »
Image for Sivia Capital Partners LLC Acquires 22,469 Shares of Kinder Morgan, Inc. $KMI

Sivia Capital Partners LLC Acquires 22,469 Shares of Kinder Morgan, Inc. $KMI

Sivia Capital Partners LLC boosted its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 187.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Financial Review: Unity Bancorp (NASDAQ:UNTY) versus Metropolitan Bank (NYSE:MCB)

Financial Review: Unity Bancorp (NASDAQ:UNTY) versus Metropolitan Bank (NYSE:MCB)

Unity Bancorp (NASDAQ:UNTY – Get Free Report) and Metropolitan Bank (NYSE:MCB – Get Free Report) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Image for 93,590 Shares in VanEck Semiconductor ETF $SMH Bought by Prudential PLC

93,590 Shares in VanEck Semiconductor ETF $SMH Bought by Prudential PLC

Prudential PLC bought a new position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for International Flavors & Fragrances (NYSE:IFF) & Ecovyst (NYSE:ECVT) Head to Head Comparison

International Flavors & Fragrances (NYSE:IFF) & Ecovyst (NYSE:ECVT) Head to Head Comparison

Ecovyst (NYSE:ECVT – Get Free Report) and International Flavors & Fragrances (NYSE:IFF – Get Free Report) are both basic materials companies, but which is the superior business? We will compare the two companies based... More of this article »
Image for Head to Head Survey: CorVel (NASDAQ:CRVL) and Healthcare Services Group (NASDAQ:HCSG)

Head to Head Survey: CorVel (NASDAQ:CRVL) and Healthcare Services Group (NASDAQ:HCSG)

Healthcare Services Group (NASDAQ:HCSG – Get Free Report) and CorVel (NASDAQ:CRVL – Get Free Report) are both business services companies, but which is the better investment? We will contrast the two companies based on... More of this article »
Image for Prudential PLC Invests $20.27 Million in Vanguard Total World Stock ETF $VT

Prudential PLC Invests $20.27 Million in Vanguard Total World Stock ETF $VT

Prudential PLC purchased a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 143,700... More of this article »
Image for Prudential PLC Sells 6,756 Shares of Morgan Stanley $MS

Prudential PLC Sells 6,756 Shares of Morgan Stanley $MS

Prudential PLC decreased its position in Morgan Stanley (NYSE:MS – Free Report) by 5.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 117,598 shares of... More of this article »
Image for Duke Energy Corporation $DUK Shares Bought by Magellan Asset Management Ltd

Duke Energy Corporation $DUK Shares Bought by Magellan Asset Management Ltd

Magellan Asset Management Ltd grew its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 12.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Magellan Asset Management Ltd Boosts Holdings in CMS Energy Corporation $CMS

Magellan Asset Management Ltd Boosts Holdings in CMS Energy Corporation $CMS

Magellan Asset Management Ltd raised its holdings in shares of CMS Energy Corporation (NYSE:CMS – Free Report) by 5.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for TD Asset Management Inc Sells 14,853 Shares of Cadence Design Systems, Inc. $CDNS

TD Asset Management Inc Sells 14,853 Shares of Cadence Design Systems, Inc. $CDNS

TD Asset Management Inc reduced its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 4.3% during the fourth quarter, HoldingsChannel reports. The fund owned 329,121 shares of the software maker’s... More of this article »