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Image for Dimensional World ex U.S. Core Equity 2 ETF $DFAX is Great Waters Wealth Management’s 2nd Largest Position

Dimensional World ex U.S. Core Equity 2 ETF $DFAX is Great Waters Wealth Management’s 2nd Largest Position

Great Waters Wealth Management raised its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Image for Three Seasons Wealth LLC Acquires New Shares in Pacira BioSciences, Inc. $PCRX

Three Seasons Wealth LLC Acquires New Shares in Pacira BioSciences, Inc. $PCRX

Three Seasons Wealth LLC acquired a new position in Pacira BioSciences, Inc. (NASDAQ:PCRX – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Nikulski Financial Inc. Invests $1.15 Million in JPMorgan International Value ETF $JIVE

Nikulski Financial Inc. Invests $1.15 Million in JPMorgan International Value ETF $JIVE

Nikulski Financial Inc. bought a new stake in JPMorgan International Value ETF (NASDAQ:JIVE – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Nisa Investment Advisors LLC Purchases 8,375 Shares of PACCAR Inc. $PCAR

Nisa Investment Advisors LLC Purchases 8,375 Shares of PACCAR Inc. $PCAR

Nisa Investment Advisors LLC lifted its position in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Nisa Investment Advisors LLC Purchases 6,542 Shares of Danaher Corporation $DHR

Nisa Investment Advisors LLC Purchases 6,542 Shares of Danaher Corporation $DHR

Nisa Investment Advisors LLC lifted its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 3.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 205,372 shares of the... More of this article »
Image for Nisa Investment Advisors LLC Acquires 4,332 Shares of McKesson Corporation $MCK

Nisa Investment Advisors LLC Acquires 4,332 Shares of McKesson Corporation $MCK

Nisa Investment Advisors LLC grew its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 9.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Nisa Investment Advisors LLC Purchases 1,613,443 Shares of Comcast Corporation $CMCSA

Nisa Investment Advisors LLC Purchases 1,613,443 Shares of Comcast Corporation $CMCSA

Nisa Investment Advisors LLC boosted its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 129.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,860,191 shares of the cable... More of this article »
Image for Citigroup Inc. $C Shares Bought by Nisa Investment Advisors LLC

Citigroup Inc. $C Shares Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC raised its stake in Citigroup Inc. (NYSE:C – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Nisa Investment Advisors LLC Buys 1,720 Shares of Marriott International, Inc. $MAR

Nisa Investment Advisors LLC Buys 1,720 Shares of Marriott International, Inc. $MAR

Nisa Investment Advisors LLC lifted its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Meyer Handelman Co. Reduces Holdings in Intel Corporation $INTC

Meyer Handelman Co. Reduces Holdings in Intel Corporation $INTC

Meyer Handelman Co. trimmed its holdings in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 22.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Nikulski Financial Inc. Buys 11,150 Shares of Enbridge Inc $ENB

Nikulski Financial Inc. Buys 11,150 Shares of Enbridge Inc $ENB

Nikulski Financial Inc. raised its stake in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 276.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Nikulski Financial Inc. Acquires 1,899 Shares of Lockheed Martin Corporation $LMT

Nikulski Financial Inc. Acquires 1,899 Shares of Lockheed Martin Corporation $LMT

Nikulski Financial Inc. grew its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 57.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,226 shares of the aerospace company’s... More of this article »
Image for Verizon Communications Inc. $VZ Shares Sold by Hennion & Walsh Asset Management Inc.

Verizon Communications Inc. $VZ Shares Sold by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. decreased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 13.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Meyer Handelman Co. Sells 11,380 Shares of Texas Instruments Incorporated $TXN

Meyer Handelman Co. Sells 11,380 Shares of Texas Instruments Incorporated $TXN

Meyer Handelman Co. cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 7.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 135,573 shares of the... More of this article »
Image for Sysco Corporation $SYY Stock Holdings Lowered by Meyer Handelman Co.

Sysco Corporation $SYY Stock Holdings Lowered by Meyer Handelman Co.

Meyer Handelman Co. cut its holdings in shares of Sysco Corporation (NYSE:SYY – Free Report) by 4.4% in the 4th quarter, Holdings Channel reports. The firm owned 446,629 shares of the company’s stock after selling 20,717... More of this article »
Image for Moody Lynn & Lieberson LLC Purchases 10,279 Shares of Novartis AG $NVS

Moody Lynn & Lieberson LLC Purchases 10,279 Shares of Novartis AG $NVS

Moody Lynn & Lieberson LLC boosted its position in shares of Novartis AG (NYSE:NVS – Free Report) by 54.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Meyer Handelman Co. Has $41.33 Million Stake in Gilead Sciences, Inc. $GILD

Meyer Handelman Co. Has $41.33 Million Stake in Gilead Sciences, Inc. $GILD

Meyer Handelman Co. reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Shrier Wealth Management LLC Purchases New Shares in SPDR Gold Shares $GLD

Shrier Wealth Management LLC Purchases New Shares in SPDR Gold Shares $GLD

Shrier Wealth Management LLC acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Rockland Trust Co. Sells 17,753 Shares of Chipotle Mexican Grill, Inc. $CMG

Rockland Trust Co. Sells 17,753 Shares of Chipotle Mexican Grill, Inc. $CMG

Rockland Trust Co. decreased its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 28.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,416 shares... More of this article »
Image for My Personal CFO LLC Invests $1.66 Million in Schwab US Dividend Equity ETF $SCHD

My Personal CFO LLC Invests $1.66 Million in Schwab US Dividend Equity ETF $SCHD

My Personal CFO LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for My Personal CFO LLC Takes Position in Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN

My Personal CFO LLC Takes Position in Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN

My Personal CFO LLC bought a new stake in Innovator MSCI Emerging Markets Power Buffer ETF – January (NYSEARCA:EJAN – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for My Personal CFO LLC Acquires New Position in T. Rowe Price Floating Rate ETF $TFLR

My Personal CFO LLC Acquires New Position in T. Rowe Price Floating Rate ETF $TFLR

My Personal CFO LLC acquired a new stake in T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for My Personal CFO LLC Buys New Position in Innovator U.S. Equity Buffer ETF – November $BNOV

My Personal CFO LLC Buys New Position in Innovator U.S. Equity Buffer ETF – November $BNOV

My Personal CFO LLC purchased a new stake in shares of Innovator U.S. Equity Buffer ETF – November (BATS:BNOV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for My Personal CFO LLC Invests $3.79 Million in iShares Select Dividend ETF $DVY

My Personal CFO LLC Invests $3.79 Million in iShares Select Dividend ETF $DVY

My Personal CFO LLC acquired a new stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for My Personal CFO LLC Invests $2.56 Million in Innovator U.S. Equity Buffer ETF – March $BMAR

My Personal CFO LLC Invests $2.56 Million in Innovator U.S. Equity Buffer ETF – March $BMAR

My Personal CFO LLC acquired a new stake in shares of Innovator U.S. Equity Buffer ETF – March (BATS:BMAR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for My Personal CFO LLC Buys Shares of 25,935 Innovator U.S. Equity Buffer ETF – October $BOCT

My Personal CFO LLC Buys Shares of 25,935 Innovator U.S. Equity Buffer ETF – October $BOCT

My Personal CFO LLC bought a new stake in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for 13,000 Shares in Innovator U.S. Equity Buffer ETF – May $BMAY Acquired by My Personal CFO LLC

13,000 Shares in Innovator U.S. Equity Buffer ETF – May $BMAY Acquired by My Personal CFO LLC

My Personal CFO LLC bought a new stake in shares of Innovator U.S. Equity Buffer ETF – May (BATS:BMAY – 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 Fidelity High Dividend ETF $FDVV is Independence Financial Advisors LLC’s 7th Largest Position

Fidelity High Dividend ETF $FDVV is Independence Financial Advisors LLC’s 7th Largest Position

Independence Financial Advisors LLC increased its stake in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Hartmann Taylor Wealth Management LLC Has $920,000 Stock Holdings in Grayscale Bitcoin Trust ETF $GBTC

Hartmann Taylor Wealth Management LLC Has $920,000 Stock Holdings in Grayscale Bitcoin Trust ETF $GBTC

Hartmann Taylor Wealth Management LLC boosted its position in shares of Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) by 448.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for PineStone Asset Management Inc. Sells 4,500 Shares of Medpace Holdings, Inc. $MEDP

PineStone Asset Management Inc. Sells 4,500 Shares of Medpace Holdings, Inc. $MEDP

PineStone Asset Management Inc. trimmed its stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 15.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for LeConte Wealth Management LLC Has $6.17 Million Holdings in Schwab International Dividend Equity ETF $SCHY

LeConte Wealth Management LLC Has $6.17 Million Holdings in Schwab International Dividend Equity ETF $SCHY

LeConte Wealth Management LLC lowered its position in shares of Schwab International Dividend Equity ETF (NYSEARCA:SCHY – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for PineStone Asset Management Inc. Buys 163,476 Shares of Otis Worldwide Corporation $OTIS

PineStone Asset Management Inc. Buys 163,476 Shares of Otis Worldwide Corporation $OTIS

PineStone Asset Management Inc. raised its stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 3.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Invesco S&P 500 Equal Weight ETF $RSP Shares Sold by LeConte Wealth Management LLC

Invesco S&P 500 Equal Weight ETF $RSP Shares Sold by LeConte Wealth Management LLC

LeConte Wealth Management LLC cut its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 8.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for PineStone Asset Management Inc. Lowers Position in Simpson Manufacturing Company, Inc. $SSD

PineStone Asset Management Inc. Lowers Position in Simpson Manufacturing Company, Inc. $SSD

PineStone Asset Management Inc. decreased its stake in shares of Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Moody’s Corporation $MCO Shares Sold by Nisa Investment Advisors LLC

Moody’s Corporation $MCO Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC reduced its holdings in Moody’s Corporation (NYSE:MCO – Free Report) by 2.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 69,127 shares of the business... More of this article »
Image for Investment Partners Asset Management Inc. Sells 65,401 Shares of Goldman Sachs BDC, Inc. $GSBD

Investment Partners Asset Management Inc. Sells 65,401 Shares of Goldman Sachs BDC, Inc. $GSBD

Investment Partners Asset Management Inc. decreased its holdings in Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) by 68.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 30,497 shares of... More of this article »
Image for Investment Partners Asset Management Inc. Purchases Shares of 54,324 JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Investment Partners Asset Management Inc. Purchases Shares of 54,324 JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Investment Partners Asset Management Inc. acquired a new stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired... More of this article »
Image for Investment Partners Asset Management Inc. Purchases Shares of 20,765 Eaton Vance Total Return Bond ETF $EVTR

Investment Partners Asset Management Inc. Purchases Shares of 20,765 Eaton Vance Total Return Bond ETF $EVTR

Investment Partners Asset Management Inc. purchased a new stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 20,765 shares of the company’s... More of this article »
Image for Nisa Investment Advisors LLC Raises Stock Position in Advanced Micro Devices, Inc. $AMD

Nisa Investment Advisors LLC Raises Stock Position in Advanced Micro Devices, Inc. $AMD

Nisa Investment Advisors LLC grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Nisa Investment Advisors LLC Grows Position in Analog Devices, Inc. $ADI

Nisa Investment Advisors LLC Grows Position in Analog Devices, Inc. $ADI

Nisa Investment Advisors LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 4.4% during the 4th quarter, HoldingsChannel reports. The firm owned 183,914 shares of the semiconductor company’s... More of this article »
Image for 7,819 Shares in Alliant Energy Corporation $LNT Bought by Nikulski Financial Inc.

7,819 Shares in Alliant Energy Corporation $LNT Bought by Nikulski Financial Inc.

Nikulski Financial Inc. bought a new position in shares of Alliant Energy Corporation (NASDAQ:LNT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 7,819 shares of the company’s... More of this article »
Image for Nikulski Financial Inc. Trims Position in The Goldman Sachs Group, Inc. $GS

Nikulski Financial Inc. Trims Position in The Goldman Sachs Group, Inc. $GS

Nikulski Financial Inc. decreased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 20.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,668 shares of... More of this article »
Image for Palo Alto Networks, Inc. $PANW is Nikulski Financial Inc.’s 10th Largest Position

Palo Alto Networks, Inc. $PANW is Nikulski Financial Inc.’s 10th Largest Position

Nikulski Financial Inc. raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 7.7% during the 4th quarter, Holdings Channel reports. The firm owned 47,585 shares of the network technology company’s... More of this article »
Image for Nikulski Financial Inc. Has $2.06 Million Stock Holdings in Vanguard Total Bond Market ETF $BND

Nikulski Financial Inc. Has $2.06 Million Stock Holdings in Vanguard Total Bond Market ETF $BND

Nikulski Financial Inc. decreased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 27.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 27,746 shares of... More of this article »
Image for Nikulski Financial Inc. Sells 9,523 Shares of Lam Research Corporation $LRCX

Nikulski Financial Inc. Sells 9,523 Shares of Lam Research Corporation $LRCX

Nikulski Financial Inc. lowered its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 18.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Nikulski Financial Inc. Invests $1.36 Million in iShares Semiconductor ETF $SOXX

Nikulski Financial Inc. Invests $1.36 Million in iShares Semiconductor ETF $SOXX

Nikulski Financial Inc. bought a new stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 4,518 shares of the exchange traded... More of this article »
Image for Nikulski Financial Inc. Boosts Position in VanEck Semiconductor ETF $SMH

Nikulski Financial Inc. Boosts Position in VanEck Semiconductor ETF $SMH

Nikulski Financial Inc. raised its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 209.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 12,020 shares of the... More of this article »
Image for Rockland Trust Co. Boosts Stock Position in Zoetis Inc. $ZTS

Rockland Trust Co. Boosts Stock Position in Zoetis Inc. $ZTS

Rockland Trust Co. increased its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 2,055.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 148,557 shares of the company’s... More of this article »
Image for Rockland Trust Co. Buys 12,445 Shares of EOG Resources, Inc. $EOG

Rockland Trust Co. Buys 12,445 Shares of EOG Resources, Inc. $EOG

Rockland Trust Co. lifted its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 258,771 shares of the energy exploration... More of this article »
Image for Invesco QQQ $QQQ Holdings Decreased by Saxony Capital Management LLC

Invesco QQQ $QQQ Holdings Decreased by Saxony Capital Management LLC

Saxony Capital Management LLC lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 33.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »