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Whalen Wealth Management Inc. Acquires Shares of 29,109 SPDR Blackstone Senior Loan ETF $SRLN
Whalen Wealth Management Inc. acquired a new stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Whalen Wealth Management Inc. Buys Shares of 3,926 ATI Inc. $ATI
Whalen Wealth Management Inc. bought a new stake in ATI Inc. (NYSE:ATI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought... More of this article »
Zevenbergen Capital Investments LLC Sells 40,595 Shares of Alphabet Inc. $GOOG
Zevenbergen Capital Investments LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 595,660 shares of the information services... More of this article »
Wealthcare Advisory Partners LLC Increases Stock Holdings in Amazon.com, Inc. $AMZN
Wealthcare Advisory Partners LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 115,628 shares of the e-commerce giant’s stock... More of this article »
Tritonpoint Wealth LLC Sells 19,288 Shares of Wells Fargo & Company $WFC
Tritonpoint Wealth LLC lowered its stake in Wells Fargo & Company (NYSE:WFC – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Starbucks Corporation $SBUX Stake Lessened by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC lessened its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 12.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Sold by Wealthcare Capital Management LLC
Wealthcare Capital Management LLC lessened its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 20.3% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
iShares National Muni Bond ETF $MUB is Wealthcare Capital Management LLC’s 10th Largest Position
Wealthcare Capital Management LLC increased its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 37.9% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Shares Purchased by Wealthcare Capital Management LLC
Wealthcare Capital Management LLC increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 3.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Procter & Gamble Company (The) $PG Shares Sold by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC trimmed its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 15.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Thurston Springer Miller Herd & Titak Inc. Acquires New Position in Horizon Bancorp (IN) $HBNC
Thurston Springer Miller Herd & Titak Inc. bought a new position in Horizon Bancorp (IN) (NASDAQ:HBNC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought... More of this article »
Global Trust Asset Management LLC Boosts Stock Position in Costco Wholesale Corporation $COST
Global Trust Asset Management LLC grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 24.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Thurston Springer Miller Herd & Titak Inc. Increases Stake in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY
Thurston Springer Miller Herd & Titak Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 286.5% in the fourth quarter, according to the company in its... More of this article »
Thurston Springer Miller Herd & Titak Inc. Acquires 4,776 Shares of Amphenol Corporation $APH
Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 197.2% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Thurston Springer Miller Herd & Titak Inc. Buys 10,631 Shares of iShares Core 40/60 Moderate Allocation ETF $AOM
Thurston Springer Miller Herd & Titak Inc. increased its stake in iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 295.3% in the 4th quarter, according to the company in its most recent disclosure... More of this article »
Hartford Multifactor US Equity ETF $ROUS Shares Bought by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. grew its position in Hartford Multifactor US Equity ETF (NYSEARCA:ROUS – Free Report) by 471.8% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Thurston Springer Miller Herd & Titak Inc. Purchases 1,122 Shares of Mastercard Incorporated $MA
Thurston Springer Miller Herd & Titak Inc. increased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 235.7% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
SS&H Financial Advisors Inc. Buys 4,000 Shares of Advanced Micro Devices, Inc. $AMD
SS&H Financial Advisors Inc. raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 112.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Thurston Springer Miller Herd & Titak Inc. Increases Stock Position in L3Harris Technologies Inc $LHX
Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 228.7% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
MRA Advisory Group Purchases 8,548 Shares of Netflix, Inc. $NFLX
MRA Advisory Group boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 932.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,465 shares... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 63.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund... More of this article »
Stratos Wealth Partners LTD. Grows Stock Position in Columbia Research Enhanced Core ETF $RECS
Stratos Wealth Partners LTD. boosted its stake in shares of Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 5.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Bank of America Corporation $BAC Shares Bought by Toth Financial Advisory Corp
Toth Financial Advisory Corp grew its stake in shares of Bank of America Corporation (NYSE:BAC) by 119.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 31,290 shares of the financial services provider’s... More of this article »
Toth Financial Advisory Corp Acquires Shares of 141,335 Fiserv, Inc. $FISV
Toth Financial Advisory Corp purchased a new stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
YANKCOM Partnership Has $13.93 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV
YANKCOM Partnership lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 470,368 shares of the company’s stock... More of this article »
Quest Diagnostics Incorporated $DGX Shares Purchased by Toth Financial Advisory Corp
Toth Financial Advisory Corp boosted its holdings in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 10.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 29,552... More of this article »
ProShares S&P 500 Aristocrats ETF $NOBL Shares Acquired by Toth Financial Advisory Corp
Toth Financial Advisory Corp increased its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 3.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Toth Financial Advisory Corp Increases Stake in Medtronic PLC $MDT
Toth Financial Advisory Corp lifted its position in Medtronic PLC (NYSE:MDT – Free Report) by 8.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Stratos Wealth Advisors LLC Increases Stock Position in PIMCO Multi Sector Bond Active ETF $PYLD
Stratos Wealth Advisors LLC increased its holdings in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 50.3% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Stratos Wealth Partners LTD. Boosts Stock Position in PGIM Ultra Short Bond ETF $PULS
Stratos Wealth Partners LTD. lifted its holdings in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
iShares MSCI Emerging Markets ETF $EEM Shares Bought by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. raised its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 16.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
iShares Russell Top 200 Growth ETF $IWY Shares Purchased by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. boosted its stake in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 33.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Stratos Wealth Partners LTD. Purchases 8,049 Shares of GE Vernova Inc. $GEV
Stratos Wealth Partners LTD. lifted its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 59.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Caterpillar Inc. $CAT Shares Purchased by SteelPeak Wealth LLC
SteelPeak Wealth LLC raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 9.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,456... More of this article »
Stratos Investment Management LLC Raises Stock Position in Vanguard Total Stock Market ETF $VTI
Stratos Investment Management LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Perpetual Ltd Acquires 199,591 Shares of Western Alliance Bancorporation $WAL
Perpetual Ltd boosted its holdings in Western Alliance Bancorporation (NYSE:WAL – Free Report) by 55.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 557,894 shares of the financial services provider’s... More of this article »
Halliburton Company $HAL Shares Bought by Perpetual Ltd
Perpetual Ltd increased its stake in Halliburton Company (NYSE:HAL – Free Report) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,094,104... More of this article »
Relyea Zuckerberg Hanson LLC Raises Holdings in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Relyea Zuckerberg Hanson LLC lifted its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Trust Asset Management LLC Decreases Stock Position in Apple Inc. $AAPL
Trust Asset Management LLC decreased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 167,660 shares of the... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stake in Invesco BulletShares 2033 Corporate Bond ETF $BSCX
Wealth Enhancement Advisory Services LLC grew its position in Invesco BulletShares 2033 Corporate Bond ETF (NASDAQ:BSCX – Free Report) by 49.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Wealth Enhancement Advisory Services LLC Cuts Stock Position in NiSource, Inc $NI
Wealth Enhancement Advisory Services LLC cut its stake in shares of NiSource, Inc (NYSE:NI – Free Report) by 25.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Wealth Enhancement Advisory Services LLC Invests $1.62 Million in Invesco MSCI EAFE Income Advantage ETF $EFAA
Wealth Enhancement Advisory Services LLC acquired a new position in shares of Invesco MSCI EAFE Income Advantage ETF (NYSEARCA:EFAA – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Guardian Wealth Management LLC Takes Position in Dimensional International Value ETF $DFIV
Guardian Wealth Management LLC acquired a new position in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Main Line Retirement Advisors LLC Sells 26,738 Shares of Vanguard Long-Term Bond ETF $BLV
Main Line Retirement Advisors LLC lessened its stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 41.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
SPDR Bloomberg High Yield Bond ETF $JNK Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC raised its stake in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 64.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Main Line Retirement Advisors LLC Has $13.95 Million Stock Position in Capital Group Dividend Value ETF $CGDV
Main Line Retirement Advisors LLC lessened its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 38.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Global Trust Asset Management LLC Grows Holdings in Mastercard Incorporated $MA
Global Trust Asset Management LLC lifted its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,507 shares of the credit services... More of this article »
Wealth Enhancement Advisory Services LLC Acquires 9,304 Shares of Onto Innovation Inc. $ONTO
Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Onto Innovation Inc. (NYSE:ONTO – Free Report) by 393.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »