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Wealth Enhancement Advisory Services LLC Purchases 318,898 Shares of Bristol Myers Squibb Company $BMY
Wealth Enhancement Advisory Services LLC raised its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 26.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stock Holdings in ServiceNow, Inc. $NOW
Wealth Enhancement Advisory Services LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 451.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Westview Management dba Westview Investment Advisors Purchases New Shares in Waste Connections, Inc. $WCN
Westview Management dba Westview Investment Advisors acquired a new stake in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Westview Management dba Westview Investment Advisors Takes $2.33 Million Position in Autodesk, Inc. $ADSK
Westview Management dba Westview Investment Advisors acquired a new position in Autodesk, Inc. (NASDAQ:ADSK – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Westview Management dba Westview Investment Advisors Invests $4.01 Million in SPDR S&P Regional Banking ETF $KRE
Westview Management dba Westview Investment Advisors bought a new stake in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Westview Management dba Westview Investment Advisors Invests $2.85 Million in Vertex Pharmaceuticals Incorporated $VRTX
Westview Management dba Westview Investment Advisors acquired a new stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Westview Management dba Westview Investment Advisors Buys New Holdings in Janus Henderson AAA CLO ETF $JAAA
Westview Management dba Westview Investment Advisors purchased a new position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Westview Management dba Westview Investment Advisors Buys Shares of 8,697 Casey’s General Stores, Inc. $CASY
Westview Management dba Westview Investment Advisors purchased a new position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The... More of this article »
Teamwork Financial Advisors LLC Grows Stock Position in S&P Global Inc. $SPGI
Teamwork Financial Advisors LLC increased its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 18.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Teamwork Financial Advisors LLC Has $12.99 Million Position in The TJX Companies, Inc. $TJX
Teamwork Financial Advisors LLC boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4,607.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Teamwork Financial Advisors LLC Makes New $11.87 Million Investment in Deere & Company $DE
Teamwork Financial Advisors LLC acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 25,505 shares of the... More of this article »
Lithium Americas Corp. $LAC Shares Sold by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC trimmed its position in shares of Lithium Americas Corp. (NYSE:LAC – Free Report) by 70.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Purchased by Tompkins Financial Corp
Tompkins Financial Corp raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 20.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Teamwork Financial Advisors LLC Sells 12,271 Shares of Qualcomm Incorporated $QCOM
Teamwork Financial Advisors LLC trimmed its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 47.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Graves Light Lenhart Wealth Inc. Increases Position in Vanguard Tax-Exempt Bond ETF $VTEB
Graves Light Lenhart Wealth Inc. increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 26.5% during the fourth quarter, Holdings Channel reports. The fund owned 166,073 shares of the... More of this article »
Intercontinental Exchange Inc. $ICE Shares Bought by Ulland Investment Advisors LLC
Ulland Investment Advisors LLC increased its position in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 54.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Tompkins Financial Corp Increases Position in Vanguard Russell 3000 ETF $VTHR
Tompkins Financial Corp boosted its holdings in Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Threadgill Financial LLC Raises Stake in TransUnion $TRU
Threadgill Financial LLC increased its holdings in shares of TransUnion (NYSE:TRU – Free Report) by 58.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
iShares MBS ETF $MBB Shares Bought by Traveka Wealth LLC
Traveka Wealth LLC lifted its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 74.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Graves Light Lenhart Wealth Inc. Has $18.46 Million Stake in Schwab US Dividend Equity ETF $SCHD
Graves Light Lenhart Wealth Inc. grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
TABR Capital Management LLC Acquires New Stake in ProShares S&P 500 Aristocrats ETF $NOBL
TABR Capital Management LLC bought a new position in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Inspirion Wealth Advisors LLC Grows Position in SPDR Gold MiniShares Trust $GLDM
Inspirion Wealth Advisors LLC lifted its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 15.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 113,109 shares... More of this article »
Inspirion Wealth Advisors LLC Sells 3,858 Shares of Vanguard Mid-Cap Value ETF $VOE
Inspirion Wealth Advisors LLC lowered its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 1.4% in the fourth 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 Trims Stake in Palo Alto Networks, Inc. $PANW
Wealth Enhancement Advisory Services LLC decreased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stock Position in SPDR Portfolio Developed World ex-US ETF $SPDW
Wealth Enhancement Advisory Services LLC grew its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 8.8% during the fourth quarter, according to the company in its most recent filing... More of this article »
Wealth Enhancement Advisory Services LLC Trims Stake in Accenture PLC $ACN
Wealth Enhancement Advisory Services LLC lessened its holdings in Accenture PLC (NYSE:ACN – Free Report) by 60.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stake in Pfizer Inc. $PFE
Wealth Enhancement Advisory Services LLC boosted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Wedmont Private Capital Buys 9,855 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Wedmont Private Capital boosted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 81.3% in the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Colgate-Palmolive Company $CL Shares Acquired by Wedmont Private Capital
Wedmont Private Capital boosted its position in Colgate-Palmolive Company (NYSE:CL – Free Report) by 70.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stock Position in Analog Devices, Inc. $ADI
Wealth Enhancement Advisory Services LLC raised its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 253,746 Shares of Chevron Corporation $CVX
Wealth Enhancement Advisory Services LLC raised its position in Chevron Corporation (NYSE:CVX – Free Report) by 23.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Yeomans Consulting Group Inc. Raises Stock Position in Alphabet Inc. $GOOGL
Yeomans Consulting Group Inc. increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 88.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Has $76.99 Million Stock Position in First Trust Municipal High Income ETF $FMHI
Wealth Enhancement Advisory Services LLC grew its stake in shares of First Trust Municipal High Income ETF (NASDAQ:FMHI – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Acquired by True Wealth Design LLC
True Wealth Design LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 91.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stock Position in Simplify Managed Futures Strategy ETF $CTA
Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 25.7% during the 4th quarter, according to the company in its most recent Form... More of this article »
Wealth Enhancement Advisory Services LLC Raises Stock Position in Vanguard Mega Cap Growth ETF $MGK
Wealth Enhancement Advisory Services LLC boosted its position in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC Holdings Trimmed by True Wealth Design LLC
True Wealth Design LLC trimmed its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stake in Invesco Ltd. $IVZ
Wealth Enhancement Advisory Services LLC lifted its position in Invesco Ltd. (NYSE:IVZ – Free Report) by 989.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,921,158... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 320,001 Shares of Schwab US Broad Market ETF $SCHB
Wealth Enhancement Advisory Services LLC grew its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 13.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Sells 13,019 Shares of Invesco Russell 1000 Dynamic Multifactor ETF $OMFL
Wealth Enhancement Advisory Services LLC decreased its position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Holdings in Schwab U.S. TIPS ETF $SCHP
Wealth Enhancement Advisory Services LLC raised its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 20.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Grows Position in Invesco S&P 500 Momentum ETF $SPMO
Wealth Enhancement Advisory Services LLC raised its holdings in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 18.8% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Wealth Enhancement Advisory Services LLC Has $60.21 Million Holdings in CME Group Inc. $CME
Wealth Enhancement Advisory Services LLC raised its position in CME Group Inc. (NASDAQ:CME – Free Report) by 117.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
ProShares Ultra QQQ $QLD Shares Bought by Marshall Financial Group LLC
Marshall Financial Group LLC raised its holdings in ProShares Ultra QQQ (NYSEARCA:QLD – Free Report) by 55.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Marshall Financial Group LLC Has $1.59 Million Stock Holdings in ASML Holding N.V. $ASML
Marshall Financial Group LLC trimmed its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 25.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Independence Wealth Advisors LLC Invests $6.99 Million in SPDR Portfolio Intermediate Term Treasury ETF $SPTI
Independence Wealth Advisors LLC purchased a new position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) during the fourth quarter, according to its most recent filing with the Securities... More of this article »
CarGurus, Inc. $CARG Shares Sold by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL trimmed its stake in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) by 11.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
13,374 Shares in Vanguard 0-3 Month Treasury Bill ETF $VBIL Bought by Graves Light Lenhart Wealth Inc.
Graves Light Lenhart Wealth Inc. purchased a new stake in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 13,374 shares... More of this article »