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USA Financial Formulas Takes $911,000 Position in Analog Devices, Inc. $ADI
USA Financial Formulas bought a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
USA Financial Formulas Has $306,000 Stock Position in CenterPoint Energy, Inc. $CNP
USA Financial Formulas lessened its position in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 69.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 7,982 shares of the utilities... More of this article »
Wolfstich Capital LLC Buys Shares of 32,427 Schwab US Broad Market ETF $SCHB
Wolfstich Capital LLC purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 32,427 shares of the company’s... More of this article »
Wolfstich Capital LLC Makes New Investment in Dimensional US Large Cap Value ETF $DFLV
Wolfstich Capital LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Waldron Private Wealth LLC Sells 975 Shares of SPDR S&P MidCap 400 ETF Trust $MDY
Waldron Private Wealth LLC cut its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Waldron Private Wealth LLC Takes Position in First Trust Low Duration Opportunities ETF $LMBS
Waldron Private Wealth LLC acquired a new position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Waldron Private Wealth LLC Trims Position in Vanguard Small-Cap Value ETF $VBR
Waldron Private Wealth LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vanguard High Dividend Yield ETF $VYM Holdings Lowered by Waldron Private Wealth LLC
Waldron Private Wealth LLC decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
USA Financial Formulas Invests $663,000 in Sempra Energy $SRE
USA Financial Formulas bought a new stake in shares of Sempra Energy (NYSE:SRE – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Wedge Capital Management L L P NC Sells 2,243 Shares of Snap-On Incorporated $SNA
Wedge Capital Management L L P NC decreased its holdings in Snap-On Incorporated (NYSE:SNA – Free Report) by 6.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 30,795 shares of the company’s stock... More of this article »
Wedge Capital Management L L P NC Buys 11,306 Shares of Science Applications International Corporation $SAIC
Wedge Capital Management L L P NC raised its stake in Science Applications International Corporation (NASDAQ:SAIC – Free Report) by 16.5% in the 4th quarter, HoldingsChannel reports. The firm owned 79,787 shares of the company’s... More of this article »
Shell PLC Unsponsored ADR $SHEL Shares Sold by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC lowered its stake in shares of Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 15.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
EOG Resources, Inc. $EOG Shares Purchased by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC raised its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 315.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 125,333 shares of the energy... More of this article »
Wedge Capital Management L L P NC Has $11.79 Million Position in Parker-Hannifin Corporation $PH
Wedge Capital Management L L P NC lessened its position in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 15.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
BP p.l.c. $BP Shares Sold by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC reduced its position in shares of BP p.l.c. (NYSE:BP – Free Report) by 22.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Wedge Capital Management L L P NC Sells 8,021 Shares of Cummins Inc. $CMI
Wedge Capital Management L L P NC decreased its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 26.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 22,537 shares of the... More of this article »
Wedge Capital Management L L P NC Has $6.78 Million Position in CarMax, Inc. $KMX
Wedge Capital Management L L P NC increased its stake in shares of CarMax, Inc. (NYSE:KMX – Free Report) by 38.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Wedge Capital Management L L P NC Sells 3,672 Shares of Cigna Group $CI
Wedge Capital Management L L P NC decreased its holdings in Cigna Group (NYSE:CI – Free Report) by 12.6% in the fourth quarter, HoldingsChannel.com reports. The fund owned 25,514 shares of the health services provider’s... More of this article »
Wedge Capital Management L L P NC Has $5.29 Million Stock Holdings in Thermon Group Holdings, Inc. $THR
Wedge Capital Management L L P NC decreased its holdings in shares of Thermon Group Holdings, Inc. (NYSE:THR – Free Report) by 14.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF $SIXJ Shares Sold by USA Financial Formulas
USA Financial Formulas lowered its position in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF (NYSEARCA:SIXJ – Free Report) by 16.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Worth Asset Management LLC Sells 62,403 Shares of PGIM Ultra Short Bond ETF $PULS
Worth Asset Management LLC lowered its holdings in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 83.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 12,627 shares of the company’s... More of this article »
Wedge Capital Management L L P NC Raises Stock Position in Ingredion Incorporated $INGR
Wedge Capital Management L L P NC lifted its holdings in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 8.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 56,393 shares of the company’s... More of this article »
Waycross Partners LLC Increases Stock Position in Procter & Gamble Company (The) $PG
Waycross Partners LLC increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2,260.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
iShares Core 60/40 Balanced Allocation ETF $AOR Shares Purchased by Worth Asset Management LLC
Worth Asset Management LLC raised its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 5.2% in the fourth quarter, Holdings Channel reports. The fund owned 670,703 shares of the company’s... More of this article »
Worth Asset Management LLC Buys 21,533 Shares of Fidelity Enhanced Small Cap ETF $FESM
Worth Asset Management LLC boosted its stake in shares of Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) by 214.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 31,594 shares of the company’s... More of this article »
Weil Company Inc. Acquires 18,799 Shares of iShares U.S. Small Cap Equity Factor ETF $SMLF
Weil Company Inc. grew its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 32.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Wedge Capital Management L L P NC Has $5.93 Million Stock Position in Amcor PLC $AMCR
Wedge Capital Management L L P NC lowered its holdings in shares of Amcor PLC (NYSE:AMCR – Free Report) by 8.7% during the fourth quarter, Holdings Channel reports. The firm owned 711,351 shares of the company’s stock... More of this article »
Hunter Perkins Capital Management LLC Purchases Shares of 17,202 MarketAxess Holdings Inc. $MKTX
Hunter Perkins Capital Management LLC purchased a new stake in MarketAxess Holdings Inc. (NASDAQ:MKTX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Nutrien Ltd. $NTR Shares Sold by Silchester International Investors LLP
Silchester International Investors LLP trimmed its stake in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 18.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Caterpillar Inc. $CAT Stock Holdings Increased by Spire Wealth Management
Spire Wealth Management grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 68.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by Spire Wealth Management
Spire Wealth Management grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 14.5% in the fourth quarter, HoldingsChannel reports. The fund owned 23,943 shares of the company’s stock... More of this article »
iShares 3-7 Year Treasury Bond ETF $IEI Shares Sold by Redhawk Wealth Advisors Inc.
Redhawk Wealth Advisors Inc. lowered its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 41.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Wealthcare Advisory Partners LLC Sells 5,416 Shares of iShares Core S&P U.S. Growth ETF $IUSG
Wealthcare Advisory Partners LLC lessened its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 13.2% during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
Wealthcare Advisory Partners LLC Sells 10,690 Shares of Lam Research Corporation $LRCX
Wealthcare Advisory Partners LLC lessened its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 20.2% in the fourth quarter, HoldingsChannel reports. The fund owned 42,191 shares of the semiconductor... More of this article »
Wealthcare Advisory Partners LLC Has $3.77 Million Stake in First Trust RBA American Industrial Renaissance ETF $AIRR
Wealthcare Advisory Partners LLC increased its stake in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 30.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 38,293 shares of... More of this article »
Wealthcare Advisory Partners LLC Decreases Stake in Vanguard Total World Stock ETF $VT
Wealthcare Advisory Partners LLC lessened its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 28.6% in the 4th quarter, HoldingsChannel reports. The fund owned 24,905 shares of the exchange... More of this article »
Wealthcare Advisory Partners LLC Takes $5.73 Million Position in iShares Core U.S. REIT ETF $USRT
Wealthcare Advisory Partners LLC acquired a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Wealthcare Advisory Partners LLC Lowers Position in Invesco QQQ $QQQ
Wealthcare Advisory Partners LLC trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The fund owned 96,619 shares of the exchange traded fund’s... More of this article »
Wealthcare Advisory Partners LLC Purchases Shares of 201,796 Capital Group Ultra Short Income ETF $CGUI
Wealthcare Advisory Partners LLC purchased a new stake in shares of Capital Group Ultra Short Income ETF (NYSEARCA:CGUI – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Tenet Healthcare Corporation $THC Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its stake in Tenet Healthcare Corporation (NYSE:THC – Free Report) by 13.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stock Position in American Century Diversified Corporate Bond ETF $KORP
Wealth Enhancement Advisory Services LLC raised its holdings in shares of American Century Diversified Corporate Bond ETF (NYSEARCA:KORP – Free Report) by 21.1% during the fourth quarter, according to the company in its most... More of this article »
Wealth Enhancement Advisory Services LLC Trims Holdings in Packaging Corporation of America $PKG
Wealth Enhancement Advisory Services LLC decreased its position in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 8.1% in the fourth quarter, HoldingsChannel reports. The firm owned 28,924 shares of the... More of this article »
Timothy Plan US Small Cap Core ETF $TPSC Holdings Raised by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its position in shares of Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC – Free Report) by 962.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 152,633... More of this article »
Wealth Enhancement Advisory Services LLC Has $7.20 Million Holdings in Biogen Inc. $BIIB
Wealth Enhancement Advisory Services LLC increased its holdings in Biogen Inc. (NASDAQ:BIIB – Free Report) by 15.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Wealth Enhancement Advisory Services LLC Buys 3,410 Shares of iShares Biotechnology ETF $IBB
Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Wealth Enhancement Advisory Services LLC Acquires 2,118 Shares of Woodward, Inc. $WWD
Wealth Enhancement Advisory Services LLC boosted its holdings in Woodward, Inc. (NASDAQ:WWD – Free Report) by 10.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 22,451 shares of the... More of this article »
Wealth Enhancement Advisory Services LLC Has $7.55 Million Stake in Arch Capital Group Ltd. $ACGL
Wealth Enhancement Advisory Services LLC boosted its stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 28.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Holdings in BorgWarner Inc. $BWA
Wealth Enhancement Advisory Services LLC lifted its position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) by 9.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 155,734 shares of... More of this article »