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Radnor Capital Management LLC Acquires New Shares in Essential Utilities Inc (NASDAQ:WTRG)

Radnor Capital Management LLC Acquires New Shares in Essential Utilities Inc (NASDAQ:WTRG)

Radnor Capital Management LLC acquired a new stake in Essential Utilities Inc (NASDAQ:WTRG) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... 
JPMorgan Chase & Co. (NYSE:JPM) Stake Trimmed by Private Trust Co. NA

JPMorgan Chase & Co. (NYSE:JPM) Stake Trimmed by Private Trust Co. NA

Private Trust Co. NA cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 15.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 73,271... 
Xcel Wealth Management LLC Purchases 2,705 Shares of Goldman Sachs Group Inc (NYSE:GS)

Xcel Wealth Management LLC Purchases 2,705 Shares of Goldman Sachs Group Inc (NYSE:GS)

Xcel Wealth Management LLC raised its stake in shares of Goldman Sachs Group Inc (NYSE:GS) by 64.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... 
3,030 Shares in Shopify Inc (NYSE:SHOP) Acquired by Xcel Wealth Management LLC

3,030 Shares in Shopify Inc (NYSE:SHOP) Acquired by Xcel Wealth Management LLC

Xcel Wealth Management LLC acquired a new stake in shares of Shopify Inc (NYSE:SHOP) (TSE:SHOP) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
Xcel Wealth Management LLC Takes Position in Bloomin’ Brands Inc (NASDAQ:BLMN)

Xcel Wealth Management LLC Takes Position in Bloomin’ Brands Inc (NASDAQ:BLMN)

Xcel Wealth Management LLC acquired a new position in Bloomin’ Brands Inc (NASDAQ:BLMN) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 152,475 shares of... 
Pure Financial Advisors Inc. Sells 24,118 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Pure Financial Advisors Inc. Sells 24,118 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Pure Financial Advisors Inc. decreased its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 44.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... 
Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Pure Financial Advisors Inc.

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Bought by Pure Financial Advisors Inc.

Pure Financial Advisors Inc. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 159.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... 
Pure Financial Advisors Inc. Sells 3,779 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Pure Financial Advisors Inc. Sells 3,779 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Pure Financial Advisors Inc. lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 13.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... 
Walmart Inc (NYSE:WMT) Holdings Lifted by Silverleafe Capital Partners LLC

Walmart Inc (NYSE:WMT) Holdings Lifted by Silverleafe Capital Partners LLC

Silverleafe Capital Partners LLC increased its position in Walmart Inc (NYSE:WMT) by 44.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 43,884 shares of the... 
Sempra Energy (NYSE:SRE) Shares Bought by Pure Financial Advisors Inc.

Sempra Energy (NYSE:SRE) Shares Bought by Pure Financial Advisors Inc.

Pure Financial Advisors Inc. raised its position in Sempra Energy (NYSE:SRE) by 13.9% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 22,026 shares of the utilities provider’s stock after... 
Pure Financial Advisors Inc. Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Pure Financial Advisors Inc. Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Pure Financial Advisors Inc. lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.8% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Pure Financial Advisors Inc. Raises Position in Schwab U.S. TIPs ETF (NYSEARCA:SCHP)

Pure Financial Advisors Inc. Raises Position in Schwab U.S. TIPs ETF (NYSEARCA:SCHP)

Pure Financial Advisors Inc. raised its position in shares of Schwab U.S. TIPs ETF (NYSEARCA:SCHP) by 190.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... 
Pure Financial Advisors Inc. Acquires 20,325 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Pure Financial Advisors Inc. Acquires 20,325 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Pure Financial Advisors Inc. raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 24.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 102,315 shares of the... 
Pure Financial Advisors Inc. Buys 666,660 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Pure Financial Advisors Inc. Buys 666,660 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Pure Financial Advisors Inc. increased its stake in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC) by 3,185.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... 
Pure Financial Advisors Inc. Boosts Stock Holdings in Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Pure Financial Advisors Inc. Boosts Stock Holdings in Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Pure Financial Advisors Inc. boosted its stake in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL) by 7.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... 
Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Pure Financial Advisors Inc.

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Pure Financial Advisors Inc.

Pure Financial Advisors Inc. cut its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 24.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... 
Parkside Advisors LLC Purchases 24,614 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Parkside Advisors LLC Purchases 24,614 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Parkside Advisors LLC raised its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 25.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
Parkside Advisors LLC Raises Stock Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Parkside Advisors LLC Raises Stock Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Parkside Advisors LLC increased its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 20.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Invesco Preferred ETF (NYSEARCA:PGX) Stock Position Lifted by Parkside Advisors LLC

Invesco Preferred ETF (NYSEARCA:PGX) Stock Position Lifted by Parkside Advisors LLC

Parkside Advisors LLC raised its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX) by 56.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... 
Parkside Advisors LLC Reduces Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Parkside Advisors LLC Reduces Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Parkside Advisors LLC lowered its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 73.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 37,694 shares of the exchange... 
Parkside Advisors LLC Purchases 30,538 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Parkside Advisors LLC Purchases 30,538 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Parkside Advisors LLC lifted its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) by 155.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... 
Twilio Inc (NYSE:TWLO) Holdings Increased by Xcel Wealth Management LLC

Twilio Inc (NYSE:TWLO) Holdings Increased by Xcel Wealth Management LLC

Xcel Wealth Management LLC grew its position in shares of Twilio Inc (NYSE:TWLO) by 3.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,940 shares... 
Parkside Advisors LLC Buys 16,808 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Parkside Advisors LLC Buys 16,808 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Parkside Advisors LLC raised its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 1,173.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... 
94,209 Shares in Schwab 1000 Index ETF (NYSEARCA:SCHK) Purchased by Parkside Advisors LLC

94,209 Shares in Schwab 1000 Index ETF (NYSEARCA:SCHK) Purchased by Parkside Advisors LLC

Parkside Advisors LLC purchased a new position in Schwab 1000 Index ETF (NYSEARCA:SCHK) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 94,209... 
Xcel Wealth Management LLC Acquires 249,914 Shares of General Electric (NYSE:GE)

Xcel Wealth Management LLC Acquires 249,914 Shares of General Electric (NYSE:GE)

Xcel Wealth Management LLC lifted its holdings in shares of General Electric (NYSE:GE) by 1,038.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional...