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Eli Lilly and Company (NYSE:LLY) Stock Position Decreased by Consilium Wealth Advisory LLC
Consilium Wealth Advisory LLC lowered its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 12.0% during the third quarter, HoldingsChannel.com reports. The fund owned 3,982 shares of the company’s stock after... More of this article »
Harvest Portfolios Group Inc. Has $74.13 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Harvest Portfolios Group Inc. trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 9.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Callahan Advisors LLC Acquires 301 Shares of Eli Lilly and Company (NYSE:LLY)
Callahan Advisors LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.1% in the 3rd quarter, Holdings Channel reports. The fund owned 14,881 shares of the company’s stock after acquiring an additional... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Acquired by American Capital Advisory LLC
American Capital Advisory LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 191.8% in the third quarter, HoldingsChannel.com reports. The firm owned 855 shares of the company’s stock... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Spinnaker Trust
Spinnaker Trust lowered its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 31.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Spinnaker Trust Acquires 2,906 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Spinnaker Trust increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.8% in the third quarter, HoldingsChannel reports. The firm owned 80,389 shares of the network equipment provider’s stock after... More of this article »
Eli Lilly and Company (NYSE:LLY) Stock Position Raised by Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.9% in the 3rd quarter, Holdings Channel reports. The fund owned 871 shares of the company’s stock after... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Sold by Centennial Wealth Advisory LLC
Centennial Wealth Advisory LLC trimmed its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 25.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 454 shares of the credit services provider’s... More of this article »
Pfizer Inc. (NYSE:PFE) Holdings Trimmed by Foster & Motley Inc.
Foster & Motley Inc. lowered its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 8.1% in the third quarter, Holdings Channel.com reports. The firm owned 145,301 shares of the biopharmaceutical company’s stock... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Acquired by Spinnaker Trust
Spinnaker Trust boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 70,821 shares of the company’s... More of this article »
Centennial Wealth Advisory LLC Buys 1,353 Shares of Verizon Communications Inc. (NYSE:VZ)
Centennial Wealth Advisory LLC boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Spinnaker Trust Has $7.22 Million Holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Spinnaker Trust boosted its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dechtman Wealth Management LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)
Dechtman Wealth Management LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the third quarter, HoldingsChannel reports. The firm purchased 911 shares of the electric vehicle producer’s stock,... More of this article »
Dechtman Wealth Management LLC Has $11.04 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
Dechtman Wealth Management LLC increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 361.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 46,544 shares of the company’s... More of this article »
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by Smart Portfolios LLC
Smart Portfolios LLC decreased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Concurrent Investment Advisors LLC Boosts Stake in RTX Co. (NYSE:RTX)
Concurrent Investment Advisors LLC lifted its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 2.1% during the third quarter, Holdings Channel reports. The fund owned 64,252 shares of the company’s stock after purchasing... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Acquired by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 5.6% during the third quarter, Holdings Channel reports. The institutional investor owned 449,872 shares of the... More of this article »
Armor Investment Advisors LLC Sells 41,384 Shares of Verizon Communications Inc. (NYSE:VZ)
Armor Investment Advisors LLC decreased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 82.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,790... More of this article »
Focused Wealth Management Inc Raises Position in The Home Depot, Inc. (NYSE:HD)
Focused Wealth Management Inc lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 5.8% during the third quarter, Holdings Channel reports. The fund owned 1,057 shares of the home improvement retailer’s... More of this article »
Armor Investment Advisors LLC Has $2.47 Million Stake in Deere & Company (NYSE:DE)
Armor Investment Advisors LLC boosted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 1.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Financial Partners Group Inc
Financial Partners Group Inc decreased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.3% in the 3rd quarter, Holdings Channel reports. The firm owned 26,158 shares of the information services provider’s stock... More of this article »
North Star Investment Management Corp. Sells 78 Shares of The Home Depot, Inc. (NYSE:HD)
North Star Investment Management Corp. lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.7% in the third quarter, Holdings Channel.com reports. The institutional investor owned 11,423 shares... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Northstar Asset Management Inc.
Northstar Asset Management Inc. lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 34,417 shares of the home improvement... More of this article »
Spinnaker Trust Has $2.68 Million Stock Position in Amgen Inc. (NASDAQ:AMGN)
Spinnaker Trust boosted its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Beacon Financial Advisory LLC Sells 583 Shares of Pfizer Inc. (NYSE:PFE)
Beacon Financial Advisory LLC cut its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 44,529 shares of the biopharmaceutical... More of this article »
Consilium Wealth Advisory LLC Buys 31 Shares of Costco Wholesale Co. (NASDAQ:COST)
Consilium Wealth Advisory LLC grew its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.0% in the third quarter, HoldingsChannel.com reports. The fund owned 1,564 shares of the retailer’s stock after acquiring... More of this article »
Wisconsin Capital Management LLC Takes $200,000 Position in The Procter & Gamble Company (NYSE:PG)
Wisconsin Capital Management LLC purchased a new stake in The Procter & Gamble Company (NYSE:PG – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased... More of this article »
1834 Investment Advisors Co. Buys 24,222 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
1834 Investment Advisors Co. grew its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Position Boosted by Guidance Point Advisors LLC
Guidance Point Advisors LLC boosted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.4% in the 3rd quarter, Holdings Channel reports. The fund owned 241,611 shares of the company’s stock after... More of this article »
American Capital Advisory LLC Decreases Position in iShares Russell 2000 ETF (NYSEARCA:IWM)
American Capital Advisory LLC lowered its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 50.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 194 shares of the exchange traded fund’s... More of this article »
Eaton Co. plc (NYSE:ETN) Stock Holdings Lowered by Catalina Capital Group LLC
Catalina Capital Group LLC decreased its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 6.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,589 shares of the industrial products company’s... More of this article »
Concurrent Investment Advisors LLC Raises Stock Holdings in The Walt Disney Company (NYSE:DIS)
Concurrent Investment Advisors LLC raised its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 8.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
The Goldman Sachs Group, Inc. (NYSE:GS) Shares Acquired by Donald L. Hagan LLC
Donald L. Hagan LLC increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 4.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Long Run Wealth Advisors LLC Acquires 6,121 Shares of Pfizer Inc. (NYSE:PFE)
Long Run Wealth Advisors LLC increased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 15.3% in the 3rd quarter, Holdings Channel reports. The fund owned 46,085 shares of the biopharmaceutical company’s stock after... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Wisconsin Capital Management LLC
Wisconsin Capital Management LLC raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 13,360 shares of the company’s... More of this article »
SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) is Leslie Global Wealth LLC’s 2nd Largest Position
Leslie Global Wealth LLC boosted its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Balentine LLC Acquires 4,304 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Balentine LLC increased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) is JNBA Financial Advisors’ 7th Largest Position
JNBA Financial Advisors boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
JNBA Financial Advisors Has $5.59 Million Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
JNBA Financial Advisors increased its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 27.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 66,405 shares... More of this article »
Smart Portfolios LLC Has $876,000 Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)
Smart Portfolios LLC cut its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 1.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Bought by Catalina Capital Group LLC
Catalina Capital Group LLC increased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 7.7% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 6,529 shares of the home improvement retailer’s... More of this article »
RTD Financial Advisors Inc. Reduces Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)
RTD Financial Advisors Inc. reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.2% during the third quarter, HoldingsChannel.com reports. The firm owned 77,094 shares of the company’s... More of this article »
Consilium Wealth Advisory LLC Acquires New Position in Oracle Co. (NYSE:ORCL)
Consilium Wealth Advisory LLC acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 3,537 shares of the enterprise software provider’s stock, valued... More of this article »
Wisconsin Capital Management LLC Lowers Stake in Costco Wholesale Co. (NASDAQ:COST)
Wisconsin Capital Management LLC cut its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 14.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,405 shares... More of this article »
Crescent Grove Advisors LLC Sells 1,318 Shares of Chevron Co. (NYSE:CVX)
Crescent Grove Advisors LLC decreased its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 23.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,225 shares... More of this article »
Concurrent Investment Advisors LLC Acquires 2,517 Shares of McDonald’s Co. (NYSE:MCD)
Concurrent Investment Advisors LLC grew its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 8.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Sells 3,546 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Concurrent Investment Advisors LLC trimmed its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.0% during the third quarter, Holdings Channel reports. The institutional investor owned 67,783... More of this article »
Umpqua Bank Sells 41 Shares of Cummins Inc. (NYSE:CMI)
Umpqua Bank cut its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »