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Micron Technology, Inc. $MU Position Raised by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 58.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 7,004 shares of... More of this article »
NerdWallet Wealth Partners LLC Has $24.45 Million Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
NerdWallet Wealth Partners LLC raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 392,153 shares of the company’s... More of this article »
Roberts Wealth Advisors LLC Decreases Holdings in Vanguard Ultra-Short Bond ETF $VUSB
Roberts Wealth Advisors LLC decreased its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 42.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Gibson Wealth Advisors LLC Raises Holdings in Vanguard Total Stock Market ETF $VTI
Gibson Wealth Advisors LLC lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 136,286 shares... More of this article »
Central Valley Advisors LLC Buys 14,587 Shares of Netflix, Inc. $NFLX
Central Valley Advisors LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,015.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
World Investment Advisors Buys 15,280 Shares of Alphabet Inc. $GOOG
World Investment Advisors grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
World Equity Group Inc. Sells 59,228 Shares of iShares MSCI EAFE Value ETF $EFV
World Equity Group Inc. decreased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 79.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
National Wealth Management Group LLC Sells 5,546 Shares of Lam Research Corporation $LRCX
National Wealth Management Group LLC lowered its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 27.6% in the 4th quarter, Holdings Channel reports. The firm owned 14,545 shares of the semiconductor company’s... More of this article »
Schwab International Equity ETF $SCHF is Roberts Wealth Advisors LLC’s 8th Largest Position
Roberts Wealth Advisors LLC raised its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Signal Advisors Wealth LLC Purchases 2,808 Shares of iShares S&P 500 Value ETF $IVE
Signal Advisors Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 31.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Paragon Advisors LLC Trims Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Paragon Advisors LLC reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Paragon Advisors LLC Has $4.28 Million Holdings in CrowdStrike $CRWD
Paragon Advisors LLC raised its holdings in CrowdStrike (NASDAQ:CRWD – Free Report) by 22.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by Heritage Family Offices LLP
Heritage Family Offices LLP boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 10,221 shares of the company’s... More of this article »
Motorola Solutions, Inc. $MSI Holdings Boosted by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC grew its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 32.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
World Equity Group Inc. Makes New $632,000 Investment in FT Vest U.S. Equity Buffer ETF – October $FOCT
World Equity Group Inc. bought a new position in FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vanguard Mid-Cap Growth ETF $VOT Shares Sold by World Equity Group Inc.
World Equity Group Inc. trimmed its position in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 54.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Peak Financial Advisors LLC Invests $715,000 in Monolithic Power Systems, Inc. $MPWR
Peak Financial Advisors LLC bought a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 789 shares of the semiconductor company’s... More of this article »
72,950 Shares in Core Scientific, Inc. $CORZ Purchased by Silverleafe Capital Partners LLC
Silverleafe Capital Partners LLC acquired a new stake in Core Scientific, Inc. (NASDAQ:CORZ – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Verizon Communications Inc. $VZ Stake Lifted by Rempart Asset Management Inc.
Rempart Asset Management Inc. lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 356,060 shares of the cell phone... More of this article »
Howmet Aerospace Inc. $HWM Shares Purchased by Silverleafe Capital Partners LLC
Silverleafe Capital Partners LLC raised its stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 339.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Robinson Value Management Ltd. Trims Stock Position in abrdn Physical Silver Shares ETF $SIVR
Robinson Value Management Ltd. trimmed its holdings in abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 31.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Wedmont Private Capital Makes New Investment in Sandisk Corporation $SNDK
Wedmont Private Capital bought a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Reduces Stock Holdings in Sysco Corporation $SYY
Wealth Enhancement Advisory Services LLC cut its stake in shares of Sysco Corporation (NYSE:SYY – Free Report) by 4.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Roberts Wealth Advisors LLC Invests $2.29 Million in RTX Corporation $RTX
Roberts Wealth Advisors LLC acquired a new position in shares of RTX Corporation (NYSE:RTX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Wealth Enhancement Advisory Services LLC Sells 214,042 Shares of VictoryShares Short-Term Bond ETF $USTB
Wealth Enhancement Advisory Services LLC decreased its position in VictoryShares Short-Term Bond ETF (NASDAQ:USTB – Free Report) by 42.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Roberts Wealth Advisors LLC Takes Position in Southern Company (The) $SO
Roberts Wealth Advisors LLC purchased a new stake in shares of Southern Company (The) (NYSE:SO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 8,632... More of this article »
Wealth Enhancement Advisory Services LLC Has $14.53 Million Stock Holdings in iShares Semiconductor ETF $SOXX
Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Willner & Heller LLC Grows Stock Position in First Trust Enhanced Short Maturity ETF $FTSM
Willner & Heller LLC raised its position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 177.6% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Westview Management dba Westview Investment Advisors Invests $3.39 Million in JPMorgan Chase & Co. $JPM
Westview Management dba Westview Investment Advisors purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Moody National Bank Trust Division Reduces Position in Tesla, Inc. $TSLA
Moody National Bank Trust Division lowered its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 28.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 19,122 shares of the electric... More of this article »
Stokes Capital Advisors LLC Has $8.43 Million Stock Position in Honeywell International Inc. $HON
Stokes Capital Advisors LLC boosted its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 43,228 shares of the... More of this article »
Signal Advisors Wealth LLC Grows Position in Schwab U.S. TIPS ETF $SCHP
Signal Advisors Wealth LLC increased its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 12.1% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 290,611... More of this article »
Signal Advisors Wealth LLC Invests $4.08 Million in Innovator U.S. Equity Power Buffer ETF – October $POCT
Signal Advisors Wealth LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Air Products and Chemicals, Inc. $APD Shares Sold by Harrington Investments INC
Harrington Investments INC trimmed its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 45.9% in the fourth quarter, HoldingsChannel reports. The firm owned 3,606 shares of the basic materials... More of this article »
Signal Advisors Wealth LLC Acquires 3,096 Shares of Accenture PLC $ACN
Signal Advisors Wealth LLC grew its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 24.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 15,917 shares of the information... More of this article »
Vanguard Short-Term Treasury ETF $VGSH Shares Acquired by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC boosted its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 17.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Signal Advisors Wealth LLC Increases Position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF
Signal Advisors Wealth LLC raised its position in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) by 28.2% in the 4th quarter, HoldingsChannel reports. The institutional... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Shares Bought by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC boosted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.6% in the 4th quarter, Holdings Channel reports. The firm owned 308,726 shares of the exchange... More of this article »
Dimensional U.S. Small Cap ETF $DFAS Shares Purchased by Olistico Wealth LLC
Olistico Wealth LLC increased its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 60.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 26,799 shares of the company’s stock after... More of this article »
Scratch Capital LLC Has $13.24 Million Position in Dimensional Inflation-Protected Securities ETF $DFIP
Scratch Capital LLC lifted its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 26.4% in the 4th quarter, Holdings Channel reports. The firm owned 318,495 shares of the company’s... 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 »
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 »
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 »
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 »