Home » Author Archive
Critical Analysis: Coca-Cola Consolidated (NASDAQ:COKE) and Primo Brands (NYSE:PRMB)
Primo Brands (NYSE:PRMB – Get Free Report) and Coca-Cola Consolidated (NASDAQ:COKE – Get Free Report) are both large-cap consumer staples companies, but which is the better investment? We will contrast the two businesses... More of this article »
FIDELIS iM LLC Boosts Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
FIDELIS iM LLC boosted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 170.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by Archford Capital Strategies LLC
Archford Capital Strategies LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
MKT Advisors LLC Has $442,000 Holdings in Verizon Communications Inc. (NYSE:VZ)
MKT Advisors LLC lowered its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,400 shares of the cell... More of this article »
Regatta Capital Group LLC Trims Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Regatta Capital Group LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,333 shares of the... More of this article »
Baron Financial Group LLC Has $2.37 Million Stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Baron Financial Group LLC trimmed its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Geneos Wealth Management Inc. Sells 1,491 Shares of The Walt Disney Company (NYSE:DIS)
Geneos Wealth Management Inc. cut its position in The Walt Disney Company (NYSE:DIS – Free Report) by 5.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
CFS Investment Advisory Services LLC Purchases 65 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
CFS Investment Advisory Services LLC lifted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Dynamic Advisor Solutions LLC Lowers Stake in QUALCOMM Incorporated (NASDAQ:QCOM)
Dynamic Advisor Solutions LLC decreased its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Walmart Inc. (NYSE:WMT) Position Increased by RFG Advisory LLC
RFG Advisory LLC raised its position in Walmart Inc. (NYSE:WMT – Free Report) by 42.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Moody Lynn & Lieberson LLC Acquires 3,881 Shares of Lam Research Co. (NASDAQ:LRCX)
Moody Lynn & Lieberson LLC boosted its holdings in Lam Research Co. (NASDAQ:LRCX – Free Report) by 896.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Novare Capital Management LLC Increases Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Novare Capital Management LLC boosted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 94.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 65,062 shares of... More of this article »
Geneos Wealth Management Inc. Purchases 765 Shares of Oracle Co. (NYSE:ORCL)
Geneos Wealth Management Inc. lifted its stake in Oracle Co. (NYSE:ORCL – Free Report) by 3.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,352... More of this article »
Cathay Pacific Airways (OTCMKTS:CPCAY) Share Price Passes Above 200-Day Moving Average – Here’s What Happened
Cathay Pacific Airways Limited (OTCMKTS:CPCAY – Get Free Report)’s share price crossed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $5.50 and traded as high as $6.74.... More of this article »
QHSLab, Inc. Furnishes January 2025 Corporate Presentation in Recent 8-K Filing
QHSLab, Inc. (OTCMKTS:USAQ) recently disclosed its January 2025 Corporate Presentation in a Current Report on Form 8-K filed with the Securities and Exchange Commission (SEC) on January 21, 2025. The Company, in accordance with Regulation... More of this article »
Moody Lynn & Lieberson LLC Cuts Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Moody Lynn & Lieberson LLC reduced its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Novare Capital Management LLC Sells 585 Shares of Honeywell International Inc. (NASDAQ:HON)
Novare Capital Management LLC reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Stablepoint Partners LLC Buys 3,248 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
Stablepoint Partners LLC lifted its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Embree Financial Group Sells 126 Shares of Valero Energy Co. (NYSE:VLO)
Embree Financial Group lessened its holdings in Valero Energy Co. (NYSE:VLO – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,363 shares... More of this article »
Freeport-McMoRan Inc. (NYSE:FCX) Shares Sold by Requisite Capital Management LLC
Requisite Capital Management LLC cut its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 16.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Roma Green Finance (NASDAQ:ROMA) Stock Price Crosses Above Two Hundred Day Moving Average – Here’s What Happened
Roma Green Finance Limited (NASDAQ:ROMA – Get Free Report) crossed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $0.71 and traded as high as $0.74. Roma Green Finance shares... More of this article »
Wag! Group (NASDAQ:PET) Stock Price Down 0.4% – Should You Sell?
Wag! Group Co. (NASDAQ:PET – Get Free Report) traded down 0.4% during mid-day trading on Friday . The company traded as low as $0.25 and last traded at $0.26. 830,248 shares traded hands during trading, an increase of 36% from... More of this article »
Moody Lynn & Lieberson LLC Cuts Stake in Novo Nordisk A/S (NYSE:NVO)
Moody Lynn & Lieberson LLC cut its holdings in Novo Nordisk A/S (NYSE:NVO – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Insight Inv LLC Grows Position in The Southern Company (NYSE:SO)
Insight Inv LLC grew its position in shares of The Southern Company (NYSE:SO – Free Report) by 8.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Cornerstone Wealth Management LLC Has $527,000 Holdings in Amphenol Co. (NYSE:APH)
Cornerstone Wealth Management LLC lifted its position in Amphenol Co. (NYSE:APH – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Clarendon Private LLC Makes New Investment in Texas Instruments Incorporated (NASDAQ:TXN)
Clarendon Private LLC bought a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Cheniere Energy Partners (NYSE:CQP) Stake Cut by Requisite Capital Management LLC
Requisite Capital Management LLC lessened its holdings in shares of Cheniere Energy Partners (NYSE:CQP – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Regatta Capital Group LLC Has $363,000 Stock Holdings in Target Co. (NYSE:TGT)
Regatta Capital Group LLC lowered its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 9.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Novare Capital Management LLC Has $2.79 Million Stock Position in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ)
Novare Capital Management LLC raised its stake in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ashford Hospitality Trust, Inc. (NYSE:AHT) Holdings Trimmed by Navis Wealth Advisors LLC
Navis Wealth Advisors LLC lowered its position in shares of Ashford Hospitality Trust, Inc. (NYSE:AHT – Free Report) by 84.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Guerra Pan Advisors LLC Acquires Shares of 7,130 First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR)
Guerra Pan Advisors LLC acquired a new stake in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
HCA Healthcare (NYSE:HCA) Releases FY 2025 Earnings Guidance
HCA Healthcare (NYSE:HCA – Get Free Report) updated its FY 2025 earnings guidance on Friday. The company provided EPS guidance of 24.050-25.850 for the period, compared to the consensus EPS estimate of 24.610. The company issued... More of this article »
Incannex Healthcare Announces Positive Topline Results from PK Study
Incannex Healthcare Inc. recently released optimistic findings from a pharmacokinetics (PK) study concerning IHL-42X, an oral combination medication intended for managing obstructive sleep apnea. The details of this announcement were... More of this article »
Vanguard Health Care ETF (NYSEARCA:VHT) Shares Sold by Embree Financial Group
Embree Financial Group cut its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 3.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,934 shares of the company’s... More of this article »
Juncture Wealth Strategies LLC Has $462,000 Position in The PNC Financial Services Group, Inc. (NYSE:PNC)
Juncture Wealth Strategies LLC cut its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
4,307 Shares in Principal U.S. Small-Cap Multi-Factor ETF (NASDAQ:PSC) Bought by Avaii Wealth Management LLC
Avaii Wealth Management LLC acquired a new stake in shares of Principal U.S. Small-Cap Multi-Factor ETF (NASDAQ:PSC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cora Capital Advisors LLC Cuts Stock Holdings in Vanguard Utilities ETF (NYSEARCA:VPU)
Cora Capital Advisors LLC cut its stake in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 15.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Embree Financial Group Has $41.11 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
Embree Financial Group raised its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 204.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Deutsche Beteiligungs (ETR:DBAN) Trading Down 0.6% – Here’s What Happened
Deutsche Beteiligungs AG (ETR:DBAN – Get Free Report)’s share price was down 0.6% during trading on Friday . The stock traded as low as €24.35 ($25.63) and last traded at €24.40 ($25.68). Approximately 19,810... More of this article »
Affinity Wealth Management LLC Grows Stock Holdings in NRG Energy, Inc. (NYSE:NRG)
Affinity Wealth Management LLC lifted its stake in NRG Energy, Inc. (NYSE:NRG – Free Report) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vista Investment Partners LLC Boosts Stock Position in Phillips 66 (NYSE:PSX)
Vista Investment Partners LLC increased its position in Phillips 66 (NYSE:PSX – Free Report) by 8.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Crescent Grove Advisors LLC Increases Holdings in Global Ship Lease, Inc. (NYSE:GSL)
Crescent Grove Advisors LLC increased its position in Global Ship Lease, Inc. (NYSE:GSL – Free Report) by 215.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Crescent Grove Advisors LLC Purchases 201 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Crescent Grove Advisors LLC boosted its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
93,374 Shares in Dimensional International Core Equity 2 ETF (BATS:DFIC) Acquired by Archford Capital Strategies LLC
Archford Capital Strategies LLC bought a new stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Alan B Lancz & Associates Inc. Sells 250 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
Alan B Lancz & Associates Inc. trimmed its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 11.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Marshall Financial Group LLC Reduces Stake in The Southern Company (NYSE:SO)
Marshall Financial Group LLC trimmed its position in shares of The Southern Company (NYSE:SO – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Merkkuri Wealth Advisors LLC Increases Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Merkkuri Wealth Advisors LLC raised its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Invesco QQQ (NASDAQ:QQQ) is Blue Square Asset Management LLC’s 4th Largest Position
Blue Square Asset Management LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »