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PFG Private Wealth Management LLC Has $2.48 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
PFG Private Wealth Management LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
StrongBox Wealth LLC Sells 290 Shares of Walmart Inc. (NYSE:WMT)
StrongBox Wealth LLC lessened its stake in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 16.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,446... More of this article »
Hanson & Doremus Investment Management Sells 296 Shares of Target Co. (NYSE:TGT)
Hanson & Doremus Investment Management lessened its stake in Target Co. (NYSE:TGT – Get Rating) by 33.2% in the fourth quarter, HoldingsChannel reports. The firm owned 595 shares of the retailer’s stock after selling... More of this article »
Sitrin Capital Management LLC Lowers Position in Comcast Co. (NASDAQ:CMCSA)
Sitrin Capital Management LLC cut its holdings in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Aries Wealth Management Has $534,000 Holdings in Comcast Co. (NASDAQ:CMCSA)
Aries Wealth Management trimmed its stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 3.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,282... More of this article »
KG&L Capital Management LLC Buys 10,106 Shares of Bank of America Co. (NYSE:BAC)
KG&L Capital Management LLC boosted its position in shares of Bank of America Co. (NYSE:BAC) by 11.8% in the fourth quarter, HoldingsChannel reports. The fund owned 96,063 shares of the financial services provider’s stock... More of this article »
Fiduciary Alliance LLC Acquires New Shares in Vanguard Small-Cap ETF (NYSEARCA:VB)
Fiduciary Alliance LLC acquired a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,990... More of this article »
Scott Capital Advisors LLC Buys Shares of 6,382 Bank of America Co. (NYSE:BAC)
Scott Capital Advisors LLC bought a new stake in Bank of America Co. (NYSE:BAC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Purchased by Scott Capital Advisors LLC
Scott Capital Advisors LLC increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
PFG Private Wealth Management LLC Buys 894 Shares of Bank of America Co. (NYSE:BAC)
PFG Private Wealth Management LLC grew its stake in shares of Bank of America Co. (NYSE:BAC) by 249.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Salvus Wealth Management LLC Sells 586 Shares of The Walt Disney Company (NYSE:DIS)
Salvus Wealth Management LLC lessened its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 5.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,516 shares of the entertainment giant’s... More of this article »
Kaizen Financial Strategies Takes $211,000 Position in The Walt Disney Company (NYSE:DIS)
Kaizen Financial Strategies purchased a new position in The Walt Disney Company (NYSE:DIS – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 2,120 shares of the entertainment giant’s... More of this article »
4,616 Shares in Cisco Systems, Inc. (NASDAQ:CSCO) Purchased by Trust Co. of Oklahoma
Trust Co. of Oklahoma purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Resource Consulting Group Inc. Lowers Stake in The Walt Disney Company (NYSE:DIS)
Resource Consulting Group Inc. reduced its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 33.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Procyon Advisors LLC Grows Holdings in Mastercard Incorporated (NYSE:MA)
Procyon Advisors LLC boosted its holdings in Mastercard Incorporated (NYSE:MA – Get Rating) by 37.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Marion Wealth Management Acquires 74 Shares of NVIDIA Co. (NASDAQ:NVDA)
Marion Wealth Management raised its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 2.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Romano Brothers AND Company Buys 221 Shares of Blackstone Inc. (NYSE:BX)
Romano Brothers AND Company raised its stake in shares of Blackstone Inc. (NYSE:BX – Get Rating) by 5.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 4,353 shares of the asset manager’s... More of this article »
Sitrin Capital Management LLC Sells 1,196 Shares of Target Co. (NYSE:TGT)
Sitrin Capital Management LLC cut its holdings in shares of Target Co. (NYSE:TGT – Get Rating) by 4.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 26,543 shares of the retailer’s stock after... More of this article »
Raytheon Technologies Co. (NYSE:RTX) Shares Purchased by StrongBox Wealth LLC
StrongBox Wealth LLC boosted its holdings in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 3.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 29,706 shares of the company’s... More of this article »
Morris Financial Concepts Inc. Invests $211,000 in Raytheon Technologies Co. (NYSE:RTX)
Morris Financial Concepts Inc. purchased a new position in Raytheon Technologies Co. (NYSE:RTX – Get Rating) in the fourth quarter, Holdings Channel reports. The fund purchased 2,087 shares of the company’s stock, valued... More of this article »
DeDora Capital Inc. Has $1.71 Million Stock Position in Raytheon Technologies Co. (NYSE:RTX)
DeDora Capital Inc. reduced its holdings in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 5.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 16,940 shares of the company’s... More of this article »
Procyon Advisors LLC Grows Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Procyon Advisors LLC raised its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 42.0% during the fourth quarter, HoldingsChannel reports. The firm owned 181,012 shares of the exchange... More of this article »
Accenture plc (NYSE:ACN) Position Boosted by Procyon Advisors LLC
Procyon Advisors LLC increased its holdings in Accenture plc (NYSE:ACN – Get Rating) by 69.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »