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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 »
ARQ Wealth Advisors LLC Purchases 121 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
ARQ Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,456 shares of the company’s... More of this article »
Retirement Planning Group LLC Increases Holdings in AbbVie Inc. (NYSE:ABBV)
Retirement Planning Group LLC grew its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,714 shares of the company’s... More of this article »
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 »
Formidable Asset Management LLC Acquires 190 Shares of Eli Lilly and Company (NYSE:LLY)
Formidable Asset Management LLC grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 9,608 shares of the company’s... 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 »
Ball & Co Wealth Management Inc. Purchases New Position in Netflix, Inc. (NASDAQ:NFLX)
Ball & Co Wealth Management Inc. acquired a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 248 shares of the Internet television... More of this article »
Warm Springs Advisors Inc. Invests $584,000 in Mastercard Incorporated (NYSE:MA)
Warm Springs Advisors Inc. bought a new position in Mastercard Incorporated (NYSE:MA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Warm Springs Advisors Inc. Makes New $2.06 Million Investment in AbbVie Inc. (NYSE:ABBV)
Warm Springs Advisors Inc. acquired a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 11,595 shares of the company’s stock, valued at approximately... 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 »
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 »
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 »
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 »
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 »
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 »
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 »
Promising Outdoor Stocks To Follow Now – May 21st
Walmart, Lowe’s Companies, Deckers Outdoor, VF, and CRH are the five Outdoor stocks to watch today, according to MarketBeat’s stock screener tool. Outdoor stocks refers to domesticated animals—such as cattle, sheep... More of this article »
Large Cap Stocks To Watch Today – May 21st
Tesla, Invesco QQQ, NVIDIA, UnitedHealth Group, Alphabet, Apple, and Palantir Technologies are the seven Large Cap stocks to watch today, according to MarketBeat’s stock screener tool. Large cap stocks are shares of publicly... 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 Acquires 294 Shares of Tesla, Inc. (NASDAQ:TSLA)
Invst LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Utility Stocks To Follow Now – May 21st
Tesla, Berkshire Hathaway, Ford Motor, Rivian Automotive, and Southern are the five Utility stocks to watch today, according to MarketBeat’s stock screener tool. Utility stocks are shares of companies that provide essential... 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 »
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 »
Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Purchased by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC increased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 22.8% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Pinney & Scofield Inc. Takes $61,000 Position in Deere & Company (NYSE:DE)
Pinney & Scofield Inc. acquired a new stake in Deere & Company (NYSE:DE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 145 shares of the industrial... More of this article »
Mackenzie Financial Corp Grows Stock Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Mackenzie Financial Corp increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 19.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Formidable Asset Management LLC Has $1.34 Million Holdings in Netflix, Inc. (NASDAQ:NFLX)
Formidable Asset Management LLC cut its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
North Star Asset Management Inc. Lowers Position in Lowe’s Companies, Inc. (NYSE:LOW)
North Star Asset Management Inc. lessened its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sunbeam Capital Management LLC Invests $47,000 in PepsiCo, Inc. (NASDAQ:PEP)
Sunbeam Capital Management LLC purchased a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased... 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. Boosts Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
North Star Asset Management Inc. grew its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... 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 »
17,190 Shares in Comcast Co. (NASDAQ:CMCSA) Bought by Michels Family Financial LLC
Michels Family Financial LLC purchased a new position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... 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 »
WCG Wealth Advisors LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)
WCG Wealth Advisors LLC reduced its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,900 shares... 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 »
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 »
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 »
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 »
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 »
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 »
Drucker Wealth 3.0 LLC Boosts Stake in Tesla, Inc. (NASDAQ:TSLA)
Drucker Wealth 3.0 LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Cache Advisors LLC Purchases New Position in Salesforce, Inc. (NYSE:CRM)
Cache Advisors LLC bought a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 9,504 shares... 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 »
Drucker Wealth 3.0 LLC Has $2.24 Million Stake in Verizon Communications Inc. (NYSE:VZ)
Drucker Wealth 3.0 LLC decreased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
1,763 Shares in FedEx Co. (NYSE:FDX) Purchased by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC bought a new stake in shares of FedEx Co. (NYSE:FDX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,763... More of this article »