SEC Filing Articles

Regal Wealth Group Inc. Raises Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Regal Wealth Group Inc. boosted its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 24.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 180,535 shares of the company’s stock after acquiring an additional 35,407 shares during the quarter. iShares MSCI USA Min Vol Factor ETF makes up about 7.5% […]

Newfound Research LLC Acquires Shares of 2,056 Pinterest, Inc. (NYSE:PINS)

Newfound Research LLC purchased a new stake in Pinterest, Inc. (NYSE:PINS) in the fourth quarter, HoldingsChannel reports. The fund purchased 2,056 shares of the company’s stock, valued at approximately $135,000. Pinterest comprises about 0.3% of Newfound Research LLC’s investment portfolio, making the stock its 18th biggest position. Several other large investors have also made changes […]

Ibex Wealth Advisors Invests $2.45 Million in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Ibex Wealth Advisors purchased a new position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 44,247 shares of the company’s stock, valued at approximately $2,446,000. Several other large investors have also modified their holdings […]

Aries Wealth Management Sells 990 Shares of CVS Health Co. (NYSE:CVS)

Aries Wealth Management trimmed its position in CVS Health Co. (NYSE:CVS) by 12.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 7,073 shares of the pharmacy operator’s stock after selling 990 shares during the period. Aries Wealth Management’s holdings in CVS Health were worth $529,000 as of […]

Aries Wealth Management Trims Stake in 3M (NYSE:MMM)

Aries Wealth Management cut its position in 3M (NYSE:MMM) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,267 shares of the conglomerate’s stock after selling 175 shares during the quarter. Aries Wealth Management’s holdings in 3M were worth […]

iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Position Lowered by David R. Rahn & Associates Inc.

David R. Rahn & Associates Inc. lessened its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 105,332 shares of the exchange traded fund’s stock after selling 481 shares during […]

Regal Wealth Group Inc. Trims Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Regal Wealth Group Inc. lessened its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,662 shares of the company’s stock after selling 196 shares during the […]

Regal Wealth Group Inc. Invests $54,000 in salesforce.com, inc. (NYSE:CRM)

Regal Wealth Group Inc. bought a new position in salesforce.com, inc. (NYSE:CRM) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 243 shares of the CRM provider’s stock, valued at approximately $54,000. Other hedge funds and other institutional investors also […]

Sound Financial Strategies Group LLC Invests $571,000 in Atmos Energy Co. (NYSE:ATO)

Sound Financial Strategies Group LLC acquired a new position in Atmos Energy Co. (NYSE:ATO) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 5,982 shares of the utilities provider’s stock, valued at approximately $571,000. Other institutional investors have also recently made […]

Sound Financial Strategies Group LLC Buys 1,358 Shares of Kimberly-Clark Co. (NYSE:KMB)

Sound Financial Strategies Group LLC raised its holdings in shares of Kimberly-Clark Co. (NYSE:KMB) by 41.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,619 shares of the company’s stock after purchasing an additional 1,358 shares during the period. Sound Financial […]

Sound Financial Strategies Group LLC Decreases Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Sound Financial Strategies Group LLC cut its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 81.2% in the 4th quarter, HoldingsChannel reports. The firm owned 4,420 shares of the company’s stock after selling 19,095 shares during the quarter. Sound Financial Strategies Group LLC’s holdings in iShares Core MSCI EAFE ETF were worth […]

International Business Machines Co. (NYSE:IBM) Shares Bought by DORCHESTER WEALTH MANAGEMENT Co

DORCHESTER WEALTH MANAGEMENT Co grew its holdings in shares of International Business Machines Co. (NYSE:IBM) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,585 shares of the technology company’s stock after buying an additional 945 shares during the […]

MONECO Advisors LLC Has $1.23 Million Stock Position in Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR)

MONECO Advisors LLC raised its position in shares of Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,191 shares of the company’s stock after purchasing an additional […]

Relaxing Retirement Coach Cuts Stock Position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)

Relaxing Retirement Coach lessened its holdings in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA) by 50.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,387 shares of the company’s stock after selling 10,487 shares during the quarter. Relaxing Retirement Coach’s […]

ARK Innovation ETF (NYSEARCA:ARKK) Shares Acquired by MONECO Advisors LLC

MONECO Advisors LLC boosted its stake in ARK Innovation ETF (NYSEARCA:ARKK) by 27.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,357 shares of the company’s stock after acquiring an additional 3,929 shares during the period. ARK Innovation ETF accounts for about 1.4% […]

Perennial Investment Advisors LLC Takes Position in ARK Innovation ETF (NYSEARCA:ARKK)

Perennial Investment Advisors LLC bought a new stake in ARK Innovation ETF (NYSEARCA:ARKK) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 4,924 shares of the company’s stock, valued at approximately $613,000. Several other institutional investors and hedge funds have also […]

iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Purchased by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 31,806 shares of the company’s stock after buying an additional 2,741 shares during […]

iShares Gold Trust (NYSEARCA:IAU) Shares Purchased by Northside Capital Management LLC

Northside Capital Management LLC lifted its position in iShares Gold Trust (NYSEARCA:IAU) by 13.5% in the fourth quarter, Holdings Channel reports. The firm owned 84,194 shares of the exchange traded fund’s stock after acquiring an additional 10,000 shares during the period. iShares Gold Trust accounts for approximately 0.5% of Northside Capital Management LLC’s holdings, making […]

Northside Capital Management LLC Acquires 570 Shares of 3M (NYSE:MMM)

Northside Capital Management LLC boosted its holdings in 3M (NYSE:MMM) by 41.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,956 shares of the conglomerate’s stock after acquiring an additional 570 shares during the quarter. Northside Capital Management LLC’s […]

Texas Instruments Incorporated (NASDAQ:TXN) is Ibex Wealth Advisors’ 7th Largest Position

Ibex Wealth Advisors raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 48,176 shares of the semiconductor company’s stock after buying an additional 1,054 shares during the quarter. Texas Instruments comprises about 2.1% […]

Northside Capital Management LLC Has $850,000 Stake in Datadog, Inc. (NASDAQ:DDOG)

Northside Capital Management LLC boosted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 150.1% in the fourth quarter, Holdings Channel reports. The fund owned 8,635 shares of the company’s stock after acquiring an additional 5,182 shares during the period. Northside Capital Management LLC’s holdings in Datadog were worth $850,000 as of its most recent […]

Newfound Research LLC Makes New $141,000 Investment in The Estée Lauder Companies Inc. (NYSE:EL)

Newfound Research LLC bought a new position in shares of The Estée Lauder Companies Inc. (NYSE:EL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 528 shares of the company’s stock, valued at approximately $141,000. The Estée Lauder Companies makes […]

Newfound Research LLC Grows Position in Mettler-Toledo International Inc. (NYSE:MTD)

Newfound Research LLC increased its holdings in Mettler-Toledo International Inc. (NYSE:MTD) by 238.2% in the fourth quarter, Holdings Channel reports. The fund owned 115 shares of the medical instruments supplier’s stock after purchasing an additional 81 shares during the quarter. Mettler-Toledo International accounts for approximately 0.3% of Newfound Research LLC’s portfolio, making the stock its […]

Newfound Research LLC Grows Stake in Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Newfound Research LLC increased its position in shares of Fidelity Momentum Factor ETF (NYSEARCA:FDMO) by 367.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 85,022 shares of the company’s stock after buying an additional 66,820 shares during the quarter. Fidelity Momentum Factor ETF accounts for 9.7% of Newfound Research LLC’s investment portfolio, making […]

Candriam Luxembourg S.C.A. Has $110.59 Million Stake in Tesla, Inc. (NASDAQ:TSLA)

Candriam Luxembourg S.C.A. boosted its position in Tesla, Inc. (NASDAQ:TSLA) by 1.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 155,860 shares of the electric vehicle producer’s stock after buying an additional 1,917 shares during the period. Tesla makes […]

2,097 Shares in West Pharmaceutical Services, Inc. (NYSE:WST) Bought by Sound Financial Strategies Group LLC

Sound Financial Strategies Group LLC acquired a new position in West Pharmaceutical Services, Inc. (NYSE:WST) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,097 shares of the medical instruments supplier’s stock, valued at approximately $594,000. Several other institutional investors and hedge […]

Sound Financial Strategies Group LLC Invests $635,000 in Essential Utilities, Inc. (NYSE:WTRG)

Sound Financial Strategies Group LLC acquired a new position in Essential Utilities, Inc. (NYSE:WTRG) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 13,426 shares of the company’s stock, valued at approximately $635,000. Several other institutional investors and hedge funds also recently […]

Sound Financial Strategies Group LLC Buys New Shares in Albemarle Co. (NYSE:ALB)

Sound Financial Strategies Group LLC purchased a new position in shares of Albemarle Co. (NYSE:ALB) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,086 shares of the specialty chemicals company’s stock, valued at approximately $750,000. Albemarle accounts for approximately […]

Sound Financial Strategies Group LLC Grows Holdings in McCormick & Company, Incorporated (NYSE:MKC)

Sound Financial Strategies Group LLC grew its holdings in McCormick & Company, Incorporated (NYSE:MKC) by 34.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 7,082 shares of the company’s stock after acquiring an additional 1,817 shares during the quarter. McCormick & Company, Incorporated makes up about 0.4% of Sound Financial Strategies Group LLC’s holdings, […]

MONECO Advisors LLC Reduces Stock Holdings in Raytheon Technologies Co. (NYSE:RTX)

MONECO Advisors LLC lowered its position in Raytheon Technologies Co. (NYSE:RTX) by 6.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,668 shares of the company’s stock after selling 397 shares during the quarter. MONECO Advisors LLC’s holdings in Raytheon Technologies were […]

Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB) Holdings Increased by Sound Financial Strategies Group LLC

Sound Financial Strategies Group LLC raised its holdings in shares of Vanguard Tax-Exempt Bond Index Fund ETF Shares (NYSEARCA:VTEB) by 85.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 52,825 shares of the company’s stock after acquiring an additional 24,412 shares during the quarter. Vanguard Tax-Exempt Bond Index Fund ETF Shares accounts for approximately […]

Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by MONECO Advisors LLC

MONECO Advisors LLC trimmed its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 7.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,559 shares of the home improvement retailer’s stock after selling 200 shares during the period. MONECO Advisors LLC’s holdings […]

Ibex Wealth Advisors Acquires 16,773 Shares of Invesco Municipal Trust (NYSE:VKQ)

Ibex Wealth Advisors raised its holdings in Invesco Municipal Trust (NYSE:VKQ) by 15.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 127,693 shares of the investment management company’s stock after acquiring an additional 16,773 shares during the quarter. Ibex Wealth Advisors’ holdings […]

Ibex Wealth Advisors Makes New Investment in Renaissance IPO ETF (NYSEARCA:IPO)

Ibex Wealth Advisors bought a new position in shares of Renaissance IPO ETF (NYSEARCA:IPO) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 19,501 shares of the company’s stock, valued at approximately $1,258,000. Several other hedge funds and other institutional investors have also made changes to their positions in IPO. North Star Investment Management […]

Horizon Therapeutics Public Limited (NASDAQ:HZNP) Shares Purchased by Ibex Wealth Advisors

Ibex Wealth Advisors boosted its position in Horizon Therapeutics Public Limited (NASDAQ:HZNP) by 20.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 27,557 shares of the biopharmaceutical company’s stock after purchasing an additional 4,719 shares during the quarter. Ibex Wealth Advisors’ holdings in Horizon Therapeutics Public were worth $2,016,000 at the end of […]

Ibex Wealth Advisors Has $3.94 Million Stake in Ares Management Co. (NYSE:ARES)

Ibex Wealth Advisors lifted its position in shares of Ares Management Co. (NYSE:ARES) by 3.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 83,648 shares of the asset manager’s stock after purchasing an additional 3,168 shares during the period. Ibex Wealth Advisors’ holdings in Ares Management were worth $3,936,000 as of its most […]

Ibex Wealth Advisors Grows Stock Position in Digital Realty Trust, Inc. (NYSE:DLR)

Ibex Wealth Advisors increased its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 23,637 shares of the real estate investment trust’s stock after acquiring an additional 131 shares during the quarter. Ibex Wealth Advisors’ holdings in Digital Realty Trust were worth $3,298,000 […]

Lockheed Martin Co. (NYSE:LMT) Shares Bought by Ibex Wealth Advisors

Ibex Wealth Advisors boosted its stake in shares of Lockheed Martin Co. (NYSE:LMT) by 1.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 14,892 shares of the aerospace company’s stock after purchasing an additional 278 shares during the period. Lockheed Martin makes up approximately 1.4% of Ibex […]

Ibex Wealth Advisors Increases Stock Position in BlackRock Income Trust, Inc. (NYSE:BKT)

Ibex Wealth Advisors grew its stake in shares of BlackRock Income Trust, Inc. (NYSE:BKT) by 0.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 709,309 shares of the company’s stock after buying an additional 3,661 shares during the quarter. Ibex Wealth Advisors’ holdings in BlackRock Income Trust were worth $4,306,000 at the […]

Inspirion Wealth Advisors LLC Has $23.26 Million Stock Holdings in Vanguard Short-Term Bond Index Fund ETF Shares (NYSEARCA:BSV)

Inspirion Wealth Advisors LLC boosted its holdings in shares of Vanguard Short-Term Bond Index Fund ETF Shares (NYSEARCA:BSV) by 1,009.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 280,542 shares of the company’s stock after purchasing an additional 255,247 shares during the […]

Inspirion Wealth Advisors LLC Has $33.84 Million Stock Position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Inspirion Wealth Advisors LLC boosted its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 0.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 657,436 shares of the company’s stock after buying an additional 2,520 shares during the […]

Relaxing Retirement Coach Trims Holdings in Vanguard Value Index Fund ETF Shares (NYSEARCA:VTV)

Relaxing Retirement Coach trimmed its holdings in Vanguard Value Index Fund ETF Shares (NYSEARCA:VTV) by 75.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,175 shares of the company’s stock after selling 27,577 shares during the quarter. Vanguard Value […]

Vanguard Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK) Shares Sold by Relaxing Retirement Coach

Relaxing Retirement Coach trimmed its position in shares of Vanguard Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK) by 50.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,136 shares of the company’s stock after selling 8,156 shares during the […]

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Position Trimmed by Relaxing Retirement Coach

Relaxing Retirement Coach lessened its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 75.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 15,462 shares of the company’s stock after selling 47,856 shares during the period. iShares Core S&P […]

Perennial Investment Advisors LLC Buys New Position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Perennial Investment Advisors LLC bought a new stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,088 shares of the company’s stock, valued at approximately $442,000. A number of other institutional investors have also recently made changes […]

MONECO Advisors LLC Has $11.35 Million Holdings in Vanguard Growth Index Fund ETF Shares (NYSEARCA:VUG)

MONECO Advisors LLC decreased its holdings in shares of Vanguard Growth Index Fund ETF Shares (NYSEARCA:VUG) by 1.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 44,667 shares of the company’s stock after selling 859 shares during the period. Vanguard Growth Index Fund ETF Shares makes […]

Northside Capital Management LLC Invests $229,000 in American Express (NYSE:AXP)

Northside Capital Management LLC purchased a new position in American Express (NYSE:AXP) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,890 shares of the payment services company’s stock, valued at approximately $229,000. Other hedge funds and other institutional investors also recently bought and […]

Perennial Investment Advisors LLC Acquires 55 Shares of Square, Inc. (NYSE:SQ)

Perennial Investment Advisors LLC grew its holdings in shares of Square, Inc. (NYSE:SQ) by 0.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,449 shares of the technology company’s stock after purchasing an additional 55 shares during the quarter. Square comprises about 0.7% […]

Regal Wealth Group Inc. Acquires Shares of 420 Pinterest, Inc. (NYSE:PINS)

Regal Wealth Group Inc. acquired a new stake in shares of Pinterest, Inc. (NYSE:PINS) in the fourth quarter, HoldingsChannel reports. The fund acquired 420 shares of the company’s stock, valued at approximately $28,000. A number of other hedge funds and other institutional investors have also modified their holdings of PINS. Cornerstone Capital Inc. lifted its […]

David R. Rahn & Associates Inc. Sells 18,000 Shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL)

David R. Rahn & Associates Inc. cut its holdings in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL) by 58.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 13,000 shares of the company’s stock after selling 18,000 shares during the period. Goldman Sachs Access Treasury 0-1 Year ETF accounts for approximately 1.2% […]