SEC Filing Articles

Alphabet Inc (NASDAQ:GOOG) Position Increased by Ironvine Capital Partners LLC

Ironvine Capital Partners LLC lifted its holdings in shares of Alphabet Inc (NASDAQ:GOOG) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,954 shares of the information services provider’s stock after acquiring an additional 211 shares during the quarter. Alphabet accounts […]

Ironvine Capital Partners LLC Raises Stock Position in Danaher Co. (NYSE:DHR)

Ironvine Capital Partners LLC boosted its position in shares of Danaher Co. (NYSE:DHR) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,208 shares of the conglomerate’s stock after acquiring an additional 8,779 shares during the period. […]

SPDR Portfolio Small Cap ETF (NYSEARCA:SPSM) Shares Purchased by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC boosted its stake in shares of SPDR Portfolio Small Cap ETF (NYSEARCA:SPSM) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 356,341 shares of the company’s stock after purchasing an additional 6,768 shares during the period. SPDR Portfolio Small Cap […]

3M Co (NYSE:MMM) Stake Reduced by Perennial Advisors LLC

Perennial Advisors LLC reduced its stake in shares of 3M Co (NYSE:MMM) by 87.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,065 shares of the conglomerate’s stock after selling 13,953 shares during the quarter. Perennial Advisors LLC’s holdings […]

Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Shares Sold by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC trimmed its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,875 shares of the company’s stock after selling 120 shares during the period. Invesco S&P 500 […]

Peterson Wealth Advisors LLC Buys Shares of 5,791 Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Peterson Wealth Advisors LLC bought a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 5,791 shares of the exchange traded fund’s stock, valued at approximately $258,000. Several other hedge funds and other institutional investors […]

JBJ Investment Partners LLC Grows Position in General Motors (NYSE:GM)

JBJ Investment Partners LLC raised its holdings in shares of General Motors (NYSE:GM) (TSE:GMM.U) by 8.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,082 shares of the auto manufacturer’s stock after purchasing an additional 688 shares during the […]

JBJ Investment Partners LLC Decreases Holdings in SPDR Wells Fargo Preferred Stock ETF (NYSEARCA:PSK)

JBJ Investment Partners LLC trimmed its holdings in shares of SPDR Wells Fargo Preferred Stock ETF (NYSEARCA:PSK) by 1.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,255 shares of the company’s stock after selling 326 shares during the period. SPDR Wells Fargo […]

Wall Capital Group Inc. Raises Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Wall Capital Group Inc. boosted its holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 50,555 shares of the company’s stock after acquiring an additional 4,248 shares during the period. iShares […]

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by JBJ Investment Partners LLC

JBJ Investment Partners LLC reduced its stake in Schwab International Equity ETF (NYSEARCA:SCHF) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,115,402 shares of the company’s stock after selling 31,081 shares during the period. Schwab International Equity […]

Avondale Wealth Management Has $3 Million Position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Avondale Wealth Management increased its holdings in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) by 33.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 55,815 shares of the company’s stock after buying an additional 13,938 shares during the quarter. iShares Core MSCI Emerging Markets ETF comprises about 4.4% of Avondale Wealth […]

Avondale Wealth Management Cuts Stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Avondale Wealth Management reduced its stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC) by 73.5% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 450 shares of the company’s stock after selling 1,250 shares during the quarter. Avondale Wealth Management’s holdings in Vanguard Consumer Staples ETF were worth $73,000 […]

Meyer Handelman Co. Sells 10,000 Shares of Avis Budget Group Inc. (NASDAQ:CAR)

Meyer Handelman Co. lessened its stake in Avis Budget Group Inc. (NASDAQ:CAR) by 15.4% in the fourth quarter, HoldingsChannel reports. The fund owned 55,000 shares of the business services provider’s stock after selling 10,000 shares during the period. Meyer Handelman Co.’s holdings in Avis Budget Group were worth $1,773,000 at the end of the most […]

Meyer Handelman Co. Has $5.90 Million Stake in Campbell Soup (NYSE:CPB)

Meyer Handelman Co. trimmed its position in Campbell Soup (NYSE:CPB) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 119,350 shares of the company’s stock after selling 1,980 shares during the quarter. Meyer Handelman Co.’s holdings in Campbell Soup were […]

Meyer Handelman Co. Cuts Position in Weyerhaeuser Co (NYSE:WY)

Meyer Handelman Co. lessened its stake in Weyerhaeuser Co (NYSE:WY) by 4.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 97,857 shares of the real estate investment trust’s stock after selling 4,980 shares during the quarter. Meyer Handelman Co.’s holdings in Weyerhaeuser […]

Meyer Handelman Co. Sells 450 Shares of Kemper Corp (NYSE:KMPR)

Meyer Handelman Co. trimmed its stake in shares of Kemper Corp (NYSE:KMPR) by 3.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,025 shares of the insurance provider’s stock after selling 450 shares during the quarter. Meyer Handelman Co.’s holdings in […]

Meyer Handelman Co. Lowers Stock Position in SYSCO Co. (NYSE:SYY)

Meyer Handelman Co. decreased its stake in SYSCO Co. (NYSE:SYY) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 555,068 shares of the company’s stock after selling 7,000 shares during the period. SYSCO accounts for about 2.3% of Meyer Handelman Co.’s holdings, making […]

Schlumberger Limited. (NYSE:SLB) Holdings Trimmed by Meyer Handelman Co.

Meyer Handelman Co. trimmed its position in shares of Schlumberger Limited. (NYSE:SLB) by 11.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 251,303 shares of the oil and gas company’s stock after selling 32,866 shares during the period. Meyer Handelman Co.’s holdings in […]

Meyer Handelman Co. Buys 1,910 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Meyer Handelman Co. grew its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 0.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 340,600 shares of the biopharmaceutical company’s stock after buying an additional 1,910 shares during the quarter. Meyer Handelman Co.’s […]

Meyer Handelman Co. Sells 200 Shares of Entergy Co. (NYSE:ETR)

Meyer Handelman Co. lessened its holdings in Entergy Co. (NYSE:ETR) by 0.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 119,750 shares of the utilities provider’s stock after selling 200 shares during the period. Meyer Handelman Co. owned about […]

Meyer Handelman Co. Trims Stock Position in Corteva (NYSE:CTVA)

Meyer Handelman Co. cut its stake in shares of Corteva (NYSE:CTVA) by 13.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 268,820 shares of the company’s stock after selling 43,404 shares during the period. Meyer Handelman Co.’s holdings in Corteva were […]

Meyer Handelman Co. Sells 1,913 Shares of Medtronic PLC (NYSE:MDT)

Meyer Handelman Co. trimmed its holdings in shares of Medtronic PLC (NYSE:MDT) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 251,032 shares of the medical technology company’s stock after selling 1,913 shares during the period. Medtronic […]

Wolff Financial Management LLC Purchases 704 Shares of General Motors (NYSE:GM)

Wolff Financial Management LLC increased its position in General Motors (NYSE:GM) (TSE:GMM.U) by 9.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,487 shares of the auto manufacturer’s stock after purchasing an additional 704 shares during the period. Wolff […]

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Acquired by Wolff Financial Management LLC

Wolff Financial Management LLC raised its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 10.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,084 shares of the company’s stock after purchasing an additional 1,213 shares during the […]

Wolff Financial Management LLC Purchases 309 Shares of QUALCOMM, Inc. (NASDAQ:QCOM)

Wolff Financial Management LLC boosted its position in shares of QUALCOMM, Inc. (NASDAQ:QCOM) by 4.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 7,974 shares of the wireless technology company’s stock after acquiring an additional 309 shares during the period. Wolff Financial Management LLC’s holdings in QUALCOMM were worth $704,000 at the […]

McAdam LLC Purchases 304 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

McAdam LLC lifted its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 12.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,752 shares of the exchange traded fund’s stock after acquiring an additional 304 shares during the period. McAdam LLC’s holdings […]

Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Lifted by Wolff Financial Management LLC

Wolff Financial Management LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,504 shares of the company’s stock after buying an additional 1,670 shares during the period. Vanguard Mid-Cap […]

iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Wolff Financial Management LLC

Wolff Financial Management LLC increased its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 1.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 27,733 shares of the company’s stock after purchasing an additional 379 shares during the quarter. iShares Select Dividend ETF comprises about 1.9% of Wolff Financial Management LLC’s portfolio, […]

McAdam LLC Raises Stock Position in AbbVie Inc (NYSE:ABBV)

McAdam LLC lifted its stake in shares of AbbVie Inc (NYSE:ABBV) by 8.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 3,430 shares of the company’s stock after acquiring an additional 276 shares during the quarter. McAdam LLC’s holdings in AbbVie were worth $304,000 as of its most recent SEC filing. Other […]

McAdam LLC Has $281,000 Stake in Biogen Inc (NASDAQ:BIIB)

McAdam LLC grew its holdings in Biogen Inc (NASDAQ:BIIB) by 9.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 947 shares of the biotechnology company’s stock after buying an additional 79 shares during the period. McAdam LLC’s holdings in […]

McAdam LLC Acquires 6,308 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

McAdam LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 2.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 258,454 shares of the exchange traded fund’s stock after acquiring an additional 6,308 shares during the period. Schwab Fundamental U.S. […]

SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM) Shares Acquired by McAdam LLC

McAdam LLC lifted its holdings in shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM) by 15.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 45,116 shares of the company’s stock after purchasing an additional 6,166 shares during the quarter. SPDR Nuveen Barclays Short […]

Chemed Co. (NYSE:CHE) Shares Bought by McAdam LLC

McAdam LLC grew its stake in shares of Chemed Co. (NYSE:CHE) by 5.2% in the fourth quarter, HoldingsChannel reports. The fund owned 830 shares of the company’s stock after buying an additional 41 shares during the quarter. McAdam LLC’s holdings in Chemed were worth $365,000 at the end of the most recent quarter. Other institutional […]

McAdam LLC Has $1.06 Million Holdings in Invesco Senior Loan ETF (NYSEARCA:BKLN)

McAdam LLC boosted its holdings in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN) by 7.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 46,296 shares of the exchange traded fund’s stock after acquiring an additional 3,036 shares during the quarter. McAdam LLC’s holdings in Invesco Senior Loan ETF were worth $1,056,000 as […]

McAdam LLC Buys 21,884 Shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

McAdam LLC lifted its stake in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG) by 6.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 385,675 shares of the company’s stock after purchasing an additional 21,884 shares during the quarter. SPDR S&P 400 Mid […]

Quattro Financial Advisors LLC Decreases Holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Quattro Financial Advisors LLC trimmed its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) by 66.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,400 shares of the company’s stock after selling 2,800 shares during the period. Quattro Financial Advisors LLC’s holdings in Vanguard Short-Term Inflation-Protected Securities ETF were worth $69,000 at […]

McAdam LLC Acquires 14,062 Shares of SPDR Nuveen Barclays Municipal Bond ETF (NYSEARCA:TFI)

McAdam LLC lifted its holdings in shares of SPDR Nuveen Barclays Municipal Bond ETF (NYSEARCA:TFI) by 13.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 116,041 shares of the company’s stock after purchasing an additional 14,062 shares during the period. SPDR Nuveen Barclays Municipal […]

McAdam LLC Has $3.82 Million Holdings in Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB)

McAdam LLC increased its holdings in Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB) by 5.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 198,084 shares of the company’s stock after acquiring an additional 11,121 shares during the period. Invesco Fundamental High […]

Quattro Financial Advisors LLC Purchases New Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Quattro Financial Advisors LLC purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,089 shares of the exchange traded fund’s stock, valued at approximately $194,000. A number of […]

iShares MSCI Japan ETF (NYSEARCA:EWJ) is Quattro Financial Advisors LLC’s 10th Largest Position

Quattro Financial Advisors LLC cut its position in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ) by 20.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 151,675 shares of the exchange traded fund’s stock after selling 37,836 shares during the period. iShares […]