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Nisa Investment Advisors LLC Sells 626 Shares of Markel Group Inc. $MKL
Nisa Investment Advisors LLC decreased its position in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 44.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Nisa Investment Advisors LLC Buys 34,083 Shares of Keurig Dr Pepper, Inc $KDP
Nisa Investment Advisors LLC grew its position in Keurig Dr Pepper, Inc (NASDAQ:KDP – Free Report) by 75.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 79,022... More of this article »
Silver Oak Securities Incorporated Has $248,000 Holdings in VanEck Morningstar Wide Moat ETF $MOAT
Silver Oak Securities Incorporated lessened its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 84.9% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Vanguard Short-Term Treasury ETF $VGSH Shares Acquired by Retirement Systems of Alabama
Retirement Systems of Alabama increased its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 35.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Retirement Systems of Alabama Purchases New Position in BorgWarner Inc. $BWA
Retirement Systems of Alabama purchased a new stake in BorgWarner Inc. (NYSE:BWA – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
J. Safra Sarasin Holding AG Cuts Holdings in MSCI Inc $MSCI
J. Safra Sarasin Holding AG decreased its holdings in MSCI Inc (NYSE:MSCI – Free Report) by 76.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Hennion & Walsh Asset Management Inc. Purchases 95,855 Shares of ImmunityBio, Inc. $IBRX
Hennion & Walsh Asset Management Inc. lifted its position in shares of ImmunityBio, Inc. (NASDAQ:IBRX – Free Report) by 31.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Hennion & Walsh Asset Management Inc. Decreases Stock Position in Coterra Energy Inc. $CTRA
Hennion & Walsh Asset Management Inc. cut its position in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 31.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Hennion & Walsh Asset Management Inc. Raises Position in Ur Energy Inc $URG
Hennion & Walsh Asset Management Inc. grew its position in shares of Ur Energy Inc (NYSEAMERICAN:URG – Free Report) (TSE:URE) by 183.8% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Vanguard Capital Wealth Advisors Decreases Stock Position in iShares Gold Trust $IAU
Vanguard Capital Wealth Advisors decreased its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 65.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Heck Capital Advisors LLC Has $2.75 Million Position in iShares Russell 2000 ETF $IWM
Heck Capital Advisors LLC reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 17.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Worth Financial Advisory Group LLC Sells 10,715 Shares of Freeport-McMoRan Inc. $FCX
Worth Financial Advisory Group LLC lowered its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 65.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by Melfa Wealth Management Inc.
Melfa Wealth Management Inc. boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
StoneCrest Wealth Management Inc. Has $10.88 Million Position in Invesco S&P 500 Momentum ETF $SPMO
StoneCrest Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 7.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Marino Stram & Associates LLC Has $5.86 Million Stock Holdings in Vanguard Total Stock Market ETF $VTI
Marino Stram & Associates LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Udine Wealth Management Inc. Makes New $1.28 Million Investment in Warby Parker Inc. $WRBY
Udine Wealth Management Inc. purchased a new stake in shares of Warby Parker Inc. (NYSE:WRBY – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Udine Wealth Management Inc. Buys New Stake in Salesforce Inc. $CRM
Udine Wealth Management Inc. purchased a new position in Salesforce Inc. (NYSE:CRM – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 10,042 shares of the CRM provider’s stock, valued at... More of this article »
Westwood Wealth Management Buys New Position in Qualcomm Incorporated $QCOM
Westwood Wealth Management bought a new stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 4,910 shares of the wireless technology... More of this article »
Perigon Wealth Management LLC Has $44.38 Million Holdings in iShares S&P 500 Value ETF $IVE
Perigon Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 41.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Perigon Wealth Management LLC Has $10.76 Million Stock Position in iShares Russell 1000 Growth ETF $IWF
Perigon Wealth Management LLC grew its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Perigon Wealth Management LLC Grows Stock Position in iShares Core Total USD Bond Market ETF $IUSB
Perigon Wealth Management LLC increased its position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 8.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Perigon Wealth Management LLC Has $9.67 Million Stock Position in Invesco S&P 500 Equal Weight ETF $RSP
Perigon Wealth Management LLC reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 16.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Vanguard Capital Wealth Advisors Grows Position in The Boeing Company $BA
Vanguard Capital Wealth Advisors lifted its position in The Boeing Company (NYSE:BA – Free Report) by 92.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Values Added Financial LLC Boosts Position in iShares California Muni Bond ETF $CMF
Values Added Financial LLC grew its holdings in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 163.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vanguard Capital Wealth Advisors Sells 1,442 Shares of Applied Materials, Inc. $AMAT
Vanguard Capital Wealth Advisors decreased its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 50.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,408 shares of the manufacturing equipment... More of this article »
West Branch Capital LLC Makes New $758,000 Investment in Micron Technology, Inc. $MU
West Branch Capital LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 2,656 shares of the semiconductor manufacturer’s... More of this article »
Vanguard Capital Wealth Advisors Makes New $1.37 Million Investment in iShares MSCI Chile ETF $ECH
Vanguard Capital Wealth Advisors acquired a new stake in iShares MSCI Chile ETF (BATS:ECH – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 34,022... More of this article »
Schwab US Large-Cap ETF $SCHX Shares Acquired by Kavar Capital Partners Group LLC
Kavar Capital Partners Group LLC raised its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Palo Alto Networks, Inc. $PANW Shares Sold by Howard Capital Management Group LLC
Howard Capital Management Group LLC lowered its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Invesco QQQ $QQQ Position Increased by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. grew its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 24.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,296 shares of... More of this article »
Worth Financial Advisory Group LLC Boosts Stake in Netflix, Inc. $NFLX
Worth Financial Advisory Group LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,370.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
YHB Investment Advisors Inc. Purchases New Position in MercadoLibre, Inc. $MELI
YHB Investment Advisors Inc. acquired a new stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Stock Holdings Raised by Omnia Family Wealth LLC
Omnia Family Wealth LLC grew its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1,248.7% in the 4th quarter, HoldingsChannel reports. The firm owned 155,551 shares of the exchange traded... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Stock Position Trimmed by Park Edge Advisors LLC
Park Edge Advisors LLC trimmed its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 59.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Trust Co. of Vermont Raises Stake in Texas Pacific Land Corporation $TPL
Trust Co. of Vermont increased its stake in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 200.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,500 shares... More of this article »
Rockland Trust Co. Increases Stock Holdings in Exxon Mobil Corporation $XOM
Rockland Trust Co. raised its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Broadcom Inc. $AVGO Shares Sold by Yarbrough Capital LLC
Yarbrough Capital LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 286,905 shares of the semiconductor manufacturer’s... More of this article »
Invesco S&P 500 Momentum ETF $SPMO Shares Acquired by Perigon Wealth Management LLC
Perigon Wealth Management LLC increased its position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 63.3% in the 4th quarter, Holdings Channel reports. The firm owned 173,674 shares of the company’s... More of this article »
SPDR Portfolio Aggregate Bond ETF $SPAB Shares Bought by Perigon Wealth Management LLC
Perigon Wealth Management LLC grew its holdings in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Perigon Wealth Management LLC Acquires 41,548 Shares of Invesco QQQ Income Advantage ETF $QQA
Perigon Wealth Management LLC lifted its stake in Invesco QQQ Income Advantage ETF (NASDAQ:QQA – Free Report) by 21.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Perigon Wealth Management LLC Sells 19,661 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC
Perigon Wealth Management LLC trimmed its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Perigon Wealth Management LLC Buys 16,771 Shares of Dimensional US Small Cap Value ETF $DFSV
Perigon Wealth Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Pacific Sage Partners LLC Has $31.97 Million Stock Holdings in iShares Russell 1000 Value ETF $IWD
Pacific Sage Partners LLC increased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Perigon Wealth Management LLC Buys 1,190 Shares of Lockheed Martin Corporation $LMT
Perigon Wealth Management LLC increased its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Perigon Wealth Management LLC Sells 16,901 Shares of iShares MSCI EAFE Value ETF $EFV
Perigon Wealth Management LLC decreased its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
iShares MSCI ACWI ex U.S. ETF $ACWX Shares Sold by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL lessened its holdings in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 84.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 4,189 shares of the company’s stock... More of this article »
Partners Wealth Management LLC Boosts Position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $XTRE
Partners Wealth Management LLC increased its holdings in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Free Report) by 44.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned... More of this article »
Wealth Enhancement Advisory Services LLC Cuts Stake in Main Street Capital Corporation $MAIN
Wealth Enhancement Advisory Services LLC lowered its stake in Main Street Capital Corporation (NYSE:MAIN – Free Report) by 33.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »