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Guardian Wealth Management LLC Purchases New Stake in Dimensional Global Real Estate ETF $DFGR
Guardian Wealth Management LLC acquired a new position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 873,467... More of this article »
NTV Asset Management LLC Increases Stock Position in iShares MSCI EAFE ETF $EFA
NTV Asset Management LLC raised its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 16.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 47,926 shares of the exchange traded fund’s... More of this article »
NextEra Energy, Inc. $NEE Shares Bought by NTV Asset Management LLC
NTV Asset Management LLC grew its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 57.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Perigon Wealth Management LLC Has $16.61 Million Position in Walmart Inc. $WMT
Perigon Wealth Management LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 14.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 149,110 shares of the retailer’s... More of this article »
Raab & Moskowitz Asset Management LLC Decreases Stock Holdings in Cheniere Energy, Inc. $LNG
Raab & Moskowitz Asset Management LLC reduced its stake in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 29.1% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Raab & Moskowitz Asset Management LLC Grows Position in Vanguard High Dividend Yield ETF $VYM
Raab & Moskowitz Asset Management LLC grew its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.7% in the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Polunin Capital Partners Ltd Makes New $5.17 Million Investment in Galiano Gold Inc. $GAU
Polunin Capital Partners Ltd purchased a new position in shares of Galiano Gold Inc. (NYSEAMERICAN:GAU – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
SOA Wealth Advisors LLC. Purchases 6,034 Shares of iShares Gold Trust $IAU
SOA Wealth Advisors LLC. raised its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1,306.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Sara Bay Financial Decreases Stock Holdings in Marathon Digital Holdings, Inc. $MARA
Sara Bay Financial reduced its position in Marathon Digital Holdings, Inc. (NASDAQ:MARA – Free Report) by 79.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
SteelPeak Wealth LLC Grows Stock Holdings in Merck & Co., Inc. $MRK
SteelPeak Wealth LLC raised its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 29.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
SteelPeak Wealth LLC Purchases 2,085 Shares of Mastercard Incorporated $MA
SteelPeak Wealth LLC lifted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 28.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SOA Wealth Advisors LLC. Has $14.22 Million Stock Position in Vanguard Mid-Cap Value ETF $VOE
SOA Wealth Advisors LLC. grew its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 18.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 80,151... More of this article »
SOA Wealth Advisors LLC. Raises Position in CSX Corporation $CSX
SOA Wealth Advisors LLC. raised its position in CSX Corporation (NASDAQ:CSX – Free Report) by 26.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
58,725 Shares in Caris Life Sciences, Inc. $CAI Acquired by Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC bought a new stake in shares of Caris Life Sciences, Inc. (NASDAQ:CAI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Sheets Smith Wealth Management Grows Stake in iShares Core 1-5 Year USD Bond ETF $ISTB
Sheets Smith Wealth Management increased its position in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 43.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by Prospera Capital Management LLC
Prospera Capital Management LLC lessened its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 42.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
129,102 Shares in Chime Financial, Inc. $CHYM Acquired by Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC acquired a new stake in Chime Financial, Inc. (NASDAQ:CHYM – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 129,102 shares of the company’s... More of this article »
Global Trust Asset Management LLC Lowers Holdings in Dimensional US High Profitability ETF $DUHP
Global Trust Asset Management LLC trimmed its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 58.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Sheets Smith Wealth Management Purchases 13,526 Shares of iShares Core Dividend Growth ETF $DGRO
Sheets Smith Wealth Management boosted its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 15.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Thurston Springer Miller Herd & Titak Inc. Acquires 5,153 Shares of Texas Instruments Incorporated $TXN
Thurston Springer Miller Herd & Titak Inc. lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 290.8% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Sheets Smith Wealth Management Buys 46,923 Shares of PGIM Ultra Short Bond ETF $PULS
Sheets Smith Wealth Management lifted its stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 35.1% in the 4th quarter, HoldingsChannel reports. The firm owned 180,791 shares of the company’s... More of this article »
Thurston Springer Miller Herd & Titak Inc. Grows Holdings in WEC Energy Group, Inc. $WEC
Thurston Springer Miller Herd & Titak Inc. boosted its position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 284.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
First Trust Rising Dividend Achievers ETF $RDVY Shares Bought by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 984.5% in the 4th quarter, according to the company in its most recent... More of this article »
Thurston Springer Miller Herd & Titak Inc. Raises Holdings in International Business Machines Corporation $IBM
Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 1,404.5% in the 4th quarter, according to its most recent 13F filing with... More of this article »
Thurston Springer Miller Herd & Titak Inc. Boosts Stock Position in Capital Group Dividend Value ETF $CGDV
Thurston Springer Miller Herd & Titak Inc. raised its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 631.3% in the 4th quarter, according to the company in its most recent disclosure... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Purchased by Global Trust Asset Management LLC
Global Trust Asset Management LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 12,184.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Global Trust Asset Management LLC Has $3.38 Million Stock Position in McKesson Corporation $MCK
Global Trust Asset Management LLC lowered its position in McKesson Corporation (NYSE:MCK – Free Report) by 13.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,120 shares of the company’s stock after... More of this article »
Franklin International Low Volatility High Dividend Index ETF $LVHI Shares Acquired by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Franklin International Low Volatility High Dividend Index ETF (BATS:LVHI – Free Report) by 416.0% during the fourth quarter, HoldingsChannel.com... More of this article »
Schwab Fundamental Emerging Markets Equity ETF $FNDE Holdings Lifted by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. grew its holdings in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 905.0% during the fourth quarter, according to the company in its... More of this article »
Global Trust Asset Management LLC Buys 5,694 Shares of Danaher Corporation $DHR
Global Trust Asset Management LLC increased its stake in Danaher Corporation (NYSE:DHR – Free Report) by 719.8% in the 4th quarter, Holdings Channel reports. The fund owned 6,485 shares of the conglomerate’s stock after... More of this article »
Nu Holdings Ltd. $NU Shares Acquired by Sullivan Wood Capital Management LLC
Sullivan Wood Capital Management LLC increased its holdings in Nu Holdings Ltd. (NYSE:NU – Free Report) by 51.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Canopy Growth Corporation $CGC Shares Purchased by Sullivan Wood Capital Management LLC
Sullivan Wood Capital Management LLC boosted its position in shares of Canopy Growth Corporation (NASDAQ:CGC – Free Report) by 212.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Jaffetilchin Investment Partners LLC Sells 1,778 Shares of Alphabet Inc. $GOOG
Jaffetilchin Investment Partners LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Royal Fund Management LLC Has $11.92 Million Stock Position in Broadcom Inc. $AVGO
Royal Fund Management LLC raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Sharp Wealth Advisory LLC Acquires 1,703 Shares of Vanguard S&P 500 ETF $VOO
Sharp Wealth Advisory LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 13,858 shares of the... More of this article »
Hippocratic Financial Advisors LLC Increases Stake in Vanguard Consumer Staples ETF $VDC
Hippocratic Financial Advisors LLC raised its position in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Philip James Wealth Mangement LLC Sells 75,508 Shares of Kraft Heinz Company $KHC
Philip James Wealth Mangement LLC trimmed its holdings in Kraft Heinz Company (NASDAQ:KHC – Free Report) by 34.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
SteelPeak Wealth LLC Has $3.59 Million Position in iShares National Muni Bond ETF $MUB
SteelPeak Wealth LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 33,478 shares... More of this article »
October Effect Ltd Purchases New Position in EchoStar Corporation $SATS
October Effect Ltd acquired a new stake in EchoStar Corporation (NASDAQ:SATS – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 8,250 shares of the communications equipment... More of this article »
October Effect Ltd Sells 53,053 Shares of A10 Networks, Inc. $ATEN
October Effect Ltd trimmed its holdings in shares of A10 Networks, Inc. (NYSE:ATEN – Free Report) by 34.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
SteelPeak Wealth LLC Has $3.27 Million Stock Position in General Motors Company $GM
SteelPeak Wealth LLC reduced its position in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 28.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
October Effect Ltd Acquires Shares of 61,493 ProShares UltraPro QQQ $TQQQ
October Effect Ltd acquired a new position in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
SteelPeak Wealth LLC Boosts Holdings in ProShares UltraPro QQQ $TQQQ
SteelPeak Wealth LLC grew its stake in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 135.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Lawson Kroeker Investment Management Inc. NE Has $583,000 Holdings in AutoZone, Inc. $AZO
Lawson Kroeker Investment Management Inc. NE trimmed its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 96.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Lawson Kroeker Investment Management Inc. NE Sells 80,550 Shares of Bruker Corporation $BRKR
Lawson Kroeker Investment Management Inc. NE lowered its stake in Bruker Corporation (NASDAQ:BRKR – Free Report) by 38.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SteelPeak Wealth LLC Grows Stock Position in S&P Global Inc. $SPGI
SteelPeak Wealth LLC boosted its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 32.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Nelnet, Inc. $NNI Shares Sold by Lawson Kroeker Investment Management Inc. NE
Lawson Kroeker Investment Management Inc. NE lowered its stake in shares of Nelnet, Inc. (NYSE:NNI – Free Report) by 34.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Phillips 66 $PSX Position Decreased by Lawson Kroeker Investment Management Inc. NE
Lawson Kroeker Investment Management Inc. NE trimmed its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 31.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »