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Tilt Investment Management Holdings PBC Sells 861 Shares of Eli Lilly and Company (NYSE:LLY)
Tilt Investment Management Holdings PBC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 20.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Abbott Laboratories (NYSE:ABT) Stake Cut by Calamos Advisors LLC
Calamos Advisors LLC lessened its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Cambridge Trust Co. Acquires 78 Shares of Eli Lilly and Company (NYSE:LLY)
Cambridge Trust Co. raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
AIFG Consultants Ltd. Makes New $278,000 Investment in FT Vest U.S. Equity Buffer ETF September (BATS:FSEP)
AIFG Consultants Ltd. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF September (BATS:FSEP – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
AIFG Consultants Ltd. Has $3.70 Million Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)
AIFG Consultants Ltd. lifted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Opes Wealth Management LLC Purchases 5,175 Shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)
Opes Wealth Management LLC lifted its position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH – Free Report) by 39.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Opes Wealth Management LLC Sells 141 Shares of Akamai Technologies, Inc. (NASDAQ:AKAM)
Opes Wealth Management LLC cut its position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
AIFG Consultants Ltd. Sells 182,084 Shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)
AIFG Consultants Ltd. cut its position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 54.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Opes Wealth Management LLC Has $1.63 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Opes Wealth Management LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 40.8% in the 4th quarter, HoldingsChannel reports. The firm owned 15,501 shares of the company’s... More of this article »
AIFG Consultants Ltd. Buys Shares of 287,344 Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ)
AIFG Consultants Ltd. bought a new stake in shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought... More of this article »
AIFG Consultants Ltd. Sells 1,897 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
AIFG Consultants Ltd. reduced its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 10.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 16,411 shares of the company’s... More of this article »
AIFG Consultants Ltd. Has $2.79 Million Stock Position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)
AIFG Consultants Ltd. increased its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 174.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Opes Wealth Management LLC Raises Holdings in FT Vest U.S. Equity Buffer ETF July (BATS:FJUL)
Opes Wealth Management LLC boosted its stake in FT Vest U.S. Equity Buffer ETF July (BATS:FJUL – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
AIFG Consultants Ltd. Boosts Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
AIFG Consultants Ltd. increased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 5.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Opes Wealth Management LLC Raises Stock Position in Nuveen ESG Large-Cap Value ETF (BATS:NULV)
Opes Wealth Management LLC lifted its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Opes Wealth Management LLC Cuts Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Opes Wealth Management LLC cut its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 15.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Sterling Financial Planning Inc. Makes New Investment in RTX Co. (NYSE:RTX)
Sterling Financial Planning Inc. acquired a new stake in shares of RTX Co. (NYSE:RTX – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 5,157 shares of the company’s... More of this article »
Kellett Wealth Advisors LLC Purchases New Holdings in iShares U.S. Telecommunications ETF (BATS:IYZ)
Kellett Wealth Advisors LLC acquired a new position in iShares U.S. Telecommunications ETF (BATS:IYZ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Acquired by AIA Group Ltd
AIA Group Ltd lifted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 30,307... More of this article »
Tilt Investment Management Holdings PBC Cuts Stock Position in International Business Machines Co. (NYSE:IBM)
Tilt Investment Management Holdings PBC cut its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 22.0% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Calamos Advisors LLC Decreases Stock Holdings in The Walt Disney Company (NYSE:DIS)
Calamos Advisors LLC decreased its position in The Walt Disney Company (NYSE:DIS – Free Report) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
The Walt Disney Company (NYSE:DIS) Stock Holdings Lowered by Tilt Investment Management Holdings PBC
Tilt Investment Management Holdings PBC trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 21.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Ade LLC Reduces Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)
Ade LLC reduced its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,742 shares... More of this article »
Colton Groome Financial Advisors LLC Invests $450,000 in Vanguard Value ETF (NYSEARCA:VTV)
Colton Groome Financial Advisors LLC bought a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Sold by Western Wealth Management LLC
Western Wealth Management LLC lessened its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Calamos Advisors LLC Cuts Stock Holdings in Netflix, Inc. (NASDAQ:NFLX)
Calamos Advisors LLC decreased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 8.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 150,982 shares of the Internet... More of this article »
Sterling Financial Planning Inc. Has $722,000 Stock Holdings in Deere & Company (NYSE:DE)
Sterling Financial Planning Inc. raised its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 9.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sterling Financial Planning Inc. Grows Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Sterling Financial Planning Inc. boosted its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Xponance Inc. Increases Stake in McDonald’s Co. (NYSE:MCD)
Xponance Inc. grew its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Bought by SFE Investment Counsel
SFE Investment Counsel grew its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 33.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 109,399 shares of the utilities provider’s... More of this article »
Echo45 Advisors LLC Has $6.94 Million Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Echo45 Advisors LLC raised its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 21.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 168,746 shares... More of this article »
Colton Groome Financial Advisors LLC Buys 615 Shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Colton Groome Financial Advisors LLC raised its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Kellett Wealth Advisors LLC Has $489,000 Position in Tesla, Inc. (NASDAQ:TSLA)
Kellett Wealth Advisors LLC reduced its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.5% during the 4th quarter, HoldingsChannel reports. The firm owned 1,969 shares of the electric vehicle producer’s stock... More of this article »
Opes Wealth Management LLC Has $8.02 Million Stock Position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
Opes Wealth Management LLC cut its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Opes Wealth Management LLC Acquires 1,226 Shares of Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)
Opes Wealth Management LLC increased its holdings in Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
KLA Co. (NASDAQ:KLAC) Shares Bought by Colton Groome Financial Advisors LLC
Colton Groome Financial Advisors LLC boosted its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 34.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,446 shares of the semiconductor... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Kellett Wealth Advisors LLC
Kellett Wealth Advisors LLC cut its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 16.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,936 shares of the company’s stock after selling 369 shares... More of this article »
Opes Wealth Management LLC Buys 3,355 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Opes Wealth Management LLC boosted its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 1.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »