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Keystone Global Partners LLC Buys New Shares in iShares MSCI Japan ETF $EWJ
Keystone Global Partners LLC bought a new position in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 28,048 shares... More of this article »
iShares iBonds Dec 2029 Term Corporate ETF $IBDU Shares Acquired by Praetorian Wealth Management Inc.
Praetorian Wealth Management Inc. grew its stake in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU – Free Report) by 10.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 270,419 shares of... More of this article »
Praetorian Wealth Management Inc. Purchases New Holdings in iShares iBonds Dec 2032 Term Corporate ETF $IBDX
Praetorian Wealth Management Inc. acquired a new position in iShares iBonds Dec 2032 Term Corporate ETF (NYSEARCA:IBDX – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 86,366 shares of the... More of this article »
Fidelity MSCI Consumer Discretionary Index ETF $FDIS Shares Purchased by Keystone Global Partners LLC
Keystone Global Partners LLC increased its stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) by 23.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Keystone Global Partners LLC Has $22.80 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG
Keystone Global Partners LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 21.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 698,832 shares of the... More of this article »
Johnson Bixby & Associates LLC Has $5 Million Stock Holdings in iShares National Muni Bond ETF $MUB
Johnson Bixby & Associates LLC increased its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 13.9% during the fourth quarter, Holdings Channel reports. The firm owned 46,640 shares of the exchange... More of this article »
Thompson Investment Management Inc. Buys Shares of 26,314 The Clorox Company $CLX
Thompson Investment Management Inc. purchased a new position in shares of The Clorox Company (NYSE:CLX – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Johnson Bixby & Associates LLC Decreases Position in Vanguard Small-Cap ETF $VB
Johnson Bixby & Associates LLC trimmed its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Johnson Bixby & Associates LLC Sells 4,928,476 Shares of Capital Group Core Plus Income ETF $CGCP
Johnson Bixby & Associates LLC decreased its stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 84.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Goelzer Investment Management Inc. Buys New Shares in Genuine Parts Company $GPC
Goelzer Investment Management Inc. bought a new position in shares of Genuine Parts Company (NYSE:GPC – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 6,425 shares of the specialty... More of this article »
Goelzer Investment Management Inc. Acquires New Stake in Evergy Inc. $EVRG
Goelzer Investment Management Inc. bought a new stake in Evergy Inc. (NASDAQ:EVRG – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 14,800 shares of the company’s... More of this article »
Fidelity MSCI Information Technology Index ETF $FTEC Shares Purchased by Kraft Davis & Associates LLC
Kraft Davis & Associates LLC grew its position in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 35.0% during the fourth quarter, Holdings Channel reports. The firm owned 81,384... More of this article »
Schwab Short-Term U.S. Treasury ETF $SCHO Shares Bought by Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 6.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,670,514 shares of the company’s... More of this article »
Kraft Davis & Associates LLC Has $11.64 Million Position in Invesco S&P 500 Revenue ETF $RWL
Kraft Davis & Associates LLC boosted its holdings in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 6.7% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Kraft Davis & Associates LLC Grows Stock Holdings in VanEck Uranium and Nuclear ETF $NLR
Kraft Davis & Associates LLC grew its stake in VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 425.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Thompson Investment Management Inc. Sells 63,758 Shares of Exact Sciences Corporation $EXAS
Thompson Investment Management Inc. trimmed its holdings in shares of Exact Sciences Corporation (NASDAQ:EXAS – Free Report) by 26.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 175,742 shares of... More of this article »
Thompson Investment Management Inc. Grows Position in Procter & Gamble Company (The) $PG
Thompson Investment Management Inc. grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 64.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 37,336 shares of the... More of this article »
Spire Wealth Management Increases Holdings in Capital Group International Focus Equity ETF $CGXU
Spire Wealth Management raised its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 46.9% in the 4th quarter, HoldingsChannel reports. The fund owned 81,800 shares of the company’s... More of this article »
Redhawk Wealth Advisors Inc. Invests $705,000 in Invesco Taxable Municipal Bond ETF $BAB
Redhawk Wealth Advisors Inc. bought a new stake in Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Goelzer Investment Management Inc. Has $9.34 Million Stock Holdings in Costco Wholesale Corporation $COST
Goelzer Investment Management Inc. grew its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 10,834 shares of the retailer’s stock... More of this article »
Spire Wealth Management Has $2.29 Million Stake in The Hartford Insurance Group, Inc. $HIG
Spire Wealth Management lifted its stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 323.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Spire Wealth Management Boosts Stock Holdings in Lockheed Martin Corporation $LMT
Spire Wealth Management lifted its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 36.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 7,034 shares of the aerospace company’s... More of this article »
Spire Wealth Management Has $2.74 Million Stock Position in iShares Short Treasury Bond ETF $SHV
Spire Wealth Management reduced its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 22.0% during the 4th quarter, HoldingsChannel reports. The firm owned 24,898 shares of the company’s stock after... More of this article »
Spire Wealth Management Increases Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Spire Wealth Management boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 3,644.4% during the 4th quarter, HoldingsChannel reports. The firm owned 43,285 shares of the company’s... More of this article »
Woodward Diversified Capital LLC Acquires 10,365 Shares of Netflix, Inc. $NFLX
Woodward Diversified Capital LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 807.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Goelzer Investment Management Inc. Buys 15,782 Shares of Netflix, Inc. $NFLX
Goelzer Investment Management Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,035.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
USA Financial Formulas Purchases New Stake in Vanguard Growth ETF $VUG
USA Financial Formulas purchased a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,190... More of this article »
Tesla, Inc. $TSLA Shares Acquired by Worth Asset Management LLC
Worth Asset Management LLC lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 533.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 4,217 shares of the electric vehicle producer’s... More of this article »
Vanguard Mega Cap Growth ETF $MGK Shares Acquired by Worth Asset Management LLC
Worth Asset Management LLC lifted its holdings in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 19.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Spire Wealth Management Purchases 41,506 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Spire Wealth Management lifted its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 301.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 55,293 shares of the company’s... More of this article »
Viking Fund Management LLC Has $11.60 Million Stock Position in JPMorgan Chase & Co. $JPM
Viking Fund Management LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 36,000 shares... More of this article »
Wealthcare Advisory Partners LLC Buys Shares of 83,369 iShares U.S. Small Cap Equity Factor ETF $SMLF
Wealthcare Advisory Partners LLC bought a new stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
USA Financial Formulas Makes New $765,000 Investment in Datadog, Inc. $DDOG
USA Financial Formulas acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 5,627 shares... More of this article »
Schwab International Equity ETF $SCHF is Goelzer Investment Management Inc.’s 5th Largest Position
Goelzer Investment Management Inc. reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Prosperity Planning Inc. Sells 2,821 Shares of Vanguard Value ETF $VTV
Prosperity Planning Inc. trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 13.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
USA Financial Formulas Makes New $830,000 Investment in Baker Hughes Company $BKR
USA Financial Formulas bought a new position in Baker Hughes Company (NASDAQ:BKR – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 18,234 shares of... More of this article »
Waldron Private Wealth LLC Has $4.23 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR
Waldron Private Wealth LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 20.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Wedge Capital Management L L P NC Trims Holdings in Arch Capital Group Ltd. $ACGL
Wedge Capital Management L L P NC trimmed its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 18.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Wedge Capital Management L L P NC Acquires 12,712 Shares of Owens Corning Inc $OC
Wedge Capital Management L L P NC boosted its holdings in Owens Corning Inc (NYSE:OC – Free Report) by 17.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 83,675 shares of the construction... More of this article »
Wedge Capital Management L L P NC Has $9.06 Million Stock Holdings in Accenture PLC $ACN
Wedge Capital Management L L P NC decreased its position in Accenture PLC (NYSE:ACN – Free Report) by 25.3% during the fourth quarter, HoldingsChannel reports. The firm owned 33,761 shares of the information technology services... More of this article »
Worth Asset Management LLC Has $4.28 Million Holdings in Vanguard Growth ETF $VUG
Worth Asset Management LLC cut its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 16.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Worth Asset Management LLC Invests $1.54 Million in Caterpillar Inc. $CAT
Worth Asset Management LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 2,690 shares of the industrial products company’s... More of this article »
USA Financial Formulas Sells 2,521 Shares of Invesco QQQ $QQQ
USA Financial Formulas reduced its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Spire Wealth Management Purchases 14,291 Shares of iShares Core MSCI EAFE ETF $IEFA
Spire Wealth Management grew its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.8% in the fourth quarter, HoldingsChannel reports. The fund owned 311,718 shares of the company’s stock after buying... More of this article »
SPDR S&P Regional Banking ETF $KRE Stock Position Boosted by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its stake in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 259.1% during the fourth quarter, Holdings Channel reports. The institutional investor ... More of this article »
Wealth Enhancement Advisory Services LLC Reduces Holdings in Intercontinental Exchange Inc. $ICE
Wealth Enhancement Advisory Services LLC reduced its holdings in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 10.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 41,065... More of this article »
Wealthcare Advisory Partners LLC Acquires 29,649 Shares of Ares Capital Corporation $ARCC
Wealthcare Advisory Partners LLC lifted its holdings in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 14.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 228,531 shares of the investment... More of this article »
World Investment Advisors Purchases 16,197 Shares of Meta Platforms, Inc. $META
World Investment Advisors boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »