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The Sherwin-Williams Company $SHW is Raub Brock Capital Management LP’s 10th Largest Position
Raub Brock Capital Management LP decreased its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Parker-Hannifin Corporation $PH Position Decreased by Raub Brock Capital Management LP
Raub Brock Capital Management LP decreased its holdings in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Royal Fund Management LLC Invests $2.88 Million in SPDR S&P Metals & Mining ETF $XME
Royal Fund Management LLC acquired a new stake in SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Royal Fund Management LLC Has $3.30 Million Stake in Okta, Inc. $OKTA
Royal Fund Management LLC lessened its holdings in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 21.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Royal Fund Management LLC Buys 3,571 Shares of Vanguard Large-Cap ETF $VV
Royal Fund Management LLC boosted its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 44.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Royal Fund Management LLC Purchases 6,287 Shares of Duke Energy Corporation $DUK
Royal Fund Management LLC raised its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 23.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Royal Fund Management LLC Purchases 4,099 Shares of Garmin Ltd. $GRMN
Royal Fund Management LLC raised its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 17.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Palantir Technologies Inc. $PLTR Shares Sold by Jaffetilchin Investment Partners LLC
Jaffetilchin Investment Partners LLC lessened its stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 10.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 35,679 shares of... More of this article »
Occidental Petroleum Corporation $OXY Shares Sold by Solitude Financial Services
Solitude Financial Services reduced its holdings in shares of Occidental Petroleum Corporation (NYSE:OXY – Free Report) by 48.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Moisand Fitzgerald Tamayo LLC Has $13.81 Million Position in Vanguard S&P 500 ETF $VOO
Moisand Fitzgerald Tamayo LLC cut its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 22,019 shares of the company’s stock after... More of this article »
Tesla, Inc. $TSLA is Jaffetilchin Investment Partners LLC’s 10th Largest Position
Jaffetilchin Investment Partners LLC lowered its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 88,915 shares of the electric... More of this article »
Mn Services Vermogensbeheer B.V. Has $33.21 Million Stock Holdings in Cadence Design Systems, Inc. $CDNS
Mn Services Vermogensbeheer B.V. boosted its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Range Financial Group LLC Buys 18,649 Shares of Lam Research Corporation $LRCX
Range Financial Group LLC lifted its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 289.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Range Financial Group LLC Takes $1.02 Million Position in Delek US Holdings, Inc. $DK
Range Financial Group LLC bought a new position in Delek US Holdings, Inc. (NYSE:DK – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought... More of this article »
Royal Fund Management LLC Acquires 32,874 Shares of Vanguard Russell 1000 Growth ETF $VONG
Royal Fund Management LLC grew its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 64.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
14,026 Shares in Vicor Corporation $VICR Purchased by Range Financial Group LLC
Range Financial Group LLC acquired a new stake in Vicor Corporation (NASDAQ:VICR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Vanguard Health Care ETF $VHT Position Boosted by Royal Fund Management LLC
Royal Fund Management LLC lifted its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 32.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Royal Fund Management LLC Has $7.55 Million Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB
Royal Fund Management LLC grew its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 186.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Range Financial Group LLC Acquires Shares of 44,534 Tactile Systems Technology, Inc. $TCMD
Range Financial Group LLC bought a new position in Tactile Systems Technology, Inc. (NASDAQ:TCMD – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Range Financial Group LLC Purchases 21,805 Shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $XTEN
Range Financial Group LLC raised its holdings in shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (NYSEARCA:XTEN – Free Report) by 70.5% in the 4th quarter, according to its most recent filing with the... More of this article »
Range Financial Group LLC Increases Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ
Range Financial Group LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 59.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Royal Fund Management LLC Has $24.39 Million Stock Position in iShares Russell 2000 ETF $IWM
Royal Fund Management LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 234.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 98,936 shares... More of this article »
Royal Fund Management LLC Invests $14.20 Million in iShares MSCI EAFE ETF $EFA
Royal Fund Management LLC bought a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Paladin Wealth LLC Grows Position in Netflix, Inc. $NFLX
Paladin Wealth LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 961.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
iShares Gold Trust $IAU Holdings Trimmed by Rochester Wealth Strategies LLC
Rochester Wealth Strategies LLC trimmed its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 8.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Spirit of America Management Corp NY Sells 23,750 Shares of Enterprise Products Partners L.P. $EPD
Spirit of America Management Corp NY lowered its position in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 13.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Plains All American Pipeline Lp $PAA Shares Sold by Spirit of America Management Corp NY
Spirit of America Management Corp NY lessened its holdings in shares of Plains All American Pipeline Lp (NASDAQ:PAA – Free Report) by 24.4% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Silver Oak Securities Incorporated Has $2.23 Million Stock Position in iShares Russell Top 200 ETF $IWL
Silver Oak Securities Incorporated lifted its stake in shares of iShares Russell Top 200 ETF (NYSEARCA:IWL – Free Report) by 53.7% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
TCW Strategic Income Fund, Inc. $TSI Shares Purchased by JP Wealth Management Inc.
JP Wealth Management Inc. raised its stake in TCW Strategic Income Fund, Inc. (NYSE:TSI – Free Report) by 7.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Spirit of America Management Corp NY Sells 13,100 Shares of Enbridge Inc $ENB
Spirit of America Management Corp NY reduced its position in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Bank of America Corporation $BAC Shares Acquired by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. lifted its stake in shares of Bank of America Corporation (NYSE:BAC) by 15.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Spirit of America Management Corp NY Decreases Stock Holdings in Equinix, Inc. $EQIX
Spirit of America Management Corp NY lowered its stake in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 20.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Silver Oak Securities Incorporated Buys 36,033 Shares of iShares S&P 500 Growth ETF $IVW
Silver Oak Securities Incorporated raised its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 270.9% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Silver Oak Securities Incorporated Buys 19,950 Shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $XSVN
Silver Oak Securities Incorporated lifted its position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN – Free Report) by 23.4% during the fourth quarter, according to its most recent 13F filing... More of this article »
Silver Oak Securities Incorporated Acquires 194,013 Shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF
Silver Oak Securities Incorporated boosted its holdings in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) by 131.1% during the fourth quarter, according to the company in... More of this article »
Silver Oak Securities Incorporated Purchases Shares of 858,085 Capital Group Core Equity ETF $CGUS
Silver Oak Securities Incorporated acquired a new stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
UnitedHealth Group Incorporated $UNH is Pacific Capital Partners Ltd’s 9th Largest Position
Pacific Capital Partners Ltd increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 36.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Northstar Advisory Group LLC Makes New $912,000 Investment in Invesco S&P 500 Equal Weight ETF $RSP
Northstar Advisory Group LLC acquired a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Retirement Systems of Alabama Trims Stock Position in Merck & Co., Inc. $MRK
Retirement Systems of Alabama trimmed its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Northstar Advisory Group LLC Has $4.23 Million Holdings in BNY $BK
Northstar Advisory Group LLC cut its position in shares of BNY (NYSE:BK – Free Report) by 26.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Retirement Systems of Alabama Sells 596,816 Shares of Warner Bros. Discovery, Inc. $WBD
Retirement Systems of Alabama decreased its stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 20.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Harrell Investment Partners LLC Takes Position in Wells Fargo & Company $WFC
Harrell Investment Partners LLC acquired a new position in Wells Fargo & Company (NYSE:WFC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Retirement Systems of Alabama Sells 32,604 Shares of International Business Machines Corporation $IBM
Retirement Systems of Alabama decreased its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 4.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Polaris Investment Advisors LLC Takes $1.02 Million Position in Vanguard FTSE Developed Markets ETF $VEA
Polaris Investment Advisors LLC bought a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
46,200 Shares in Chewy $CHWY Purchased by Polianta Ltd
Polianta Ltd acquired a new stake in Chewy (NYSE:CHWY – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 46,200 shares of the company’s stock, valued at approximately $1,526,000. A number... More of this article »
Jaffetilchin Investment Partners LLC Lowers Stock Holdings in The Boeing Company $BA
Jaffetilchin Investment Partners LLC lowered its stake in The Boeing Company (NYSE:BA – Free Report) by 40.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
McGlone Suttner Wealth Management Inc. Boosts Stock Position in Avantis U.S. Equity ETF $AVUS
McGlone Suttner Wealth Management Inc. raised its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Signature Wealth Management Group Has $1.58 Million Holdings in ServiceNow, Inc. $NOW
Signature Wealth Management Group lifted its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 418.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 10,326 shares of the information technology... More of this article »