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Burt Wealth Advisors Sells 99 Shares of AbbVie Inc. (NYSE:ABBV)
Burt Wealth Advisors reduced its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,867 shares of the company’s stock... More of this article »
Union Savings Bank Has $1.04 Million Position in AbbVie Inc. (NYSE:ABBV)
Union Savings Bank reduced its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,950 shares of... More of this article »
Critical Analysis: Innoviva (NASDAQ:INVA) & Merck & Co., Inc. (NYSE:MRK)
Innoviva (NASDAQ:INVA – Get Free Report) and Merck & Co., Inc. (NYSE:MRK – Get Free Report) are both medical companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
Worth Financial Advisory Group LLC Sells 159 Shares of Chevron Corporation (NYSE:CVX)
Worth Financial Advisory Group LLC lessened its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 5.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Solar Stocks To Keep An Eye On – June 18th
Tesla, Berkshire Hathaway, First Solar, GE Vernova, and Vistra are the five Solar stocks to watch today, according to MarketBeat’s stock screener tool. Solar stocks are shares of publicly traded companies involved in the solar... More of this article »
Oracle Corporation (NYSE:ORCL) Shares Sold by Fishman Jay A Ltd. MI
Fishman Jay A Ltd. MI lessened its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Garde Capital Inc. Grows Position in Oracle Corporation (NYSE:ORCL)
Garde Capital Inc. boosted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 10.4% in the 1st quarter, HoldingsChannel reports. The fund owned 8,106 shares of the enterprise software provider’s stock after... More of this article »
AbbVie Inc. (NYSE:ABBV) Holdings Boosted by Dupont Capital Management Corp
Dupont Capital Management Corp raised its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 6.8% in the first quarter, HoldingsChannel.com reports. The fund owned 66,295 shares of the company’s stock after buying an additional... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Stock Holdings Trimmed by Woodmont Investment Counsel LLC
Woodmont Investment Counsel LLC trimmed its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 400,038 shares of the company’s stock... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Increased by Retirement Planning Group LLC NY
Retirement Planning Group LLC NY increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cabot Wealth Management Inc. Sells 7,134 Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)
Cabot Wealth Management Inc. lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 6.0% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Perfromance Wealth Partners LLC Has $1.26 Million Stake in Invesco QQQ (NASDAQ:QQQ)
Perfromance Wealth Partners LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 9.5% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 2,684 shares... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by First American Bank
First American Bank increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 42,768 shares of the healthcare conglomerate’s... More of this article »
First American Bank Purchases 204 Shares of The Walt Disney Company (NYSE:DIS)
First American Bank grew its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 0.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
The Home Depot, Inc. (NYSE:HD) Stock Holdings Reduced by Perfromance Wealth Partners LLC
Perfromance Wealth Partners LLC cut its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.8% in the first quarter, Holdings Channel reports. The firm owned 7,044 shares of the home improvement retailer’s... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Center For Asset Management LLC
Center For Asset Management LLC lessened its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 48.2% in the first quarter, HoldingsChannel reports. The fund owned 18,143 shares of the biopharmaceutical company’s... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.9% in the first quarter, HoldingsChannel.com reports. The fund owned 2,171 shares of the exchange... More of this article »
Evanson Asset Management LLC Acquires 1,057 Shares of Tesla, Inc. (NASDAQ:TSLA)
Evanson Asset Management LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.3% in the first quarter, Holdings Channel reports. The firm owned 8,997 shares of the electric vehicle producer’s... More of this article »
Evanson Asset Management LLC Lowers Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Evanson Asset Management LLC lowered its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 6.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Evanson Asset Management LLC Has $220,000 Stake in Salesforce Inc. (NYSE:CRM)
Evanson Asset Management LLC decreased its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 38.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 820 shares of the CRM provider’s... More of this article »
Norway Savings Bank Decreases Holdings in Chevron Corporation (NYSE:CVX)
Norway Savings Bank trimmed its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 22,595 shares of the oil and... More of this article »
GAM Holding AG Increases Holdings in CocaCola Company (The) (NYSE:KO)
GAM Holding AG lifted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 50.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
AT&T Inc. (NYSE:T) Shares Acquired by Rockline Wealth Management LLC
Rockline Wealth Management LLC lifted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 5.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Appleton Partners Inc. MA Sells 95 Shares of Stryker Corporation (NYSE:SYK)
Appleton Partners Inc. MA decreased its holdings in shares of Stryker Corporation (NYSE:SYK – Free Report) by 0.3% in the first quarter, HoldingsChannel reports. The firm owned 29,127 shares of the medical technology company’s... More of this article »
Telecom Stocks To Add to Your Watchlist – June 20th
Broadcom, Arista Networks, ServiceNow, AT&T, Quantum Computing, Palo Alto Networks, and Zscaler are the seven Telecom stocks to watch today, according to MarketBeat’s stock screener tool. Error: Response status code does... More of this article »
Register Financial Advisors LLC Has $152,000 Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Register Financial Advisors LLC grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Bought by Stonegate Investment Group LLC
Stonegate Investment Group LLC grew its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 7.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Canoe Financial LP Decreases Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Canoe Financial LP lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 106,440 shares of the company’s... More of this article »
GE Aerospace (NYSE:GE) Shares Sold by Perfromance Wealth Partners LLC
Perfromance Wealth Partners LLC decreased its position in GE Aerospace (NYSE:GE – Free Report) by 24.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Real Estate Stocks To Watch Now – June 18th
Bank of America, Wells Fargo & Company, and Ford Motor are the three Real Estate stocks to watch today, according to MarketBeat’s stock screener tool. Real estate stocks are shares of publicly traded companies that invest... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by RFP Financial Group LLC
RFP Financial Group LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
First American Bank Has $18.63 Million Stock Holdings in Accenture PLC (NYSE:ACN)
First American Bank grew its position in Accenture PLC (NYSE:ACN – Free Report) by 0.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 59,690 shares of the... More of this article »
Union Savings Bank Sells 2,116 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Union Savings Bank decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Center For Asset Management LLC Has $212,000 Stock Position in Uber Technologies, Inc. (NYSE:UBER)
Center For Asset Management LLC lowered its position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 20.4% in the first quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
2,327 Shares in UnitedHealth Group Incorporated (NYSE:UNH) Acquired by Advisor Resource Council
Advisor Resource Council purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 2,327 shares... More of this article »
Norway Savings Bank Acquires 131 Shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX)
Norway Savings Bank grew its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 4.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Salesforce Inc. (NYSE:CRM) Shares Bought by Norway Savings Bank
Norway Savings Bank lifted its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.4% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 9,846 shares of the CRM provider’s... More of this article »
Honeywell International Inc. (NASDAQ:HON) Shares Sold by Fishman Jay A Ltd. MI
Fishman Jay A Ltd. MI lessened its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 32.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »