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Image about ShankerValleau Wealth Advisors Inc. Sells 31,623 Shares of Dimensional US Marketwide Value ETF $DFUV

ShankerValleau Wealth Advisors Inc. Sells 31,623 Shares of Dimensional US Marketwide Value ETF $DFUV

ShankerValleau Wealth Advisors Inc. lessened its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 5.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image about Highland Financial Advisors LLC Buys New Holdings in Vanguard Russell 1000 ETF $VONE

Highland Financial Advisors LLC Buys New Holdings in Vanguard Russell 1000 ETF $VONE

Highland Financial Advisors LLC purchased a new position in shares of Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about Schwab U.S. Mid-Cap ETF $SCHM is Spinnaker Investment Group LLC’s 7th Largest Position

Schwab U.S. Mid-Cap ETF $SCHM is Spinnaker Investment Group LLC’s 7th Largest Position

Spinnaker Investment Group LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 13.2% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image about Scott Capital Advisors LLC Increases Stock Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH

Scott Capital Advisors LLC Increases Stock Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH

Scott Capital Advisors LLC grew its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 912.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 418,555... More of this article »
Image about Scott Capital Advisors LLC Acquires 89,319 Shares of PIMCO Multi Sector Bond Active ETF $PYLD

Scott Capital Advisors LLC Acquires 89,319 Shares of PIMCO Multi Sector Bond Active ETF $PYLD

Scott Capital Advisors LLC increased its holdings in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 13.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image about iShares Core 1-5 Year USD Bond ETF $ISTB Shares Acquired by Prosperity Planning Inc.

iShares Core 1-5 Year USD Bond ETF $ISTB Shares Acquired by Prosperity Planning Inc.

Prosperity Planning Inc. boosted its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 7.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image about Mike Powell Purchases 34 Shares of Mondi (LON:MNDI) Stock

Mike Powell Purchases 34 Shares of Mondi (LON:MNDI) Stock

Mondi plc (LON:MNDI – Get Free Report) insider Mike Powell acquired 34 shares of the company’s stock in a transaction on Friday, August 7th. The stock was acquired at an average cost of GBX 907 per share, with a total value... More of this article »
Image about 18,575 Shares in iShares Core Total USD Bond Market ETF $IUSB Purchased by Spinnaker Investment Group LLC

18,575 Shares in iShares Core Total USD Bond Market ETF $IUSB Purchased by Spinnaker Investment Group LLC

Spinnaker Investment Group LLC bought a new position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image about Geopark Q2 Earnings Call Highlights

Geopark Q2 Earnings Call Highlights

Geopark (NYSE:GPRK) reported second-quarter 2026 production of 27,271 barrels of oil equivalent per day and said stable Colombian operations and accelerating development activity in Argentina supported sequential revenue growth and... More of this article »
Image about Revolve Wealth Partners LLC Has $1.05 Million Position in McDonald’s Corporation $MCD

Revolve Wealth Partners LLC Has $1.05 Million Position in McDonald’s Corporation $MCD

Revolve Wealth Partners LLC raised its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 208.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about Hamilton Beach Brands Q2 Earnings Call Highlights

Hamilton Beach Brands Q2 Earnings Call Highlights

Hamilton Beach Brands (NYSE:HBB) reported higher second-quarter revenue and operating profit, with results aided by a $36.5 million refund of tariffs imposed under the International Emergency Economic Powers Act, while management... More of this article »
Image about Flotek Industries Q2 Earnings Call Highlights

Flotek Industries Q2 Earnings Call Highlights

Flotek Industries (NYSE:FTK) reported second-quarter results marked by record data analytics revenue, strong international chemistry sales and higher profitability, while outlining a growing pipeline for its power-services technology. Total... More of this article »
Image about Marquette Asset Management LLC Buys Shares of 82,019 TrueBlue, Inc. $TBI

Marquette Asset Management LLC Buys Shares of 82,019 TrueBlue, Inc. $TBI

Marquette Asset Management LLC purchased a new stake in TrueBlue, Inc. (NYSE:TBI – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 82,019 shares of the... More of this article »
Image about Sapient Capital LLC Acquires 4,962 Shares of Astrazeneca Plc $AZN

Sapient Capital LLC Acquires 4,962 Shares of Astrazeneca Plc $AZN

Sapient Capital LLC increased its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 136.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image about SPDR Gold Shares $GLD is Redhawk Wealth Advisors Inc.’s 8th Largest Position

SPDR Gold Shares $GLD is Redhawk Wealth Advisors Inc.’s 8th Largest Position

Redhawk Wealth Advisors Inc. cut its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 50.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 53,798 shares of the... More of this article »