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iShares MSCI USA Quality Factor ETF (BATS:QUAL) Position Cut by Cora Capital Advisors LLC
Cora Capital Advisors LLC decreased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Seiko Epson (OTCMKTS:SEKEY) Share Price Passes Below Fifty Day Moving Average – What’s Next?
Seiko Epson Co. (OTCMKTS:SEKEY – Get Free Report) crossed below its 50 day moving average during trading on Friday . The stock has a 50 day moving average of $8.87 and traded as low as $8.60. Seiko Epson shares last traded at... More of this article »
Novare Capital Management LLC Sells 575 Shares of ConocoPhillips (NYSE:COP)
Novare Capital Management LLC reduced its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 12.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Novare Capital Management LLC Has $666,000 Stock Position in Vanguard Large-Cap ETF (NYSEARCA:VV)
Novare Capital Management LLC lowered its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 2.9% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 2,468 shares... More of this article »
MFA Wealth Services Makes New $1.05 Million Investment in Walmart Inc. (NYSE:WMT)
MFA Wealth Services acquired a new stake in shares of Walmart Inc. (NYSE:WMT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Alan B Lancz & Associates Inc. Sells 200 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Alan B Lancz & Associates Inc. cut its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 64.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Novare Capital Management LLC Has $1.91 Million Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Novare Capital Management LLC grew its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
M3 Advisory Group LLC Purchases 51 Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)
M3 Advisory Group LLC boosted its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 6.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Scorpio Gold (OTCMKTS:SRCRF) Stock Price Passes Below Two Hundred Day Moving Average – Here’s What Happened
Scorpio Gold Co. (OTCMKTS:SRCRF – Get Free Report)’s share price passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $0.09 and traded as low as $0.07. Scorpio Gold... More of this article »
Pure Multi-Family REIT (CVE:RUF.U) Stock Price Crosses Below 200 Day Moving Average – Should You Sell?
Shares of Pure Multi-Family REIT LP (CVE:RUF.U – Get Free Report) passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of C$6.43 and traded as low as C$6.43. Pure Multi-Family... More of this article »
Amgen Inc. (NASDAQ:AMGN) Position Reduced by Goelzer Investment Management Inc.
Goelzer Investment Management Inc. reduced its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 24.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Flagship Private Wealth LLC Has $515,000 Stake in Vanguard Health Care ETF (NYSEARCA:VHT)
Flagship Private Wealth LLC lowered its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
KFG Wealth Management LLC Sells 155 Shares of McDonald’s Co. (NYSE:MCD)
KFG Wealth Management LLC trimmed its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Consolidated Investment Group LLC Has $2.80 Million Stake in Zoetis Inc. (NYSE:ZTS)
Consolidated Investment Group LLC boosted its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 22.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Wm Morrison Supermarkets (OTCMKTS:MRWSY) Shares Cross Above 200-Day Moving Average – Should You Sell?
Shares of Wm Morrison Supermarkets PLC (OTCMKTS:MRWSY – Get Free Report) crossed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $19.24 and traded as high... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Holdings Lowered by Archford Capital Strategies LLC
Archford Capital Strategies LLC reduced its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Holdings Boosted by Arkfeld Wealth Strategies L.L.C.
Arkfeld Wealth Strategies L.L.C. boosted its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Regatta Capital Group LLC Buys 242 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Regatta Capital Group LLC increased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
MKT Advisors LLC Sells 100 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
MKT Advisors LLC reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
CFS Investment Advisory Services LLC Purchases 3,802 Shares of Lam Research Co. (NASDAQ:LRCX)
CFS Investment Advisory Services LLC grew its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 945.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Jamison Private Wealth Management Inc. Has $697,000 Holdings in GE Vernova Inc. (NYSE:GEV)
Jamison Private Wealth Management Inc. cut its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 6.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Merkkuri Wealth Advisors LLC Takes $385,000 Position in MicroStrategy Incorporated (NASDAQ:MSTR)
Merkkuri Wealth Advisors LLC purchased a new position in shares of MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Lockheed Martin Co. (NYSE:LMT) Stock Position Raised by Stablepoint Partners LLC
Stablepoint Partners LLC boosted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Merkkuri Wealth Advisors LLC Acquires 2,763 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)
Merkkuri Wealth Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 8.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Regatta Capital Group LLC Has $2.59 Million Stock Position in NIKE, Inc. (NYSE:NKE)
Regatta Capital Group LLC raised its position in NIKE, Inc. (NYSE:NKE – Free Report) by 10.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 34,216 shares of the footwear maker’s... More of this article »
Danaher Co. (NYSE:DHR) Shares Purchased by Grimes & Company Inc.
Grimes & Company Inc. increased its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by Grimes & Company Inc.
Grimes & Company Inc. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
M3 Advisory Group LLC Acquires New Position in Workday, Inc. (NASDAQ:WDAY)
M3 Advisory Group LLC bought a new position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
MKT Advisors LLC Buys 300 Shares of Rio Tinto Group (NYSE:RIO)
MKT Advisors LLC boosted its stake in Rio Tinto Group (NYSE:RIO – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
The Allstate Co. (NYSE:ALL) Shares Purchased by Harrell Investment Partners LLC
Harrell Investment Partners LLC grew its holdings in shares of The Allstate Co. (NYSE:ALL – Free Report) by 2.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Guerra Pan Advisors LLC Acquires 4,320 Shares of Lam Research Co. (NASDAQ:LRCX)
Guerra Pan Advisors LLC increased its holdings in Lam Research Co. (NASDAQ:LRCX – Free Report) by 900.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) Stock Holdings Boosted by Cypress Point Wealth Management LLC
Cypress Point Wealth Management LLC raised its stake in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC – Free Report) by 31.2% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Affiance Financial LLC Raises Position in Ecolab Inc. (NYSE:ECL)
Affiance Financial LLC raised its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 16.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
18,100 Shares in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) Acquired by Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC bought a new position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Asio Capital LLC Sells 827 Shares of NextEra Energy, Inc. (NYSE:NEE)
Asio Capital LLC trimmed its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Position Lifted by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 1.0% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Precedent Wealth Partners LLC Boosts Stock Holdings in Duke Energy Co. (NYSE:DUK)
Precedent Wealth Partners LLC boosted its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 1.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
First Citizens Bank & Trust Co. Has $62.34 Million Stock Position in Vanguard Russell 2000 ETF (NASDAQ:VTWO)
First Citizens Bank & Trust Co. lowered its position in shares of Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Archford Capital Strategies LLC Acquires 696 Shares of Valero Energy Co. (NYSE:VLO)
Archford Capital Strategies LLC raised its holdings in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Jamison Private Wealth Management Inc. Purchases 260 Shares of Norfolk Southern Co. (NYSE:NSC)
Jamison Private Wealth Management Inc. boosted its position in Norfolk Southern Co. (NYSE:NSC – Free Report) by 1.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 18,381 shares of the railroad... More of this article »
Marshall Financial Group LLC Increases Position in Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC)
Marshall Financial Group LLC increased its stake in shares of Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Crescent Grove Advisors LLC Has $24.11 Million Stake in CDW Co. (NASDAQ:CDW)
Crescent Grove Advisors LLC decreased its stake in shares of CDW Co. (NASDAQ:CDW – Free Report) by 0.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
11,042 Shares in VanEck Gold Miners ETF (NYSEARCA:GDX) Purchased by Juncture Wealth Strategies LLC
Juncture Wealth Strategies LLC bought a new stake in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Blue Square Asset Management LLC Acquires New Holdings in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)
Blue Square Asset Management LLC bought a new position in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU – Free Report) during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
Park Edge Advisors LLC Has $2.03 Million Stock Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Park Edge Advisors LLC increased its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH) is Park Edge Advisors LLC’s 10th Largest Position
Park Edge Advisors LLC raised its position in Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH – Free Report) by 54.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
RTD Financial Advisors Inc. Purchases 281,920 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)
RTD Financial Advisors Inc. increased its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 211.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »