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Image for Sherman Wealth Management LLC Takes Position in Invesco S&P 500 Quality ETF $SPHQ

Sherman Wealth Management LLC Takes Position in Invesco S&P 500 Quality ETF $SPHQ

Sherman Wealth Management LLC acquired a new position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Qualigen Therapeutics (NASDAQ:AIXC) Releases Quarterly Earnings Results

Qualigen Therapeutics (NASDAQ:AIXC) Releases Quarterly Earnings Results

Qualigen Therapeutics (NASDAQ:AIXC – Get Free Report) announced its quarterly earnings results on Monday. The company reported ($3.76) earnings per share (EPS) for the quarter, FiscalAI reports. Qualigen Therapeutics Stock Performance Shares... More of this article »
Image for 3,718 Shares in iShares Russell Mid-Cap Value ETF $IWS Acquired by Sherman Wealth Management LLC

3,718 Shares in iShares Russell Mid-Cap Value ETF $IWS Acquired by Sherman Wealth Management LLC

Sherman Wealth Management LLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Sherman Wealth Management LLC Acquires Shares of 42,668 ProShares UltraPro QQQ $TQQQ

Sherman Wealth Management LLC Acquires Shares of 42,668 ProShares UltraPro QQQ $TQQQ

Sherman Wealth Management LLC bought a new position in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 42,668... More of this article »
Image for JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Stock Holdings Raised by James Reed Financial Services Inc.

JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Stock Holdings Raised by James Reed Financial Services Inc.

James Reed Financial Services Inc. increased its position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 6.5% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Sherman Wealth Management LLC Acquires Shares of 53,528 Vanguard High Dividend Yield ETF $VYM

Sherman Wealth Management LLC Acquires Shares of 53,528 Vanguard High Dividend Yield ETF $VYM

Sherman Wealth Management LLC acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Ocean Park Asset Management LLC Lowers Holdings in Vanguard Mid-Cap Growth ETF $VOT

Ocean Park Asset Management LLC Lowers Holdings in Vanguard Mid-Cap Growth ETF $VOT

Ocean Park Asset Management LLC trimmed its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 61.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Ocean Park Asset Management LLC Has $23.14 Million Stock Holdings in Dimensional International Value ETF $DFIV

Ocean Park Asset Management LLC Has $23.14 Million Stock Holdings in Dimensional International Value ETF $DFIV

Ocean Park Asset Management LLC reduced its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Ocean Park Asset Management LLC Acquires New Shares in VanEck Oil Services ETF $OIH

Ocean Park Asset Management LLC Acquires New Shares in VanEck Oil Services ETF $OIH

Ocean Park Asset Management LLC bought a new position in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 9,018... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Private Advisory Group LLC

Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Private Advisory Group LLC

Private Advisory Group LLC boosted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 44.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for Private Advisory Group LLC Takes $9.32 Million Position in Fortinet, Inc. $FTNT

Private Advisory Group LLC Takes $9.32 Million Position in Fortinet, Inc. $FTNT

Private Advisory Group LLC bought a new stake in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 117,344 shares of... More of this article »
Image for Private Advisory Group LLC Makes New $11.39 Million Investment in Alaska Air Group, Inc. $ALK

Private Advisory Group LLC Makes New $11.39 Million Investment in Alaska Air Group, Inc. $ALK

Private Advisory Group LLC bought a new stake in Alaska Air Group, Inc. (NYSE:ALK – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 226,465... More of this article »
Image for Haven Capital Group Inc. Sells 1,701 Shares of Roper Technologies, Inc. $ROP

Haven Capital Group Inc. Sells 1,701 Shares of Roper Technologies, Inc. $ROP

Haven Capital Group Inc. cut its position in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 12.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Ocean Park Asset Management LLC Has $3.66 Million Stock Holdings in Principal Spectrum Preferred Securities Active ETF $PREF

Ocean Park Asset Management LLC Has $3.66 Million Stock Holdings in Principal Spectrum Preferred Securities Active ETF $PREF

Ocean Park Asset Management LLC reduced its holdings in shares of Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF – Free Report) by 22.0% during the 4th quarter, according to the company in its most recent... More of this article »
Image for iShares Core S&P 500 ETF $IVV is Hennion & Walsh Asset Management Inc.’s Largest Position

iShares Core S&P 500 ETF $IVV is Hennion & Walsh Asset Management Inc.’s Largest Position

Hennion & Walsh Asset Management Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the fourth quarter, Holdings Channel reports. The firm owned 171,258 shares of... More of this article »
Image for Kosmos Energy (LON:KOS) Reaches New 1-Year High  – Here’s What Happened

Kosmos Energy (LON:KOS) Reaches New 1-Year High – Here’s What Happened

Kosmos Energy Ltd. (LON:KOS – Get Free Report) shares hit a new 52-week high during trading on Monday . The stock traded as high as GBX 230 and last traded at GBX 230, with a volume of 15058 shares traded. The stock had previously... More of this article »
Image for MFA Wealth Advisors LLC Sells 4,965 Shares of Invesco QQQ $QQQ

MFA Wealth Advisors LLC Sells 4,965 Shares of Invesco QQQ $QQQ

MFA Wealth Advisors LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 38.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 7,820 shares of the exchange traded fund’s stock after... More of this article »
Image for Short Interest in Black Hawk Acquisition Corporation (NASDAQ:BKHA) Rises By 38.3%

Short Interest in Black Hawk Acquisition Corporation (NASDAQ:BKHA) Rises By 38.3%

Black Hawk Acquisition Corporation (NASDAQ:BKHA – Get Free Report) was the target of a significant growth in short interest during the month of March. As of March 13th, there was short interest totaling 206 shares, a growth... More of this article »
Image for Short Interest in Aspire Biopharma Holdings, Inc. (NASDAQ:ASBP) Increases By 24.7%

Short Interest in Aspire Biopharma Holdings, Inc. (NASDAQ:ASBP) Increases By 24.7%

Aspire Biopharma Holdings, Inc. (NASDAQ:ASBP – Get Free Report) was the recipient of a large increase in short interest during the month of March. As of March 13th, there was short interest totaling 500,465 shares, an increase... More of this article »
Image for Baird Medical Investment Holdings Limited (NASDAQ:BDMD) Short Interest Down 27.4% in March

Baird Medical Investment Holdings Limited (NASDAQ:BDMD) Short Interest Down 27.4% in March

Baird Medical Investment Holdings Limited (NASDAQ:BDMD – Get Free Report) saw a large drop in short interest in March. As of March 13th, there was short interest totaling 625,024 shares, a drop of 27.4% from the February 26th... More of this article »
Image for ORG Partners LLC Has $1.47 Million Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX

ORG Partners LLC Has $1.47 Million Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX

ORG Partners LLC raised its holdings in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 56.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 21,934 shares of the company’s... More of this article »
Image for Sjbenen Advisory LLC Makes New Investment in Coinbase Global, Inc. $COIN

Sjbenen Advisory LLC Makes New Investment in Coinbase Global, Inc. $COIN

Sjbenen Advisory LLC bought a new stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 59,900 shares of... More of this article »
Image for JPMorgan Active Growth ETF $JGRO Shares Acquired by ORG Partners LLC

JPMorgan Active Growth ETF $JGRO Shares Acquired by ORG Partners LLC

ORG Partners LLC lifted its position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 73.7% 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 Trust Co. of Oklahoma Buys New Shares in Bank of America Corporation $BAC

Trust Co. of Oklahoma Buys New Shares in Bank of America Corporation $BAC

Trust Co. of Oklahoma bought a new position in shares of Bank of America Corporation (NYSE:BAC) during the fourth quarter, HoldingsChannel reports. The firm bought 12,104 shares of the financial services provider’s stock, valued... More of this article »
Image for ORG Wealth Partners LLC Sells 7,131 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

ORG Wealth Partners LLC Sells 7,131 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

ORG Wealth Partners LLC cut its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 47.8% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for ORG Partners LLC Sells 48,479 Shares of Sprott Physical Gold Trust $PHYS

ORG Partners LLC Sells 48,479 Shares of Sprott Physical Gold Trust $PHYS

ORG Partners LLC lessened its holdings in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 27.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 130,776 shares... More of this article »
Image for Sjbenen Advisory LLC Acquires Shares of 4,700 iShares Russell 2000 ETF $IWM

Sjbenen Advisory LLC Acquires Shares of 4,700 iShares Russell 2000 ETF $IWM

Sjbenen Advisory LLC acquired a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for ORG Partners LLC Has $1.79 Million Stake in Tesla, Inc. $TSLA

ORG Partners LLC Has $1.79 Million Stake in Tesla, Inc. $TSLA

ORG Partners LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,986 shares of the electric vehicle producer’s stock after selling... More of this article »
Image for ORG Partners LLC Grows Position in Capital Group Global Growth Equity ETF $CGGO

ORG Partners LLC Grows Position in Capital Group Global Growth Equity ETF $CGGO

ORG Partners LLC raised its stake in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 107.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 30,138 shares of the company’s... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Johnson Bixby & Associates LLC

Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 16.6% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Analysts’ Recent Ratings Changes for Strathcona Resources (SCR)

Analysts’ Recent Ratings Changes for Strathcona Resources (SCR)

Strathcona Resources (TSE: SCR) has recently received a number of price target changes and ratings updates: 3/13/2026 – Strathcona Resources had its price target raised by National Bank Financial from C$32.00 to C$41.00. They... More of this article »
Image for Bally’s Corporation (NYSE:BALY) Given Consensus Recommendation of “Reduce” by Brokerages

Bally’s Corporation (NYSE:BALY) Given Consensus Recommendation of “Reduce” by Brokerages

Bally’s Corporation (NYSE:BALY – Get Free Report) has been assigned a consensus rating of “Reduce” from the five research firms that are presently covering the firm, MarketBeat Ratings reports. Two equities... More of this article »
Image for Analyzing Blue Ridge Real Estate (OTCMKTS:BRRE) and Smith Douglas Homes (NYSE:SDHC)

Analyzing Blue Ridge Real Estate (OTCMKTS:BRRE) and Smith Douglas Homes (NYSE:SDHC)

Smith Douglas Homes (NYSE:SDHC – Get Free Report) and Blue Ridge Real Estate (OTCMKTS:BRRE – Get Free Report) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based... More of this article »
Image for Analysts Set Orthofix Medical Inc. (NASDAQ:OFIX) Target Price at $17.25

Analysts Set Orthofix Medical Inc. (NASDAQ:OFIX) Target Price at $17.25

Orthofix Medical Inc. (NASDAQ:OFIX – Get Free Report) has been given an average rating of “Hold” by the six research firms that are presently covering the stock, Marketbeat.com reports. One investment analyst has... More of this article »
Image for Head-To-Head Analysis: Kidoz (OTCMKTS:KDOZF) vs. SJM (OTCMKTS:SJMHF)

Head-To-Head Analysis: Kidoz (OTCMKTS:KDOZF) vs. SJM (OTCMKTS:SJMHF)

SJM (OTCMKTS:SJMHF – Get Free Report) and Kidoz (OTCMKTS:KDOZF – Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Image for Nova Wealth Management Inc. Acquires 7,050 Shares of Small/Mid Cap Growth Alpha ETF $JSMD

Nova Wealth Management Inc. Acquires 7,050 Shares of Small/Mid Cap Growth Alpha ETF $JSMD

Nova Wealth Management Inc. increased its stake in shares of Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 123.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 12,762 shares... More of this article »
Image for Invesco Senior Loan ETF $BKLN Shares Bought by Matthew Goff Investment Advisor LLC

Invesco Senior Loan ETF $BKLN Shares Bought by Matthew Goff Investment Advisor LLC

Matthew Goff Investment Advisor LLC raised its holdings in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 27.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 420,692... More of this article »
Image for Matthew Goff Investment Advisor LLC Lowers Stock Position in American Express Company $AXP

Matthew Goff Investment Advisor LLC Lowers Stock Position in American Express Company $AXP

Matthew Goff Investment Advisor LLC trimmed its stake in American Express Company (NYSE:AXP) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 6,028 Shares in iShares S&P Small-Cap 600 Value ETF $IJS Acquired by Global View Capital Management LLC

6,028 Shares in iShares S&P Small-Cap 600 Value ETF $IJS Acquired by Global View Capital Management LLC

Global View Capital Management LLC acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for R.H. Dinel Investment Counsel Inc. Trims Holdings in Amgen Inc. $AMGN

R.H. Dinel Investment Counsel Inc. Trims Holdings in Amgen Inc. $AMGN

R.H. Dinel Investment Counsel Inc. lessened its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Goelzer Investment Management Inc. Invests $593,000 in Parker-Hannifin Corporation $PH

Goelzer Investment Management Inc. Invests $593,000 in Parker-Hannifin Corporation $PH

Goelzer Investment Management Inc. acquired a new stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 675... More of this article »
Image for Thompson Investment Management Inc. Purchases 19,156 Shares of PayPal Holdings, Inc. $PYPL

Thompson Investment Management Inc. Purchases 19,156 Shares of PayPal Holdings, Inc. $PYPL

Thompson Investment Management Inc. raised its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 11.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for VanEck Morningstar Wide Moat ETF $MOAT Shares Sold by Kraft Davis & Associates LLC

VanEck Morningstar Wide Moat ETF $MOAT Shares Sold by Kraft Davis & Associates LLC

Kraft Davis & Associates LLC reduced its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 76.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,910 shares of the company’s... More of this article »
Image for Lumentum Holdings Inc. $LITE Shares Sold by Thompson Investment Management Inc.

Lumentum Holdings Inc. $LITE Shares Sold by Thompson Investment Management Inc.

Thompson Investment Management Inc. lessened its stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 66.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,820 shares of... More of this article »
Image for Trustees of Dartmouth College Takes $10.01 Million Position in iShares Bitcoin Trust ETF $IBIT

Trustees of Dartmouth College Takes $10.01 Million Position in iShares Bitcoin Trust ETF $IBIT

Trustees of Dartmouth College acquired a new position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) 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 TrueMark Investments LLC Invests $840,000 in Ellington Financial Inc. $EFC

TrueMark Investments LLC Invests $840,000 in Ellington Financial Inc. $EFC

TrueMark Investments LLC bought a new position in Ellington Financial Inc. (NYSE:EFC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
Image for iShares MSCI USA Momentum Factor ETF $MTUM Shares Purchased by Lantz Financial LLC

iShares MSCI USA Momentum Factor ETF $MTUM Shares Purchased by Lantz Financial LLC

Lantz Financial LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 58.5% in the 4th quarter, HoldingsChannel reports. The firm owned 10,613 shares of the company’s... More of this article »
Image for TrueMark Investments LLC Sells 9,717 Shares of HSBC Holdings plc $HSBC

TrueMark Investments LLC Sells 9,717 Shares of HSBC Holdings plc $HSBC

TrueMark Investments LLC trimmed its stake in HSBC Holdings plc (NYSE:HSBC – Free Report) by 20.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for 97,151 Shares in Goldman Sachs BDC, Inc. $GSBD Purchased by TrueMark Investments LLC

97,151 Shares in Goldman Sachs BDC, Inc. $GSBD Purchased by TrueMark Investments LLC

TrueMark Investments LLC purchased a new stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for TrueMark Investments LLC Acquires 61,872 Shares of Oaktree Specialty Lending Corp. $OCSL

TrueMark Investments LLC Acquires 61,872 Shares of Oaktree Specialty Lending Corp. $OCSL

TrueMark Investments LLC raised its holdings in Oaktree Specialty Lending Corp. (NASDAQ:OCSL – Free Report) by 288.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 83,344 shares of... More of this article »