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Connecticut Wealth Management LLC Has $4.16 Million Stock Position in Vanguard Short-Term Bond ETF $BSV
Connecticut Wealth Management LLC lowered its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 14.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
SPDR Portfolio Emerging Markets ETF $SPEM Shares Purchased by Great Lakes Advisors LLC
Great Lakes Advisors LLC lifted its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
XIAO-I (NASDAQ:AIXI) & Arrive AI (NASDAQ:ARAI) Critical Comparison
XIAO-I (NASDAQ:AIXI – Get Free Report) and Arrive AI (NASDAQ:ARAI – Get Free Report) are both small-cap business services companies, but which is the better business? We will contrast the two companies based on the strength... More of this article »
Div Capital Phoenix Assets Ltd Invests $792,000 in Blue Owl Capital Inc. $OWL
Div Capital Phoenix Assets Ltd purchased a new position in Blue Owl Capital Inc. (NYSE:OWL – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Emerson Electric Co. $EMR Stock Position Trimmed by Great Lakes Advisors LLC
Great Lakes Advisors LLC cut its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Great Lakes Advisors LLC Grows Holdings in Linde PLC $LIN
Great Lakes Advisors LLC increased its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 1,477.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Div Capital Phoenix Assets Ltd Takes $1.21 Million Position in Apollo Global Management Inc. $APO
Div Capital Phoenix Assets Ltd bought a new stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 8,365 shares of... More of this article »
Founders Financial Alliance LLC Acquires New Stake in Fidelity Total Bond ETF $FBND
Founders Financial Alliance LLC purchased a new position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Connecticut Wealth Management LLC Has $8.59 Million Holdings in Moody’s Corporation $MCO
Connecticut Wealth Management LLC lifted its holdings in Moody’s Corporation (NYSE:MCO – Free Report) by 18.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Connecticut Wealth Management LLC Grows Stock Position in SPDR Portfolio S&P 500 Value ETF $SPYV
Connecticut Wealth Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 5.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Connecticut Wealth Management LLC Lowers Stake in iShares MSCI USA Quality Factor ETF $QUAL
Connecticut Wealth Management LLC cut its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Buckley Wealth Management LLC Acquires New Holdings in Qnity Electronics, Inc. $Q
Buckley Wealth Management LLC acquired a new stake in Qnity Electronics, Inc. (NYSE:Q – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 13,772 shares of the premier technology... More of this article »
Intel Corporation $INTC Shares Bought by Fox Hill Wealth Management
Fox Hill Wealth Management grew its stake in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 61.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Purchased by Cowa LLC
Cowa LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 27.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Bought by Great Lakes Advisors LLC
Great Lakes Advisors LLC raised its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Great Lakes Advisors LLC Trims Stake in BorgWarner Inc. $BWA
Great Lakes Advisors LLC reduced its position in BorgWarner Inc. (NYSE:BWA – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Connecticut Wealth Management LLC Invests $3.68 Million in iShares 1-3 Year Treasury Bond ETF $SHY
Connecticut Wealth Management LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Equity Investment Corp Raises Position in Ingredion Incorporated $INGR
Equity Investment Corp raised its stake in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Fox Hill Wealth Management Makes New Investment in The Goldman Sachs Group, Inc. $GS
Fox Hill Wealth Management bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 5,160 shares of the investment... More of this article »
Founders Financial Alliance LLC Has $2.75 Million Stock Holdings in First Citizens BancShares, Inc. $FCNCA
Founders Financial Alliance LLC cut its holdings in First Citizens BancShares, Inc. (NASDAQ:FCNCA – Free Report) by 16.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Fox Hill Wealth Management Increases Stake in SPDR Gold Shares $GLD
Fox Hill Wealth Management raised its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,164... More of this article »
Great Lakes Advisors LLC Sells 2,633 Shares of The Goldman Sachs Group, Inc. $GS
Great Lakes Advisors LLC reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 166,691 shares of... More of this article »
Equity Investment Corp Grows Stock Holdings in Genuine Parts Company $GPC
Equity Investment Corp grew its holdings in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 1.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 757,432 shares of the specialty... More of this article »