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Mitchell Mcleod Pugh & Williams Inc. Invests $1.43 Million in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)
Mitchell Mcleod Pugh & Williams Inc. acquired a new position in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Valero Energy Co. (NYSE:VLO) Shares Bought by Mitchell Mcleod Pugh & Williams Inc.
Mitchell Mcleod Pugh & Williams Inc. grew its position in Valero Energy Co. (NYSE:VLO – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Grows Position in Meta Platforms, Inc. (NASDAQ:META)
Mitchell Mcleod Pugh & Williams Inc. increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.5% in the fourth quarter, HoldingsChannel reports. The firm owned 2,845 shares of the social networking... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Has $924,000 Stake in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)
Mitchell Mcleod Pugh & Williams Inc. boosted its position in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 9.4% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Reduces Holdings in Merck & Co., Inc. (NYSE:MRK)
Mitchell Mcleod Pugh & Williams Inc. lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 22,914... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Bought by Mitchell Mcleod Pugh & Williams Inc.
Mitchell Mcleod Pugh & Williams Inc. lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.6% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Sells 74 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)
Mitchell Mcleod Pugh & Williams Inc. lessened its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Capital Investment Counsel Inc Cuts Stock Position in Nucor Co. (NYSE:NUE)
Capital Investment Counsel Inc cut its holdings in Nucor Co. (NYSE:NUE – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,555... More of this article »
Little House Capital LLC Cuts Stake in AT&T Inc. (NYSE:T)
Little House Capital LLC cut its stake in AT&T Inc. (NYSE:T – Free Report) by 13.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
HHM Wealth Advisors LLC Buys Shares of 400 Mondelez International, Inc. (NASDAQ:MDLZ)
HHM Wealth Advisors LLC bought a new stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Truist Financial Co. (NYSE:TFC) Shares Sold by Capital Investment Counsel Inc
Capital Investment Counsel Inc lowered its stake in Truist Financial Co. (NYSE:TFC – Free Report) by 7.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 63,553 shares of the insurance provider’s... More of this article »
Blue Chip Partners LLC Purchases 2,084 Shares of Visa Inc. (NYSE:V)
Blue Chip Partners LLC lifted its position in Visa Inc. (NYSE:V – Free Report) by 2.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 88,114 shares of the credit-card processor’s stock... More of this article »
Kapstone Financial Advisors LLC Buys 487 Shares of Exxon Mobil Co. (NYSE:XOM)
Kapstone Financial Advisors LLC raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 10,690 shares... More of this article »
Legacy Capital Wealth Partners LLC Acquires 55 Shares of ASML Holding (NASDAQ:ASML)
Legacy Capital Wealth Partners LLC grew its stake in shares of ASML Holding (NASDAQ:ASML – Free Report) by 12.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 504... More of this article »
Legacy Capital Wealth Partners LLC Sells 133 Shares of RTX Co. (NYSE:RTX)
Legacy Capital Wealth Partners LLC cut its position in shares of RTX Co. (NYSE:RTX – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Convergence Investment Partners LLC Makes New Investment in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Convergence Investment Partners LLC acquired a new stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Palantir Technologies Inc. (NYSE:PLTR) Shares Bought by Capital Investment Counsel Inc
Capital Investment Counsel Inc grew its position in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 0.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
FedEx Co. (NYSE:FDX) Shares Sold by Intellectus Partners LLC
Intellectus Partners LLC trimmed its position in shares of FedEx Co. (NYSE:FDX – Free Report) by 13.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Silver Oak Securities Incorporated Purchases 2,311 Shares of Duke Energy Co. (NYSE:DUK)
Silver Oak Securities Incorporated raised its position in Duke Energy Co. (NYSE:DUK – Free Report) by 20.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Mather Group LLC. Has $6.12 Million Holdings in AbbVie Inc. (NYSE:ABBV)
Mather Group LLC. grew its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 39,498 shares of the company’s stock after purchasing an additional... More of this article »
Mather Group LLC. Acquires 231 Shares of Costco Wholesale Co. (NASDAQ:COST)
Mather Group LLC. raised its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) is Mitchell Mcleod Pugh & Williams Inc.’s 2nd Largest Position
Mitchell Mcleod Pugh & Williams Inc. increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.6% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Mather Group LLC. Sells 7,997 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Mather Group LLC. decreased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 5.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Mather Group LLC. Trims Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)
Mather Group LLC. cut its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 21.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Red Wave Investments LLC Sells 20,340 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Red Wave Investments LLC lessened its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 56.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Red Wave Investments LLC Invests $242,000 in Intuit Inc. (NASDAQ:INTU)
Red Wave Investments LLC purchased a new stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased... More of this article »
Red Wave Investments LLC Sells 2,740 Shares of Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS)
Red Wave Investments LLC lowered its stake in Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Mather Group LLC. Sells 658 Shares of PPG Industries, Inc. (NYSE:PPG)
Mather Group LLC. reduced its stake in PPG Industries, Inc. (NYSE:PPG – Free Report) by 0.7% during the fourth quarter, HoldingsChannel reports. The firm owned 94,796 shares of the specialty chemicals company’s stock after... More of this article »
Stanley Black & Decker, Inc. (NYSE:SWK) Shares Sold by Mather Group LLC.
Mather Group LLC. decreased its position in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL) Shares Acquired by Mather Group LLC.
Mather Group LLC. grew its holdings in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 30.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Mather Group LLC. Buys 196,178 Shares of Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT)
Mather Group LLC. boosted its position in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 8.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) Shares Sold by Mather Group LLC.
Mather Group LLC. lessened its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Sold by Mather Group LLC.
Mather Group LLC. decreased its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
1,000 Shares in Northrop Grumman Co. (NYSE:NOC) Acquired by Eagle Wealth Strategies LLC
Eagle Wealth Strategies LLC purchased a new position in Northrop Grumman Co. (NYSE:NOC – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Eagle Wealth Strategies LLC Takes Position in Blackstone Inc. (NYSE:BX)
Eagle Wealth Strategies LLC bought a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought... More of this article »
Altria Group, Inc. (NYSE:MO) Shares Sold by Principle Wealth Partners LLC
Principle Wealth Partners LLC cut its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 19.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Fiduciary Group LLC Has $990,000 Stake in iShares S&P 100 ETF (NYSEARCA:OEF)
Fiduciary Group LLC raised its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 51.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 4,431 shares of the company’s... More of this article »
Mather Group LLC. Has $748.65 Million Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Mather Group LLC. reduced its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 9,024,237 shares of the company’s... More of this article »
Eagle Wealth Strategies LLC Buys New Shares in Arthur J. Gallagher & Co. (NYSE:AJG)
Eagle Wealth Strategies LLC bought a new stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 8,691 shares of the financial services provider’s... More of this article »
Blue Chip Partners LLC Purchases 212 Shares of NIKE, Inc. (NYSE:NKE)
Blue Chip Partners LLC boosted its position in NIKE, Inc. (NYSE:NKE – Free Report) by 15.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Blue Chip Partners LLC Acquires New Holdings in Generac Holdings Inc. (NYSE:GNRC)
Blue Chip Partners LLC acquired a new stake in Generac Holdings Inc. (NYSE:GNRC – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 877 shares of the technology company’s stock, valued at... More of this article »
Eagle Wealth Strategies LLC Invests $691,000 in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
Eagle Wealth Strategies LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Valmark Advisers Inc. Boosts Stake in Intel Co. (NASDAQ:INTC)
Valmark Advisers Inc. raised its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 24.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Roper Technologies, Inc. (NYSE:ROP) Stock Holdings Lessened by Russell Investments Group Ltd.
Russell Investments Group Ltd. trimmed its stake in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 4.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Principle Wealth Partners LLC Invests $1.64 Million in Exelon Co. (NASDAQ:EXC)
Principle Wealth Partners LLC acquired a new position in shares of Exelon Co. (NASDAQ:EXC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) Position Cut by Flaharty Asset Management LLC
Flaharty Asset Management LLC trimmed its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 5.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Flaharty Asset Management LLC Has $1.13 Million Position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT)
Flaharty Asset Management LLC cut its holdings in shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT – Free Report) by 4.8% during the fourth quarter, according to its most recent 13F filing with... More of this article »
Flaharty Asset Management LLC Buys New Position in Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP)
Flaharty Asset Management LLC bought a new stake in shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought... More of this article »