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Image for Consilium Wealth Advisory LLC Has $1.05 Million Stake in Costco Wholesale Co. (NASDAQ:COST)

Consilium Wealth Advisory LLC Has $1.05 Million Stake in Costco Wholesale Co. (NASDAQ:COST)

Consilium Wealth Advisory LLC lifted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Triangle Securities Wealth Management Grows Position in PepsiCo, Inc. (NASDAQ:PEP)

Triangle Securities Wealth Management Grows Position in PepsiCo, Inc. (NASDAQ:PEP)

Triangle Securities Wealth Management grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 19,414 shares of the company’s stock after purchasing... More of this article »
Image for Rise Advisors LLC Reduces Position in Dollar General Co. (NYSE:DG)

Rise Advisors LLC Reduces Position in Dollar General Co. (NYSE:DG)

Rise Advisors LLC lessened its stake in shares of Dollar General Co. (NYSE:DG – Free Report) by 11.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 610 shares of the company’s stock after selling 80... More of this article »
Image for Rise Advisors LLC Acquires 206 Shares of Blackstone Inc. (NYSE:BX)

Rise Advisors LLC Acquires 206 Shares of Blackstone Inc. (NYSE:BX)

Rise Advisors LLC raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 9.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Crescent Sterling Ltd. Has $3.43 Million Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Crescent Sterling Ltd. Has $3.43 Million Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Crescent Sterling Ltd. trimmed its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.7% in the 4th quarter, Holdings Channel reports. The firm owned 20,178 shares of the company’s stock after selling 352 shares... More of this article »
Image for Foresight Capital Management Advisors Inc. Purchases New Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Foresight Capital Management Advisors Inc. Purchases New Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Foresight Capital Management Advisors Inc. purchased a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Falcon Wealth Planning Boosts Holdings in Chevron Co. (NYSE:CVX)

Falcon Wealth Planning Boosts Holdings in Chevron Co. (NYSE:CVX)

Falcon Wealth Planning grew its stake in Chevron Co. (NYSE:CVX – Free Report) by 20.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,705 shares of the oil and gas company’s stock after... More of this article »
Image for GSG Advisors LLC Acquires 1,678 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

GSG Advisors LLC Acquires 1,678 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

GSG Advisors LLC raised its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for GSG Advisors LLC Acquires New Stake in McDonald’s Co. (NYSE:MCD)

GSG Advisors LLC Acquires New Stake in McDonald’s Co. (NYSE:MCD)

GSG Advisors LLC acquired a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 10,454 shares of the fast-food... More of this article »
Image for Rise Advisors LLC Acquires 300 Shares of Amgen Inc. (NASDAQ:AMGN)

Rise Advisors LLC Acquires 300 Shares of Amgen Inc. (NASDAQ:AMGN)

Rise Advisors LLC increased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1,111.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Marion Wealth Management Increases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Marion Wealth Management Increases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Marion Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Triangle Securities Wealth Management Has $1.17 Million Position in Comcast Co. (NASDAQ:CMCSA)

Triangle Securities Wealth Management Has $1.17 Million Position in Comcast Co. (NASDAQ:CMCSA)

Triangle Securities Wealth Management grew its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 5.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 26,644 shares of the cable giant’s stock... More of this article »
Image for Triangle Securities Wealth Management Has $7.43 Million Position in Blackstone Inc. (NYSE:BX)

Triangle Securities Wealth Management Has $7.43 Million Position in Blackstone Inc. (NYSE:BX)

Triangle Securities Wealth Management lowered its stake in Blackstone Inc. (NYSE:BX – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for IVC Wealth Advisors LLC Acquires 164 Shares of Meta Platforms, Inc. (NASDAQ:META)

IVC Wealth Advisors LLC Acquires 164 Shares of Meta Platforms, Inc. (NASDAQ:META)

IVC Wealth Advisors LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for GSG Advisors LLC Has $1.39 Million Stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

GSG Advisors LLC Has $1.39 Million Stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

GSG Advisors LLC increased its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB) Shares Bought by GSG Advisors LLC

First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB) Shares Bought by GSG Advisors LLC

GSG Advisors LLC raised its position in shares of First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB – Free Report) by 20.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for GSG Advisors LLC Buys 26 Shares of S&P Global Inc. (NYSE:SPGI)

GSG Advisors LLC Buys 26 Shares of S&P Global Inc. (NYSE:SPGI)

GSG Advisors LLC increased its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for GSG Advisors LLC Invests $806,000 in Vanguard Large-Cap ETF (NYSEARCA:VV)

GSG Advisors LLC Invests $806,000 in Vanguard Large-Cap ETF (NYSEARCA:VV)

GSG Advisors LLC purchased a new position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 3,742 shares of the... More of this article »
Image for First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Position Lifted by GSG Advisors LLC

First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Position Lifted by GSG Advisors LLC

GSG Advisors LLC grew its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 26.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) Shares Purchased by GSG Advisors LLC

First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) Shares Purchased by GSG Advisors LLC

GSG Advisors LLC raised its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 142.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for iShares Core Growth Allocation ETF (NYSEARCA:AOR) Shares Sold by Divergent Planning LLC

iShares Core Growth Allocation ETF (NYSEARCA:AOR) Shares Sold by Divergent Planning LLC

Divergent Planning LLC lowered its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Rise Advisors LLC Has $71,000 Stock Position in Palo Alto Networks, Inc. (NASDAQ:PANW)

Rise Advisors LLC Has $71,000 Stock Position in Palo Alto Networks, Inc. (NASDAQ:PANW)

Rise Advisors LLC raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 1,908.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 241 shares... More of this article »
Image for Divergent Planning LLC Boosts Position in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)

Divergent Planning LLC Boosts Position in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)

Divergent Planning LLC raised its holdings in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 4.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 611,000... More of this article »
Image for Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) is Divergent Planning LLC’s 7th Largest Position

Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) is Divergent Planning LLC’s 7th Largest Position

Divergent Planning LLC increased its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Rise Advisors LLC Reduces Stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Rise Advisors LLC Reduces Stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Rise Advisors LLC decreased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 17.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for GSG Advisors LLC Raises Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

GSG Advisors LLC Raises Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

GSG Advisors LLC lifted its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 3.5% in the fourth quarter, HoldingsChannel reports. The fund owned 239,894 shares of the company’s stock... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Rise Advisors LLC

PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Rise Advisors LLC

Rise Advisors LLC lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.9% in the fourth quarter, Holdings Channel reports. The firm owned 697 shares of the company’s stock after buying an additional 106... More of this article »
Image for DraftKings Inc. (NASDAQ:DKNG) Shares Sold by Rise Advisors LLC

DraftKings Inc. (NASDAQ:DKNG) Shares Sold by Rise Advisors LLC

Rise Advisors LLC reduced its stake in shares of DraftKings Inc. (NASDAQ:DKNG – Free Report) by 83.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Rise Advisors LLC Has $126,000 Position in The Boeing Company (NYSE:BA)

Rise Advisors LLC Has $126,000 Position in The Boeing Company (NYSE:BA)

Rise Advisors LLC boosted its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 361.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Rise Advisors LLC Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Rise Advisors LLC Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Rise Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.4% during the fourth quarter, HoldingsChannel reports. The firm owned 423 shares of the company’s stock... More of this article »
Image for The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Bought by Rise Advisors LLC

The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Bought by Rise Advisors LLC

Rise Advisors LLC boosted its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 53.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Position Cut by Rise Advisors LLC

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Position Cut by Rise Advisors LLC

Rise Advisors LLC cut its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Rise Advisors LLC Raises Stake in Waste Management, Inc. (NYSE:WM)

Rise Advisors LLC Raises Stake in Waste Management, Inc. (NYSE:WM)

Rise Advisors LLC increased its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Rise Advisors LLC Acquires 339 Shares of Consolidated Edison, Inc. (NYSE:ED)

Rise Advisors LLC Acquires 339 Shares of Consolidated Edison, Inc. (NYSE:ED)

Rise Advisors LLC grew its position in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 13.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,798 shares of the utilities provider’s stock after... More of this article »
Image for Alliant Energy Co. (NASDAQ:LNT) Shares Purchased by Rise Advisors LLC

Alliant Energy Co. (NASDAQ:LNT) Shares Purchased by Rise Advisors LLC

Rise Advisors LLC grew its position in Alliant Energy Co. (NASDAQ:LNT – Free Report) by 17.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,624 shares of the company’s... More of this article »
Image for Rise Advisors LLC Buys 2,877 Shares of Bank of America Co. (NYSE:BAC)

Rise Advisors LLC Buys 2,877 Shares of Bank of America Co. (NYSE:BAC)

Rise Advisors LLC raised its stake in Bank of America Co. (NYSE:BAC) by 25.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 14,254 shares of the financial... More of this article »
Image for Vanguard Growth ETF (NYSEARCA:VUG) is Rise Advisors LLC’s 3rd Largest Position

Vanguard Growth ETF (NYSEARCA:VUG) is Rise Advisors LLC’s 3rd Largest Position

Rise Advisors LLC cut its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 41.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Rise Advisors LLC Increases Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Rise Advisors LLC Increases Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Rise Advisors LLC increased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,874 shares... More of this article »
Image for Rise Advisors LLC Acquires 180 Shares of McDonald’s Co. (NYSE:MCD)

Rise Advisors LLC Acquires 180 Shares of McDonald’s Co. (NYSE:MCD)

Rise Advisors LLC boosted its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 13.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for U.S. Bancorp (NYSE:USB) Shares Acquired by Rise Advisors LLC

U.S. Bancorp (NYSE:USB) Shares Acquired by Rise Advisors LLC

Rise Advisors LLC raised its stake in U.S. Bancorp (NYSE:USB – Free Report) by 12.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,435 shares of the financial services provider’s... More of this article »
Image for Whitener Capital Management Inc. Sells 564 Shares of Exxon Mobil Co. (NYSE:XOM)

Whitener Capital Management Inc. Sells 564 Shares of Exxon Mobil Co. (NYSE:XOM)

Whitener Capital Management Inc. decreased its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Visa Inc. (NYSE:V) Stock Position Lowered by IVC Wealth Advisors LLC

Visa Inc. (NYSE:V) Stock Position Lowered by IVC Wealth Advisors LLC

IVC Wealth Advisors LLC cut its stake in shares of Visa Inc. (NYSE:V – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,713... More of this article »
Image for Marion Wealth Management Boosts Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Marion Wealth Management Boosts Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Marion Wealth Management lifted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Hedges Asset Management LLC Sells 1,700 Shares of Verizon Communications Inc. (NYSE:VZ)

Hedges Asset Management LLC Sells 1,700 Shares of Verizon Communications Inc. (NYSE:VZ)

Hedges Asset Management LLC lowered its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Deere & Company (NYSE:DE) Shares Acquired by Marion Wealth Management

Deere & Company (NYSE:DE) Shares Acquired by Marion Wealth Management

Marion Wealth Management raised its position in Deere & Company (NYSE:DE – Free Report) by 7.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,249 shares of the industrial products... More of this article »
Image for PayPal Holdings, Inc. (NASDAQ:PYPL) is Rise Advisors LLC’s 10th Largest Position

PayPal Holdings, Inc. (NASDAQ:PYPL) is Rise Advisors LLC’s 10th Largest Position

Rise Advisors LLC increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 19.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Rise Advisors LLC

Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Rise Advisors LLC

Rise Advisors LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.3% during the fourth quarter, HoldingsChannel reports. The firm owned 2,126 shares of the exchange traded fund’s stock after... More of this article »
Image for Triangle Securities Wealth Management Buys 375 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

Triangle Securities Wealth Management Buys 375 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

Triangle Securities Wealth Management grew its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 7.0% in the 4th quarter, Holdings Channel reports. The firm owned 5,733 shares of the company’s... More of this article »
Image for Triangle Securities Wealth Management Increases Stake in Stanley Black & Decker, Inc. (NYSE:SWK)

Triangle Securities Wealth Management Increases Stake in Stanley Black & Decker, Inc. (NYSE:SWK)

Triangle Securities Wealth Management boosted its stake in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 5.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Triangle Securities Wealth Management Has $946,000 Stock Position in General Dynamics Co. (NYSE:GD)

Triangle Securities Wealth Management Has $946,000 Stock Position in General Dynamics Co. (NYSE:GD)

Triangle Securities Wealth Management cut its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 2.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,644 shares of the aerospace company’s... More of this article »