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Image about Kingsview Wealth Management LLC Raises Holdings in Eli Lilly and Company (NYSE:LLY)

Kingsview Wealth Management LLC Raises Holdings in Eli Lilly and Company (NYSE:LLY)

Kingsview Wealth Management LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 8.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image about iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Montis Financial LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Montis Financial LLC

Montis Financial LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.3% in the 1st quarter, Holdings Channel reports. The fund owned 18,327 shares of the company’s stock after... More of this article »
Image about Prologis (NYSE:PLD) Issues FY 2025 Earnings Guidance

Prologis (NYSE:PLD) Issues FY 2025 Earnings Guidance

Prologis (NYSE:PLD – Get Free Report) updated its FY 2025 earnings guidance on Wednesday. The company provided EPS guidance of 5.750-5.800 for the period, compared to the consensus EPS estimate of 5.719. The company issued revenue... More of this article »
Image about Parcion Private Wealth LLC Sells 675 Shares of RTX Corporation (NYSE:RTX)

Parcion Private Wealth LLC Sells 675 Shares of RTX Corporation (NYSE:RTX)

Parcion Private Wealth LLC trimmed its position in RTX Corporation (NYSE:RTX – Free Report) by 11.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,379 shares of the company’s... More of this article »
Image about International Business Machines Corporation (NYSE:IBM) Shares Purchased by Concord Wealth Partners

International Business Machines Corporation (NYSE:IBM) Shares Purchased by Concord Wealth Partners

Concord Wealth Partners boosted its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 175.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image about Members Trust Co Reduces Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

Members Trust Co Reduces Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

Members Trust Co cut its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 5,829 shares of the utilities provider’s stock... More of this article »
Image about Cullen Frost Bankers Inc. Raises Stock Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Cullen Frost Bankers Inc. Raises Stock Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Cullen Frost Bankers Inc. boosted its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 1.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Verdence Capital Advisors LLC Buys 7,911 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Verdence Capital Advisors LLC Buys 7,911 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Verdence Capital Advisors LLC lifted its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 18.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 50,875 shares of the exchange traded... More of this article »
Image about Members Trust Co Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Members Trust Co Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Members Trust Co increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,902 shares... More of this article »
Image about iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by Fortis Group Advisors LLC

iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by Fortis Group Advisors LLC

Fortis Group Advisors LLC grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 90.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image about Woodward Diversified Capital LLC Has $562,000 Stock Position in MetLife, Inc. (NYSE:MET)

Woodward Diversified Capital LLC Has $562,000 Stock Position in MetLife, Inc. (NYSE:MET)

Woodward Diversified Capital LLC lifted its position in MetLife, Inc. (NYSE:MET – Free Report) by 7.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image about Fortis Group Advisors LLC Sells 920 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Fortis Group Advisors LLC Sells 920 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Fortis Group Advisors LLC decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.8% during the first quarter, Holdings Channel.com reports. The fund owned 23,322 shares of the... More of this article »
Image about Oracle Corporation (NYSE:ORCL) Shares Sold by Easterly Investment Partners LLC

Oracle Corporation (NYSE:ORCL) Shares Sold by Easterly Investment Partners LLC

Easterly Investment Partners LLC lessened its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image about Kooman & Associates Lowers Stake in AT&T Inc. (NYSE:T)

Kooman & Associates Lowers Stake in AT&T Inc. (NYSE:T)

Kooman & Associates cut its stake in AT&T Inc. (NYSE:T – Free Report) by 23.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image about Richard C. Young & CO. LTD. Sells 291 Shares of Oracle Corporation (NYSE:ORCL)

Richard C. Young & CO. LTD. Sells 291 Shares of Oracle Corporation (NYSE:ORCL)

Richard C. Young & CO. LTD. lessened its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 0.3% during the first quarter, Holdings Channel.com reports. The firm owned 106,125 shares of the enterprise software... More of this article »