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Image for Lewis Asset Management LLC Increases Stock Holdings in Cheniere Energy, Inc. $LNG

Lewis Asset Management LLC Increases Stock Holdings in Cheniere Energy, Inc. $LNG

Lewis Asset Management LLC increased its position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 127.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Spirit of America Management Corp NY Grows Position in Netflix, Inc. $NFLX

Spirit of America Management Corp NY Grows Position in Netflix, Inc. $NFLX

Spirit of America Management Corp NY raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,019.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Wealth Enhancement Advisory Services LLC Boosts Stock Position in Prosperity Bancshares, Inc. $PB

Wealth Enhancement Advisory Services LLC Boosts Stock Position in Prosperity Bancshares, Inc. $PB

Wealth Enhancement Advisory Services LLC lifted its stake in shares of Prosperity Bancshares, Inc. (NYSE:PB – Free Report) by 81.2% in the fourth quarter, HoldingsChannel reports. The fund owned 59,752 shares of the bank’s... More of this article »
Image for BlackRock Science and Technology Term Trust $BSTZ Position Increased by Wealth Enhancement Advisory Services LLC

BlackRock Science and Technology Term Trust $BSTZ Position Increased by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC grew its holdings in shares of BlackRock Science and Technology Term Trust (NASDAQ:BSTZ – Free Report) by 13.5% during the fourth quarter, Holdings Channel reports. The firm owned 204,880... More of this article »
Image for Block, Inc. $XYZ Shares Sold by Wealth Enhancement Advisory Services LLC

Block, Inc. $XYZ Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC reduced its stake in Block, Inc. (NYSE:XYZ – Free Report) by 39.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Principal Financial Group, Inc. $PFG Shares Acquired by Wealth Enhancement Advisory Services LLC

Principal Financial Group, Inc. $PFG Shares Acquired by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC increased its stake in shares of Principal Financial Group, Inc. (NASDAQ:PFG – Free Report) by 47.3% in the 4th quarter, HoldingsChannel reports. The firm owned 50,386 shares of the company’s... More of this article »
Image for Wealth Enhancement Advisory Services LLC Lowers Stock Position in Williams-Sonoma, Inc. $WSM

Wealth Enhancement Advisory Services LLC Lowers Stock Position in Williams-Sonoma, Inc. $WSM

Wealth Enhancement Advisory Services LLC lessened its position in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 56.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 22,966 shares... More of this article »
Image for Tudor Investment Corp ET AL Makes New Investment in Texas Capital Bancshares, Inc. $TCBI

Tudor Investment Corp ET AL Makes New Investment in Texas Capital Bancshares, Inc. $TCBI

Tudor Investment Corp ET AL acquired a new position in shares of Texas Capital Bancshares, Inc. (NASDAQ:TCBI – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Tudor Investment Corp ET AL Invests $776,000 in Orla Mining Ltd. $ORLA

Tudor Investment Corp ET AL Invests $776,000 in Orla Mining Ltd. $ORLA

Tudor Investment Corp ET AL bought a new stake in shares of Orla Mining Ltd. (NYSEAMERICAN:ORLA – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Wealth Enhancement Advisory Services LLC Has $4.05 Million Stock Holdings in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Wealth Enhancement Advisory Services LLC Has $4.05 Million Stock Holdings in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Wealth Enhancement Advisory Services LLC lifted its holdings in Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV – Free Report) by 15.0% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Rebalance LLC Buys 7,450 Shares of iShares Core S&P Small-Cap ETF $IJR

Rebalance LLC Buys 7,450 Shares of iShares Core S&P Small-Cap ETF $IJR

Rebalance LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Tudor Investment Corp ET AL Takes Position in OraSure Technologies, Inc. $OSUR

Tudor Investment Corp ET AL Takes Position in OraSure Technologies, Inc. $OSUR

Tudor Investment Corp ET AL purchased a new position in shares of OraSure Technologies, Inc. (NASDAQ:OSUR – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm purchased 251,867 shares of the medical instruments... More of this article »
Image for Alphabet Inc. $GOOG Shares Sold by West Financial Advisors LLC

Alphabet Inc. $GOOG Shares Sold by West Financial Advisors LLC

West Financial Advisors LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 82.5% in the 4th quarter, Holdings Channel reports. The firm owned 423 shares of the information services provider’s... More of this article »
Image for Wedge Capital Management L L P NC Takes $2.12 Million Position in AZZ Inc. $AZZ

Wedge Capital Management L L P NC Takes $2.12 Million Position in AZZ Inc. $AZZ

Wedge Capital Management L L P NC acquired a new stake in AZZ Inc. (NYSE:AZZ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 19,782 shares of the industrial... More of this article »
Image for Coca-Cola Consolidated, Inc. $COKE Shares Bought by Wealth Enhancement Advisory Services LLC

Coca-Cola Consolidated, Inc. $COKE Shares Bought by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC increased its holdings in Coca-Cola Consolidated, Inc. (NASDAQ:COKE – Free Report) by 23.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Wealth Enhancement Advisory Services LLC Acquires 5,782 Shares of RenaissanceRe Holdings Ltd. $RNR

Wealth Enhancement Advisory Services LLC Acquires 5,782 Shares of RenaissanceRe Holdings Ltd. $RNR

Wealth Enhancement Advisory Services LLC grew its holdings in RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) by 68.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Wealthcare Advisory Partners LLC Acquires New Position in PGIM Floating Rate Income ETF $PFRL

Wealthcare Advisory Partners LLC Acquires New Position in PGIM Floating Rate Income ETF $PFRL

Wealthcare Advisory Partners LLC acquired a new position in shares of PGIM Floating Rate Income ETF (NYSEARCA:PFRL – Free Report) during the 4th quarter, HoldingsChannel reports. The firm acquired 26,201 shares of the company’s... More of this article »
Image for Wealthcare Advisory Partners LLC Cuts Stock Position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $XSVN

Wealthcare Advisory Partners LLC Cuts Stock Position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $XSVN

Wealthcare Advisory Partners LLC lessened its position in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN – Free Report) by 33.4% in the 4th quarter, according to the company in its most... More of this article »
Image for Wealthcare Advisory Partners LLC Increases Stake in Invesco Floating Rate Municipal Income ETF $PVI

Wealthcare Advisory Partners LLC Increases Stake in Invesco Floating Rate Municipal Income ETF $PVI

Wealthcare Advisory Partners LLC increased its stake in Invesco Floating Rate Municipal Income ETF (NYSEARCA:PVI – Free Report) by 44.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 79,297 shares of the... More of this article »
Image for Silver Oak Securities Incorporated Has $3.22 Million Stake in iShares Russell 1000 Growth ETF $IWF

Silver Oak Securities Incorporated Has $3.22 Million Stake in iShares Russell 1000 Growth ETF $IWF

Silver Oak Securities Incorporated reduced its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 20.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard Total Bond Market ETF $BND Stake Boosted by LifeGoal Investments LLC

Vanguard Total Bond Market ETF $BND Stake Boosted by LifeGoal Investments LLC

LifeGoal Investments LLC grew its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 18.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Silver Oak Securities Incorporated Boosts Position in International Business Machines Corporation $IBM

Silver Oak Securities Incorporated Boosts Position in International Business Machines Corporation $IBM

Silver Oak Securities Incorporated raised its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 46.9% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for 158,165 Shares in Industrial Logistics Properties Trust $ILPT Bought by Tudor Investment Corp ET AL

158,165 Shares in Industrial Logistics Properties Trust $ILPT Bought by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL acquired a new position in Industrial Logistics Properties Trust (NASDAQ:ILPT – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Tudor Investment Corp ET AL Invests $890,000 in Winmark Corporation $WINA

Tudor Investment Corp ET AL Invests $890,000 in Winmark Corporation $WINA

Tudor Investment Corp ET AL bought a new position in shares of Winmark Corporation (NASDAQ:WINA – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Tudor Investment Corp ET AL Makes New $950,000 Investment in Park Hotels & Resorts Inc. $PK

Tudor Investment Corp ET AL Makes New $950,000 Investment in Park Hotels & Resorts Inc. $PK

Tudor Investment Corp ET AL purchased a new position in shares of Park Hotels & Resorts Inc. (NYSE:PK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Tudor Investment Corp ET AL Purchases 2,045 Shares of iShares Russell 3000 ETF $IWV

Tudor Investment Corp ET AL Purchases 2,045 Shares of iShares Russell 3000 ETF $IWV

Tudor Investment Corp ET AL boosted its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 340.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Saxony Capital Management LLC Grows Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Saxony Capital Management LLC Grows Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Saxony Capital Management LLC lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 22.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 86,819 shares... More of this article »
Image for Tudor Investment Corp ET AL Takes Position in LifeStance Health Group, Inc. $LFST

Tudor Investment Corp ET AL Takes Position in LifeStance Health Group, Inc. $LFST

Tudor Investment Corp ET AL acquired a new position in shares of LifeStance Health Group, Inc. (NASDAQ:LFST – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Tudor Investment Corp ET AL Trims Stock Position in iShares Expanded Tech-Software Sector ETF $IGV

Tudor Investment Corp ET AL Trims Stock Position in iShares Expanded Tech-Software Sector ETF $IGV

Tudor Investment Corp ET AL decreased its position in iShares Expanded Tech-Software Sector ETF (BATS:IGV – Free Report) by 80.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Lord & Richards Wealth Management LLC Sells 1,659 Shares of Chemed Corporation $CHE

Lord & Richards Wealth Management LLC Sells 1,659 Shares of Chemed Corporation $CHE

Lord & Richards Wealth Management LLC lessened its holdings in Chemed Corporation (NYSE:CHE – Free Report) by 47.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Saxony Capital Management LLC Buys 22,405 Shares of T. Rowe Price Dividend Growth ETF $TDVG

Saxony Capital Management LLC Buys 22,405 Shares of T. Rowe Price Dividend Growth ETF $TDVG

Saxony Capital Management LLC grew its stake in T. Rowe Price Dividend Growth ETF (NYSEARCA:TDVG – Free Report) by 299.7% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for 10,576 Shares in SPDR Gold MiniShares Trust $GLDM Purchased by Saxony Capital Management LLC

10,576 Shares in SPDR Gold MiniShares Trust $GLDM Purchased by Saxony Capital Management LLC

Saxony Capital Management LLC purchased a new position in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Dimensional Inflation-Protected Securities ETF $DFIP Shares Sold by Saxony Capital Management LLC

Dimensional Inflation-Protected Securities ETF $DFIP Shares Sold by Saxony Capital Management LLC

Saxony Capital Management LLC reduced its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 74.5% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Image for Lord & Richards Wealth Management LLC Grows Stock Holdings in ServiceNow, Inc. $NOW

Lord & Richards Wealth Management LLC Grows Stock Holdings in ServiceNow, Inc. $NOW

Lord & Richards Wealth Management LLC grew its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 236.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Parkwoods Wealth Partners LLC Purchases 25,830 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC

Parkwoods Wealth Partners LLC Purchases 25,830 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC

Parkwoods Wealth Partners LLC increased its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Saxony Capital Management LLC Buys 40,221 Shares of Capital Group Core Bond ETF $CGCB

Saxony Capital Management LLC Buys 40,221 Shares of Capital Group Core Bond ETF $CGCB

Saxony Capital Management LLC increased its stake in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) by 49.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Lord & Richards Wealth Management LLC Acquires 5,919 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Lord & Richards Wealth Management LLC Acquires 5,919 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Lord & Richards Wealth Management LLC increased its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 57.1% in the 4th quarter, according to its most recent disclosure with the SEC. The firm... More of this article »
Image for Capital Group Growth ETF $CGGR Shares Purchased by Saxony Capital Management LLC

Capital Group Growth ETF $CGGR Shares Purchased by Saxony Capital Management LLC

Saxony Capital Management LLC boosted its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 88.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Tudor Investment Corp ET AL Takes Position in ANI Pharmaceuticals, Inc. $ANIP

Tudor Investment Corp ET AL Takes Position in ANI Pharmaceuticals, Inc. $ANIP

Tudor Investment Corp ET AL bought a new stake in ANI Pharmaceuticals, Inc. (NASDAQ:ANIP – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Retirement Systems of Alabama Purchases 255,398 Shares of Comcast Corporation $CMCSA

Retirement Systems of Alabama Purchases 255,398 Shares of Comcast Corporation $CMCSA

Retirement Systems of Alabama increased its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 11.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Royal Fund Management LLC Buys 8,783 Shares of NextEra Energy, Inc. $NEE

Royal Fund Management LLC Buys 8,783 Shares of NextEra Energy, Inc. $NEE

Royal Fund Management LLC grew its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 39.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Sollinda Capital Management LLC Acquires 21,280 Shares of iShares MSCI Emerging Markets ETF $EEM

Sollinda Capital Management LLC Acquires 21,280 Shares of iShares MSCI Emerging Markets ETF $EEM

Sollinda Capital Management LLC raised its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 276.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Sollinda Capital Management LLC Trims Stake in Vanguard Short-Term Treasury ETF $VGSH

Sollinda Capital Management LLC Trims Stake in Vanguard Short-Term Treasury ETF $VGSH

Sollinda Capital Management LLC lessened its holdings in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 6.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Sollinda Capital Management LLC Buys New Shares in Vanguard Mid-Cap Value ETF $VOE

Sollinda Capital Management LLC Buys New Shares in Vanguard Mid-Cap Value ETF $VOE

Sollinda Capital Management LLC purchased a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Vanguard FTSE Developed Markets ETF $VEA Stock Holdings Boosted by Stewardship Advisors LLC

Vanguard FTSE Developed Markets ETF $VEA Stock Holdings Boosted by Stewardship Advisors LLC

Stewardship Advisors LLC grew its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 25.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for ProShares Ultra S&P500 $SSO Shares Acquired by Professional Financial Advisors LLC

ProShares Ultra S&P500 $SSO Shares Acquired by Professional Financial Advisors LLC

Professional Financial Advisors LLC lifted its holdings in shares of ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 101.7% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Stewardship Advisors LLC Has $5.73 Million Holdings in Invesco National AMT-Free Municipal Bond ETF $PZA

Stewardship Advisors LLC Has $5.73 Million Holdings in Invesco National AMT-Free Municipal Bond ETF $PZA

Stewardship Advisors LLC decreased its holdings in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 25.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Sprott Junior Gold Miners ETF $SGDJ Shares Sold by One Plus One Wealth Management LLC

Sprott Junior Gold Miners ETF $SGDJ Shares Sold by One Plus One Wealth Management LLC

One Plus One Wealth Management LLC cut its position in Sprott Junior Gold Miners ETF (NYSEARCA:SGDJ – Free Report) by 14.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Direxion Daily Magnificent 7 Bear 1X Shares $QQQD Shares Sold by One Plus One Wealth Management LLC

Direxion Daily Magnificent 7 Bear 1X Shares $QQQD Shares Sold by One Plus One Wealth Management LLC

One Plus One Wealth Management LLC trimmed its holdings in shares of Direxion Daily Magnificent 7 Bear 1X Shares (NYSEARCA:QQQD – Free Report) by 39.6% during the fourth quarter, according to the company in its most recent Form... More of this article »
Image for Royal Fund Management LLC Sells 91,189 Shares of Starbucks Corporation $SBUX

Royal Fund Management LLC Sells 91,189 Shares of Starbucks Corporation $SBUX

Royal Fund Management LLC lowered its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 61.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »