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General Electric (NYSE:GE) Stock Holdings Boosted by Matthew Goff Investment Advisor LLC

General Electric (NYSE:GE) Stock Holdings Boosted by Matthew Goff Investment Advisor LLC

Matthew Goff Investment Advisor LLC lifted its position in shares of General Electric (NYSE:GE) by 14.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 287,585 shares of the conglomerate’s... 
Trust Co. of Virginia VA Raises Position in Boeing Co (NYSE:BA)

Trust Co. of Virginia VA Raises Position in Boeing Co (NYSE:BA)

Trust Co. of Virginia VA raised its holdings in Boeing Co (NYSE:BA) by 0.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,434 shares of the aircraft producer’s... 
Trust Co. of Virginia VA Sells 53,377 Shares of Ingersoll-Rand PLC (NYSE:IR)

Trust Co. of Virginia VA Sells 53,377 Shares of Ingersoll-Rand PLC (NYSE:IR)

Trust Co. of Virginia VA trimmed its stake in Ingersoll-Rand PLC (NYSE:IR) by 85.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,786 shares... 
Meeder Asset Management Inc. Boosts Stake in Mastercard Inc (NYSE:MA)

Meeder Asset Management Inc. Boosts Stake in Mastercard Inc (NYSE:MA)

Meeder Asset Management Inc. increased its stake in shares of Mastercard Inc (NYSE:MA) by 30.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 61,237 shares of the credit services provider’s... 
Trust Co. of Virginia VA Has $5.37 Million Holdings in Aptiv PLC (NYSE:APTV)

Trust Co. of Virginia VA Has $5.37 Million Holdings in Aptiv PLC (NYSE:APTV)

Trust Co. of Virginia VA boosted its holdings in Aptiv PLC (NYSE:APTV) by 0.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 66,435... 
Adobe Inc (NASDAQ:ADBE) Shares Sold by Meeder Asset Management Inc.

Adobe Inc (NASDAQ:ADBE) Shares Sold by Meeder Asset Management Inc.

Meeder Asset Management Inc. decreased its stake in Adobe Inc (NASDAQ:ADBE) by 45.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
Gilbert & Cook Inc. Sells 6,882 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Gilbert & Cook Inc. Sells 6,882 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Gilbert & Cook Inc. lessened its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 8.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,647... 
iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Guidance Point Advisors LLC

iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Guidance Point Advisors LLC

Guidance Point Advisors LLC lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
Trust Co. of Virginia VA Sells 4,234 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Trust Co. of Virginia VA Sells 4,234 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Trust Co. of Virginia VA trimmed its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 9.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned... 
Trust Co. of Virginia VA Sells 1,007 Shares of 3M Co (NYSE:MMM)

Trust Co. of Virginia VA Sells 1,007 Shares of 3M Co (NYSE:MMM)

Trust Co. of Virginia VA decreased its position in 3M Co (NYSE:MMM) by 7.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,359 shares... 
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Acquired by Matthew Goff Investment Advisor LLC

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Acquired by Matthew Goff Investment Advisor LLC

Matthew Goff Investment Advisor LLC grew its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 7.3% during the second quarter, Holdings Channel.com reports. The firm owned 2,074 shares of the exchange traded fund’s... 
Gilbert & Cook Inc. Has $19.36 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Gilbert & Cook Inc. Has $19.36 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Gilbert & Cook Inc. increased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 124,484 shares of the exchange traded fund’s... 
Greenline Partners LLC Grows Position in UnitedHealth Group Inc (NYSE:UNH)

Greenline Partners LLC Grows Position in UnitedHealth Group Inc (NYSE:UNH)

Greenline Partners LLC boosted its stake in shares of UnitedHealth Group Inc (NYSE:UNH) by 1.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,207 shares of... 
Amgen, Inc. (NASDAQ:AMGN) Shares Sold by Greenline Partners LLC

Amgen, Inc. (NASDAQ:AMGN) Shares Sold by Greenline Partners LLC

Greenline Partners LLC reduced its stake in shares of Amgen, Inc. (NASDAQ:AMGN) by 57.3% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 8,892 shares of the medical research company’s... 
Rossmore Private Capital Boosts Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Rossmore Private Capital Boosts Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Rossmore Private Capital raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 1.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,827 shares... 
Rossmore Private Capital Buys 550 Shares of Honeywell International Inc. (NYSE:HON)

Rossmore Private Capital Buys 550 Shares of Honeywell International Inc. (NYSE:HON)

Rossmore Private Capital raised its stake in Honeywell International Inc. (NYSE:HON) by 5.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... 
Rossmore Private Capital Buys 2,945 Shares of Walmart Inc (NYSE:WMT)

Rossmore Private Capital Buys 2,945 Shares of Walmart Inc (NYSE:WMT)

Rossmore Private Capital grew its stake in shares of Walmart Inc (NYSE:WMT) by 48.7% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 8,990 shares of the retailer’s stock... 
Greenline Partners LLC Decreases Position in Southern Copper Corp (NYSE:SCCO)

Greenline Partners LLC Decreases Position in Southern Copper Corp (NYSE:SCCO)

Greenline Partners LLC cut its stake in Southern Copper Corp (NYSE:SCCO) by 1.7% during the second quarter, HoldingsChannel reports. The institutional investor owned 222,174 shares of the basic materials company’s stock after... 
Pinnacle Associates Ltd. Grows Stock Holdings in Constellation Brands, Inc. (NYSE:STZ)

Pinnacle Associates Ltd. Grows Stock Holdings in Constellation Brands, Inc. (NYSE:STZ)

Pinnacle Associates Ltd. increased its stake in shares of Constellation Brands, Inc. (NYSE:STZ) by 134.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... 
Pinnacle Associates Ltd. Sells 410 Shares of United Technologies Co. (NYSE:UTX)

Pinnacle Associates Ltd. Sells 410 Shares of United Technologies Co. (NYSE:UTX)

Pinnacle Associates Ltd. lowered its stake in shares of United Technologies Co. (NYSE:UTX) by 0.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... 
Pinnacle Associates Ltd. Trims Holdings in Robert Half International Inc. (NYSE:RHI)

Pinnacle Associates Ltd. Trims Holdings in Robert Half International Inc. (NYSE:RHI)

Pinnacle Associates Ltd. cut its stake in Robert Half International Inc. (NYSE:RHI) by 8.0% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 407,501 shares... 
Pinnacle Associates Ltd. Sells 22,630 Shares of Helmerich & Payne, Inc. (NYSE:HP)

Pinnacle Associates Ltd. Sells 22,630 Shares of Helmerich & Payne, Inc. (NYSE:HP)

Pinnacle Associates Ltd. lessened its stake in shares of Helmerich & Payne, Inc. (NYSE:HP) by 6.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 320,077 shares of... 
Pinnacle Associates Ltd. Reduces Stake in Lazard Ltd (NYSE:LAZ)

Pinnacle Associates Ltd. Reduces Stake in Lazard Ltd (NYSE:LAZ)

Pinnacle Associates Ltd. lowered its position in Lazard Ltd (NYSE:LAZ) by 4.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 529,737 shares... 
Boeing Co (NYSE:BA) Shares Bought by Pinnacle Associates Ltd.

Boeing Co (NYSE:BA) Shares Bought by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. raised its position in Boeing Co (NYSE:BA) by 19.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 85,751 shares of the aircraft producer’s stock after acquiring an additional 14,004... 
Cae Inc (NYSE:CAE) Shares Sold by Pinnacle Associates Ltd.

Cae Inc (NYSE:CAE) Shares Sold by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. cut its stake in Cae Inc (NYSE:CAE) (TSE:CAE) by 8.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,307,764... 
Huber Financial Advisors LLC Purchases New Shares in Pimco Total Return ETF (NYSEARCA:BOND)

Huber Financial Advisors LLC Purchases New Shares in Pimco Total Return ETF (NYSEARCA:BOND)

Huber Financial Advisors LLC purchased a new stake in Pimco Total Return ETF (NYSEARCA:BOND) during the 2nd quarter, HoldingsChannel reports. The firm purchased 4,182 shares of the exchange traded fund’s stock, valued at approximately... 
Huber Financial Advisors LLC Lowers Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Huber Financial Advisors LLC Lowers Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Huber Financial Advisors LLC lowered its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 2.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... 
Huber Financial Advisors LLC Reduces Position in Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX)

Huber Financial Advisors LLC Reduces Position in Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX)

Huber Financial Advisors LLC trimmed its holdings in shares of Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX) by 7.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... 
Huber Financial Advisors LLC Has $2.46 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Huber Financial Advisors LLC Has $2.46 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Huber Financial Advisors LLC decreased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 16,397 shares of the company’s stock after... 
2,901 Shares in Schwab US Broad Market ETF (NYSEARCA:SCHB) Purchased by Shepherd Financial Partners LLC

2,901 Shares in Schwab US Broad Market ETF (NYSEARCA:SCHB) Purchased by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Mcdonald’s Corp (NYSE:MCD) Shares Purchased by GWM Advisors LLC

Mcdonald’s Corp (NYSE:MCD) Shares Purchased by GWM Advisors LLC

GWM Advisors LLC raised its stake in shares of Mcdonald’s Corp (NYSE:MCD) by 946.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 23,295... 
GWM Advisors LLC Grows Stake in ISHARES TR/CORE DIVID GR ETF (BMV:DGRO)

GWM Advisors LLC Grows Stake in ISHARES TR/CORE DIVID GR ETF (BMV:DGRO)

GWM Advisors LLC grew its holdings in ISHARES TR/CORE DIVID GR ETF (BMV:DGRO) by 3.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 148,839 shares of the company’s stock after acquiring an additional... 
GWM Advisors LLC Buys 1,395 Shares of 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (BMV:FBT)

GWM Advisors LLC Buys 1,395 Shares of 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (BMV:FBT)

GWM Advisors LLC increased its stake in shares of 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (BMV:FBT) by 2.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... 
GWM Advisors LLC Increases Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

GWM Advisors LLC Increases Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

GWM Advisors LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 67.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... 
Vilas Fund LP Acquires 184,000 Shares of Viacom, Inc. (NASDAQ:VIAB)

Vilas Fund LP Acquires 184,000 Shares of Viacom, Inc. (NASDAQ:VIAB)

Vilas Fund LP raised its holdings in Viacom, Inc. (NASDAQ:VIAB) by 920.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 204,000 shares... 
GWM Advisors LLC Purchases 2,492 Shares of CMS Energy Co. (NYSE:CMS)

GWM Advisors LLC Purchases 2,492 Shares of CMS Energy Co. (NYSE:CMS)

GWM Advisors LLC lifted its position in shares of CMS Energy Co. (NYSE:CMS) by 0.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 271,873... 
SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is GWM Advisors LLC’s 2nd Largest Position

SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is GWM Advisors LLC’s 2nd Largest Position

GWM Advisors LLC lifted its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... 
Vilas Fund LP Buys Shares of 140,000 Royal Bank of Scotland Group PLC (NYSE:RBS)

Vilas Fund LP Buys Shares of 140,000 Royal Bank of Scotland Group PLC (NYSE:RBS)

Vilas Fund LP bought a new stake in shares of Royal Bank of Scotland Group PLC (NYSE:RBS) during the 2nd quarter, HoldingsChannel.com reports. The firm bought 140,000 shares of the financial services provider’s stock, valued... 
Wells Fargo & Co (NYSE:WFC) Shares Sold by Trust Co. of Virginia VA

Wells Fargo & Co (NYSE:WFC) Shares Sold by Trust Co. of Virginia VA

Trust Co. of Virginia VA trimmed its stake in shares of Wells Fargo & Co (NYSE:WFC) by 6.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
Gilbert & Cook Inc. Trims Position in Kinder Morgan Inc (NYSE:KMI)

Gilbert & Cook Inc. Trims Position in Kinder Morgan Inc (NYSE:KMI)

Gilbert & Cook Inc. lessened its position in shares of Kinder Morgan Inc (NYSE:KMI) by 14.8% in the second quarter, Holdings Channel reports. The fund owned 10,250 shares of the pipeline company’s stock after selling 1,785... 
Gilbert & Cook Inc. Sells 148 Shares of CarMax, Inc (NYSE:KMX)

Gilbert & Cook Inc. Sells 148 Shares of CarMax, Inc (NYSE:KMX)

Gilbert & Cook Inc. lessened its holdings in CarMax, Inc (NYSE:KMX) by 5.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,734 shares of the... 
Gilbert & Cook Inc. Reduces Stake in Vanguard Intermediate-Term Government Bond ETF (NASDAQ:VGIT)

Gilbert & Cook Inc. Reduces Stake in Vanguard Intermediate-Term Government Bond ETF (NASDAQ:VGIT)

Gilbert & Cook Inc. decreased its stake in shares of Vanguard Intermediate-Term Government Bond ETF (NASDAQ:VGIT) by 11.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor... 
Gilbert & Cook Inc. Trims Stock Holdings in Air Products & Chemicals, Inc. (NYSE:APD)

Gilbert & Cook Inc. Trims Stock Holdings in Air Products & Chemicals, Inc. (NYSE:APD)

Gilbert & Cook Inc. trimmed its holdings in Air Products & Chemicals, Inc. (NYSE:APD) by 6.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,563 shares... 
Trust Co. of Virginia VA Sells 4,234 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Trust Co. of Virginia VA Sells 4,234 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Trust Co. of Virginia VA trimmed its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 9.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned... 
Trust Co. of Virginia VA Sells 53,377 Shares of Ingersoll-Rand PLC (NYSE:IR)

Trust Co. of Virginia VA Sells 53,377 Shares of Ingersoll-Rand PLC (NYSE:IR)

Trust Co. of Virginia VA trimmed its stake in Ingersoll-Rand PLC (NYSE:IR) by 85.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,786 shares... 
Trust Co. of Virginia VA Has $5.37 Million Holdings in Aptiv PLC (NYSE:APTV)

Trust Co. of Virginia VA Has $5.37 Million Holdings in Aptiv PLC (NYSE:APTV)

Trust Co. of Virginia VA boosted its holdings in Aptiv PLC (NYSE:APTV) by 0.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 66,435... 
Trust Co. of Virginia VA Sells 1,007 Shares of 3M Co (NYSE:MMM)

Trust Co. of Virginia VA Sells 1,007 Shares of 3M Co (NYSE:MMM)

Trust Co. of Virginia VA decreased its position in 3M Co (NYSE:MMM) by 7.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,359 shares... 
General Electric (NYSE:GE) Stock Holdings Boosted by Matthew Goff Investment Advisor LLC

General Electric (NYSE:GE) Stock Holdings Boosted by Matthew Goff Investment Advisor LLC

Matthew Goff Investment Advisor LLC lifted its position in shares of General Electric (NYSE:GE) by 14.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 287,585 shares of the conglomerate’s... 
Meeder Asset Management Inc. Boosts Stake in Mastercard Inc (NYSE:MA)

Meeder Asset Management Inc. Boosts Stake in Mastercard Inc (NYSE:MA)

Meeder Asset Management Inc. increased its stake in shares of Mastercard Inc (NYSE:MA) by 30.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 61,237 shares of the credit services provider’s... 
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Acquired by Matthew Goff Investment Advisor LLC

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Acquired by Matthew Goff Investment Advisor LLC

Matthew Goff Investment Advisor LLC grew its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 7.3% during the second quarter, Holdings Channel.com reports. The firm owned 2,074 shares of the exchange traded fund’s...