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Peak Financial Advisors LLC Sells 6,355 Shares of F5, Inc. $FFIV
Peak Financial Advisors LLC trimmed its holdings in F5, Inc. (NASDAQ:FFIV – Free Report) by 72.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Peak Financial Advisors LLC Has $2.34 Million Holdings in Sempra Energy $SRE
Peak Financial Advisors LLC grew its position in shares of Sempra Energy (NYSE:SRE – Free Report) by 190.1% in the 4th quarter, Holdings Channel reports. The firm owned 26,552 shares of the utilities provider’s stock after... More of this article »
Element Solutions Inc. $ESI Shares Bought by Peak Financial Advisors LLC
Peak Financial Advisors LLC raised its position in shares of Element Solutions Inc. (NYSE:ESI – Free Report) by 282.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Foster Group Inc. Increases Stock Position in Netflix, Inc. $NFLX
Foster Group Inc. boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 877.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Peak Financial Advisors LLC Invests $586,000 in Fastenal Company $FAST
Peak Financial Advisors LLC purchased a new position in shares of Fastenal Company (NASDAQ:FAST – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 14,606 shares of the... More of this article »
Kopp Family Office LLC Trims Stock Holdings in Viridian Therapeutics, Inc. $VRDN
Kopp Family Office LLC cut its position in shares of Viridian Therapeutics, Inc. (NASDAQ:VRDN – Free Report) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Perkins Coie Trust Co Invests $714,000 in Fidelity MSCI Information Technology Index ETF $FTEC
Perkins Coie Trust Co acquired a new position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Thompson Davis & CO. Inc. Takes Position in Cisco Systems, Inc. $CSCO
Thompson Davis & CO. Inc. acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Peak Financial Advisors LLC Has $2.98 Million Holdings in CVS Health Corporation $CVS
Peak Financial Advisors LLC raised its position in CVS Health Corporation (NYSE:CVS – Free Report) by 105.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 37,520 shares of the pharmacy... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Shares Purchased by Kopp Family Office LLC
Kopp Family Office LLC boosted its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 35.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 107,516 shares... More of this article »
Targa Resources, Inc. $TRGP Shares Bought by Peak Financial Advisors LLC
Peak Financial Advisors LLC raised its holdings in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 221.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,101 shares of the pipeline company’s... More of this article »
Royal Bank Of Canada $RY Stake Decreased by Rempart Asset Management Inc.
Rempart Asset Management Inc. reduced its stake in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 7.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 200,912 shares... More of this article »
nVent Electric PLC $NVT is Rempart Asset Management Inc.’s 9th Largest Position
Rempart Asset Management Inc. reduced its stake in nVent Electric PLC (NYSE:NVT – Free Report) by 15.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
National Wealth Management Group LLC Makes New Investment in Vertiv Holdings Co. $VRT
National Wealth Management Group LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
National Wealth Management Group LLC Has $502,000 Stock Position in T. Rowe Price Small-Mid Cap ETF $TMSL
National Wealth Management Group LLC lowered its stake in T. Rowe Price Small-Mid Cap ETF (NYSEARCA:TMSL – Free Report) by 51.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 13,992... More of this article »
National Wealth Management Group LLC Lowers Holdings in Amphenol Corporation $APH
National Wealth Management Group LLC lowered its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 60.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 4,889 shares of... More of this article »
HWG Holdings LP Takes Position in The TJX Companies, Inc. $TJX
HWG Holdings LP acquired a new position in The TJX Companies, Inc. (NYSE:TJX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 28,746 shares of the apparel and home fashions retailer’s... More of this article »
90,300 Shares in NIKE, Inc. $NKE Bought by Lancaster Investment Management
Lancaster Investment Management bought a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 90,300 shares of the footwear maker’s... More of this article »
Kozak & Associates Inc. Purchases 4,391 Shares of Invesco S&P 500 Revenue ETF $RWL
Kozak & Associates Inc. grew its position in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 0.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Roble Belko & Company Inc Acquires 58,819 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Roble Belko & Company Inc grew its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 22.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sentinel Pension Advisors LLC Has $1.03 Million Stock Position in Invesco BulletShares 2027 Corporate Bond ETF $BSCR
Sentinel Pension Advisors LLC cut its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 85.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Sentinel Pension Advisors LLC Raises Position in Thornburg International Equity ETF $TXUE
Sentinel Pension Advisors LLC lifted its holdings in Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 49.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Traynor Capital Management Inc. Acquires 46,178 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Traynor Capital Management Inc. boosted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 17.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 317,764 shares... More of this article »
Traynor Capital Management Inc. Makes New $1.13 Million Investment in Transdigm Group Incorporated $TDG
Traynor Capital Management Inc. acquired a new position in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 852 shares of the aerospace company’s... More of this article »
JPMorgan Core Plus Bond ETF $JCPB Shares Sold by Sentinel Pension Advisors LLC
Sentinel Pension Advisors LLC trimmed its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sentinel Pension Advisors LLC Takes Position in SPDR Portfolio Emerging Markets ETF $SPEM
Sentinel Pension Advisors LLC bought a new stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Traynor Capital Management Inc. Takes Position in Quanta Services, Inc. $PWR
Traynor Capital Management Inc. bought a new position in Quanta Services, Inc. (NYSE:PWR – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
iShares Ultra Short-Term Bond Active ETF $ICSH Shares Purchased by Roble Belko & Company Inc
Roble Belko & Company Inc boosted its stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 2.7% in the fourth quarter, Holdings Channel reports. The fund owned 403,664 shares of the company’s... More of this article »
LVM Capital Management Ltd. MI Sells 33,418 Shares of The Walt Disney Company $DIS
LVM Capital Management Ltd. MI trimmed its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 89.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,791 shares of the entertainment... More of this article »
iShares Gold Trust $IAU Shares Bought by LVM Capital Management Ltd. MI
LVM Capital Management Ltd. MI increased its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Innovator Laddered Allocation Power Buffer ETF $BUFF Shares Purchased by SeaCrest Wealth Management LLC
SeaCrest Wealth Management LLC raised its holdings in Innovator Laddered Allocation Power Buffer ETF (BATS:BUFF – Free Report) by 93.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
SeaCrest Wealth Management LLC Buys 11,454 Shares of Merck & Co., Inc. $MRK
SeaCrest Wealth Management LLC raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 46.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Paragon Advisors LLC Invests $2.61 Million in iShares Global Comm Services ETF $IXP
Paragon Advisors LLC acquired a new position in iShares Global Comm Services ETF (NYSEARCA:IXP – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 21,567 shares of the company’s... More of this article »
Paragon Advisors LLC Increases Stake in Arista Networks, Inc. $ANET
Paragon Advisors LLC lifted its position in Arista Networks, Inc. (NYSE:ANET – Free Report) by 19.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 42,740... More of this article »
SG Americas Securities LLC Increases Stake in Energy Transfer LP $ET
SG Americas Securities LLC boosted its position in Energy Transfer LP (NYSE:ET – Free Report) by 187.1% during the fourth quarter, HoldingsChannel reports. The fund owned 1,940,500 shares of the pipeline company’s stock... More of this article »
Pensionfund Sabic Invests $4.38 Million in Walmart Inc. $WMT
Pensionfund Sabic bought a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 39,300 shares of the retailer’s stock, valued... More of this article »
Sax Wealth Advisors LLC Boosts Holdings in iShares Floating Rate Bond ETF $FLOT
Sax Wealth Advisors LLC raised its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 125.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sax Wealth Advisors LLC Has $2.43 Million Stock Holdings in iShares S&P 100 ETF $OEF
Sax Wealth Advisors LLC lifted its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 57.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Sax Wealth Advisors LLC Buys 29,158 Shares of Dimensional Emerging Core Equity Market ETF $DFAE
Sax Wealth Advisors LLC boosted its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 14.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Silverberg Bernstein Capital Management LLC Boosts Stock Holdings in Analog Devices, Inc. $ADI
Silverberg Bernstein Capital Management LLC boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
GenWealth Group Inc. Has $26.13 Million Holdings in iShares Core S&P 500 ETF $IVV
GenWealth Group Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Richard P Slaughter Associates Inc Purchases 2,720 Shares of Vanguard Total Stock Market ETF $VTI
Richard P Slaughter Associates Inc grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 178.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL is Sax Wealth Advisors LLC’s 4th Largest Position
Sax Wealth Advisors LLC grew its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 5.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Independence Wealth Advisors LLC Purchases Shares of 1,935 Meta Platforms, Inc. $META
Independence Wealth Advisors LLC acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,935 shares of... More of this article »
Foster Group Inc. Reduces Position in iShares Russell 2000 ETF $IWM
Foster Group Inc. trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 14.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,838... More of this article »
Salvus Wealth Management LLC Invests $818,000 in UnitedHealth Group Incorporated $UNH
Salvus Wealth Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
19,842 Shares in J.B. Hunt Transport Services, Inc. $JBHT Purchased by Robinson Value Management Ltd.
Robinson Value Management Ltd. purchased a new position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Physician Wealth Solutions Inc. Boosts Stock Holdings in Dimensional Inflation-Protected Securities ETF $DFIP
Physician Wealth Solutions Inc. boosted its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 6.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 393,446 shares... More of this article »