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Image for Wendell David Associates Inc. Increases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Wendell David Associates Inc. Increases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Wendell David Associates Inc. grew its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Bailard Inc. Sells 6,991 Shares of Abbott Laboratories (NYSE:ABT)

Bailard Inc. Sells 6,991 Shares of Abbott Laboratories (NYSE:ABT)

Bailard Inc. cut its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 9.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for KG&L Capital Management LLC Lowers Holdings in Walmart Inc. (NYSE:WMT)

KG&L Capital Management LLC Lowers Holdings in Walmart Inc. (NYSE:WMT)

KG&L Capital Management LLC decreased its stake in Walmart Inc. (NYSE:WMT – Free Report) by 2.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Rockwood Wealth Management LLC

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Rockwood Wealth Management LLC

Rockwood Wealth Management LLC cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 15,745 shares of the... More of this article »
Image for Bristol-Myers Squibb (NYSE:BMY) Stock Holdings Lowered by Bailard Inc.

Bristol-Myers Squibb (NYSE:BMY) Stock Holdings Lowered by Bailard Inc.

Bailard Inc. lowered its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 22.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 177,375... More of this article »
Image for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Holdings Boosted by Marino Stram & Associates LLC

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Holdings Boosted by Marino Stram & Associates LLC

Marino Stram & Associates LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for KG&L Capital Management LLC Buys Shares of 469 Lockheed Martin Co. (NYSE:LMT)

KG&L Capital Management LLC Buys Shares of 469 Lockheed Martin Co. (NYSE:LMT)

KG&L Capital Management LLC bought a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Smithbridge Asset Management Inc. DE Sells 437 Shares of CVS Health Co. (NYSE:CVS)

Smithbridge Asset Management Inc. DE Sells 437 Shares of CVS Health Co. (NYSE:CVS)

Smithbridge Asset Management Inc. DE reduced its stake in CVS Health Co. (NYSE:CVS – Free Report) by 1.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Revolve Wealth Partners LLC Increases Position in Adobe Inc. (NASDAQ:ADBE)

Revolve Wealth Partners LLC Increases Position in Adobe Inc. (NASDAQ:ADBE)

Revolve Wealth Partners LLC grew its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Csenge Advisory Group Raises Stake in Broadcom Inc. (NASDAQ:AVGO)

Csenge Advisory Group Raises Stake in Broadcom Inc. (NASDAQ:AVGO)

Csenge Advisory Group increased its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 21.7% during the second quarter, according to its most recent filing with the SEC. The fund owned 2,388 shares of the semiconductor manufacturer’s... More of this article »
Image for Alpha Cubed Investments LLC Raises Stock Position in SPDR Gold Shares (NYSEARCA:GLD)

Alpha Cubed Investments LLC Raises Stock Position in SPDR Gold Shares (NYSEARCA:GLD)

Alpha Cubed Investments LLC boosted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 67.9% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,676 shares... More of this article »
Image for Johnson Midwest Financial LLC Makes New Investment in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Johnson Midwest Financial LLC Makes New Investment in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Johnson Midwest Financial LLC bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 826 Shares in Tesla, Inc. (NASDAQ:TSLA) Purchased by Heartwood Wealth Advisors LLC

826 Shares in Tesla, Inc. (NASDAQ:TSLA) Purchased by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for HF Advisory Group LLC Boosts Stake in Dominion Energy, Inc. (NYSE:D)

HF Advisory Group LLC Boosts Stake in Dominion Energy, Inc. (NYSE:D)

HF Advisory Group LLC boosted its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 8.9% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,719... More of this article »
Image for Revolve Wealth Partners LLC Has $2.15 Million Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Revolve Wealth Partners LLC Has $2.15 Million Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Revolve Wealth Partners LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 0.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Csenge Advisory Group Acquires 5,962 Shares of Honeywell International Inc. (NASDAQ:HON)

Csenge Advisory Group Acquires 5,962 Shares of Honeywell International Inc. (NASDAQ:HON)

Csenge Advisory Group boosted its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 115.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for SPDR S&P Biotech ETF (NYSEARCA:XBI) Shares Sold by Cornerstone Advisory LLC

SPDR S&P Biotech ETF (NYSEARCA:XBI) Shares Sold by Cornerstone Advisory LLC

Cornerstone Advisory LLC cut its position in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 9.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Csenge Advisory Group Lowers Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Csenge Advisory Group Lowers Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Csenge Advisory Group cut its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Naviter Wealth LLC Buys 396 Shares of Danaher Co. (NYSE:DHR)

Naviter Wealth LLC Buys 396 Shares of Danaher Co. (NYSE:DHR)

Naviter Wealth LLC lifted its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 7.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Bought by Bailard Inc.

Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Bought by Bailard Inc.

Bailard Inc. raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.1% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 314,541 shares of the exchange... More of this article »
Image for Derbend Asset Management Has $241,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

Derbend Asset Management Has $241,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

Derbend Asset Management trimmed its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 20.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for McNamara Financial Services Inc. Buys 290 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

McNamara Financial Services Inc. Buys 290 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

McNamara Financial Services Inc. raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for O Brien Greene & Co. Inc Purchases 34,746 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

O Brien Greene & Co. Inc Purchases 34,746 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

O Brien Greene & Co. Inc raised its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 198.0% during the second quarter, Holdings Channel reports. The institutional investor owned 52,291 shares of... More of this article »
Image for Greenspring Advisors LLC Reduces Position in Vanguard Growth ETF (NYSEARCA:VUG)

Greenspring Advisors LLC Reduces Position in Vanguard Growth ETF (NYSEARCA:VUG)

Greenspring Advisors LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 5.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Revolve Wealth Partners LLC Acquires 754 Shares of Bristol-Myers Squibb (NYSE:BMY)

Revolve Wealth Partners LLC Acquires 754 Shares of Bristol-Myers Squibb (NYSE:BMY)

Revolve Wealth Partners LLC increased its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 24.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Purchased by Uncommon Cents Investing LLC

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Purchased by Uncommon Cents Investing LLC

Uncommon Cents Investing LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Naviter Wealth LLC Boosts Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Naviter Wealth LLC Boosts Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Naviter Wealth LLC raised its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 10.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Bank Julius Baer & Co. Ltd Zurich Boosts Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

Bank Julius Baer & Co. Ltd Zurich Boosts Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

Bank Julius Baer & Co. Ltd Zurich boosted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 97,599.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 1,317,196,332 shares of the utilities... More of this article »
Image for Successful Portfolios LLC Sells 4,168 Shares of Ford Motor (NYSE:F)

Successful Portfolios LLC Sells 4,168 Shares of Ford Motor (NYSE:F)

Successful Portfolios LLC cut its stake in Ford Motor (NYSE:F – Free Report) by 24.2% in the second quarter, HoldingsChannel reports. The fund owned 13,020 shares of the auto manufacturer’s stock after selling 4,168 shares... More of this article »
Image for Tiedemann Advisors LLC Buys 124 Shares of International Business Machines Co. (NYSE:IBM)

Tiedemann Advisors LLC Buys 124 Shares of International Business Machines Co. (NYSE:IBM)

Tiedemann Advisors LLC lifted its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 7.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Bank Julius Baer & Co. Ltd Zurich Buys 157,133,584 Shares of Intuit Inc. (NASDAQ:INTU)

Bank Julius Baer & Co. Ltd Zurich Buys 157,133,584 Shares of Intuit Inc. (NASDAQ:INTU)

Bank Julius Baer & Co. Ltd Zurich lifted its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 99,673.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Vail Resorts (NYSE:MTN) Announces  Earnings Results

Vail Resorts (NYSE:MTN) Announces Earnings Results

Vail Resorts (NYSE:MTN – Get Free Report) issued its quarterly earnings results on Thursday. The company reported ($3.35) earnings per share for the quarter, missing analysts’ consensus estimates of ($3.28) by ($0.07),... More of this article »
Image for PFG Advisors Purchases 819 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)

PFG Advisors Purchases 819 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)

PFG Advisors lifted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 15.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Keystone Wealth Services LLC Lowers Holdings in Verizon Communications Inc. (NYSE:VZ)

Keystone Wealth Services LLC Lowers Holdings in Verizon Communications Inc. (NYSE:VZ)

Keystone Wealth Services LLC trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.5% during the 2nd quarter, Holdings Channel reports. The fund owned 7,682 shares of the cell phone carrier’s... More of this article »
Image for True Link Financial Advisors LLC Sells 1,224 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

True Link Financial Advisors LLC Sells 1,224 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

True Link Financial Advisors LLC trimmed its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 27.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for TFG Advisers LLC Buys New Position in Aflac Incorporated (NYSE:AFL)

TFG Advisers LLC Buys New Position in Aflac Incorporated (NYSE:AFL)

TFG Advisers LLC bought a new stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for HF Advisory Group LLC Sells 498 Shares of Vanguard Health Care ETF (NYSEARCA:VHT)

HF Advisory Group LLC Sells 498 Shares of Vanguard Health Care ETF (NYSEARCA:VHT)

HF Advisory Group LLC decreased its stake in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 20.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,987 shares of the company’s stock after selling... More of this article »
Image for 1,896 Shares in Abbott Laboratories (NYSE:ABT) Bought by Hoxton Planning & Management LLC

1,896 Shares in Abbott Laboratories (NYSE:ABT) Bought by Hoxton Planning & Management LLC

Hoxton Planning & Management LLC acquired a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Matrix Trust Co Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

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

Matrix Trust Co boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 18.5% in the second quarter, Holdings Channel reports. The institutional investor owned 308 shares of the company’s... More of this article »
Image for Cornerstone Advisory LLC Sells 413 Shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Cornerstone Advisory LLC Sells 413 Shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Cornerstone Advisory LLC decreased its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 1.4% in the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Colgate-Palmolive (NYSE:CL) Stake Decreased by Wendell David Associates Inc.

Colgate-Palmolive (NYSE:CL) Stake Decreased by Wendell David Associates Inc.

Wendell David Associates Inc. lessened its holdings in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 0.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Wendell David Associates Inc. Buys 2,580 Shares of The Hershey Company (NYSE:HSY)

Wendell David Associates Inc. Buys 2,580 Shares of The Hershey Company (NYSE:HSY)

Wendell David Associates Inc. increased its stake in The Hershey Company (NYSE:HSY – Free Report) by 22.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,940 shares of... More of this article »
Image for Smithbridge Asset Management Inc. DE Buys 148 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Smithbridge Asset Management Inc. DE Buys 148 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Smithbridge Asset Management Inc. DE increased its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for O Brien Greene & Co. Inc Has $1.51 Million Position in Diageo plc (NYSE:DEO)

O Brien Greene & Co. Inc Has $1.51 Million Position in Diageo plc (NYSE:DEO)

O Brien Greene & Co. Inc grew its stake in Diageo plc (NYSE:DEO – Free Report) by 217.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Bank Julius Baer & Co. Ltd Zurich Buys 758,547,908 Shares of Edwards Lifesciences Co. (NYSE:EW)

Bank Julius Baer & Co. Ltd Zurich Buys 758,547,908 Shares of Edwards Lifesciences Co. (NYSE:EW)

Bank Julius Baer & Co. Ltd Zurich increased its stake in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 98,836.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for BLB&B Advisors LLC Acquires 555 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

BLB&B Advisors LLC Acquires 555 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

BLB&B Advisors LLC raised its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 30.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for BLB&B Advisors LLC Lowers Holdings in Oracle Co. (NYSE:ORCL)

BLB&B Advisors LLC Lowers Holdings in Oracle Co. (NYSE:ORCL)

BLB&B Advisors LLC decreased its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 15.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,906 shares of the... More of this article »
Image for ICICI Prudential Asset Management Co Ltd Raises Holdings in AstraZeneca PLC (NASDAQ:AZN)

ICICI Prudential Asset Management Co Ltd Raises Holdings in AstraZeneca PLC (NASDAQ:AZN)

ICICI Prudential Asset Management Co Ltd lifted its stake in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 4.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Shikiar Asset Management Inc. Trims Holdings in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI)

Shikiar Asset Management Inc. Trims Holdings in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI)

Shikiar Asset Management Inc. cut its position in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 17.7% in the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Wendell David Associates Inc. Sells 82 Shares of Cintas Co. (NASDAQ:CTAS)

Wendell David Associates Inc. Sells 82 Shares of Cintas Co. (NASDAQ:CTAS)

Wendell David Associates Inc. lessened its position in shares of Cintas Co. (NASDAQ:CTAS – Free Report) by 16.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »