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Xponance Inc. Raises Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Xponance Inc. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Holdings Boosted by Ade LLC
Ade LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Echo45 Advisors LLC Grows Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Echo45 Advisors LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 885 shares of the healthcare conglomerate’s... More of this article »
Trust Investment Advisors Sells 52 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Trust Investment Advisors decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Stake Lifted by Hapanowicz & Associates Financial Services Inc
Hapanowicz & Associates Financial Services Inc increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Fidelis Capital Partners LLC
Fidelis Capital Partners LLC boosted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 13.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Integral Investment Advisors Inc. Invests $205,000 in Broadcom Inc. (NASDAQ:AVGO)
Integral Investment Advisors Inc. acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 184 shares of the... More of this article »
Echo45 Advisors LLC Sells 21 Shares of Intuit Inc. (NASDAQ:INTU)
Echo45 Advisors LLC lowered its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Echo45 Advisors LLC Acquires New Shares in Abbott Laboratories (NYSE:ABT)
Echo45 Advisors LLC purchased a new stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Xponance Inc. Has $63.94 Million Holdings in AbbVie Inc. (NYSE:ABBV)
Xponance Inc. lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 412,600 shares of the company’s stock after purchasing... More of this article »
Family CFO Inc Reduces Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Family CFO Inc trimmed its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.9% during the 4th quarter, HoldingsChannel reports. The firm owned 79,033 shares of the exchange traded fund’s... More of this article »
Fidelis Capital Partners LLC Has $3.78 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Fidelis Capital Partners LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Ade LLC Buys 813 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Ade LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 103,392 shares of the company’s stock after... More of this article »
Gray Wealth Management Inc. Increases Holdings in Merck & Co., Inc. (NYSE:MRK)
Gray Wealth Management Inc. raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sterling Financial Planning Inc. Acquires 134 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Sterling Financial Planning Inc. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is Gray Wealth Management Inc.’s 2nd Largest Position
Gray Wealth Management Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Opes Wealth Management LLC Has $263,000 Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Opes Wealth Management LLC lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 9.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Opes Wealth Management LLC Lowers Holdings in The Walt Disney Company (NYSE:DIS)
Opes Wealth Management LLC lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Family CFO Inc Buys 736 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)
Family CFO Inc grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 19,845 shares of... More of this article »
Opes Wealth Management LLC Sells 160 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Opes Wealth Management LLC reduced its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Western Wealth Management LLC Has $5.91 Million Stock Position in The Procter & Gamble Company (NYSE:PG)
Western Wealth Management LLC increased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Costco Wholesale Co. (NASDAQ:COST) is Guardian Investment Management’s 9th Largest Position
Guardian Investment Management reduced its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% in the 4th quarter, Holdings Channel reports. The fund owned 5,370 shares of the retailer’s stock after selling... More of this article »
1,400 Shares in International Business Machines Co. (NYSE:IBM) Bought by Colton Groome Financial Advisors LLC
Colton Groome Financial Advisors LLC purchased a new position in International Business Machines Co. (NYSE:IBM – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ninety One SA PTY Ltd Has $12.21 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Ninety One SA PTY Ltd raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Deere & Company (NYSE:DE) Shares Bought by Fidelis Capital Partners LLC
Fidelis Capital Partners LLC increased its position in shares of Deere & Company (NYSE:DE – Free Report) by 30.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Mokosak Advisory Group LLC Has $423,000 Stake in Deere & Company (NYSE:DE)
Mokosak Advisory Group LLC trimmed its stake in Deere & Company (NYSE:DE – Free Report) by 5.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,057 shares of the industrial products company’s... More of this article »
Lafayette Investments Inc. Grows Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Lafayette Investments Inc. grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Spirit AeroSystems Holdings, Inc. (NYSE:SPR) Shares Sold by Readystate Asset Management LP
Readystate Asset Management LP lowered its holdings in Spirit AeroSystems Holdings, Inc. (NYSE:SPR – Free Report) by 50.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Fonville Wealth Management LLC Purchases Shares of 1,133 Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Fonville Wealth Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Xponance Inc. Grows Stake in Broadcom Inc. (NASDAQ:AVGO)
Xponance Inc. increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 100,300 shares... More of this article »
Tiller Private Wealth Inc. Purchases 1,223 Shares of Verizon Communications Inc. (NYSE:VZ)
Tiller Private Wealth Inc. raised its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 16.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 8,621 shares of the cell... More of this article »
Echo45 Advisors LLC Acquires 25 Shares of Adobe Inc. (NASDAQ:ADBE)
Echo45 Advisors LLC boosted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 550 shares of the software company’s stock after... More of this article »
Kellett Wealth Advisors LLC Acquires Shares of 1,123 SPDR Gold Shares (NYSEARCA:GLD)
Kellett Wealth Advisors LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 1,123 shares of the exchange traded fund’s stock,... More of this article »
Opes Wealth Management LLC Lowers Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)
Opes Wealth Management LLC cut its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 52.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Opes Wealth Management LLC Has $270,000 Stock Holdings in FT Vest U.S. Equity Buffer ETF September (BATS:FSEP)
Opes Wealth Management LLC boosted its position in shares of FT Vest U.S. Equity Buffer ETF September (BATS:FSEP – Free Report) by 19.8% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Hapanowicz & Associates Financial Services Inc Acquires 5,290 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Hapanowicz & Associates Financial Services Inc lifted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 7.3% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Ade LLC Buys New Shares in The Walt Disney Company (NYSE:DIS)
Ade LLC bought a new stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought... More of this article »
454 Shares in Lennox International Inc. (NYSE:LII) Acquired by Readystate Asset Management LP
Readystate Asset Management LP acquired a new position in Lennox International Inc. (NYSE:LII – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »