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Image about Duke Energy Co. (NYSE:DUK) Shares Sold by Simplicity Wealth LLC

Duke Energy Co. (NYSE:DUK) Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC trimmed its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 91.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,034... More of this article »
Image about Simplicity Wealth LLC Trims Holdings in Starbucks Co. (NASDAQ:SBUX)

Simplicity Wealth LLC Trims Holdings in Starbucks Co. (NASDAQ:SBUX)

Simplicity Wealth LLC reduced its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 94.2% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,234 shares of the coffee company’s stock after... More of this article »
Image about Simplicity Wealth LLC Sells 27,326 Shares of MetLife, Inc. (NYSE:MET)

Simplicity Wealth LLC Sells 27,326 Shares of MetLife, Inc. (NYSE:MET)

Simplicity Wealth LLC cut its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 90.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,764 shares of the financial services... More of this article »
Image about Valeo Financial Advisors LLC Grows Stock Position in Sysco Co. (NYSE:SYY)

Valeo Financial Advisors LLC Grows Stock Position in Sysco Co. (NYSE:SYY)

Valeo Financial Advisors LLC grew its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 19.5% during the third quarter, Holdings Channel reports. The institutional investor owned 5,272 shares of the company’s... More of this article »
Image about The Charles Schwab Co. (NYSE:SCHW) Stock Position Decreased by Simplicity Wealth LLC

The Charles Schwab Co. (NYSE:SCHW) Stock Position Decreased by Simplicity Wealth LLC

Simplicity Wealth LLC lessened its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 88.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 3,607 shares of the financial... More of this article »
Image about Ritholtz Wealth Management Sells 777 Shares of The Charles Schwab Co. (NYSE:SCHW)

Ritholtz Wealth Management Sells 777 Shares of The Charles Schwab Co. (NYSE:SCHW)

Ritholtz Wealth Management cut its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.6% during the third quarter, HoldingsChannel reports. The firm owned 16,144 shares of the financial services provider’s... More of this article »
Image about Parker-Hannifin Co. (NYSE:PH) Shares Bought by Ritholtz Wealth Management

Parker-Hannifin Co. (NYSE:PH) Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management lifted its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 88.4% during the third quarter, Holdings Channel reports. The institutional investor owned 1,473 shares of the industrial products... More of this article »
Image about Prudential Financial, Inc. (NYSE:PRU) Shares Acquired by Ritholtz Wealth Management

Prudential Financial, Inc. (NYSE:PRU) Shares Acquired by Ritholtz Wealth Management

Ritholtz Wealth Management increased its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 20.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image about Simplicity Wealth LLC Sells 97 Shares of Avery Dennison Co. (NYSE:AVY)

Simplicity Wealth LLC Sells 97 Shares of Avery Dennison Co. (NYSE:AVY)

Simplicity Wealth LLC cut its stake in shares of Avery Dennison Co. (NYSE:AVY – Free Report) by 8.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,072 shares of the... More of this article »
Image about Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by WealthBridge Capital Management LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by WealthBridge Capital Management LLC

WealthBridge Capital Management LLC boosted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 19.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image about Brookstone Capital Management Has $284,000 Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Brookstone Capital Management Has $284,000 Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Brookstone Capital Management cut its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 17.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about Valeo Financial Advisors LLC Sells 485 Shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

Valeo Financial Advisors LLC Sells 485 Shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

Valeo Financial Advisors LLC cut its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 22.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about Valeo Financial Advisors LLC Acquires Shares of 2,021 Paycom Software, Inc. (NYSE:PAYC)

Valeo Financial Advisors LLC Acquires Shares of 2,021 Paycom Software, Inc. (NYSE:PAYC)

Valeo Financial Advisors LLC bought a new position in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Valeo Financial Advisors LLC Reduces Stake in Realty Income Co. (NYSE:O)

Valeo Financial Advisors LLC Reduces Stake in Realty Income Co. (NYSE:O)

Valeo Financial Advisors LLC decreased its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about Veralto Co. (NYSE:VLTO) Stake Reduced by Valeo Financial Advisors LLC

Veralto Co. (NYSE:VLTO) Stake Reduced by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC trimmed its stake in Veralto Co. (NYSE:VLTO – Free Report) by 6.3% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 3,310 shares of the company’s... More of this article »