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Griffin Asset Management Inc. Has $3.71 Million Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Griffin Asset Management Inc. boosted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 4.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 81,705 shares of the cell phone carrier’s... More of this article »
Citigroup Inc. (NYSE:C) Shares Purchased by Griffin Asset Management Inc.
Griffin Asset Management Inc. grew its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 76.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,338 shares of... More of this article »
Vanguard Total Bond Market ETF (NASDAQ:BND) Position Decreased by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC cut its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Tobam Sells 511 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
Tobam lessened its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 73.1% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 188 shares of the... More of this article »
Griffin Asset Management Inc. Raises Holdings in ASML Holding (NASDAQ:ASML)
Griffin Asset Management Inc. increased its stake in ASML Holding (NASDAQ:ASML – Free Report) by 5.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Simon Quick Advisors LLC Increases Stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Simon Quick Advisors LLC raised its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 20.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 1,630 shares of the company’s stock... More of this article »
Farmers & Merchants Investments Inc. Sells 970 Shares of Eli Lilly and Company (NYSE:LLY)
Farmers & Merchants Investments Inc. lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 47,223... More of this article »
Raub Brock Capital Management LP Sells 14,094 Shares of Oracle Co. (NYSE:ORCL)
Raub Brock Capital Management LP decreased its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 11.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Best Healthcare Stocks To Keep An Eye On – June 13th
Oracle, Alphabet, UnitedHealth Group, Hims & Hers Health, and GE Aerospace are the five Healthcare stocks to watch today, according to MarketBeat’s stock screener tool. Healthcare stocks are shares of publicly traded companies... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Insider Charlie B. Kawwas Sells 10,000 Shares of Stock
Broadcom Inc. (NASDAQ:AVGO – Get Free Report) insider Charlie B. Kawwas sold 10,000 shares of Broadcom stock in a transaction dated Wednesday, June 11th. The shares were sold at an average price of $252.88, for a total value... More of this article »
Everpar Advisors LLC Sells 67 Shares of Adobe Inc. (NASDAQ:ADBE)
Everpar Advisors LLC cut its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.5% in the first quarter, HoldingsChannel reports. The fund owned 1,144 shares of the software company’s stock after selling 67... More of this article »
Top Biotech Stocks To Consider – June 13th
Thermo Fisher Scientific, AbbVie, and Danaher are the three Biotech stocks to watch today, according to MarketBeat’s stock screener tool. Biotech stocks are shares of publicly traded companies whose core business is the research,... More of this article »
Top Energy Stocks To Follow Now – June 13th
Tesla, AltC Acquisition, and Broadcom are the three Energy stocks to watch today, according to MarketBeat’s stock screener tool. Energy stocks are shares of publicly traded companies involved in the exploration, production,... More of this article »
New Century Financial Group LLC Has $1.47 Million Holdings in Visa Inc. (NYSE:V)
New Century Financial Group LLC trimmed its stake in Visa Inc. (NYSE:V – Free Report) by 14.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,202... More of this article »
Hoey Investments Inc. Raises Position in Walmart Inc. (NYSE:WMT)
Hoey Investments Inc. lifted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 14.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Argus Investors Counsel Inc. Sells 1,934 Shares of Exxon Mobil Co. (NYSE:XOM)
Argus Investors Counsel Inc. cut its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 13.6% in the first quarter, HoldingsChannel reports. The firm owned 12,266 shares of the oil and gas company’s stock... More of this article »
West Branch Capital LLC Has $169,000 Position in Palantir Technologies Inc. (NASDAQ:PLTR)
West Branch Capital LLC grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 28,571.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Defined Wealth Management LLC Grows Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
Defined Wealth Management LLC increased its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Stryker Co. (NYSE:SYK) Stock Position Increased by West Branch Capital LLC
West Branch Capital LLC lifted its position in Stryker Co. (NYSE:SYK – Free Report) by 25,500.0% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 256 shares of... More of this article »
West Branch Capital LLC Cuts Holdings in Union Pacific Co. (NYSE:UNP)
West Branch Capital LLC decreased its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 12.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Tudor Financial Inc.
Tudor Financial Inc. reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
New Century Financial Group LLC Has $287,000 Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
New Century Financial Group LLC lowered its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 84.6% in the first quarter, Holdings Channel reports. The institutional investor owned 3,788 shares of the... More of this article »
Ipswich Investment Management Co. Inc. Raises Stake in American Express (NYSE:AXP)
Ipswich Investment Management Co. Inc. boosted its holdings in shares of American Express (NYSE:AXP – Free Report) by 1.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
RTD Financial Advisors Inc. Buys Shares of 814 International Business Machines Co. (NYSE:IBM)
RTD Financial Advisors Inc. bought a new stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Amgen Inc. (NASDAQ:AMGN) Shares Sold by New England Research & Management Inc.
New England Research & Management Inc. lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 53.5% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 2,543 shares of the medical... More of this article »
New Century Financial Group LLC Trims Stock Holdings in Chevron Co. (NYSE:CVX)
New Century Financial Group LLC lowered its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 10.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 16,019 shares of the oil... More of this article »
Pullen Investment Management LLC Has $2.65 Million Holdings in Chevron Co. (NYSE:CVX)
Pullen Investment Management LLC cut its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Ipswich Investment Management Co. Inc. Buys 165 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
Ipswich Investment Management Co. Inc. increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Stock Yards Bank & Trust Co. Has $2.34 Million Stake in Pfizer Inc. (NYSE:PFE)
Stock Yards Bank & Trust Co. decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 9.6% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 92,503 shares of the biopharmaceutical... More of this article »
Danaher Co. (NYSE:DHR) Shares Sold by Stock Yards Bank & Trust Co.
Stock Yards Bank & Trust Co. lessened its holdings in Danaher Co. (NYSE:DHR – Free Report) by 53.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Purchased by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 17.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Pathway Financial Advisors LLC Grows Position in The Procter & Gamble Company (NYSE:PG)
Pathway Financial Advisors LLC boosted its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.9% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Goldstone Financial Group LLC
Goldstone Financial Group LLC lessened its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Southland Equity Partners LLC Buys 56 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Southland Equity Partners LLC raised its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) Shares Acquired by IAG Wealth Partners LLC
IAG Wealth Partners LLC lifted its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 2.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Opal Wealth Advisors LLC Trims Stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Opal Wealth Advisors LLC reduced its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.0% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Griffin Asset Management Inc. Sells 1,222 Shares of RTX Co. (NYSE:RTX)
Griffin Asset Management Inc. cut its holdings in RTX Co. (NYSE:RTX – Free Report) by 1.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Griffin Asset Management Inc. Lowers Position in NIKE, Inc. (NYSE:NKE)
Griffin Asset Management Inc. lowered its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 12.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 9,480 shares of the footwear... More of this article »
RMR Wealth Builders Has $415,000 Position in Eaton Co. plc (NYSE:ETN)
RMR Wealth Builders trimmed its position in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 2.6% during the 1st quarter, HoldingsChannel reports. The fund owned 1,527 shares of the industrial products company’s stock... More of this article »
NorthCrest Asset Manangement LLC Has $3.33 Million Stock Position in Micron Technology, Inc. (NASDAQ:MU)
NorthCrest Asset Manangement LLC grew its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 0.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Farmers & Merchants Investments Inc. Has $17.94 Million Stock Position in Fiserv, Inc. (NYSE:FI)
Farmers & Merchants Investments Inc. decreased its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 1.5% during the 1st quarter, HoldingsChannel reports. The fund owned 81,253 shares of the business services provider’s... More of this article »
Farmers & Merchants Investments Inc. Buys 2,025 Shares of Kimberly-Clark Co. (NYSE:KMB)
Farmers & Merchants Investments Inc. lifted its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Opal Wealth Advisors LLC Sells 150 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
Opal Wealth Advisors LLC lessened its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 21.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 536 shares of... More of this article »
Farmers & Merchants Investments Inc. Has $10.84 Million Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Farmers & Merchants Investments Inc. lessened its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.3% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Vanguard Total Bond Market ETF (NASDAQ:BND) is Farmers & Merchants Investments Inc.’s 10th Largest Position
Farmers & Merchants Investments Inc. lessened its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.6% in the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Dover Advisors LLC Buys New Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Dover Advisors LLC bought a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund bought 8,510 shares of the exchange traded fund’s stock,... More of this article »
Lakeridge Wealth Management LLC Sells 93 Shares of Blackstone Inc. (NYSE:BX)
Lakeridge Wealth Management LLC lowered its position in Blackstone Inc. (NYSE:BX – Free Report) by 6.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,456 shares... More of this article »
CVA Family Office LLC Grows Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
CVA Family Office LLC raised its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 17.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »