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Image for McAdam LLC Has $226,000 Stock Position in Accenture plc (NYSE:ACN)

McAdam LLC Has $226,000 Stock Position in Accenture plc (NYSE:ACN)

McAdam LLC lifted its position in Accenture plc (NYSE:ACN – Get Rating) by 9.7% in the 2nd quarter, Holdings Channel reports. The fund owned 815 shares of the information technology services provider’s stock after buying... More of this article »
Image for Advisory Alpha LLC Acquires New Position in Prospect Capital Co. (NASDAQ:PSEC)

Advisory Alpha LLC Acquires New Position in Prospect Capital Co. (NASDAQ:PSEC)

Advisory Alpha LLC acquired a new stake in shares of Prospect Capital Co. (NASDAQ:PSEC – Get Rating) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 16,101 shares of the financial services... More of this article »
Image for Advisory Alpha LLC Cuts Position in The Southern Company (NYSE:SO)

Advisory Alpha LLC Cuts Position in The Southern Company (NYSE:SO)

Advisory Alpha LLC lessened its stake in The Southern Company (NYSE:SO – Get Rating) by 6.7% in the second quarter, HoldingsChannel.com reports. The firm owned 3,846 shares of the utilities provider’s stock after selling... More of this article »
Image for McAdam LLC Has $364,000 Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

McAdam LLC Has $364,000 Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

McAdam LLC boosted its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 8.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Financial Sense Advisors Inc. Makes New $11.08 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial Sense Advisors Inc. Makes New $11.08 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial Sense Advisors Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 108,978 shares... More of this article »
Image for Financial Sense Advisors Inc. Invests $45.73 Million in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Financial Sense Advisors Inc. Invests $45.73 Million in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Financial Sense Advisors Inc. acquired a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Get Rating) during the second quarter, HoldingsChannel reports. The firm acquired 398,127 shares of the exchange... More of this article »
Image for Brown Financial Advisory Reduces Stock Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Brown Financial Advisory Reduces Stock Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Brown Financial Advisory trimmed its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) by 3.1% in the 2nd quarter, HoldingsChannel reports. The fund owned 312,500 shares of the company’s stock... More of this article »
Image for Financial Sense Advisors Inc. Makes New $7.94 Million Investment in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Financial Sense Advisors Inc. Makes New $7.94 Million Investment in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Financial Sense Advisors Inc. acquired a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Get Rating) in the second quarter, HoldingsChannel reports. The institutional investor acquired 71,070 shares of the... More of this article »
Image for Sabal Trust CO Sells 1,441 Shares of Paychex, Inc. (NASDAQ:PAYX)

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 »
Image for Financial Sense Advisors Inc. Acquires New Shares in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

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 »
Image for Financial Sense Advisors Inc. Makes New Investment in Union Pacific Co. (NYSE:UNP)

Financial Sense Advisors Inc. Makes New Investment in Union Pacific Co. (NYSE:UNP)

Financial Sense Advisors Inc. acquired a new stake in Union Pacific Co. (NYSE:UNP – Get Rating) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 1,019 shares of the railroad operator’s... More of this article »
Image for Advisory Alpha LLC Sells 407 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Advisory Alpha LLC Sells 407 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Advisory Alpha LLC trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 3.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by Wealth Management Partners LLC

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Wealth Management Partners LLC

Wealth Management Partners LLC decreased its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Newbridge Financial Services Group Inc. Sells 282 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

Newbridge Financial Services Group Inc. Sells 282 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

Newbridge Financial Services Group Inc. reduced its position in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 27.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Global Retirement Partners LLC Boosts Position in Target Co. (NYSE:TGT)

Global Retirement Partners LLC Boosts Position in Target Co. (NYSE:TGT)

Global Retirement Partners LLC raised its stake in shares of Target Co. (NYSE:TGT – Get Rating) by 17.3% in the second quarter, Holdings Channel reports. The institutional investor owned 10,067 shares of the retailer’s... More of this article »
Image for OpenOcean Price Down 12.2% This Week (OOE)

OpenOcean Price Down 12.2% This Week (OOE)

OpenOcean (OOE) traded up 6.7% against the dollar during the one day period ending at 8:00 AM Eastern on September 25th. In the last week, OpenOcean has traded down 12.2% against the dollar. One OpenOcean coin can currently be purchased... More of this article »
Image for Global Retirement Partners LLC Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Global Retirement Partners LLC Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Global Retirement Partners LLC raised its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 2.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 28,734 shares of the company’s... More of this article »
Image for Ignite Planners LLC Sells 734 Shares of Exxon Mobil Co. (NYSE:XOM)

Ignite Planners LLC Sells 734 Shares of Exxon Mobil Co. (NYSE:XOM)

Ignite Planners LLC lowered its stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 6.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,151 shares of the oil and gas company’s... More of this article »
Image for Trinity Network Credit Hits Market Cap of $100,288.45 (TNC)

Trinity Network Credit Hits Market Cap of $100,288.45 (TNC)

Trinity Network Credit (TNC) traded down 6.2% against the US dollar during the 1-day period ending at 8:00 AM ET on September 25th. One Trinity Network Credit coin can currently be bought for approximately $0.0003 or 0.00000002 BTC... More of this article »
Image for Advisory Alpha LLC Purchases Shares of 1,659 Genuine Parts (NYSE:GPC)

Advisory Alpha LLC Purchases Shares of 1,659 Genuine Parts (NYSE:GPC)

Advisory Alpha LLC purchased a new stake in shares of Genuine Parts (NYSE:GPC – Get Rating) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,659 shares of the specialty retailer’s... More of this article »
Image for Destiny Wealth Partners LLC Acquires 1,455 Shares of Bristol-Myers Squibb (NYSE:BMY)

Destiny Wealth Partners LLC Acquires 1,455 Shares of Bristol-Myers Squibb (NYSE:BMY)

Destiny Wealth Partners LLC raised its holdings in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 106.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for 6,136 Shares in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Purchased by Bell Bank

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 »
Image for Wealth Advisors of Tampa Bay LLC Acquires 238 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

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 »
Image for Wealth Advisors of Tampa Bay LLC Has $2.22 Million Stake in BCE Inc. (NYSE:BCE)

Wealth Advisors of Tampa Bay LLC Has $2.22 Million Stake in BCE Inc. (NYSE:BCE)

Wealth Advisors of Tampa Bay LLC trimmed its holdings in shares of BCE Inc. (NYSE:BCE – Get Rating) (TSE:BCE) by 3.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kaizen Financial Strategies Increases Stock Position in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Kaizen Financial Strategies Increases Stock Position in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Kaizen Financial Strategies boosted its stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Get Rating) by 3.2% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 7,916 shares of the exchange... More of this article »
Image for Kaizen Financial Strategies Sells 3,505 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Kaizen Financial Strategies Sells 3,505 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Kaizen Financial Strategies decreased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 9.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Vanguard Small-Cap ETF (NYSEARCA:VB) is Bond & Devick Financial Network Inc.’s 4th Largest Position

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 »
Image for BLB&B Advisors LLC Has $1.66 Million Stock Holdings in American Express (NYSE:AXP)

BLB&B Advisors LLC Has $1.66 Million Stock Holdings in American Express (NYSE:AXP)

BLB&B Advisors LLC trimmed its position in American Express (NYSE:AXP) by 1.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,944 shares... More of this article »
Image for BLB&B Advisors LLC Sells 580 Shares of Dollar General Co. (NYSE:DG)

BLB&B Advisors LLC Sells 580 Shares of Dollar General Co. (NYSE:DG)

BLB&B Advisors LLC lessened its stake in shares of Dollar General Co. (NYSE:DG – Get Rating) by 8.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Upwork (NASDAQ:UPWK) Issues Q3 2022 Earnings Guidance

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 »
Image for BLB&B Advisors LLC Grows Holdings in Ford Motor (NYSE:F)

BLB&B Advisors LLC Grows Holdings in Ford Motor (NYSE:F)

BLB&B Advisors LLC grew its holdings in shares of Ford Motor (NYSE:F – Get Rating) by 3.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 525,834 shares of the auto manufacturer’s... More of this article »
Image for Regent Investment Management LLC Sells 135 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Regent Investment Management LLC Sells 135 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Regent Investment Management LLC reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by StrongBox Wealth LLC

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 »
Image for Ritholtz Wealth Management Acquires 692 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Ritholtz Wealth Management Acquires 692 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Ritholtz Wealth Management raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 7.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,661... More of this article »
Image for Matrix Asset Advisors Inc. NY Buys 3,597 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Matrix Asset Advisors Inc. NY Buys 3,597 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Matrix Asset Advisors Inc. NY increased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 6.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for StrongBox Wealth LLC Has $224,000 Stake in NVIDIA Co. (NASDAQ:NVDA)

StrongBox Wealth LLC Has $224,000 Stake in NVIDIA Co. (NASDAQ:NVDA)

StrongBox Wealth LLC lessened its stake in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 66.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,477 shares of the computer... More of this article »
Image for A. D. Beadell Investment Counsel Inc. Sells 750 Shares of Pfizer Inc. (NYSE:PFE)

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 »
Image for Pfizer Inc. (NYSE:PFE) Shares Acquired by Ritholtz Wealth Management

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 »
Image for NVIDIA Co. (NASDAQ:NVDA) Shares Purchased by Meyer Handelman Co.

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 »
Image for Gilman Hill Asset Management LLC Increases Position in NVIDIA Co. (NASDAQ:NVDA)

Gilman Hill Asset Management LLC Increases Position in NVIDIA Co. (NASDAQ:NVDA)

Gilman Hill Asset Management LLC lifted its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 29.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »