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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 »