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SPDR Portfolio Developed World ex-US ETF $SPDW Stake Boosted by Gradient Investments LLC
Gradient Investments LLC raised its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.7% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
First Trust SkyBridge Crypto Industry and Digital Economy ETF $CRPT Position Raised by Gradient Investments LLC
Gradient Investments LLC boosted its position in First Trust SkyBridge Crypto Industry and Digital Economy ETF (NYSEARCA:CRPT – Free Report) by 22.9% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Martin Marietta Materials, Inc. $MLM Shares Purchased by Gradient Investments LLC
Gradient Investments LLC raised its position in shares of Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
abrdn Physical Silver Shares ETF $SIVR Shares Purchased by Gradient Investments LLC
Gradient Investments LLC raised its position in abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 14.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Vanguard Mid-Cap Value ETF $VOE Shares Bought by Stephens Group Asset Management LLC
Stephens Group Asset Management LLC grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Fulton Bank N.A. Acquires 7,415 Shares of Oracle Corporation $ORCL
Fulton Bank N.A. boosted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 20.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 44,372 shares of the... More of this article »
O Keefe Stevens Advisory Inc. Has $15.94 Million Stock Position in Sphere Entertainment Co. $SPHR
O Keefe Stevens Advisory Inc. decreased its holdings in Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 18.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 167,623 shares of the... More of this article »
Tounjian Advisory Partners LLC Has $2.53 Million Position in Netflix, Inc. $NFLX
Tounjian Advisory Partners LLC lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 956.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Waycross Investment Management Co Acquires 1,568 Shares of Vanguard Total Stock Market ETF $VTI
Waycross Investment Management Co lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 198.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
McKesson Corporation $MCK Stake Lessened by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lessened its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 1.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 181,793 shares of the company’s... More of this article »
Wedmont Private Capital Purchases 19,540 Shares of iShares Bitcoin Trust ETF $IBIT
Wedmont Private Capital boosted its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 66.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 48,912 shares of the company’s... More of this article »
Walmart Inc. $WMT Shares Purchased by World Investment Advisors
World Investment Advisors raised its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 320,214 shares of the retailer’s... More of this article »
Wealth Enhancement Advisory Services LLC Buys 216,961 Shares of Republic Services, Inc. $RSG
Wealth Enhancement Advisory Services LLC increased its stake in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 80.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 486,699 shares of the business... More of this article »
Procter & Gamble Company (The) $PG Stake Lessened by Nordea Investment Management AB
Nordea Investment Management AB cut its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Union Bancaire Privee UBP SA Acquires 506,260 Shares of Apple Inc. $AAPL
Union Bancaire Privee UBP SA lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 77.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Trust Co of the South Raises Position in Apple Inc. $AAPL
Trust Co of the South increased its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Position Trimmed by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Wealth Enhancement Advisory Services LLC Buys 16,846 Shares of iShares Core MSCI EAFE ETF $IEFA
Wealth Enhancement Advisory Services LLC raised its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Wealth Enhancement Advisory Services LLC Has $208.73 Million Stake in Vanguard FTSE Developed Markets ETF $VEA
Wealth Enhancement Advisory Services LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.1% in the 4th quarter, Holdings Channel reports. The fund owned 3,254,229 shares of the company’s... More of this article »
Wealth Enhancement Advisory Services LLC Cuts Stock Holdings in Schwab US Large-Cap ETF $SCHX
Wealth Enhancement Advisory Services LLC reduced its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 19,086,174 shares of the company’s... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG is Wealth Enhancement Advisory Services LLC’s 4th Largest Position
Wealth Enhancement Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
M. Kulyk & Associates LLC Increases Stock Holdings in Mastercard Incorporated $MA
M. Kulyk & Associates LLC lifted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 160.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Sarasin & Partners LLP Acquires New Holdings in Texas Instruments Incorporated $TXN
Sarasin & Partners LLP bought a new position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Tealwood Asset Management Inc. Sells 6,377 Shares of Texas Instruments Incorporated $TXN
Tealwood Asset Management Inc. lowered its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 55.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Wealth Enhancement Advisory Services LLC Decreases Position in Lowe’s Companies, Inc. $LOW
Wealth Enhancement Advisory Services LLC lowered its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 405,559 shares... More of this article »
Wealth Enhancement Advisory Services LLC Raises Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB
Wealth Enhancement Advisory Services LLC increased its holdings in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Exxon Mobil Corporation $XOM Shares Purchased by St. Louis Financial Planners Asset Management LLC
St. Louis Financial Planners Asset Management LLC raised its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 11.5% during the fourth quarter, HoldingsChannel reports. The firm owned 30,518 shares of the oil and... More of this article »
Union Bancaire Privee UBP SA Grows Position in General Motors Company $GM
Union Bancaire Privee UBP SA boosted its position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 515.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,460 shares of the auto... More of this article »
Nucor Corporation $NUE Shares Acquired by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA increased its position in shares of Nucor Corporation (NYSE:NUE – Free Report) by 468.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Schwab US Small-Cap ETF $SCHA Shares Sold by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC reduced its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 3.1% during the 4th quarter, HoldingsChannel reports. The fund owned 4,406,361 shares of the... More of this article »
SPDR Portfolio S&P 500 Value ETF $SPYV Stock Holdings Boosted by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 0.8% during the 4th quarter, Holdings Channel reports. The firm owned 4,637,090 shares... More of this article »
Wealth Enhancement Advisory Services LLC Sells 70,274 Shares of Ciena Corporation $CIEN
Wealth Enhancement Advisory Services LLC reduced its holdings in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Wealth Enhancement Advisory Services LLC Grows Stock Position in The Charles Schwab Corporation $SCHW
Wealth Enhancement Advisory Services LLC boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
American Express Company $AXP Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC increased its position in shares of American Express Company (NYSE:AXP) by 1.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 326,407 shares of the payment... More of this article »
Wealth Enhancement Advisory Services LLC Has $197.62 Million Stock Holdings in Abbott Laboratories $ABT
Wealth Enhancement Advisory Services LLC lifted its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% 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 Acquires 35,445 Shares of iShares MSCI EAFE ETF $EFA
Wealth Enhancement Advisory Services LLC increased its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,114,057 shares of the exchange... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 512,513 Shares of Vanguard Value ETF $VTV
Wealth Enhancement Advisory Services LLC boosted its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 42.0% in the fourth quarter, HoldingsChannel reports. The fund owned 1,734,226 shares of the company’s... More of this article »
Schwab International Equity ETF $SCHF Shares Acquired by Wedmont Private Capital
Wedmont Private Capital increased its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Wedmont Private Capital Has $88.32 Million Stock Position in iShares U.S. Treasury Bond ETF $GOVT
Wedmont Private Capital raised its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 12.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Wedmont Private Capital Boosts Holdings in iShares California Muni Bond ETF $CMF
Wedmont Private Capital increased its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 9.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Has $855.75 Million Holdings in Schwab Fundamental International Equity ETF $FNDF
Wealth Enhancement Advisory Services LLC increased its position in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 3.5% during the fourth quarter, HoldingsChannel reports. The institutional investor... More of this article »
3,989 Shares in Duke Energy Corporation $DUK Purchased by Websterrogers Financial Advisors LLC
Websterrogers Financial Advisors LLC acquired a new position in Duke Energy Corporation (NYSE:DUK – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 3,989 shares of the utilities provider’s... More of this article »
Wedmont Private Capital Boosts Stock Position in Dimensional U.S. Core Equity 2 ETF $DFAC
Wedmont Private Capital lifted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 23.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Sprinkle Financial Consultants LLC Sells 6,442 Shares of ONE Gas, Inc. $OGS
Sprinkle Financial Consultants LLC cut its holdings in ONE Gas, Inc. (NYSE:OGS – Free Report) by 17.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vanguard FTSE Developed Markets ETF $VEA is Wedmont Private Capital’s Largest Position
Wedmont Private Capital raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Signet Financial Management LLC Purchases 6,140 Shares of The TJX Companies, Inc. $TJX
Signet Financial Management LLC boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 372.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Signet Financial Management LLC Sells 10,750 Shares of EOG Resources, Inc. $EOG
Signet Financial Management LLC cut its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 38.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Regent Peak Wealth Advisors LLC Decreases Position in Spire Inc. $SR
Regent Peak Wealth Advisors LLC decreased its holdings in Spire Inc. (NYSE:SR – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »