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Parkway Wealth Management Group LLC Lowers Position in Meta Platforms, Inc. $META

Parkway Wealth Management Group LLC Lowers Position in Meta Platforms, Inc. $META

Parkway Wealth Management Group LLC decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 87.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Forum Financial Management LP Cuts Stock Holdings in AbbVie Inc. $ABBV

Forum Financial Management LP Cuts Stock Holdings in AbbVie Inc. $ABBV

Forum Financial Management LP trimmed its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 25.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Kestra Private Wealth Services LLC Decreases Holdings in Teradyne, Inc. $TER

Kestra Private Wealth Services LLC Decreases Holdings in Teradyne, Inc. $TER

Kestra Private Wealth Services LLC lowered its position in Teradyne, Inc. (NASDAQ:TER – Free Report) by 25.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Louisiana State Employees Retirement System Invests $103.96 Million in Meta Platforms, Inc. $META

Louisiana State Employees Retirement System Invests $103.96 Million in Meta Platforms, Inc. $META

Louisiana State Employees Retirement System acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 181,700... More of this article »
Financial Survey: Cantor Equity Partners V (CEPV) versus Its Peers

Financial Survey: Cantor Equity Partners V (CEPV) versus Its Peers

Cantor Equity Partners V (NASDAQ:CEPV – Get Free Report) is one of 336 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its competitors? We will compare Cantor Equity... More of this article »
Invesco QQQ $QQQ Shares Sold by Flagstar Advisors Inc.

Invesco QQQ $QQQ Shares Sold by Flagstar Advisors Inc.

Flagstar Advisors Inc. lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 9.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Hamilton Capital Partners LLC Buys 36,934 Shares of Amazon.com, Inc. $AMZN

Hamilton Capital Partners LLC Buys 36,934 Shares of Amazon.com, Inc. $AMZN

Hamilton Capital Partners LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 43.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Infleqtion (INFQ) vs. Its Rivals Financial Review

Infleqtion (INFQ) vs. Its Rivals Financial Review

Infleqtion (NYSE:INFQ – Get Free Report) is one of 336 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its rivals? We will compare Infleqtion to similar companies... More of this article »
Head-To-Head Analysis: Cantor Equity Partners V (CEPV) vs. The Competition

Head-To-Head Analysis: Cantor Equity Partners V (CEPV) vs. The Competition

Cantor Equity Partners V (NASDAQ:CEPV – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it compare to its rivals? We will compare Cantor Equity Partners V to similar... More of this article »
Caliber Wealth Management LLC KS Sells 3,698 Shares of Advanced Micro Devices, Inc. $AMD

Caliber Wealth Management LLC KS Sells 3,698 Shares of Advanced Micro Devices, Inc. $AMD

Caliber Wealth Management LLC KS reduced its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 27.3% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
OP Asset Management Ltd Takes Position in Amazon.com, Inc. $AMZN

OP Asset Management Ltd Takes Position in Amazon.com, Inc. $AMZN

OP Asset Management Ltd bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
679,658 Shares in Alphabet Inc. $GOOGL Bought by OP Asset Management Ltd

679,658 Shares in Alphabet Inc. $GOOGL Bought by OP Asset Management Ltd

OP Asset Management Ltd acquired a new position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The fund acquired 679,658 shares of the... More of this article »
Amazon.com, Inc. $AMZN Position Lessened by Kercheville Advisors LLC

Amazon.com, Inc. $AMZN Position Lessened by Kercheville Advisors LLC

Kercheville Advisors LLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 4.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Conscious Wealth Investments LLC Takes $4.61 Million Position in Advanced Micro Devices, Inc. $AMD

Conscious Wealth Investments LLC Takes $4.61 Million Position in Advanced Micro Devices, Inc. $AMD

Conscious Wealth Investments LLC purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Northeast Investment Management Sells 8,399 Shares of Alphabet Inc. $GOOG

Northeast Investment Management Sells 8,399 Shares of Alphabet Inc. $GOOG

Northeast Investment Management cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Ewa LLC Sells 2,244 Shares of Dell Technologies Inc. $DELL

Ewa LLC Sells 2,244 Shares of Dell Technologies Inc. $DELL

Ewa LLC cut its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 46.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,639 shares of... More of this article »
Reviewing Amazon.com (NASDAQ:AMZN) & Ocado Group (OTCMKTS:OCDDY)

Reviewing Amazon.com (NASDAQ:AMZN) & Ocado Group (OTCMKTS:OCDDY)

Amazon.com (NASDAQ:AMZN – Get Free Report) and Ocado Group (OTCMKTS:OCDDY – Get Free Report) are both retail/wholesale companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
BXM Wealth LLC Sells 21,298 Shares of McDonald’s Corporation $MCD

BXM Wealth LLC Sells 21,298 Shares of McDonald’s Corporation $MCD

BXM Wealth LLC trimmed its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 95.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
BXM Wealth LLC Has $251,000 Stake in The Goldman Sachs Group, Inc. $GS

BXM Wealth LLC Has $251,000 Stake in The Goldman Sachs Group, Inc. $GS

BXM Wealth LLC lowered its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 97.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
BXM Wealth LLC Lowers Holdings in AbbVie Inc. $ABBV

BXM Wealth LLC Lowers Holdings in AbbVie Inc. $ABBV

BXM Wealth LLC decreased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 49.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
BXM Wealth LLC Sells 191,118 Shares of Invesco QQQ $QQQ

BXM Wealth LLC Sells 191,118 Shares of Invesco QQQ $QQQ

BXM Wealth LLC reduced its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 86.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 28,844 shares of the exchange traded fund’s stock... More of this article »
Palantir Technologies Inc. $PLTR Stock Position Decreased by BXM Wealth LLC

Palantir Technologies Inc. $PLTR Stock Position Decreased by BXM Wealth LLC

BXM Wealth LLC trimmed its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 63.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Holdings Lessened by Catalina Capital Group LLC

JPMorgan Ultra-Short Income ETF $JPST Holdings Lessened by Catalina Capital Group LLC

Catalina Capital Group LLC reduced its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 9.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 131,890... More of this article »
Alphabet Inc. $GOOGL is BTC Capital Management Inc.’s 4th Largest Position

Alphabet Inc. $GOOGL is BTC Capital Management Inc.’s 4th Largest Position

BTC Capital Management Inc. raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 29.9% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 198,300 shares of the information... More of this article »
BXM Wealth LLC Trims Stake in Morgan Stanley $MS

BXM Wealth LLC Trims Stake in Morgan Stanley $MS

BXM Wealth LLC cut its holdings in Morgan Stanley (NYSE:MS – Free Report) by 86.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,256 shares... More of this article »