SEC Filing Articles

Kiley Juergens Wealth Management LLC Has $524,000 Stake in ConocoPhillips (NYSE:COP)

Kiley Juergens Wealth Management LLC trimmed its holdings in ConocoPhillips (NYSE:COP) by 15.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,491 shares of the energy producer’s stock after selling 2,265 shares during the period. Kiley Juergens Wealth Management […]

Kiley Juergens Wealth Management LLC Grows Holdings in AT&T Inc. (NYSE:T)

Kiley Juergens Wealth Management LLC raised its position in AT&T Inc. (NYSE:T) by 6.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,744 shares of the technology company’s stock after purchasing an additional 2,583 shares during the period. AT&T […]

Kiley Juergens Wealth Management LLC Has $1.37 Million Stake in QUALCOMM, Inc. (NASDAQ:QCOM)

Kiley Juergens Wealth Management LLC lifted its stake in QUALCOMM, Inc. (NASDAQ:QCOM) by 23.4% during the second quarter, Holdings Channel reports. The fund owned 15,020 shares of the wireless technology company’s stock after acquiring an additional 2,850 shares during the quarter. QUALCOMM accounts for 1.1% of Kiley Juergens Wealth Management LLC’s holdings, making the stock […]

Wesbanco Bank Inc. Purchases 260 Shares of Zoetis Inc (NYSE:ZTS)

Wesbanco Bank Inc. raised its position in Zoetis Inc (NYSE:ZTS) by 0.6% in the 2nd quarter, Holdings Channel reports. The firm owned 47,060 shares of the company’s stock after buying an additional 260 shares during the quarter. Wesbanco Bank Inc.’s holdings in Zoetis were worth $6,449,000 at the end of the most recent reporting period. […]

Wesbanco Bank Inc. Boosts Position in TJX Companies Inc (NYSE:TJX)

Wesbanco Bank Inc. increased its holdings in shares of TJX Companies Inc (NYSE:TJX) by 7.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 147,169 shares of the apparel and home fashions retailer’s stock after purchasing an additional 10,261 shares […]

Wesbanco Bank Inc. Sells 1,898 Shares of General Mills, Inc. (NYSE:GIS)

Wesbanco Bank Inc. reduced its stake in General Mills, Inc. (NYSE:GIS) by 1.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 145,623 shares of the company’s stock after selling 1,898 shares during the quarter. Wesbanco Bank Inc.’s holdings in General […]

Wesbanco Bank Inc. Lowers Stock Position in Intel Co. (NASDAQ:INTC)

Wesbanco Bank Inc. reduced its stake in shares of Intel Co. (NASDAQ:INTC) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 330,450 shares of the chip maker’s stock after selling 1,843 shares during the period. Intel accounts for […]

Wesbanco Bank Inc. Lowers Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Wesbanco Bank Inc. lessened its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 0.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 25,877 shares of the medical research company’s stock after selling 246 shares during the quarter. Wesbanco Bank Inc.’s holdings in Thermo Fisher Scientific were worth $9,376,000 as of its most recent […]

Wesbanco Bank Inc. Acquires 1,721 Shares of Verizon Communications Inc. (NYSE:VZ)

Wesbanco Bank Inc. raised its holdings in Verizon Communications Inc. (NYSE:VZ) by 0.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 266,244 shares of the cell phone carrier’s stock after acquiring an additional 1,721 shares during the quarter. Wesbanco Bank Inc.’s holdings […]

Wesbanco Bank Inc. Has $12.21 Million Stock Holdings in Oracle Co. (NYSE:ORCL)

Wesbanco Bank Inc. trimmed its stake in Oracle Co. (NYSE:ORCL) by 1.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 220,930 shares of the enterprise software provider’s stock after selling 2,268 shares during the quarter. Wesbanco Bank Inc.’s holdings in Oracle were […]

Wesbanco Bank Inc. Acquires 7,855 Shares of CVS Health Corp (NYSE:CVS)

Wesbanco Bank Inc. raised its holdings in shares of CVS Health Corp (NYSE:CVS) by 3.4% in the second quarter, HoldingsChannel.com reports. The firm owned 238,067 shares of the pharmacy operator’s stock after buying an additional 7,855 shares during the period. Wesbanco Bank Inc.’s holdings in CVS Health were worth $15,467,000 as of its most recent […]

Wesbanco Bank Inc. Invests $20.46 Million in Raytheon Technologies Corp (NYSE:RTX)

Wesbanco Bank Inc. bought a new position in Raytheon Technologies Corp (NYSE:RTX) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 332,051 shares of the company’s stock, valued at approximately $20,461,000. Raytheon Technologies makes up about 1.0% of Wesbanco Bank […]

Wesbanco Bank Inc. Purchases 10,381 Shares of Truist Financial Corporation (NYSE:TFC)

Wesbanco Bank Inc. boosted its position in shares of Truist Financial Corporation (NYSE:TFC) by 3.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 296,393 shares of the insurance provider’s stock after acquiring an additional 10,381 shares during the period. Wesbanco Bank […]

Wesbanco Bank Inc. Purchases 17,242 Shares of Zimmer Biomet Holdings Inc (NYSE:ZBH)

Wesbanco Bank Inc. grew its stake in shares of Zimmer Biomet Holdings Inc (NYSE:ZBH) by 37.4% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 63,346 shares of the medical equipment provider’s stock after acquiring an additional 17,242 shares during the period. Wesbanco Bank Inc.’s holdings in Zimmer Biomet were worth $7,561,000 at the […]

Wesbanco Bank Inc. Has $8.59 Million Holdings in Alibaba Group Holding Ltd (NYSE:BABA)

Wesbanco Bank Inc. lifted its holdings in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 4.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 39,825 shares of the specialty retailer’s stock after purchasing an additional 1,823 shares during the period. Wesbanco Bank […]

Harel Insurance Investments & Financial Services Ltd. Grows Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 33.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,924 shares of the network equipment provider’s stock after buying an additional 5,803 shares […]

Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Sold by HT Partners LLC

HT Partners LLC lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 0.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,368,981 shares of the company’s stock after selling 6,106 shares during the period. Schwab US Broad […]

Wesbanco Bank Inc. Sells 2,664 Shares of Home Depot Inc (NYSE:HD)

Wesbanco Bank Inc. cut its holdings in shares of Home Depot Inc (NYSE:HD) by 2.6% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 101,233 shares of the home improvement retailer’s stock after selling 2,664 shares during the period. Home Depot accounts for 1.2% […]

Harel Insurance Investments & Financial Services Ltd. Has $804,000 Holdings in Fiserv Inc (NASDAQ:FISV)

Harel Insurance Investments & Financial Services Ltd. increased its position in Fiserv Inc (NASDAQ:FISV) by 7.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,237 shares of the business services provider’s stock after acquiring an additional 591 shares during the quarter. Harel Insurance […]

Indiana Trust & Investment Management CO Sells 35 Shares of Alphabet Inc (NASDAQ:GOOG)

Indiana Trust & Investment Management CO lowered its position in Alphabet Inc (NASDAQ:GOOG) by 8.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 369 shares of the information services provider’s stock after selling 35 shares during the period. Indiana Trust & […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by McGuire Investment Group LLC

McGuire Investment Group LLC decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,635 shares of the company’s stock after selling 125 shares during the quarter. McGuire Investment Group LLC’s […]

FedEx Co. (NYSE:FDX) Stock Holdings Boosted by McGuire Investment Group LLC

McGuire Investment Group LLC boosted its position in FedEx Co. (NYSE:FDX) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 28,158 shares of the shipping service provider’s stock after purchasing an additional 232 shares during the quarter. FedEx comprises 1.4% […]

salesforce.com, inc. (NYSE:CRM) Shares Sold by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. decreased its holdings in shares of salesforce.com, inc. (NYSE:CRM) by 1.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 189,295 shares of the CRM provider’s stock after selling 3,435 shares during the period. salesforce.com makes up approximately 1.2% […]

Polaris Greystone Financial Group LLC Decreases Stock Position in Eli Lilly And Co (NYSE:LLY)

Polaris Greystone Financial Group LLC cut its holdings in Eli Lilly And Co (NYSE:LLY) by 6.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,377 shares of the company’s stock after selling 100 shares during the quarter. Polaris Greystone Financial Group LLC’s holdings in […]

Scotts Miracle-Gro Co (NYSE:SMG) Shares Sold by Bedel Financial Consulting Inc.

Bedel Financial Consulting Inc. trimmed its stake in shares of Scotts Miracle-Gro Co (NYSE:SMG) by 37.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 325 shares of the basic materials company’s stock after selling 192 shares during the quarter. Bedel Financial […]

Harel Insurance Investments & Financial Services Ltd. Has $1.91 Million Holdings in Mastercard Inc (NYSE:MA)

Harel Insurance Investments & Financial Services Ltd. boosted its position in Mastercard Inc (NYSE:MA) by 8.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,454 shares of the credit services provider’s stock after buying an additional 515 shares during the quarter. Harel Insurance […]

Polaris Greystone Financial Group LLC Buys New Position in Amgen, Inc. (NASDAQ:AMGN)

Polaris Greystone Financial Group LLC bought a new stake in Amgen, Inc. (NASDAQ:AMGN) during the second quarter, Holdings Channel.com reports. The fund bought 955 shares of the medical research company’s stock, valued at approximately $244,000. A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. BlackRock […]

Bedel Financial Consulting Inc. Has $2.52 Million Stock Position in Walt Disney Co (NYSE:DIS)

Bedel Financial Consulting Inc. increased its holdings in Walt Disney Co (NYSE:DIS) by 0.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,623 shares of the entertainment giant’s stock after acquiring an additional 118 shares during the period. […]

McGuire Investment Group LLC Trims Stock Position in Charles Schwab Co. (NYSE:SCHW)

McGuire Investment Group LLC cut its holdings in shares of Charles Schwab Co. (NYSE:SCHW) by 1.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 149,559 shares of the financial services provider’s stock after selling 2,113 shares during the quarter. Charles Schwab […]

CME Group Inc (NASDAQ:CME) Shares Sold by McGuire Investment Group LLC

McGuire Investment Group LLC trimmed its position in CME Group Inc (NASDAQ:CME) by 8.6% in the second quarter, Holdings Channel.com reports. The fund owned 48,167 shares of the financial services provider’s stock after selling 4,539 shares during the period. CME Group makes up approximately 2.7% of McGuire Investment Group LLC’s investment portfolio, making the stock […]

Bedel Financial Consulting Inc. Has $426,000 Stock Holdings in U.S. Bancorp (NYSE:USB)

Bedel Financial Consulting Inc. decreased its stake in U.S. Bancorp (NYSE:USB) by 11.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,575 shares of the financial services provider’s stock after selling 1,470 shares during the period. Bedel Financial Consulting Inc.’s holdings […]

Bedel Financial Consulting Inc. Reduces Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Bedel Financial Consulting Inc. decreased its position in iShares Select Dividend ETF (NASDAQ:DVY) by 17.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,136 shares of the company’s stock after selling 886 shares during the period. Bedel Financial Consulting […]

Bedel Financial Consulting Inc. Sells 530 Shares of Southern Co (NYSE:SO)

Bedel Financial Consulting Inc. lowered its position in Southern Co (NYSE:SO) by 10.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,523 shares of the utilities provider’s stock after selling 530 shares during the period. Bedel Financial Consulting Inc.’s holdings in Southern were worth $235,000 […]

Bedel Financial Consulting Inc. Sells 1,700 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Bedel Financial Consulting Inc. decreased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 27.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,551 shares of the exchange traded fund’s stock after selling 1,700 shares during the period. Bedel Financial […]

Aua Capital Management LLC Has $2.96 Million Stock Holdings in Amazon.com, Inc. (NASDAQ:AMZN)

Aua Capital Management LLC lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,072 shares of the e-commerce giant’s stock after selling 55 shares during the period. Amazon.com makes up about 3.0% of Aua Capital […]

Raub Brock Capital Management LP Acquires New Stake in Amazon.com, Inc. (NASDAQ:AMZN)

Raub Brock Capital Management LP bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 78 shares of the e-commerce giant’s stock, valued at approximately $215,000. Other large investors also recently modified their holdings of the […]

Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Strategic Family Wealth Counselors L.L.C.

Strategic Family Wealth Counselors L.L.C. grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 191 shares of the e-commerce giant’s stock after purchasing an additional 6 shares during the quarter. […]

Apple Inc. (NASDAQ:AAPL) is Mayfair Advisory Group LLC’s 4th Largest Position

Mayfair Advisory Group LLC grew its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,814 shares of the iPhone maker’s stock after purchasing an additional 185 shares during the quarter. […]

NuWave Investment Management LLC Acquires New Shares in D. R. Horton Inc (NYSE:DHI)

NuWave Investment Management LLC acquired a new stake in shares of D. R. Horton Inc (NYSE:DHI) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 1,870 shares of the construction company’s stock, valued at approximately $103,000. A number of other large […]

James Hambro & Partners Purchases New Holdings in Procter & Gamble Co (NYSE:PG)

James Hambro & Partners purchased a new stake in shares of Procter & Gamble Co (NYSE:PG) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,838 shares of the company’s stock, valued at approximately $220,000. Other hedge funds and other institutional investors have also modified their […]

Procter & Gamble Co (NYSE:PG) Shares Acquired by Manchester Financial Inc.

Manchester Financial Inc. grew its holdings in Procter & Gamble Co (NYSE:PG) by 23.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,079 shares of the company’s stock after acquiring an additional 207 shares during the quarter. Manchester Financial Inc.’s holdings […]

NuWave Investment Management LLC Takes $267,000 Position in Baxter International Inc (NYSE:BAX)

NuWave Investment Management LLC bought a new stake in Baxter International Inc (NYSE:BAX) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,958 shares of the medical instruments supplier’s stock, valued at approximately $267,000. Several other hedge funds also recently bought and […]

LVM Capital Management Ltd. MI Sells 63 Shares of Amazon.com, Inc. (NASDAQ:AMZN)

LVM Capital Management Ltd. MI cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 25.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 185 shares of the e-commerce giant’s stock after selling 63 shares during the quarter. LVM Capital […]

Alpha Cubed Investments LLC Has $557,000 Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

Alpha Cubed Investments LLC decreased its holdings in Exxon Mobil Co. (NYSE:XOM) by 14.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,456 shares of the oil and gas company’s stock after selling 2,079 shares during the period. Alpha Cubed Investments LLC’s holdings in […]

Successful Portfolios LLC Takes Position in Visa Inc (NYSE:V)

Successful Portfolios LLC purchased a new stake in Visa Inc (NYSE:V) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,210 shares of the credit-card processor’s stock, valued at approximately $234,000. Other large investors have also modified their holdings of the company. CBIZ Investment Advisory […]

Kiley Juergens Wealth Management LLC Buys 395 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Kiley Juergens Wealth Management LLC boosted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 3.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,444 shares of the exchange traded fund’s stock after purchasing an additional 395 shares during the quarter. Kiley Juergens […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 8.8% during the second quarter, Holdings Channel.com reports. The firm owned 13,804 shares of the company’s stock after buying an additional 1,116 shares during the quarter. Kiley Juergens Wealth Management LLC’s holdings in Vanguard FTSE Developed Markets […]

Comcast Co. (NASDAQ:CMCSA) Shares Sold by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC cut its stake in shares of Comcast Co. (NASDAQ:CMCSA) by 1.0% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 43,585 shares of the cable giant’s stock after selling 421 shares during the period. Comcast makes up approximately 1.4% of Kiley Juergens […]

Kiley Juergens Wealth Management LLC Lowers Stock Position in Chevron Co. (NYSE:CVX)

Kiley Juergens Wealth Management LLC trimmed its stake in shares of Chevron Co. (NYSE:CVX) by 1.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,788 shares of the oil and gas company’s stock after selling 132 shares during […]

Kiley Juergens Wealth Management LLC Buys 1,203 Shares of Pfizer Inc. (NYSE:PFE)

Kiley Juergens Wealth Management LLC boosted its stake in shares of Pfizer Inc. (NYSE:PFE) by 5.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,253 shares of the biopharmaceutical company’s stock after acquiring an additional 1,203 shares during the period. […]