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Pine Harbor Wealth Management LLC Sells 11,796 Shares of Invesco S&P 500 GARP ETF $SPGP
Pine Harbor Wealth Management LLC cut its stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 26.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
J2 Capital Management Inc Has $13.56 Million Position in iShares Treasury Floating Rate Bond ETF $TFLO
J2 Capital Management Inc grew its stake in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 8.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Signaturefd LLC Sells 5,702 Shares of Procter & Gamble Company (The) $PG
Signaturefd LLC trimmed its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 9.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Signaturefd LLC Acquires 73,328 Shares of Vanguard FTSE Emerging Markets ETF $VWO
Signaturefd LLC lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 4,336,143 shares of the exchange traded fund’s... More of this article »
T-Mobile US, Inc. $TMUS Stake Reduced by Princeton Global Asset Management LLC
Princeton Global Asset Management LLC cut its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 20.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 17,641 shares of the Wireless... More of this article »
Vanguard Value ETF $VTV Shares Acquired by Sovran Advisors LLC
Sovran Advisors LLC lifted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 309.6% in the 4th quarter, HoldingsChannel reports. The firm owned 15,714 shares of the company’s stock after purchasing an... More of this article »
Signaturefd LLC Has $40.91 Million Stock Holdings in JPMorgan Ultra-Short Income ETF $JPST
Signaturefd LLC trimmed its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.3% in the fourth quarter, HoldingsChannel reports. The firm owned 808,575 shares of the company’s stock... More of this article »
iShares Core S&P U.S. Value ETF $IUSV is Signaturefd LLC’s 3rd Largest Position
Signaturefd LLC raised its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Signaturefd LLC Sells 26,947 Shares of Schwab International Equity ETF $SCHF
Signaturefd LLC lowered its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 15.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 144,674 shares of the company’s... More of this article »
QV Investors Inc. Cuts Stake in Ross Stores, Inc. $ROST
QV Investors Inc. lessened its position in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 38.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 18,820 shares of the apparel retailer’s... More of this article »
Princeton Global Asset Management LLC Has $13.50 Million Position in iShares Core Dividend Growth ETF $DGRO
Princeton Global Asset Management LLC boosted its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 15.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 194,397 shares... More of this article »
Novo Nordisk A/S $NVO Shares Sold by QV Investors Inc.
QV Investors Inc. reduced its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 208,268 shares of the company’s stock after... More of this article »
Lazari Capital Management Inc. Sells 24,440 Shares of Direxion Daily S&P 500 Bear 3X Shares $SPXS
Lazari Capital Management Inc. decreased its position in Direxion Daily S&P 500 Bear 3X Shares (NYSEARCA:SPXS – Free Report) by 55.9% in the fourth quarter, Holdings Channel reports. The firm owned 19,300 shares of the... More of this article »
QV Investors Inc. Reduces Position in Bank OZK $OZK
QV Investors Inc. decreased its holdings in Bank OZK (NASDAQ:OZK – Free Report) by 13.2% in the fourth quarter, Holdings Channel reports. The fund owned 159,550 shares of the company’s stock after selling 24,200 shares... More of this article »
QV Investors Inc. Has $13.65 Million Stock Position in Warrior Met Coal $HCC
QV Investors Inc. reduced its position in Warrior Met Coal (NYSE:HCC – Free Report) by 6.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
QV Investors Inc. Has $52.45 Million Stock Holdings in Enbridge Inc $ENB
QV Investors Inc. lessened its stake in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Imperial Oil Limited $IMO Shares Sold by QV Investors Inc.
QV Investors Inc. reduced its position in Imperial Oil Limited (NYSEAMERICAN:IMO – Free Report) (TSE:IMO) by 7.2% in the 4th quarter, Holdings Channel reports. The fund owned 203,607 shares of the energy company’s stock... More of this article »
QV Investors Inc. Acquires Shares of 125,910 Old Dominion Freight Line, Inc. $ODFL
QV Investors Inc. acquired a new stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 125,910 shares of the transportation company’s... More of this article »
QV Investors Inc. Lowers Stake in TFI International Inc. $TFII
QV Investors Inc. cut its position in shares of TFI International Inc. (NYSE:TFII – Free Report) by 7.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 409,736 shares of the company’s stock after selling... More of this article »
Pacer US Cash Cows 100 ETF $COWZ Shares Sold by Sylvest Advisors LLC
Sylvest Advisors LLC decreased its position in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 18.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
JB Capital LLC Acquires 10,181 Shares of iShares MBS ETF $MBB
JB Capital LLC boosted its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JB Capital LLC Takes $3.84 Million Position in Texas Instruments Incorporated $TXN
JB Capital LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought... More of this article »
Marsh & McLennan Companies, Inc. $MRSH Shares Acquired by JB Capital LLC
JB Capital LLC increased its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 32.2% in the 4th quarter, HoldingsChannel reports. The firm owned 27,414 shares of the financial services provider’s... More of this article »
JB Capital LLC Boosts Holdings in Target Corporation $TGT
JB Capital LLC lifted its position in shares of Target Corporation (NYSE:TGT – Free Report) by 328.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
JB Capital LLC Has $3.11 Million Stock Holdings in Comcast Corporation $CMCSA
JB Capital LLC trimmed its position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 79.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Sovran Advisors LLC Purchases 23,725 Shares of Fidelity High Dividend ETF $FDVV
Sovran Advisors LLC boosted its position in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 214.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Northland Capital Management LLC Sells 37,282 Shares of Vanguard FTSE Developed Markets ETF $VEA
Northland Capital Management LLC decreased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 33.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard Total Stock Market ETF $VTI Stake Reduced by Northland Capital Management LLC
Northland Capital Management LLC lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 35.3% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Relyea Zuckerberg Hanson LLC Buys 3,522 Shares of AbbVie Inc. $ABBV
Relyea Zuckerberg Hanson LLC grew its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 14.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Whalen Wealth Management Inc. Takes Position in The Walt Disney Company $DIS
Whalen Wealth Management Inc. purchased a new position in The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Whalen Wealth Management Inc. Buys 2,216 Shares of Mastercard Incorporated $MA
Whalen Wealth Management Inc. lifted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 262.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,060 shares of... More of this article »
Tritonpoint Wealth LLC Acquires 3,946 Shares of GE Vernova Inc. $GEV
Tritonpoint Wealth LLC increased its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 397.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,940 shares of the company’s... More of this article »
SS&H Financial Advisors Inc. Acquires 12,200 Shares of Merck & Co., Inc. $MRK
SS&H Financial Advisors Inc. raised its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 23.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 65,293 shares... More of this article »
Whalen Wealth Management Inc. Has $1.29 Million Stake in Wells Fargo & Company $WFC
Whalen Wealth Management Inc. grew its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 139.0% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Whalen Wealth Management Inc. Takes $482,000 Position in General Dynamics Corporation $GD
Whalen Wealth Management Inc. acquired a new position in shares of General Dynamics Corporation (NYSE:GD – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,432 shares... More of this article »
Whalen Wealth Management Inc. Acquires 7,942 Shares of Abbott Laboratories $ABT
Whalen Wealth Management Inc. raised its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 217.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
2,424 Shares in American Express Company $AXP Bought by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. bought a new stake in American Express Company (NYSE:AXP – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Goldman Sachs S&P 500 Core Premium Income ETF $GPIX Shares Sold by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. lowered its stake in shares of Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) by 23.5% in the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Whalen Wealth Management Inc. Acquires Shares of 44,140 Simplify Intermediate Term Treasury Futures Strategy ETF $TYA
Whalen Wealth Management Inc. acquired a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Waldron Private Wealth LLC Has $10.37 Million Position in Alphabet Inc. $GOOGL
Waldron Private Wealth LLC cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 33,142 shares of the information services provider’s stock... More of this article »
Weatherly Asset Management L. P. Has $294.57 Million Stock Position in Eli Lilly and Company $LLY
Weatherly Asset Management L. P. decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 274,102 shares of... More of this article »
Tritonpoint Wealth LLC Sells 4,297 Shares of Vanguard Value ETF $VTV
Tritonpoint Wealth LLC decreased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 31.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Tritonpoint Wealth LLC Lowers Position in The Walt Disney Company $DIS
Tritonpoint Wealth LLC decreased its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 38.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Tritonpoint Wealth LLC Lowers Stake in Danaher Corporation $DHR
Tritonpoint Wealth LLC cut its position in Danaher Corporation (NYSE:DHR – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Thurston Springer Miller Herd & Titak Inc. Raises Position in McDonald’s Corporation $MCD
Thurston Springer Miller Herd & Titak Inc. raised its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 421.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,750... More of this article »
Thurston Springer Miller Herd & Titak Inc. Acquires 3,083 Shares of Vanguard Small-Cap ETF $VB
Thurston Springer Miller Herd & Titak Inc. raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6,045.1% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Stratos Wealth Advisors LLC Boosts Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
Stratos Wealth Advisors LLC increased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Herbst Group LLC Trims Holdings in Exxon Mobil Corporation $XOM
Herbst Group LLC lowered its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 83.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,600 shares of the oil and gas company’s... More of this article »