Home » SEC Filing Articles
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 »
National Wealth Management Group LLC Takes $777,000 Position in Datadog, Inc. $DDOG
National Wealth Management Group LLC bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 5,713 shares of the company’s... More of this article »
Enterprise Products Partners L.P. $EPD Shares Bought by HWG Holdings LP
HWG Holdings LP lifted its position in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 83.1% in the 4th quarter, Holdings Channel reports. The fund owned 70,002 shares of the oil and gas producer’s... More of this article »
National Wealth Management Group LLC Decreases Position in iShares Silver Trust $SLV
National Wealth Management Group LLC lowered its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
National Wealth Management Group LLC Invests $998,000 in Principal Financial Group, Inc. $PFG
National Wealth Management Group LLC acquired a new stake in Principal Financial Group, Inc. (NASDAQ:PFG – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Tilia Fiduciary Partners Inc. Purchases 15,242 Shares of SPDR Portfolio Intermediate Term Corporate Bond ETF $SPIB
Tilia Fiduciary Partners Inc. grew its position in SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Free Report) by 126.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
National Wealth Management Group LLC Raises Stock Position in iShares Short Treasury Bond ETF $SHV
National Wealth Management Group LLC lifted its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 131.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,789... More of this article »
Curtiss-Wright Corporation $CW Stake Increased by HWG Holdings LP
HWG Holdings LP raised its position in shares of Curtiss-Wright Corporation (NYSE:CW – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
HWG Holdings LP Sells 17,186 Shares of Construction Partners, Inc. $ROAD
HWG Holdings LP lessened its holdings in shares of Construction Partners, Inc. (NASDAQ:ROAD – Free Report) by 74.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
PUREfi Wealth LLC Decreases Stock Holdings in ProShares UltraPro Short S&P 500 $SPXU
PUREfi Wealth LLC lowered its holdings in shares of ProShares UltraPro Short S&P 500 (NYSEARCA:SPXU – Free Report) by 72.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Large-Cap ETF $VV Shares Acquired by Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC grew its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 357,852... More of this article »
Sax Wealth Advisors LLC Boosts Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP
Sax Wealth Advisors LLC raised its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 35.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 55,008... More of this article »
Canadian National Railway Company $CNI Shares Sold by Stokes Capital Advisors LLC
Stokes Capital Advisors LLC trimmed its stake in Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 12.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Sax Wealth Advisors LLC Acquires 62,658 Shares of iShares MBS ETF $MBB
Sax Wealth Advisors LLC increased its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 1,286.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 67,527 shares of the company’s stock after acquiring... More of this article »
Dimensional International Small Cap Value ETF $DISV Shares Purchased by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC boosted its stake in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 15.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Sax Wealth Advisors LLC Has $4.12 Million Stake in Dimensional Emerging Markets Value ETF $DFEV
Sax Wealth Advisors LLC boosted its holdings in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) by 23.0% in the fourth quarter, Holdings Channel reports. The firm owned 122,072 shares of the company’s... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT Shares Sold by Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC lessened its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Moody National Bank Trust Division Lowers Holdings in Synaptics Incorporated $SYNA
Moody National Bank Trust Division decreased its holdings in Synaptics Incorporated (NASDAQ:SYNA – Free Report) by 41.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
SG Americas Securities LLC Buys 743,257 Shares of YETI Holdings, Inc. $YETI
SG Americas Securities LLC boosted its stake in shares of YETI Holdings, Inc. (NYSE:YETI – Free Report) by 16,553.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Moody National Bank Trust Division Trims Holdings in AbbVie Inc. $ABBV
Moody National Bank Trust Division trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 26.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
SG Americas Securities LLC Acquires 110,800 Shares of GoDaddy Inc. $GDDY
SG Americas Securities LLC increased its holdings in shares of GoDaddy Inc. (NYSE:GDDY – Free Report) by 78.8% during the fourth quarter, Holdings Channel reports. The fund owned 251,342 shares of the technology company’s... More of this article »
Pensionfund Sabic Purchases New Shares in HP Inc. $HPQ
Pensionfund Sabic acquired a new stake in shares of HP Inc. (NYSE:HPQ – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 42,200 shares of the computer maker’s stock, valued at approximately... More of this article »
Pensionfund Sabic Invests $1 Million in Best Buy Co., Inc. $BBY
Pensionfund Sabic bought a new stake in Best Buy Co., Inc. (NYSE:BBY – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 15,000 shares of the technology retailer’s stock, valued at approximately... More of this article »
Pensionfund Sabic Buys Shares of 9,150 Paychex, Inc. $PAYX
Pensionfund Sabic bought a new position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
SG Americas Securities LLC Buys 297,740 Shares of The Walt Disney Company $DIS
SG Americas Securities LLC raised its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 8,025.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 301,450 shares of the entertainment giant’s... More of this article »
Sax Wealth Advisors LLC Boosts Stock Position in Vanguard Dividend Appreciation ETF $VIG
Sax Wealth Advisors LLC lifted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 196.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Dimensional International Core Equity Market ETF $DFAI Stock Position Raised by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC boosted its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 8.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Hillcrest Wealth Advisors NY LLC Boosts Holdings in iShares 0-5 Year TIPS Bond ETF $STIP
Hillcrest Wealth Advisors NY LLC lifted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 30.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Vanguard Growth ETF $VUG is GenWealth Group Inc.’s 3rd Largest Position
GenWealth Group Inc. increased its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 91,201 shares of the company’s... More of this article »
Pacer Trendpilot US Large Cap ETF $PTLC Position Cut by Optivise Advisory Services LLC
Optivise Advisory Services LLC lowered its holdings in shares of Pacer Trendpilot US Large Cap ETF (BATS:PTLC – Free Report) by 63.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Russell Top 200 Growth ETF $IWY Shares Bought by Richard P Slaughter Associates Inc
Richard P Slaughter Associates Inc lifted its position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Sax Wealth Advisors LLC Has $19.73 Million Stock Position in Dimensional US Core Equity Market ETF $DFAU
Sax Wealth Advisors LLC cut its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
GenWealth Group Inc. Boosts Stock Position in ProShares Ultra Dow30 $DDM
GenWealth Group Inc. raised its holdings in ProShares Ultra Dow30 (NYSEARCA:DDM – Free Report) by 105.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Microsoft Corporation $MSFT Shares Sold by Tealwood Asset Management Inc.
Tealwood Asset Management Inc. trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 36.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
British American Tobacco p.l.c. $BTI Shares Acquired by SG Americas Securities LLC
SG Americas Securities LLC increased its stake in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 771.1% in the 4th quarter, Holdings Channel reports. The firm owned 739,687 shares of the company’s... More of this article »
iShares Short Maturity Municipal Bond Active ETF $MEAR Shares Acquired by Foster Group Inc.
Foster Group Inc. increased its holdings in shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »