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Axxcess Wealth Management LLC Lowers Stock Holdings in Eli Lilly and Company $LLY

Axxcess Wealth Management LLC Lowers Stock Holdings in Eli Lilly and Company $LLY

Axxcess Wealth Management LLC cut its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 20,366 shares of the company’s... More of this article »
Y Intercept Hong Kong Ltd Invests $2.30 Million in Trimble Inc. $TRMB

Y Intercept Hong Kong Ltd Invests $2.30 Million in Trimble Inc. $TRMB

Y Intercept Hong Kong Ltd bought a new stake in Trimble Inc. (NASDAQ:TRMB – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 35,266 shares of the scientific... More of this article »
Demars Financial Group LLC Takes $1.19 Million Position in Automatic Data Processing, Inc. $ADP

Demars Financial Group LLC Takes $1.19 Million Position in Automatic Data Processing, Inc. $ADP

Demars Financial Group LLC acquired a new stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Hsbc Holdings PLC Sells 250,898 Shares of Molson Coors Beverage Company $TAP

Hsbc Holdings PLC Sells 250,898 Shares of Molson Coors Beverage Company $TAP

Hsbc Holdings PLC lessened its stake in shares of Molson Coors Beverage Company (NYSE:TAP – Free Report) by 53.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Clare Market Investments LLC Takes Position in Walmart Inc. $WMT

Clare Market Investments LLC Takes Position in Walmart Inc. $WMT

Clare Market Investments LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
1,519 Shares in Vanguard S&P 500 ETF $VOO Bought by Ascent Advisors LLC

1,519 Shares in Vanguard S&P 500 ETF $VOO Bought by Ascent Advisors LLC

Ascent Advisors LLC bought a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Increased by Cahaba Wealth Management Inc.

iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Increased by Cahaba Wealth Management Inc.

Cahaba Wealth Management Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 34.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Robinhood Markets, Inc. $HOOD Shares Sold by Childress Capital Advisors LLC

Robinhood Markets, Inc. $HOOD Shares Sold by Childress Capital Advisors LLC

Childress Capital Advisors LLC lowered its stake in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 51.5% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Childress Capital Advisors LLC Reduces Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Childress Capital Advisors LLC Reduces Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Childress Capital Advisors LLC lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 45.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Flatrock Wealth Partners LLC Purchases New Holdings in Visa Inc. $V

Flatrock Wealth Partners LLC Purchases New Holdings in Visa Inc. $V

Flatrock Wealth Partners LLC purchased a new position in shares of Visa Inc. (NYSE:V – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bank of Stockton Decreases Stake in Walmart Inc. $WMT

Bank of Stockton Decreases Stake in Walmart Inc. $WMT

Bank of Stockton cut its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 11.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Axxcess Wealth Management LLC Sells 10,385 Shares of Philip Morris International Inc. $PM

Axxcess Wealth Management LLC Sells 10,385 Shares of Philip Morris International Inc. $PM

Axxcess Wealth Management LLC decreased its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 31.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Burney Co. Sells 2,619 Shares of Mastercard Incorporated $MA

Burney Co. Sells 2,619 Shares of Mastercard Incorporated $MA

Burney Co. trimmed its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 43.0% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Cvfg LLC Invests $834,000 in iShares Core U.S. Aggregate Bond ETF $AGG

Cvfg LLC Invests $834,000 in iShares Core U.S. Aggregate Bond ETF $AGG

Cvfg LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 8,400... More of this article »
CFS Investment Advisory Services LLC Raises Stake in Vanguard Total International Bond ETF $BNDX

CFS Investment Advisory Services LLC Raises Stake in Vanguard Total International Bond ETF $BNDX

CFS Investment Advisory Services LLC increased its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 67.2% in the first quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
First Interstate Bank Has $5.12 Million Stake in iShares 7-10 Year Treasury Bond ETF $IEF

First Interstate Bank Has $5.12 Million Stake in iShares 7-10 Year Treasury Bond ETF $IEF

First Interstate Bank reduced its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 18.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ascent Advisors LLC Takes $2.33 Million Position in Vanguard FTSE All-World ex-US ETF $VEU

Ascent Advisors LLC Takes $2.33 Million Position in Vanguard FTSE All-World ex-US ETF $VEU

Ascent Advisors LLC bought a new position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Axxcess Wealth Management LLC Invests $3.12 Million in Monster Beverage Corporation $MNST

Axxcess Wealth Management LLC Invests $3.12 Million in Monster Beverage Corporation $MNST

Axxcess Wealth Management LLC bought a new stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Ascent Advisors LLC Purchases New Stake in Vanguard FTSE Emerging Markets ETF $VWO

Ascent Advisors LLC Purchases New Stake in Vanguard FTSE Emerging Markets ETF $VWO

Ascent Advisors LLC acquired a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SG Americas Securities LLC Cuts Stock Holdings in PENN Entertainment, Inc. $PENN

SG Americas Securities LLC Cuts Stock Holdings in PENN Entertainment, Inc. $PENN

SG Americas Securities LLC lowered its position in PENN Entertainment, Inc. (NASDAQ:PENN – Free Report) by 81.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cvfg LLC Invests $1.16 Million in EOG Resources, Inc. $EOG

Cvfg LLC Invests $1.16 Million in EOG Resources, Inc. $EOG

Cvfg LLC acquired a new stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Farmers & Merchants Trust Co of Chambersburg PA Has $2.91 Million Position in iShares MSCI EAFE Growth ETF $EFG

Farmers & Merchants Trust Co of Chambersburg PA Has $2.91 Million Position in iShares MSCI EAFE Growth ETF $EFG

Farmers & Merchants Trust Co of Chambersburg PA boosted its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 45.6% during the first quarter, according to the company in its most recent filing... More of this article »
First Interstate Bank Acquires 144,907 Shares of Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

First Interstate Bank Acquires 144,907 Shares of Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

First Interstate Bank increased its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 10.5% during the first quarter, according to its most recent filing with the Securities and... More of this article »
Bluestem Financial Advisors LLC Has $32.75 Million Holdings in Vanguard FTSE All-World ex-US ETF $VEU

Bluestem Financial Advisors LLC Has $32.75 Million Holdings in Vanguard FTSE All-World ex-US ETF $VEU

Bluestem Financial Advisors LLC boosted its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
35,266 Shares in iShares 1-3 Year Treasury Bond ETF $SHY Bought by Ascent Advisors LLC

35,266 Shares in iShares 1-3 Year Treasury Bond ETF $SHY Bought by Ascent Advisors LLC

Ascent Advisors LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »