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Wealth Enhancement Advisory Services LLC Has $3.13 Million Holdings in Thornburg Income Builder Opportunities Trust $TBLD
Wealth Enhancement Advisory Services LLC raised its holdings in Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD – Free Report) by 28.5% during the fourth quarter, according to the company in its most recent Form 13F... More of this article »
Amazon.com, Inc. $AMZN Stock Position Decreased by World Equity Group Inc.
World Equity Group Inc. decreased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 11.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 34,405 shares of the e-commerce giant’s stock... More of this article »
Waste Connections, Inc. $WCN Shares Bought by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its position in Waste Connections, Inc. (NYSE:WCN – Free Report) by 161.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 19,114 shares of the business services... More of this article »
Wealth Enhancement Advisory Services LLC Grows Stock Holdings in Alcoa $AA
Wealth Enhancement Advisory Services LLC grew its position in shares of Alcoa (NYSE:AA – Free Report) by 278.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 67,093 shares of the industrial products company’s... More of this article »
VanEck Morningstar SMID Moat ETF $SMOT Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its stake in VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) by 39.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stock Position in LMP Capital and Income Fund Inc. $SCD
Wealth Enhancement Advisory Services LLC increased its position in shares of LMP Capital and Income Fund Inc. (NYSE:SCD – Free Report) by 48.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 202,691 shares... More of this article »
Invesco BulletShares 2030 Corporate Bond ETF $BSCU Position Boosted by Hengehold Capital Management LLC
Hengehold Capital Management LLC increased its position in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent Form... More of this article »
Surience Private Wealth LLC Invests $2.18 Million in Hartford Strategic Income ETF $HFSI
Surience Private Wealth LLC bought a new position in Hartford Strategic Income ETF (BATS:HFSI – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Tudor Investment Corp ET AL Reduces Stock Position in BioCryst Pharmaceuticals, Inc. $BCRX
Tudor Investment Corp ET AL cut its holdings in BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX – Free Report) by 45.2% during the 3rd quarter, Holdings Channel reports. The firm owned 98,175 shares of the biotechnology company’s... More of this article »
Hengehold Capital Management LLC Sells 731,216 Shares of Schwab US Broad Market ETF $SCHB
Hengehold Capital Management LLC lowered its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,726,247... More of this article »
91,526 Shares in First Trust Nasdaq Cybersecurity ETF $CIBR Purchased by Hengehold Capital Management LLC
Hengehold Capital Management LLC bought a new stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 91,526 shares... More of this article »
Apogee Enterprises, Inc. $APOG Shares Sold by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL lowered its stake in Apogee Enterprises, Inc. (NASDAQ:APOG – Free Report) by 50.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Great Waters Wealth Management Sells 46,023 Shares of Vanguard Total Bond Market ETF $BND
Great Waters Wealth Management trimmed its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 9.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Highline Wealth Partners LLC Has $10.04 Million Stock Holdings in Vanguard Russell 1000 Value ETF $VONV
Highline Wealth Partners LLC lifted its stake in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) by 8.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Nilsine Partners LLC Boosts Stake in Invesco S&P 500 Low Volatility ETF $SPLV
Nilsine Partners LLC grew its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 6.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Amphenol Corporation $APH Position Increased by Nilsine Partners LLC
Nilsine Partners LLC grew its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 103.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,200 shares of... More of this article »
Three Seasons Wealth LLC Takes Position in iShares U.S. Healthcare ETF $IYH
Three Seasons Wealth LLC acquired a new stake in iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Three Seasons Wealth LLC Acquires New Stake in Altria Group, Inc. $MO
Three Seasons Wealth LLC bought a new position in Altria Group, Inc. (NYSE:MO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Three Seasons Wealth LLC Purchases 1,265 Shares of Medpace Holdings, Inc. $MEDP
Three Seasons Wealth LLC raised its holdings in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 322.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Nisa Investment Advisors LLC Increases Holdings in Merck & Co., Inc. $MRK
Nisa Investment Advisors LLC raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nikulski Financial Inc. Purchases 4,580 Shares of Tesla, Inc. $TSLA
Nikulski Financial Inc. raised its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 177.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Starbucks Corporation $SBUX Shares Purchased by Rockland Trust Co.
Rockland Trust Co. raised its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 6.3% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 262,937 shares... More of this article »
Honeywell International Inc. $HON is Meyer Handelman Co.’s 10th Largest Position
Meyer Handelman Co. lessened its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 396,092 shares of the conglomerate’s stock... More of this article »
Maltin Wealth Management Inc. Has $2.85 Million Stock Position in Vanguard 0-3 Month Treasury Bill ETF $VBIL
Maltin Wealth Management Inc. lowered its stake in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 45.1% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares Gold Trust $IAU Stock Position Lessened by Maltin Wealth Management Inc.
Maltin Wealth Management Inc. decreased its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 18.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Union Pacific Corporation $UNP Stock Holdings Lessened by Scharf Investments LLC
Scharf Investments LLC reduced its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 1.8% in the fourth quarter, Holdings Channel reports. The fund owned 655,996 shares of the railroad operator’s... More of this article »
Pinnacle Wealth Management LLC Makes New Investment in SoFi Technologies, Inc. $SOFI
Pinnacle Wealth Management LLC purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Scharf Investments LLC Sells 336,402 Shares of Smith & Nephew SNATS, Inc. $SNN
Scharf Investments LLC reduced its stake in shares of Smith & Nephew SNATS, Inc. (NYSE:SNN – Free Report) by 16.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
8,313 Shares in iShares Russell 1000 ETF $IWB Bought by Scharf Investments LLC
Scharf Investments LLC acquired a new position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
RCS Financial Planning LLC Trims Position in Dimensional US Small Cap Value ETF $DFSV
RCS Financial Planning LLC cut its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Scharf Investments LLC Trims Stock Holdings in International Flavors & Fragrances Inc. $IFF
Scharf Investments LLC cut its holdings in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 97.9% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Nisa Investment Advisors LLC Grows Stock Holdings in Ecolab Inc. $ECL
Nisa Investment Advisors LLC increased its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 3.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 78,960 shares... More of this article »
Members Trust Co Sells 12,209 Shares of Vanguard Value ETF $VTV
Members Trust Co lessened its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,486,682... More of this article »
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW Shares Acquired by Members Trust Co
Members Trust Co lifted its position in shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard High Dividend Yield ETF $VYM is PFG Private Wealth Management LLC’s 9th Largest Position
PFG Private Wealth Management LLC grew its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 154.5% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Lodestone Wealth Management LLC Increases Stake in Capital Group Short Duration Income ETF $CGSD
Lodestone Wealth Management LLC increased its position in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 27.1% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Dimensional International Core Equity Market ETF $DFAI is Monument Group Wealth Advisors LLC’s 2nd Largest Position
Monument Group Wealth Advisors LLC lifted its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 3.1% during the fourth quarter, according to its most recent disclosure with... More of this article »
iShares Floating Rate Bond ETF $FLOT Stock Holdings Increased by Nilsine Partners LLC
Nilsine Partners LLC boosted its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
The Allstate Corporation $ALL Shares Acquired by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC boosted its stake in The Allstate Corporation (NYSE:ALL – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by My Personal CFO LLC
My Personal CFO LLC raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 40.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Gunderson Capital Management Inc. Takes $3.09 Million Position in Snowflake Inc. $SNOW
Gunderson Capital Management Inc. bought a new stake in Snowflake Inc. (NYSE:SNOW – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 14,070 shares of the company’s stock,... More of this article »
PineStone Asset Management Inc. Grows Stock Holdings in S&P Global Inc. $SPGI
PineStone Asset Management Inc. increased its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Hartmann Taylor Wealth Management LLC Buys 7,032 Shares of Vanguard Total International Stock ETF $VXUS
Hartmann Taylor Wealth Management LLC increased its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 8.9% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Atmos Energy Corporation $ATO Shares Sold by Nilsine Partners LLC
Nilsine Partners LLC lessened its stake in Atmos Energy Corporation (NYSE:ATO – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 501,176 shares... More of this article »
44,801 Shares in Western Digital Corporation $WDC Purchased by Gunderson Capital Management Inc.
Gunderson Capital Management Inc. bought a new stake in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Highline Wealth Partners LLC Acquires 27,268 Shares of Old Republic International Corporation $ORI
Highline Wealth Partners LLC grew its holdings in Old Republic International Corporation (NYSE:ORI – Free Report) by 160,400.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Three Seasons Wealth LLC Takes Position in Kimberly-Clark Corporation $KMB
Three Seasons Wealth LLC bought a new position in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Three Seasons Wealth LLC Acquires 6,439 Shares of Advanced Micro Devices, Inc. $AMD
Three Seasons Wealth LLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 104.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »