Home » SEC Filing Articles
17,835 Shares in Capital Group Dividend Value ETF $CGDV Bought by Wisconsin Wealth Advisors LLC
Wisconsin Wealth Advisors LLC purchased a new stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
TruWealth Advisors LLC Boosts Stock Holdings in Invesco S&P International Developed Momentum ETF $IDMO
TruWealth Advisors LLC grew its stake in shares of Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 62.5% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Union Bancaire Privee UBP SA Trims Stock Position in Adobe Inc. $ADBE
Union Bancaire Privee UBP SA lessened its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 19.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,010... More of this article »
Union Bancaire Privee UBP SA Lowers Stake in Walmart Inc. $WMT
Union Bancaire Privee UBP SA trimmed its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
WESPAC Advisors SoCal LLC Purchases 34,650 Shares of Netflix, Inc. $NFLX
WESPAC Advisors SoCal LLC grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 916.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
VERITY Wealth Advisors Invests $759,000 in iShares MSCI EAFE Value ETF $EFV
VERITY Wealth Advisors bought a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cigna Group $CI Stock Holdings Boosted by Wilsey Asset Management Inc.
Wilsey Asset Management Inc. increased its position in Cigna Group (NYSE:CI – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Mid-Cap ETF $VO Shares Sold by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB decreased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
MassMutual Private Wealth & Trust FSB Trims Stock Position in iShares Core S&P Mid-Cap ETF $IJH
MassMutual Private Wealth & Trust FSB lessened its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.5% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Invesco S&P MidCap Quality ETF $XMHQ Shares Purchased by TruWealth Advisors LLC
TruWealth Advisors LLC boosted its position in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
8,609 Shares in Vanguard International High Dividend Yield ETF $VYMI Bought by Winebrenner Capital Management LLC
Winebrenner Capital Management LLC purchased a new stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
TruWealth Advisors LLC Purchases 99,606 Shares of iShares Gold Trust $IAU
TruWealth Advisors LLC raised its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 72.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 236,415 shares... More of this article »
Harbor Investment Advisory LLC Boosts Stock Position in iShares Core MSCI EAFE ETF $IEFA
Harbor Investment Advisory LLC raised its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 43.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Union Bancaire Privee UBP SA Acquires 20,037 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
Union Bancaire Privee UBP SA increased its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 773.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Union Bancaire Privee UBP SA Decreases Stock Holdings in Corning Incorporated $GLW
Union Bancaire Privee UBP SA cut its stake in Corning Incorporated (NYSE:GLW – Free Report) by 42.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Tudor Investment Corp ET AL Has $21.51 Million Stock Position in Taylor Morrison Home Corporation $TMHC
Tudor Investment Corp ET AL raised its position in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 181.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Harbour Capital Advisors LLC Sells 1,920 Shares of Cheniere Energy, Inc. $LNG
Harbour Capital Advisors LLC decreased its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 14.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG is Orgel Wealth Management LLC’s 3rd Largest Position
Orgel Wealth Management LLC lessened its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 3.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 3,690,972 shares of the... More of this article »
Philip Morris International Inc. $PM Shares Acquired by Keystone Financial Planning Inc.
Keystone Financial Planning Inc. boosted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 205.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
World Investment Advisors Has $34.18 Million Holdings in iShares S&P Small-Cap 600 Value ETF $IJS
World Investment Advisors trimmed its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 17.0% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Vigilare Wealth Management Purchases Shares of 26,029 Schwab US Small-Cap ETF $SCHA
Vigilare Wealth Management purchased a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
The Allstate Corporation $ALL Holdings Boosted by Wilsey Asset Management Inc.
Wilsey Asset Management Inc. lifted its stake in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Shares Sold by Vigilare Wealth Management
Vigilare Wealth Management lessened its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 67.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Sold by Wisconsin Wealth Advisors LLC
Wisconsin Wealth Advisors LLC lessened its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 11.6% during the fourth quarter, according to its most recent disclosure with the... More of this article »
WESPAC Advisors SoCal LLC Makes New Investment in iShares MSCI USA Min Vol Factor ETF $USMV
WESPAC Advisors SoCal LLC acquired a new stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
MassMutual Private Wealth & Trust FSB Reduces Stake in O’Reilly Automotive, Inc. $ORLY
MassMutual Private Wealth & Trust FSB trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 3.6% during the fourth quarter, Holdings Channel reports. The firm owned 291,081 shares... More of this article »
CocaCola Company (The) $KO Holdings Lowered by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB decreased its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 7.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Yeomans Consulting Group Inc. Decreases Stock Holdings in Dimensional International Small Cap Value ETF $DISV
Yeomans Consulting Group Inc. lowered its position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 56.0% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Yeomans Consulting Group Inc. Takes $2.48 Million Position in Dimensional Inflation-Protected Securities ETF $DFIP
Yeomans Consulting Group Inc. bought a new stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Yeomans Consulting Group Inc. Takes Position in Vanguard Core-Plus Bond ETF $VPLS
Yeomans Consulting Group Inc. purchased a new position in shares of Vanguard Core-Plus Bond ETF (NASDAQ:VPLS – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Yeomans Consulting Group Inc. Takes $15.75 Million Position in iShares MSCI EAFE Value ETF $EFV
Yeomans Consulting Group Inc. acquired a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
QP Wealth Management LLC Buys Shares of 2,970 SPDR Gold Shares $GLD
QP Wealth Management LLC purchased a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
TruWealth Advisors LLC Buys 44,204 Shares of Capital Group U.S. Multi-Sector Income ETF $CGMS
TruWealth Advisors LLC increased its stake in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 6.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
TruWealth Advisors LLC Grows Stake in Fidelity Enhanced International ETF $FENI
TruWealth Advisors LLC boosted its position in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
TrueWealth Advisors LLC Acquires New Position in Quanta Services, Inc. $PWR
TrueWealth Advisors LLC acquired a new position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Janus Henderson Securitized Income ETF $JSI Holdings Boosted by Winebrenner Capital Management LLC
Winebrenner Capital Management LLC lifted its stake in shares of Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 167.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
TruWealth Advisors LLC Raises Stock Holdings in Invesco BulletShares 2028 Corporate Bond ETF $BSCS
TruWealth Advisors LLC boosted its position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Tealwood Asset Management Inc. Takes $2.14 Million Position in Relx Plc $RELX
Tealwood Asset Management Inc. acquired a new position in Relx Plc (NYSE:RELX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
WealthCare Investment Partners LLC Has $1.20 Million Stock Position in Capital Group Core Plus Income ETF $CGCP
WealthCare Investment Partners LLC boosted its holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 128.0% in the fourth quarter, HoldingsChannel reports. The firm owned 53,067 shares of the company’s... More of this article »
WealthCare Investment Partners LLC Buys 27,357 Shares of iShares U.S. Treasury Bond ETF $GOVT
WealthCare Investment Partners LLC raised its stake in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 15.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 204,107 shares of the company’s... More of this article »
Union Bancaire Privee UBP SA Increases Stake in Gilead Sciences, Inc. $GILD
Union Bancaire Privee UBP SA boosted its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 93.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Talen Energy Corporation $TLN Shares Sold by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA reduced its holdings in Talen Energy Corporation (NASDAQ:TLN – Free Report) by 36.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Union Bancaire Privee UBP SA Has $4.71 Million Holdings in Tesla, Inc. $TSLA
Union Bancaire Privee UBP SA lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 11,392 shares of the electric vehicle producer’s... More of this article »
Union Bancaire Privee UBP SA Buys Shares of 29,950 Welltower Inc. $WELL
Union Bancaire Privee UBP SA purchased a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Union Bancaire Privee UBP SA Acquires 3,476 Shares of Regeneron Pharmaceuticals, Inc. $REGN
Union Bancaire Privee UBP SA grew its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 672.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Union Bancaire Privee UBP SA Cuts Position in Marsh & McLennan Companies, Inc. $MRSH
Union Bancaire Privee UBP SA cut its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 35.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Union Bancaire Privee UBP SA Has $1.96 Million Position in Bank Of Montreal $BMO
Union Bancaire Privee UBP SA cut its holdings in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) by 33.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Union Bancaire Privee UBP SA Makes New Investment in Vanguard Total World Stock ETF $VT
Union Bancaire Privee UBP SA acquired a new position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 16,205 shares of the exchange traded fund’s... More of this article »