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Image for Safeguard Financial LLC Acquires New Shares in Vanguard Growth ETF (NYSEARCA:VUG)

Safeguard Financial LLC Acquires New Shares in Vanguard Growth ETF (NYSEARCA:VUG)

Safeguard Financial LLC acquired a new stake in Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Fifth Third Bancorp Increases Stake in Caterpillar Inc. (NYSE:CAT)

Fifth Third Bancorp Increases Stake in Caterpillar Inc. (NYSE:CAT)

Fifth Third Bancorp lifted its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 2.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 331,156 shares of the industrial products... More of this article »
Image for Graypoint LLC Acquires 1,784 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Graypoint LLC Acquires 1,784 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Graypoint LLC boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 34.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Paragon Capital Management Ltd Sells 5,699 Shares of AT&T Inc. (NYSE:T)

Paragon Capital Management Ltd Sells 5,699 Shares of AT&T Inc. (NYSE:T)

Paragon Capital Management Ltd decreased its position in AT&T Inc. (NYSE:T – Get Rating) by 37.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 9,393 shares of the technology company’s... More of this article »
Image for Revolve Wealth Partners LLC Purchases New Position in Eli Lilly and Company (NYSE:LLY)

Revolve Wealth Partners LLC Purchases New Position in Eli Lilly and Company (NYSE:LLY)

Revolve Wealth Partners LLC acquired a new position in Eli Lilly and Company (NYSE:LLY – Get Rating) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Intel Co. (NASDAQ:INTC) Stock Position Reduced by Paragon Capital Management Ltd

Intel Co. (NASDAQ:INTC) Stock Position Reduced by Paragon Capital Management Ltd

Paragon Capital Management Ltd cut its stake in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 5.5% during the first quarter, HoldingsChannel.com reports. The firm owned 12,840 shares of the chip maker’s stock after... More of this article »
Image for Windham Capital Management LLC Acquires 541 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Windham Capital Management LLC Acquires 541 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Windham Capital Management LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 0.8% during the first quarter, Holdings Channel reports. The institutional investor owned 68,699 shares of the exchange... More of this article »
Image for Bedel Financial Consulting Inc. Purchases 5,022 Shares of Intel Co. (NASDAQ:INTC)

Bedel Financial Consulting Inc. Purchases 5,022 Shares of Intel Co. (NASDAQ:INTC)

Bedel Financial Consulting Inc. increased its position in Intel Co. (NASDAQ:INTC – Get Rating) by 18.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Relyea Zuckerberg Hanson LLC Raises Holdings in Intel Co. (NASDAQ:INTC)

Relyea Zuckerberg Hanson LLC Raises Holdings in Intel Co. (NASDAQ:INTC)

Relyea Zuckerberg Hanson LLC lifted its stake in Intel Co. (NASDAQ:INTC – Get Rating) by 31.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,298... More of this article »
Image for Salesforce, Inc. (NYSE:CRM) Stock Holdings Lifted by Paragon Capital Management Ltd

Salesforce, Inc. (NYSE:CRM) Stock Holdings Lifted by Paragon Capital Management Ltd

Paragon Capital Management Ltd grew its holdings in Salesforce, Inc. (NYSE:CRM – Get Rating) by 0.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Safeguard Financial LLC Invests $887,000 in iShares S&P 500 ETF (NYSEARCA:IVV)

Safeguard Financial LLC Invests $887,000 in iShares S&P 500 ETF (NYSEARCA:IVV)

Safeguard Financial LLC bought a new stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Ayrshire Capital Management LLC Increases Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Ayrshire Capital Management LLC Increases Stock Position in The TJX Companies, Inc. (NYSE:TJX)

Ayrshire Capital Management LLC raised its holdings in The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 1.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Culbertson A N & Co Inc Buys 360 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Culbertson A N & Co Inc Buys 360 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Culbertson A N & Co Inc grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Eagle Capital Management LLC Sells 589 Shares of NVIDIA Co. (NASDAQ:NVDA)

Eagle Capital Management LLC Sells 589 Shares of NVIDIA Co. (NASDAQ:NVDA)

Eagle Capital Management LLC cut its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 1.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,808 shares of the computer... More of this article »
Image for Curbstone Financial Management Corp Invests $404,000 in NVIDIA Co. (NASDAQ:NVDA)

Curbstone Financial Management Corp Invests $404,000 in NVIDIA Co. (NASDAQ:NVDA)

Curbstone Financial Management Corp acquired a new position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Resonant Capital Advisors LLC

PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Resonant Capital Advisors LLC

Resonant Capital Advisors LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 2.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 17,398 shares of the company’s... More of this article »
Image for Grandfield & Dodd LLC Raises Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Grandfield & Dodd LLC Raises Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Grandfield & Dodd LLC grew its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 18.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Polaris Wealth Advisory Group LLC Sells 674,763 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Polaris Wealth Advisory Group LLC Sells 674,763 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Polaris Wealth Advisory Group LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 98.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Farmers & Merchants Investments Inc.

Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Get Rating) by 1,293.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for WMG Financial Advisors LLC Grows Position in AbbVie Inc. (NYSE:ABBV)

WMG Financial Advisors LLC Grows Position in AbbVie Inc. (NYSE:ABBV)

WMG Financial Advisors LLC grew its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,307 shares... More of this article »
Image for Householder Group Estate & Retirement Specialist LLC Sells 480 Shares of AbbVie Inc. (NYSE:ABBV)

Householder Group Estate & Retirement Specialist LLC Sells 480 Shares of AbbVie Inc. (NYSE:ABBV)

Householder Group Estate & Retirement Specialist LLC reduced its position in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 5.9% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Resource Consulting Group Inc. Makes New Investment in PepsiCo, Inc. (NASDAQ:PEP)

Resource Consulting Group Inc. Makes New Investment in PepsiCo, Inc. (NASDAQ:PEP)

Resource Consulting Group Inc. bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Veracity Capital LLC Has $317,000 Stake in Deere & Company (NYSE:DE)

Veracity Capital LLC Has $317,000 Stake in Deere & Company (NYSE:DE)

Veracity Capital LLC decreased its position in Deere & Company (NYSE:DE – Get Rating) by 50.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Rockland Trust Co. Cuts Holdings in Deere & Company (NYSE:DE)

Rockland Trust Co. Cuts Holdings in Deere & Company (NYSE:DE)

Rockland Trust Co. lowered its stake in shares of Deere & Company (NYSE:DE – Get Rating) by 10.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Defined Wealth Management LLC Buys Shares of 1,467 AbbVie Inc. (NYSE:ABBV)

Defined Wealth Management LLC Buys Shares of 1,467 AbbVie Inc. (NYSE:ABBV)

Defined Wealth Management LLC bought a new stake in AbbVie Inc. (NYSE:ABBV – Get Rating) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,467 shares... More of this article »
Image for NorthCrest Asset Manangement LLC Trims Stock Holdings in Mondelez International, Inc. (NASDAQ:MDLZ)

NorthCrest Asset Manangement LLC Trims Stock Holdings in Mondelez International, Inc. (NASDAQ:MDLZ)

NorthCrest Asset Manangement LLC trimmed its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 76.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sumitomo Mitsui DS Asset Management Company Ltd Purchases 478 Shares of Altria Group, Inc. (NYSE:MO)

Sumitomo Mitsui DS Asset Management Company Ltd Purchases 478 Shares of Altria Group, Inc. (NYSE:MO)

Sumitomo Mitsui DS Asset Management Company Ltd increased its position in Altria Group, Inc. (NYSE:MO – Get Rating) by 0.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ayrshire Capital Management LLC Decreases Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Ayrshire Capital Management LLC Decreases Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Ayrshire Capital Management LLC trimmed its position in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 15.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Safeguard Financial LLC Takes $404,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Safeguard Financial LLC Takes $404,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Safeguard Financial LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Highland Capital Management LLC Boosts Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Highland Capital Management LLC Boosts Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Highland Capital Management LLC grew its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 24.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 17,390 shares of the... More of this article »
Image for Microchip Technology Incorporated (NASDAQ:MCHP) Shares Sold by Bay Harbor Wealth Management LLC

Microchip Technology Incorporated (NASDAQ:MCHP) Shares Sold by Bay Harbor Wealth Management LLC

Bay Harbor Wealth Management LLC decreased its holdings in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Get Rating) by 27.7% in the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Highland Capital Management LLC Acquires 51 Shares of Veeva Systems Inc. (NYSE:VEEV)

Highland Capital Management LLC Acquires 51 Shares of Veeva Systems Inc. (NYSE:VEEV)

Highland Capital Management LLC lifted its stake in shares of Veeva Systems Inc. (NYSE:VEEV – Get Rating) by 0.7% during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Highland Capital Management LLC Raises Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)

Highland Capital Management LLC Raises Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)

Highland Capital Management LLC grew its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Get Rating) by 2.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Waypoint Capital Advisors LLC Purchases Shares of 2,577 Merck & Co., Inc. (NYSE:MRK)

Waypoint Capital Advisors LLC Purchases Shares of 2,577 Merck & Co., Inc. (NYSE:MRK)

Waypoint Capital Advisors LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Secure Asset Management LLC Has $1.01 Million Stake in Tesla, Inc. (NASDAQ:TSLA)

Secure Asset Management LLC Has $1.01 Million Stake in Tesla, Inc. (NASDAQ:TSLA)

Secure Asset Management LLC lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 9.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Engrave Wealth Partners LLC Sells 53 Shares of Tesla, Inc. (NASDAQ:TSLA)

Engrave Wealth Partners LLC Sells 53 Shares of Tesla, Inc. (NASDAQ:TSLA)

Engrave Wealth Partners LLC reduced its stake in Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 14.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Secure Asset Management LLC Grows Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Secure Asset Management LLC Grows Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Secure Asset Management LLC lifted its position in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 0.6% during the first quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for ELEMENTS Dogs of the Dow Linked to the Dow Jones High Yield Select 10 Total Return Index (NYSEARCA:DOD) Trading Down 0.4%

ELEMENTS Dogs of the Dow Linked to the Dow Jones High Yield Select 10 Total Return Index (NYSEARCA:DOD) Trading Down 0.4%

ELEMENTS Dogs of the Dow Linked to the Dow Jones High Yield Select 10 Total Return Index (NYSEARCA:DOD – Get Rating)’s share price was down 0.4% on Monday . The company traded as low as $25.52 and last traded at $25.65.... More of this article »
Image for WisdomTree International Equity Fund (NYSEARCA:DWM) Trading Down 0.3%

WisdomTree International Equity Fund (NYSEARCA:DWM) Trading Down 0.3%

Shares of WisdomTree International Equity Fund (NYSEARCA:DWM – Get Rating) fell 0.3% during mid-day trading on Monday . The company traded as low as $46.02 and last traded at $46.04. 62,383 shares were traded during trading,... More of this article »
Image for Highland Capital Management LLC Sells 1,213 Shares of Lockheed Martin Co. (NYSE:LMT)

Highland Capital Management LLC Sells 1,213 Shares of Lockheed Martin Co. (NYSE:LMT)

Highland Capital Management LLC decreased its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 14.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Highland Capital Management LLC Purchases 150 Shares of Caterpillar Inc. (NYSE:CAT)

Highland Capital Management LLC Purchases 150 Shares of Caterpillar Inc. (NYSE:CAT)

Highland Capital Management LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 0.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for 3M (NYSE:MMM) Shares Sold by PFG Advisors

3M (NYSE:MMM) Shares Sold by PFG Advisors

PFG Advisors decreased its position in shares of 3M (NYSE:MMM – Get Rating) by 26.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,296 shares... More of this article »
Image for Rockland Trust Co. Increases Holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

Rockland Trust Co. Increases Holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

Rockland Trust Co. raised its holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Get Rating) by 12.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Rockland Trust Co. Increases Holdings in AbbVie Inc. (NYSE:ABBV)

Rockland Trust Co. Increases Holdings in AbbVie Inc. (NYSE:ABBV)

Rockland Trust Co. boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 0.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Aphria (TSE:APHA) Trading Down 5.6%

Aphria (TSE:APHA) Trading Down 5.6%

Aphria Inc. (TSE:APHA – Get Rating)’s share price traded down 5.6% during mid-day trading on Monday . The company traded as low as C$16.41 and last traded at C$16.55. 9,609,357 shares were traded during mid-day trading,... More of this article »
Image for AE Wealth Management LLC Has $12.83 Million Stock Position in Amgen Inc. (NASDAQ:AMGN)

AE Wealth Management LLC Has $12.83 Million Stock Position in Amgen Inc. (NASDAQ:AMGN)

AE Wealth Management LLC grew its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 8.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 53,062 shares... More of this article »
Image for The Walt Disney Company (NYSE:DIS) Shares Sold by Rothschild Investment Corp IL

The Walt Disney Company (NYSE:DIS) Shares Sold by Rothschild Investment Corp IL

Rothschild Investment Corp IL cut its holdings in The Walt Disney Company (NYSE:DIS – Get Rating) by 4.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 51,344 shares of the... More of this article »
Image for Annex Advisory Services LLC Has $2.96 Million Stake in Verizon Communications Inc. (NYSE:VZ)

Annex Advisory Services LLC Has $2.96 Million Stake in Verizon Communications Inc. (NYSE:VZ)

Annex Advisory Services LLC grew its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 8.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Albertsons Companies (NYSE:ACI) Rating Increased to B- at TheStreet

Albertsons Companies (NYSE:ACI) Rating Increased to B- at TheStreet

Albertsons Companies (NYSE:ACI – Get Rating) was upgraded by stock analysts at TheStreet from a “c” rating to a “b-” rating in a research report issued on Monday, TheStreetRatingsTable reports. Other equities... More of this article »
Image for Dollar General Co. (DG) to Issue Quarterly Dividend of $0.55 on  July 19th

Dollar General Co. (DG) to Issue Quarterly Dividend of $0.55 on July 19th

Dollar General Co. (NYSE:DG – Get Rating) announced a quarterly dividend on Thursday, May 26th, RTT News reports. Shareholders of record on Tuesday, July 5th will be paid a dividend of 0.55 per share on Tuesday, July 19th. This... More of this article »