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MKT Advisors LLC Cuts Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)
MKT Advisors LLC trimmed its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,541 shares of the... More of this article »
Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC cut its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
AEGON ASSET MANAGEMENT UK Plc Acquires 40,001 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
AEGON ASSET MANAGEMENT UK Plc grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 47.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Stablepoint Partners LLC Grows Position in PepsiCo, Inc. (NASDAQ:PEP)
Stablepoint Partners LLC grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 36,182 shares... More of this article »
Archford Capital Strategies LLC Has $1.52 Million Holdings in Amgen Inc. (NASDAQ:AMGN)
Archford Capital Strategies LLC boosted its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Archford Capital Strategies LLC Trims Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
Archford Capital Strategies LLC lowered its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 324,963 shares of the company’s... More of this article »
4,899 Shares in The Walt Disney Company (NYSE:DIS) Purchased by Clarendon Private LLC
Clarendon Private LLC acquired a new position in The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 4,899... More of this article »
Team Hewins LLC Invests $679,000 in Vanguard Small-Cap ETF (NYSEARCA:VB)
Team Hewins LLC acquired a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 2,826 shares of the company’s stock, valued... More of this article »
Andina Capital Management LLC Takes Position in Bank of America Co. (NYSE:BAC)
Andina Capital Management LLC purchased a new position in shares of Bank of America Co. (NYSE:BAC) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Regatta Capital Group LLC Has $1.28 Million Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)
Regatta Capital Group LLC boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 40.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
M3 Advisory Group LLC Has $218,000 Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
M3 Advisory Group LLC increased its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 201.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Guerra Pan Advisors LLC Grows Stock Position in Adobe Inc. (NASDAQ:ADBE)
Guerra Pan Advisors LLC lifted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC lessened its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.5% in the 4th quarter, Holdings Channel reports. The firm owned 16,643 shares of the company’s stock after selling 427... More of this article »
4,517 Shares in Vanguard Growth ETF (NYSEARCA:VUG) Acquired by Clarendon Private LLC
Clarendon Private LLC acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Asio Capital LLC Trims Position in The Walt Disney Company (NYSE:DIS)
Asio Capital LLC lowered its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 30.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 20,704 shares of the entertainment giant’s stock after... More of this article »
Marshall Financial Group LLC Sells 265 Shares of Lockheed Martin Co. (NYSE:LMT)
Marshall Financial Group LLC reduced its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 4.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 6,065 shares of the aerospace company’s... More of this article »
Embree Financial Group Increases Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Embree Financial Group increased its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 6,433 shares... More of this article »
Precedent Wealth Partners LLC Raises Stake in Bank of America Co. (NYSE:BAC)
Precedent Wealth Partners LLC grew its holdings in Bank of America Co. (NYSE:BAC) by 1.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 34,264 shares of the financial services provider’s... More of this article »
Regatta Capital Group LLC Trims Position in The Coca-Cola Company (NYSE:KO)
Regatta Capital Group LLC trimmed its position in The Coca-Cola Company (NYSE:KO – Free Report) by 4.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,461 shares of the company’s... More of this article »
Cora Capital Advisors LLC Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Cora Capital Advisors LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Asio Capital LLC Buys 297 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Asio Capital LLC raised its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 22.1% during the fourth quarter, HoldingsChannel reports. The fund owned 1,640 shares of the exchange traded fund’s... More of this article »
Embree Financial Group Has $255,000 Stake in United Parcel Service, Inc. (NYSE:UPS)
Embree Financial Group reduced its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 15.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,023 shares of the... More of this article »
Clarendon Private LLC Takes $394,000 Position in Accenture plc (NYSE:ACN)
Clarendon Private LLC bought a new position in shares of Accenture plc (NYSE:ACN – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 1,121 shares of the information technology... More of this article »
Embree Financial Group Purchases 317 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Embree Financial Group boosted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.8% in the 4th quarter, Holdings Channel reports. The firm owned 18,327 shares of the company’s stock after... More of this article »
Regatta Capital Group LLC Sells 611 Shares of Uber Technologies, Inc. (NYSE:UBER)
Regatta Capital Group LLC reduced its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 10.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
ConocoPhillips (NYSE:COP) Stock Position Reduced by 1834 Investment Advisors Co.
1834 Investment Advisors Co. lowered its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 3.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 7,872 shares of the energy producer’s... More of this article »
Avaii Wealth Management LLC Increases Stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)
Avaii Wealth Management LLC increased its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 17.5% in the fourth quarter, Holdings Channel reports. The fund owned 18,225 shares of the company’s... More of this article »
SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) Shares Sold by Flagship Private Wealth LLC
Flagship Private Wealth LLC decreased its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 9.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Park Edge Advisors LLC Raises Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Park Edge Advisors LLC grew its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 24.9% during the 4th quarter, HoldingsChannel reports. The fund owned 7,994 shares of the exchange traded fund’s... More of this article »
Harrell Investment Partners LLC Acquires 4,074 Shares of NextEra Energy, Inc. (NYSE:NEE)
Harrell Investment Partners LLC lifted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 13.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 34,458 shares of the utilities... More of this article »
Crescent Grove Advisors LLC Makes New Investment in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Crescent Grove Advisors LLC purchased a new stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 2,920 shares of the company’s stock,... More of this article »
Clarendon Private LLC Purchases New Position in Adobe Inc. (NASDAQ:ADBE)
Clarendon Private LLC acquired a new position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 585 shares of the software company’s... More of this article »
Patton Albertson Miller Group LLC Buys 751 Shares of Adobe Inc. (NASDAQ:ADBE)
Patton Albertson Miller Group LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 13,344 shares of the software... More of this article »
Regatta Capital Group LLC Acquires 7,312 Shares of Lam Research Co. (NASDAQ:LRCX)
Regatta Capital Group LLC grew its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 882.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Insight Inv LLC Boosts Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Insight Inv LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 24.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,143 shares of the company’s... More of this article »
Avaii Wealth Management LLC Has $643,000 Holdings in Bristol-Myers Squibb (NYSE:BMY)
Avaii Wealth Management LLC trimmed its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 11,376 shares of the biopharmaceutical company’s... More of this article »
Park Edge Advisors LLC Has $1.33 Million Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Park Edge Advisors LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 13.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 23,074 shares... More of this article »
RTD Financial Advisors Inc. Decreases Position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)
RTD Financial Advisors Inc. reduced its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Bought by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC increased its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 16.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,357 shares of the exchange traded fund’s stock... More of this article »
Novare Capital Management LLC Has $12.23 Million Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Novare Capital Management LLC raised its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.1% during the fourth quarter, Holdings Channel reports. The firm owned 23,515 shares of the medical research company’s... More of this article »
Duncan Williams Asset Management LLC Has $625,000 Stake in International Business Machines Co. (NYSE:IBM)
Duncan Williams Asset Management LLC grew its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 168.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Marshall Financial Group LLC Increases Stock Holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM)
Marshall Financial Group LLC increased its holdings in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 15.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,305 shares... More of this article »
Duncan Williams Asset Management LLC Purchases 301 Shares of Danaher Co. (NYSE:DHR)
Duncan Williams Asset Management LLC boosted its position in Danaher Co. (NYSE:DHR – Free Report) by 7.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 4,477 shares of the conglomerate’s stock after... More of this article »
B.O.S.S. Retirement Advisors LLC Lowers Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
B.O.S.S. Retirement Advisors LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 84.9% during the fourth quarter, HoldingsChannel reports. The firm owned 1,848 shares of the healthcare... More of this article »
Avaii Wealth Management LLC Cuts Position in Altria Group, Inc. (NYSE:MO)
Avaii Wealth Management LLC reduced its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 9.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Flagship Private Wealth LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Flagship Private Wealth LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.2% during the 4th quarter, HoldingsChannel reports. The firm owned 28,367 shares of the company’s... More of this article »
iShares MSCI USA Quality Factor ETF (BATS:QUAL) Shares Bought by Flagship Private Wealth LLC
Flagship Private Wealth LLC lifted its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 27.5% during the fourth quarter, HoldingsChannel reports. The fund owned 54,239 shares of the company’s stock... More of this article »