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Axxcess Wealth Management LLC Buys 69,328 Shares of iShares Short Duration Bond Active ETF $NEAR
Axxcess Wealth Management LLC boosted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 29.1% in the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Berger Financial Group Inc Reduces Holdings in Walmart Inc. $WMT
Berger Financial Group Inc lowered its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 7.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Axxcess Wealth Management LLC Acquires 3,348 Shares of abrdn Physical Precious Metals Basket Shares ETF $GLTR
Axxcess Wealth Management LLC raised its holdings in shares of abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 7.9% during the 1st quarter, according to the company in its most recent filing... More of this article »
Ascentis Independent Advisors Buys 14,460 Shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF $GEM
Ascentis Independent Advisors raised its stake in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM – Free Report) by 123.6% in the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
Ascentis Independent Advisors Takes Position in iShares 10-20 Year Treasury Bond ETF $TLH
Ascentis Independent Advisors bought a new position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
JPMorgan International Research Enhanced Equity ETF $JIRE Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its stake in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 447.6% in the first quarter, according to the company in its most recent disclosure with... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Stake Cut by Brighton Securities CORP.
Brighton Securities CORP. cut its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 6.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
3M Company $MMM Shares Acquired by Bank of Stockton
Bank of Stockton boosted its holdings in 3M Company (NYSE:MMM – Free Report) by 249.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,305 shares of the conglomerate’s... More of this article »
Vanguard Value ETF $VTV Shares Acquired by Brighton Securities CORP.
Brighton Securities CORP. lifted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 55.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 40,972 shares... More of this article »
Ascentis Independent Advisors Has $959,000 Stake in iShares U.S. Technology ETF $IYW
Ascentis Independent Advisors lifted its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 146.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Axxcess Wealth Management LLC Reduces Position in Global X U.S. Infrastructure Development ETF $PAVE
Axxcess Wealth Management LLC decreased its holdings in shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 0.9% during the first quarter, according to the company in its most recent disclosure... More of this article »
Bank of Stockton Has $3.37 Million Stock Position in Analog Devices, Inc. $ADI
Bank of Stockton lessened its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 11.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
BIP Wealth LLC Trims Stake in ExxonMobil Corporation $XOM
BIP Wealth LLC lowered its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 17.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,830 shares of... More of this article »
Ascentis Independent Advisors Takes Position in Cambria Tail Risk ETF $TAIL
Ascentis Independent Advisors acquired a new stake in Cambria Tail Risk ETF (BATS:TAIL – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 81,996 shares of the company’s stock, valued at approximately... More of this article »
Bogart Wealth LLC Sells 28,775 Shares of Walmart Inc. $WMT
Bogart Wealth LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 29.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Unicycive Therapeutics (UNCY) – Research Analysts’ Weekly Ratings Updates
Unicycive Therapeutics (NASDAQ: UNCY) recently received a number of ratings updates from brokerages and research firms: 7/1/2026 – Unicycive Therapeutics had its price target lowered by Benchmark Co. from $18.00 to $13.00. They... More of this article »
Ascentis Independent Advisors Buys Shares of 25,807 VanEck Merk Gold ETF $OUNZ
Ascentis Independent Advisors purchased a new position in shares of VanEck Merk Gold ETF (NYSEARCA:OUNZ – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Ascentis Independent Advisors Purchases Shares of 22,623 iShares Core International Aggregate Bond ETF $IAGG
Ascentis Independent Advisors purchased a new stake in iShares Core International Aggregate Bond ETF (BATS:IAGG – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares U.S. Aerospace & Defense ETF $ITA Shares Acquired by Ascentis Independent Advisors
Ascentis Independent Advisors increased its holdings in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 239.2% in the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Armor Investment Advisors LLC Cuts Holdings in Shiller CAPE U.S. Equities ETF $CAPE
Armor Investment Advisors LLC trimmed its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 84.9% in the first quarter, HoldingsChannel reports. The firm owned 33,476 shares of the company’s stock... More of this article »
Ascentis Independent Advisors Takes $1.16 Million Position in ALPS O’Shares U.S. Small-Cap Quality Dividend ETF $OUSM
Ascentis Independent Advisors bought a new stake in shares of ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Axxcess Wealth Management LLC Increases Holdings in Vanguard Mid-Cap Value ETF $VOE
Axxcess Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 437.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 54,616 shares of the company’s... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Stock Position Decreased by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lessened its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 74.2% during the 1st quarter, according to the company in its most recent disclosure with... More of this article »