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Formidable Asset Management LLC Decreases Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Formidable Asset Management LLC decreased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Ball & Co Wealth Management Inc. Takes $265,000 Position in Alphabet Inc. (NASDAQ:GOOGL)
Ball & Co Wealth Management Inc. acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired... More of this article »
Michels Family Financial LLC Takes Position in AT&T Inc. (NYSE:T)
Michels Family Financial LLC purchased a new position in AT&T Inc. (NYSE:T – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Energy Stocks To Follow Now – May 21st
Tesla, Palo Alto Networks, and Broadcom are the three Energy stocks to watch today, according to MarketBeat’s stock screener tool. Energy stocks are shares of companies involved in the production, distribution or exploration... More of this article »
1,050 Shares in JPMorgan Chase & Co. (NYSE:JPM) Bought by Richmond Investment Services LLC
Richmond Investment Services LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Peak Retirement Planning Inc. Invests $248,000 in The Home Depot, Inc. (NYSE:HD)
Peak Retirement Planning Inc. bought a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Kingstone Capital Partners Texas LLC Invests $1.41 Million in QUALCOMM Incorporated (NASDAQ:QCOM)
Kingstone Capital Partners Texas LLC acquired a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
3,154 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Retirement Planning Group LLC NY
Retirement Planning Group LLC NY purchased a new position in The Home Depot, Inc. (NYSE:HD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sunbeam Capital Management LLC Invests $28,000 in Broadcom Inc. (NASDAQ:AVGO)
Sunbeam Capital Management LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Stock Holdings Boosted by Westfuller Advisors LLC
Westfuller Advisors LLC raised its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1,071.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Forum Financial Management LP Purchases 731 Shares of Novartis AG (NYSE:NVS)
Forum Financial Management LP grew its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 3.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by Mackenzie Financial Corp
Mackenzie Financial Corp boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 695,945... More of this article »
Wilson & Boucher Capital Management LLC Has $615,000 Holdings in Meta Platforms, Inc. (NASDAQ:META)
Wilson & Boucher Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Mackenzie Financial Corp Raises Position in Exxon Mobil Co. (NYSE:XOM)
Mackenzie Financial Corp boosted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Wilson & Boucher Capital Management LLC Raises Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Wilson & Boucher Capital Management LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 20,216 shares of... More of this article »
Warm Springs Advisors Inc. Buys New Shares in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Warm Springs Advisors Inc. bought a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 3,736 shares of... More of this article »
Auxier Asset Management Buys 1,265 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Auxier Asset Management grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.4% in the fourth quarter, Holdings Channel reports. The fund owned 88,697 shares of the information services provider’s stock after... More of this article »
Formidable Asset Management LLC Cuts Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Formidable Asset Management LLC lessened its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 13.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by North Star Asset Management Inc.
North Star Asset Management Inc. lessened its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Invst LLC Buys 909 Shares of Fox Co. (NASDAQ:FOXA)
Invst LLC raised its holdings in shares of Fox Co. (NASDAQ:FOXA – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) Shares Sold by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC lessened its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 24.6% in the fourth quarter, Holdings Channel reports. The firm owned 20,567 shares of the exchange... More of this article »
Wormser Freres Gestion Increases Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Wormser Freres Gestion lifted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The firm owned 14,953 shares of the medical research company’s... More of this article »
Ball & Co Wealth Management Inc. Makes New $59,000 Investment in Meta Platforms, Inc. (NASDAQ:META)
Ball & Co Wealth Management Inc. purchased a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Deckers Outdoor (NYSE:DECK) Downgraded to “Hold” Rating by KeyCorp
KeyCorp downgraded shares of Deckers Outdoor (NYSE:DECK – Free Report) from a strong-buy rating to a hold rating in a research report released on Thursday morning,Zacks.com reports. Several other analysts have also recently weighed... More of this article »
Public Employees Retirement System of Ohio Purchases Shares of 122,856 Becton, Dickinson and Company (NYSE:BDX)
Public Employees Retirement System of Ohio acquired a new stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sunbelt Securities Inc. Sells 1,217 Shares of Shopify Inc. (NYSE:SHOP)
Sunbelt Securities Inc. trimmed its stake in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 8.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Autodesk (NASDAQ:ADSK) Given Outperform Rating at Royal Bank of Canada
Royal Bank of Canada reissued their outperform rating on shares of Autodesk (NASDAQ:ADSK – Free Report) in a report published on Friday,Benzinga reports. The brokerage currently has a $345.00 price target on the software company’s... More of this article »
Westfuller Advisors LLC Decreases Stake in Visa Inc. (NYSE:V)
Westfuller Advisors LLC cut its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,509... More of this article »
Computer Modelling Group (TSE:CMG) Stock Rating Lowered by Ventum Cap Mkts
Computer Modelling Group (TSE:CMG – Get Free Report) was downgraded by stock analysts at Ventum Cap Mkts from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Thursday,Zacks.com... More of this article »
Formidable Asset Management LLC Acquires 5,457 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Formidable Asset Management LLC grew its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 15.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Columbia River Financial Group LLC Takes $7.66 Million Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Columbia River Financial Group LLC acquired a new stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 133,373 shares of the company’s... More of this article »
Richmond Investment Services LLC Makes New Investment in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)
Richmond Investment Services LLC bought a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 212,459... More of this article »
WCG Wealth Advisors LLC Invests $823,000 in The Southern Company (NYSE:SO)
WCG Wealth Advisors LLC purchased a new stake in The Southern Company (NYSE:SO – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 10,002 shares of the utilities provider’s stock, valued... More of this article »
Public Employees Retirement System of Ohio Sells 3,062 Shares of Motorola Solutions, Inc. (NYSE:MSI)
Public Employees Retirement System of Ohio lowered its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 4.1% in the fourth quarter, HoldingsChannel reports. The firm owned 71,207 shares of the communications... More of this article »
Baer Investment Advisory LLC Invests $100,000 in The Trade Desk, Inc. (NASDAQ:TTD)
Baer Investment Advisory LLC acquired a new stake in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 849 shares of the technology company’s... More of this article »
Forum Financial Management LP Grows Holdings in Caterpillar Inc. (NYSE:CAT)
Forum Financial Management LP boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 14.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 7,048 shares of... More of this article »
Ball & Co Wealth Management Inc. Invests $13.93 Million in Alerian MLP ETF (NYSEARCA:AMLP)
Ball & Co Wealth Management Inc. bought a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
CTC Alternative Strategies Ltd. Takes Position in Lululemon Athletica Inc. (NASDAQ:LULU)
CTC Alternative Strategies Ltd. purchased a new position in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
AlphaCore Capital LLC Increases Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
AlphaCore Capital LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 262.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Sells 224,282 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
ARQ Wealth Advisors LLC lowered its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 49.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 225,631... More of this article »
Warm Springs Advisors Inc. Makes New $1.69 Million Investment in MongoDB, Inc. (NASDAQ:MDB)
Warm Springs Advisors Inc. purchased a new stake in shares of MongoDB, Inc. (NASDAQ:MDB – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Formidable Asset Management LLC Sells 126 Shares of Chubb Limited (NYSE:CB)
Formidable Asset Management LLC lowered its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 2.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 4,301 shares of the... More of this article »
CACI International Inc (NYSE:CACI) Given Consensus Rating of “Moderate Buy” by Analysts
Shares of CACI International Inc (NYSE:CACI – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the fourteen ratings firms that are covering the firm, MarketBeat reports. One investment... More of this article »
Formidable Asset Management LLC Has $1.95 Million Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
Formidable Asset Management LLC increased its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 35.5% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Wealth Management Strategies Inc. Makes New $5.95 Million Investment in Vanguard Value ETF (NYSEARCA:VTV)
Wealth Management Strategies Inc. bought a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Amiral Gestion Invests $529,000 in First Solar, Inc. (NASDAQ:FSLR)
Amiral Gestion purchased a new position in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Michels Family Financial LLC Purchases New Stake in iShares Russell Top 200 ETF (NYSEARCA:IWL)
Michels Family Financial LLC purchased a new stake in shares of iShares Russell Top 200 ETF (NYSEARCA:IWL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
GF Fund Management CO. LTD. Invests $9.51 Million in Ross Stores, Inc. (NASDAQ:ROST)
GF Fund Management CO. LTD. bought a new stake in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »