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Three Cord True Wealth Management LLC Invests $267,000 in Visa Inc. (NYSE:V)
Three Cord True Wealth Management LLC purchased a new stake in Visa Inc. (NYSE:V – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 844 shares of the credit-card processor’s stock, valued... More of this article »
International Business Machines Co. (NYSE:IBM) Shares Purchased by Formidable Asset Management LLC
Formidable Asset Management LLC increased its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 73.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Top Lithium Stocks To Consider – May 21st
Exxon Mobil, Rio Tinto Group, Albemarle, ASP Isotopes, SolarEdge Technologies, Eos Energy Enterprises, and Microvast are the seven Lithium stocks to watch today, according to MarketBeat’s stock screener tool. Lithium stocks... More of this article »
Richmond Investment Services LLC Acquires Shares of 3,123 Alphabet Inc. (NASDAQ:GOOG)
Richmond Investment Services LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 3,123 shares... More of this article »
Sunbeam Capital Management LLC Takes $819,000 Position in Alphabet Inc. (NASDAQ:GOOG)
Sunbeam Capital Management LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
North Star Asset Management Inc. Purchases 769 Shares of The Procter & Gamble Company (NYSE:PG)
North Star Asset Management Inc. increased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 5.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Griffith & Werner Inc. Takes Position in Tesla, Inc. (NASDAQ:TSLA)
Griffith & Werner Inc. acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 509 shares of the electric vehicle producer’s stock,... More of this article »
Griffith & Werner Inc. Invests $583,000 in Invesco QQQ (NASDAQ:QQQ)
Griffith & Werner Inc. bought a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 1,141 shares of the exchange traded fund’s... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Acquired by Forum Financial Management LP
Forum Financial Management LP increased its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 24.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 10,543 shares of the CRM provider’s stock after... More of this article »
Invst LLC Sells 192 Shares of Walmart Inc. (NYSE:WMT)
Invst LLC trimmed its position in Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 39,859 shares of the retailer’s stock after selling... More of this article »
549 Shares in Eli Lilly and Company (NYSE:LLY) Acquired by Richmond Investment Services LLC
Richmond Investment Services LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 549 shares... More of this article »
North Star Asset Management Inc. Sells 845 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)
North Star Asset Management Inc. cut its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Invst LLC Trims Stake in Exxon Mobil Co. (NYSE:XOM)
Invst LLC reduced its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,838... More of this article »
Griffith & Werner Inc. Purchases Shares of 4,377 International Business Machines Co. (NYSE:IBM)
Griffith & Werner Inc. acquired a new stake in International Business Machines Co. (NYSE:IBM – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Top Healthcare Stocks To Watch Today – May 21st
UnitedHealth Group, Alphabet, and Palo Alto Networks are the three Healthcare stocks to watch today, according to MarketBeat’s stock screener tool. Healthcare stocks are shares of companies involved in the research, development,... More of this article »
Invst LLC Sells 1,348 Shares of Alphabet Inc. (NASDAQ:GOOG)
Invst LLC decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 10.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 10,975 shares of the information... More of this article »
Cache Advisors LLC Takes Position in QUALCOMM Incorporated (NASDAQ:QCOM)
Cache Advisors LLC acquired a new stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 3,469 shares of the... More of this article »
Columbia River Financial Group LLC Takes Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Columbia River Financial Group LLC purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
North Star Asset Management Inc. Decreases Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
North Star Asset Management Inc. reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Forum Financial Management LP Purchases 7,826 Shares of Johnson & Johnson (NYSE:JNJ)
Forum Financial Management LP boosted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 31.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
GF Fund Management CO. LTD. Invests $32.75 Million in QUALCOMM Incorporated (NASDAQ:QCOM)
GF Fund Management CO. LTD. purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
CTC Alternative Strategies Ltd. Makes New $1.25 Million Investment in Tesla, Inc. (NASDAQ:TSLA)
CTC Alternative Strategies Ltd. bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Peak Retirement Planning Inc. Purchases New Holdings in Verizon Communications Inc. (NYSE:VZ)
Peak Retirement Planning Inc. acquired a new position in Verizon Communications Inc. (NYSE:VZ – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 19,298 shares... More of this article »
Amiral Gestion Buys New Shares in The Hershey Company (NYSE:HSY)
Amiral Gestion acquired a new position in shares of The Hershey Company (NYSE:HSY – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Richmond Investment Services LLC Takes $749,000 Position in iShares Russell 2000 ETF (NYSEARCA:IWM)
Richmond Investment Services LLC acquired a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 3,391 shares of the exchange... More of this article »
WCG Wealth Advisors LLC Sells 6,693 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)
WCG Wealth Advisors LLC lowered its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 31.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,881 shares of the semiconductor... More of this article »
Drucker Wealth 3.0 LLC Has $533,000 Position in ConocoPhillips (NYSE:COP)
Drucker Wealth 3.0 LLC reduced its holdings in ConocoPhillips (NYSE:COP – Free Report) by 18.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
North Star Asset Management Inc. Sells 243 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
North Star Asset Management Inc. trimmed its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cache Advisors LLC Makes New $353,000 Investment in Bank of America Co. (NYSE:BAC)
Cache Advisors LLC acquired a new position in Bank of America Co. (NYSE:BAC – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired 8,036 shares of the financial... More of this article »
Revisor Wealth Management LLC Sells 359 Shares of Linde plc (NASDAQ:LIN)
Revisor Wealth Management LLC lessened its holdings in Linde plc (NASDAQ:LIN – Free Report) by 36.0% in the fourth quarter, Holdings Channel reports. The firm owned 639 shares of the basic materials company’s stock after... More of this article »
Mackenzie Financial Corp Boosts Stake in Amphenol Co. (NYSE:APH)
Mackenzie Financial Corp lifted its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 108.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Michels Family Financial LLC Takes $700,000 Position in Fiserv, Inc. (NYSE:FI)
Michels Family Financial LLC acquired a new stake in Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,410 shares... More of this article »
Jupiter Wealth Management LLC Buys 2,975 Shares of The Walt Disney Company (NYSE:DIS)
Jupiter Wealth Management LLC increased its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 44.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Orin Green Financial LLC
Orin Green Financial LLC trimmed its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Blue Sky Capital Consultants Group Inc. Buys New Position in QUALCOMM Incorporated (NASDAQ:QCOM)
Blue Sky Capital Consultants Group Inc. bought a new stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Columbia River Financial Group LLC Makes New $1.52 Million Investment in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Columbia River Financial Group LLC purchased a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Sunbelt Securities Inc.
Sunbelt Securities Inc. lessened its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cache Advisors LLC Takes Position in The Goldman Sachs Group, Inc. (NYSE:GS)
Cache Advisors LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 2,500 shares of the investment management... More of this article »
10,304 Shares in L3Harris Technologies, Inc. (NYSE:LHX) Purchased by Castlekeep Investment Advisors LLC
Castlekeep Investment Advisors LLC bought a new stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 10,304... More of this article »
Michels Family Financial LLC Acquires Shares of 9,542 ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Michels Family Financial LLC acquired a new stake in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 9,542 shares of the company’s stock,... More of this article »
Fourth Dimension Wealth LLC Makes New Investment in AppLovin Co. (NASDAQ:APP)
Fourth Dimension Wealth LLC purchased a new position in AppLovin Co. (NASDAQ:APP – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Castlekeep Investment Advisors LLC Purchases Shares of 13,617 The Walt Disney Company (NYSE:DIS)
Castlekeep Investment Advisors LLC purchased a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 13,617 shares... More of this article »
Orin Green Financial LLC Has $626,000 Position in iShares Bitcoin Trust ETF (NASDAQ:IBIT)
Orin Green Financial LLC raised its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 42.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
ARQ Wealth Advisors LLC Lowers Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
ARQ Wealth Advisors LLC lowered its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
ARQ Wealth Advisors LLC Raises Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
ARQ Wealth Advisors LLC increased its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 3.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,307 shares... More of this article »
Parr Mcknight Wealth Management Group LLC Acquires New Holdings in Burlington Stores, Inc. (NYSE:BURL)
Parr Mcknight Wealth Management Group LLC bought a new position in Burlington Stores, Inc. (NYSE:BURL – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 4,047 shares of the company’s stock, valued... More of this article »
Griffith & Werner Inc. Makes New Investment in Duke Energy Co. (NYSE:DUK)
Griffith & Werner Inc. bought a new stake in Duke Energy Co. (NYSE:DUK – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 22,331... More of this article »
Honeywell International Inc. (NASDAQ:HON) Shares Sold by Sunbelt Securities Inc.
Sunbelt Securities Inc. reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »