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Red Door Wealth Management LLC Sells 10,656 Shares of Blackstone Inc. $BX
Red Door Wealth Management LLC reduced its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 12.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 76,797 shares of the asset manager’s... More of this article »
Red Door Wealth Management LLC Has $6.04 Million Stake in PepsiCo, Inc. $PEP
Red Door Wealth Management LLC reduced its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 10.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 42,088 shares of the company’s stock after... More of this article »
iShares Core Dividend Growth ETF $DGRO Position Lessened by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. reduced its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Stratos Wealth Partners LTD. Increases Stake in Invesco NASDAQ 100 ETF $QQQM
Stratos Wealth Partners LTD. raised its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Stratos Wealth Advisors LLC Has $7.56 Million Position in SPDR Gold MiniShares Trust $GLDM
Stratos Wealth Advisors LLC decreased its stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 26.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Philip James Wealth Mangement LLC Increases Stake in Chevron Corporation $CVX
Philip James Wealth Mangement LLC lifted its position in Chevron Corporation (NYSE:CVX – Free Report) by 30.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Stratos Wealth Advisors LLC Acquires 9,627 Shares of Abercrombie & Fitch Company $ANF
Stratos Wealth Advisors LLC increased its stake in shares of Abercrombie & Fitch Company (NYSE:ANF – Free Report) by 34.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard Total Bond Market ETF $BND is Stratos Wealth Partners LTD.’s 9th Largest Position
Stratos Wealth Partners LTD. raised its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Stratos Wealth Advisors LLC Sells 40,489 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV
Stratos Wealth Advisors LLC reduced its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 13.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Dimensional US High Profitability ETF $DUHP is Hippocratic Financial Advisors LLC’s 2nd Largest Position
Hippocratic Financial Advisors LLC lifted its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Stratos Wealth Advisors LLC Acquires 7,039 Shares of SPDR Bloomberg 3-12 Month T-Bill ETF $BILS
Stratos Wealth Advisors LLC boosted its holdings in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 22.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Stratos Wealth Partners LTD. Increases Stake in JPMorgan Equity Focus ETF $JPEF
Stratos Wealth Partners LTD. boosted its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Stratos Wealth Partners LTD. Increases Holdings in iShares National Muni Bond ETF $MUB
Stratos Wealth Partners LTD. raised its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 13.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Stratos Wealth Partners LTD. Sells 29,034 Shares of Pacer US Cash Cows 100 ETF $COWZ
Stratos Wealth Partners LTD. decreased its position in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 9.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Stratos Wealth Partners LTD. Sells 26,321 Shares of iShares U.S. Technology ETF $IYW
Stratos Wealth Partners LTD. decreased its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 15.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hanson & Doremus Investment Management Raises Stock Position in Vanguard ESG U.S. Corporate Bond ETF $VCEB
Hanson & Doremus Investment Management lifted its position in shares of Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 8.9% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Hanson & Doremus Investment Management Cuts Position in VanEck Gold Miners ETF $GDX
Hanson & Doremus Investment Management decreased its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 29.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Stratos Wealth Partners LTD. Boosts Stake in Merck & Co., Inc. $MRK
Stratos Wealth Partners LTD. boosted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.3% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Hanson & Doremus Investment Management Purchases 88,859 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Hanson & Doremus Investment Management increased its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 8.6% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Stratos Wealth Partners LTD. Boosts Holdings in JPMorgan Ultra-Short Income ETF $JPST
Stratos Wealth Partners LTD. lifted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
OAKMONT Corp Invests $19.09 Million in Costco Wholesale Corporation $COST
OAKMONT Corp bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Vertiv Holdings Co. $VRT Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 30.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Stratos Wealth Advisors LLC Has $16.23 Million Stock Position in SPDR Gold Shares $GLD
Stratos Wealth Advisors LLC cut its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 29.3% in the fourth quarter, Holdings Channel reports. The firm owned 40,956 shares of the exchange traded fund’s... More of this article »
Stratos Investment Management LLC Sells 4,908 Shares of Adobe Inc. $ADBE
Stratos Investment Management LLC reduced its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 27.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 13,297 shares of the software company’s stock... More of this article »
Stratos Investment Management LLC Buys Shares of 176,821 Putnam Focused Large Cap Value ETF $PVAL
Stratos Investment Management LLC bought a new position in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund bought 176,821 shares of the company’s... More of this article »
SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN Stock Position Raised by Stratos Investment Management LLC
Stratos Investment Management LLC grew its position in shares of SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent filing... More of this article »
Perpetual Ltd Has $10.23 Million Holdings in Mueller Water Products $MWA
Perpetual Ltd lifted its stake in shares of Mueller Water Products (NYSE:MWA – Free Report) by 10.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 429,580 shares of the industrial products company’s stock... More of this article »
Stratos Investment Management LLC Has $55.49 Million Stake in SPDR Portfolio Aggregate Bond ETF $SPAB
Stratos Investment Management LLC lifted its position in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 5.2% in the fourth quarter, Holdings Channel reports. The firm owned 2,154,828 shares of the company’s... More of this article »
Perpetual Ltd Purchases 12,625 Shares of Veralto Corporation $VLTO
Perpetual Ltd grew its position in Veralto Corporation (NYSE:VLTO – Free Report) by 10.5% during the 4th quarter, HoldingsChannel reports. The fund owned 132,532 shares of the company’s stock after purchasing an additional... More of this article »
Perpetual Ltd Purchases New Stake in Teck Resources Ltd $TECK
Perpetual Ltd acquired a new position in shares of Teck Resources Ltd (NYSE:TECK – Free Report) (TSE:TECK) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Perpetual Ltd Acquires Shares of 459,112 GE HealthCare Technologies Inc. $GEHC
Perpetual Ltd acquired a new stake in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – 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 »
Fortive Corporation $FTV Shares Acquired by Perpetual Ltd
Perpetual Ltd lifted its holdings in shares of Fortive Corporation (NYSE:FTV – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Perpetual Ltd Cuts Holdings in Johnson Controls International plc $JCI
Perpetual Ltd trimmed its position in Johnson Controls International plc (NYSE:JCI – Free Report) by 21.7% during the 4th quarter, HoldingsChannel reports. The firm owned 198,190 shares of the company’s stock after selling... More of this article »
Perpetual Ltd Acquires Shares of 124,624 TKO Group Holdings, Inc. $TKO
Perpetual Ltd acquired a new stake in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 124,624 shares of the company’s stock, valued at approximately... More of this article »
Perpetual Ltd Makes New $22.03 Million Investment in MDU Resources Group, Inc. $MDU
Perpetual Ltd bought a new position in shares of MDU Resources Group, Inc. (NYSE:MDU – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Perpetual Ltd Acquires Shares of 827,217 Genmab A/S Sponsored ADR $GMAB
Perpetual Ltd bought a new position in Genmab A/S Sponsored ADR (NASDAQ:GMAB – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 827,217 shares of the company’s stock, valued at approximately... More of this article »
Perpetual Ltd Raises Stock Position in Waste Management, Inc. $WM
Perpetual Ltd grew its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 5.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 71,422 shares of the business services provider’s stock after... More of this article »
Microchip Technology Incorporated $MCHP Shares Bought by Perpetual Ltd
Perpetual Ltd grew its position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Perpetual Ltd Sells 23,824 Shares of Spotify Technology $SPOT
Perpetual Ltd cut its position in shares of Spotify Technology (NYSE:SPOT – Free Report) by 11.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 178,857 shares of the company’s stock after... More of this article »
Freeport-McMoRan Inc. $FCX Shares Sold by Perpetual Ltd
Perpetual Ltd lessened its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 8.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,551,350 shares of the natural resource company’s stock after... More of this article »
Tema Etfs LLC Has $23.11 Million Stock Position in Eli Lilly and Company $LLY
Tema Etfs LLC reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Perpetual Ltd Grows Stock Holdings in Intercontinental Exchange Inc. $ICE
Perpetual Ltd boosted its holdings in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Perpetual Ltd Decreases Stake in MercadoLibre, Inc. $MELI
Perpetual Ltd cut its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 63.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares Core MSCI EAFE ETF $IEFA Holdings Raised by Matson Money. Inc.
Matson Money. Inc. increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Global Trust Asset Management LLC Acquires Shares of 27,804 Applied Optoelectronics, Inc. $AAOI
Global Trust Asset Management LLC purchased a new stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
367,000 Shares in Dimensional International Small Cap ETF $DFIS Bought by Guardian Wealth Management LLC
Guardian Wealth Management LLC bought a new position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 367,000 shares of the... More of this article »
Guardian Wealth Management LLC Takes Position in Vanguard Materials ETF $VAW
Guardian Wealth Management LLC purchased a new position in shares of Vanguard Materials ETF (NYSEARCA:VAW – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
NTV Asset Management LLC Takes Position in Invesco Solar ETF $TAN
NTV Asset Management LLC acquired a new position in shares of Invesco Solar ETF (NYSEARCA:TAN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 74,880 shares of the exchange traded fund’s... More of this article »