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CWS Financial Advisors LLC Grows Stock Position in Capital Group Core Balanced ETF $CGBL

CWS Financial Advisors LLC Grows Stock Position in Capital Group Core Balanced ETF $CGBL

CWS Financial Advisors LLC increased its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 12.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Hunter Associates Investment Management LLC Acquires 59,912 Shares of Capital Group Municipal Income ETF $CGMU

Hunter Associates Investment Management LLC Acquires 59,912 Shares of Capital Group Municipal Income ETF $CGMU

Hunter Associates Investment Management LLC raised its holdings in shares of Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) by 12.0% in the first quarter, according to the company in its most recent Form 13F... More of this article »
Geremia Financial Services LLC Increases Stake in Ford Motor Company $F

Geremia Financial Services LLC Increases Stake in Ford Motor Company $F

Geremia Financial Services LLC grew its holdings in Ford Motor Company (NYSE:F – Free Report) by 4.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Hudson Edge Investment Partners Inc. Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hudson Edge Investment Partners Inc. Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hudson Edge Investment Partners Inc. lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.9% in the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
CWS Financial Advisors LLC Has $18.13 Million Position in iShares Core S&P Small-Cap ETF $IJR

CWS Financial Advisors LLC Has $18.13 Million Position in iShares Core S&P Small-Cap ETF $IJR

CWS Financial Advisors LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 14.4% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
The Boeing Company $BA Shares Purchased by HB Wealth Management LLC

The Boeing Company $BA Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC grew its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 13.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,598... More of this article »
Hunter Associates Investment Management LLC Buys 1,715 Shares of The Goldman Sachs Group, Inc. $GS

Hunter Associates Investment Management LLC Buys 1,715 Shares of The Goldman Sachs Group, Inc. $GS

Hunter Associates Investment Management LLC increased its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 367.2% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Geremia Financial Services LLC Purchases New Position in Morgan Stanley $MS

Geremia Financial Services LLC Purchases New Position in Morgan Stanley $MS

Geremia Financial Services LLC purchased a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The fund purchased 40,000 shares... More of this article »
Hunter Associates Investment Management LLC Cuts Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Hunter Associates Investment Management LLC Cuts Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Hunter Associates Investment Management LLC cut its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 45.1% during the first quarter, according to the company in its most recent disclosure... More of this article »
Fifth Third Bancorp $FITB Stock Holdings Boosted by HB Wealth Management LLC

Fifth Third Bancorp $FITB Stock Holdings Boosted by HB Wealth Management LLC

HB Wealth Management LLC increased its position in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 75.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Intuit Inc. $INTU Shares Sold by Baer Investment Advisory LLC

Intuit Inc. $INTU Shares Sold by Baer Investment Advisory LLC

Baer Investment Advisory LLC lessened its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 72.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,029 shares of the software maker’s... More of this article »
Baer Investment Advisory LLC Invests $581,000 in iShares Core U.S. Aggregate Bond ETF $AGG

Baer Investment Advisory LLC Invests $581,000 in iShares Core U.S. Aggregate Bond ETF $AGG

Baer Investment Advisory LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 5,855... More of this article »
Baer Investment Advisory LLC Invests $770,000 in Lockheed Martin Corporation $LMT

Baer Investment Advisory LLC Invests $770,000 in Lockheed Martin Corporation $LMT

Baer Investment Advisory LLC purchased a new stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor purchased 1,274 shares of the... More of this article »
Baer Investment Advisory LLC Purchases New Stake in Vanguard S&P 500 ETF $VOO

Baer Investment Advisory LLC Purchases New Stake in Vanguard S&P 500 ETF $VOO

Baer Investment Advisory LLC purchased a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 44,528 shares of the company’s stock,... More of this article »
Baer Investment Advisory LLC Invests $1.56 Million in Visa Inc. $V

Baer Investment Advisory LLC Invests $1.56 Million in Visa Inc. $V

Baer Investment Advisory LLC bought a new stake in Visa Inc. (NYSE:V – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 5,172 shares of the credit-card processor’s stock, valued at approximately... More of this article »
Astoria Portfolio Advisors LLC. Buys New Shares in iShares U.S. Utilities ETF $IDU

Astoria Portfolio Advisors LLC. Buys New Shares in iShares U.S. Utilities ETF $IDU

Astoria Portfolio Advisors LLC. acquired a new stake in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
B.O.S.S. Retirement Advisors LLC Reduces Stake in Schwab International Equity ETF $SCHF

B.O.S.S. Retirement Advisors LLC Reduces Stake in Schwab International Equity ETF $SCHF

B.O.S.S. Retirement Advisors LLC reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 41.6% in the first quarter, Holdings Channel reports. The fund owned 109,769 shares of the company’s... More of this article »
NVIDIA Corporation $NVDA is ABN AMRO Bank N.V.’s Largest Position

NVIDIA Corporation $NVDA is ABN AMRO Bank N.V.’s Largest Position

ABN AMRO Bank N.V. decreased its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 7.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
AdvisorShares Investments LLC Sells 1,879 Shares of Cencora, Inc. $COR

AdvisorShares Investments LLC Sells 1,879 Shares of Cencora, Inc. $COR

AdvisorShares Investments LLC trimmed its stake in Cencora, Inc. (NYSE:COR – Free Report) by 8.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Adams Diversified Equity Fund Inc. Lowers Holdings in NVIDIA Corporation $NVDA

Adams Diversified Equity Fund Inc. Lowers Holdings in NVIDIA Corporation $NVDA

Adams Diversified Equity Fund Inc. lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
AdvisorShares Investments LLC Decreases Stake in ResMed Inc. $RMD

AdvisorShares Investments LLC Decreases Stake in ResMed Inc. $RMD

AdvisorShares Investments LLC cut its stake in shares of ResMed Inc. (NYSE:RMD – Free Report) by 8.8% during the first quarter, HoldingsChannel.com reports. The firm owned 27,050 shares of the medical equipment provider’s... More of this article »
Top Quantum Computing Stocks To Watch Today – July 4th

Top Quantum Computing Stocks To Watch Today – July 4th

IonQ, D-Wave Quantum, Quantinuum, Quantum Computing, and Horizon Quantum Computing Pte. are the seven Quantum Computing stocks to watch today, according to MarketBeat’s stock screener tool. Quantum computing stocks are shares... More of this article »
Nuclear Stocks To Follow Today – July 4th

Nuclear Stocks To Follow Today – July 4th

Oklo, NuScale Power, BWX Technologies, Centrus Energy, X-Energy, Nano Nuclear Energy, and Terrestrial Energy are the seven Nuclear stocks to watch today, according to MarketBeat’s stock screener tool. “Nuclear stocks” are... More of this article »
Top Social Media Stocks To Consider – July 4th

Top Social Media Stocks To Consider – July 4th

Strive, Trump Media & Technology Group, and JOYY are the three Social Media stocks to watch today, according to MarketBeat’s stock screener tool. Social media stocks are shares of publicly traded companies whose main businesses... More of this article »
Best Leisure Stocks To Research – July 4th

Best Leisure Stocks To Research – July 4th

Royal Caribbean Cruises, Carnival, and Airbnb are the three Leisure stocks to watch today, according to MarketBeat’s stock screener tool. Leisure stocks are shares of companies in the leisure and recreation industry, such as... More of this article »