Home » Author Archive
Cambridge Advisors Inc. Has $259,000 Position in BlackRock, Inc. (NYSE:BLK)
Cambridge Advisors Inc. cut its holdings in BlackRock, Inc. (NYSE:BLK – Get Rating) by 56.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 426 shares of the asset manager’s stock... More of this article »
Moderna, Inc. (NASDAQ:MRNA) Stock Holdings Increased by McAdam LLC
McAdam LLC boosted its position in Moderna, Inc. (NASDAQ:MRNA – Get Rating) by 3.8% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 4,365 shares of the company’s stock after buying an additional... More of this article »
Transform Wealth LLC Cuts Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Transform Wealth LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 5.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Ignite Planners LLC Purchases 124 Shares of AbbVie Inc. (NYSE:ABBV)
Ignite Planners LLC boosted its stake in AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Advisory Alpha LLC Sells 2,526 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)
Advisory Alpha LLC reduced its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Get Rating) by 23.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
McAdam LLC Buys 67 Shares of Invesco QQQ Trust (NASDAQ:QQQ)
McAdam LLC boosted its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 3.0% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 2,323 shares of the exchange traded fund’s... More of this article »
McAdam LLC Has $935,000 Stock Position in American Express (NYSE:AXP)
McAdam LLC increased its holdings in shares of American Express (NYSE:AXP) by 7.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,744 shares of the payment... More of this article »
Kaizen Financial Strategies Raises Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Kaizen Financial Strategies increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 42.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) is Gradient Capital Advisors LLC’s 10th Largest Position
Gradient Capital Advisors LLC raised its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 10.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 83,634... More of this article »
Western Wealth Management LLC Reduces Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Western Wealth Management LLC lowered its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 6.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Western Wealth Management LLC Reduces Holdings in The Boeing Company (NYSE:BA)
Western Wealth Management LLC decreased its holdings in The Boeing Company (NYSE:BA – Get Rating) by 5.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Sold by Western Wealth Management LLC
Western Wealth Management LLC cut its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 2.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Sabal Trust CO Sells 1,441 Shares of Paychex, Inc. (NASDAQ:PAYX)
Sabal Trust CO trimmed its stake in Paychex, Inc. (NASDAQ:PAYX – Get Rating) by 0.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 254,373 shares of the business services provider’s stock after selling... More of this article »
Financial Sense Advisors Inc. Acquires New Shares in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Financial Sense Advisors Inc. acquired a new stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) during the second quarter, HoldingsChannel.com reports. The institutional investor acquired 1,536 shares... More of this article »
6,136 Shares in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Purchased by Bell Bank
Bell Bank bought a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the 2nd quarter, Holdings Channel reports. The fund bought 6,136 shares of the company’s stock, valued at approximately... More of this article »
Wealth Advisors of Tampa Bay LLC Acquires 238 Shares of Invesco QQQ Trust (NASDAQ:QQQ)
Wealth Advisors of Tampa Bay LLC increased its position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 39.7% during the second quarter, HoldingsChannel.com reports. The fund owned 838 shares of the exchange traded... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) is Bond & Devick Financial Network Inc.’s 4th Largest Position
Bond & Devick Financial Network Inc. increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 2.8% in the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Upwork (NASDAQ:UPWK) Issues Q3 2022 Earnings Guidance
Upwork (NASDAQ:UPWK – Get Rating) updated its third quarter 2022 earnings guidance on Saturday. The company provided EPS guidance of -$0.08–$0.06 for the period, compared to the consensus EPS estimate of -$0.04. The company... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by StrongBox Wealth LLC
StrongBox Wealth LLC lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 8.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,821 shares of the company’s... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management increased its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 22.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
A. D. Beadell Investment Counsel Inc. Sells 750 Shares of Pfizer Inc. (NYSE:PFE)
A. D. Beadell Investment Counsel Inc. lessened its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 12.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
NVIDIA Co. (NASDAQ:NVDA) Shares Purchased by Meyer Handelman Co.
Meyer Handelman Co. lifted its position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 10.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Sold by Dividend Assets Capital LLC
Dividend Assets Capital LLC lowered its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 55.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Purchased by Destiny Wealth Partners LLC
Destiny Wealth Partners LLC boosted its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 20,361.1% in the 2nd quarter, Holdings Channel reports. The fund owned 3,683 shares of the company’s... More of this article »
Copeland Capital Management LLC Sells 1,802 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
Copeland Capital Management LLC lessened its position in Air Products and Chemicals, Inc. (NYSE:APD – Get Rating) by 5.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
iShares S&P 500 ETF (NYSEARCA:IVV) Holdings Decreased by West Bancorporation Inc.
West Bancorporation Inc. trimmed its position in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Copeland Capital Management LLC Reduces Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Copeland Capital Management LLC reduced its stake in NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 4.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Cambridge Advisors Inc. Sells 1,075 Shares of The Boeing Company (NYSE:BA)
Cambridge Advisors Inc. lessened its stake in shares of The Boeing Company (NYSE:BA – Get Rating) by 29.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Bell Bank Has $277,000 Stake in Accenture plc (NYSE:ACN)
Bell Bank grew its holdings in shares of Accenture plc (NYSE:ACN – Get Rating) by 59.1% in the 2nd quarter, Holdings Channel reports. The fund owned 996 shares of the information technology services provider’s stock after... More of this article »
Financial Sense Advisors Inc. Makes New Investment in Rio Tinto Group (NYSE:RIO)
Financial Sense Advisors Inc. purchased a new position in Rio Tinto Group (NYSE:RIO – Get Rating) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
2,493 Shares in Vanguard Real Estate ETF (NYSEARCA:VNQ) Acquired by Bell Bank
Bell Bank acquired a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 2,493 shares of the exchange traded... More of this article »
Bell Bank Has $577,000 Stake in Vanguard Information Technology ETF (NYSEARCA:VGT)
Bell Bank boosted its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 37.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 1,766 shares of the exchange traded... More of this article »
iShares Core U.S. REIT ETF (NYSEARCA:USRT) is Brown Financial Advisory’s 8th Largest Position
Brown Financial Advisory reduced its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 2.1% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 41,323 shares of the company’s... More of this article »
Financial Sense Advisors Inc. Invests $2.42 Million in Sprott Physical Gold Trust (NYSEARCA:PHYS)
Financial Sense Advisors Inc. acquired a new position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Get Rating) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Financial Sense Advisors Inc. Makes New Investment in Cameco Co. (NYSE:CCJ)
Financial Sense Advisors Inc. bought a new position in Cameco Co. (NYSE:CCJ – Get Rating) (TSE:CCO) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 198,175 shares of the basic materials... More of this article »
Bell Bank Takes $254,000 Position in Cummins Inc. (NYSE:CMI)
Bell Bank bought a new position in shares of Cummins Inc. (NYSE:CMI – Get Rating) during the 2nd quarter, HoldingsChannel reports. The firm bought 1,315 shares of the company’s stock, valued at approximately $254,000.... More of this article »
Financial Sense Advisors Inc. Acquires Shares of 306,184 Barrick Gold Corp (NYSE:GOLD)
Financial Sense Advisors Inc. acquired a new stake in shares of Barrick Gold Corp (NYSE:GOLD – Get Rating) (TSE:ABX) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 306,184 shares of the gold and copper... More of this article »
Financial Sense Advisors Inc. Buys Shares of 54,909 Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)
Financial Sense Advisors Inc. acquired a new stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Get Rating) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 54,909... More of this article »