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Despite High Interest Rates, Mortgage Demand is Up
Mortgage rates are on the rise, this year, cutting down refinance demands while simultaneously forcing many potential home buyers to apply for higher-risk loan products in order to keep lower rates. Overall, total mortgage application... More of this article »
Exxon Sees Profits Surge Despite $3.4 Billion Loss from Russian Extraction
Exxon Mobil has recently reported first-quarter profit of $5.48 billion, thanks to steadily rising oil and gas prices. In fact, the oil giant has more than doubled their profits from the same period last year. Now, it is important... More of this article »
Dollar Hits 20-Year High as Global Market Struggles
The US dollar just crossed its highest value since 2002, on Thursday, thanks to strong earnings reports that offset six consecutive weeks of poor performance and underwhelming US economic data. Perhaps the dollar’s rise might... More of this article »
Castle Wealth Management LLC Acquires 39 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Castle Wealth Management LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 1,749 shares... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Position Increased by Heirloom Wealth Management
Heirloom Wealth Management lifted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,699... More of this article »
Castle Wealth Management LLC Grows Holdings in Merck & Co., Inc. (NYSE:MRK)
Castle Wealth Management LLC grew its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Castle Wealth Management LLC Sells 23,308 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Castle Wealth Management LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 84.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
J.W. Cole Advisors Inc. Grows Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
J.W. Cole Advisors Inc. lifted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 38.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Kraft Davis & Associates LLC
Kraft Davis & Associates LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 884.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 18,914 shares of the exchange traded fund’s stock... More of this article »
Castle Wealth Management LLC Sells 464 Shares of Invesco QQQ (NASDAQ:QQQ)
Castle Wealth Management LLC cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
J.W. Cole Advisors Inc. Purchases 12,334 Shares of The Procter & Gamble Company (NYSE:PG)
J.W. Cole Advisors Inc. grew its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 31.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Vanguard Information Technology ETF (NYSEARCA:VGT) Stake Reduced by J.W. Cole Advisors Inc.
J.W. Cole Advisors Inc. cut its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 22.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Litman Gregory Wealth Management LLC Has $4.09 Million Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Litman Gregory Wealth Management LLC raised its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
J.W. Cole Advisors Inc. Boosts Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
J.W. Cole Advisors Inc. boosted its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 1.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 78,403 shares of the company’s... More of this article »
J.W. Cole Advisors Inc. Purchases 6,615 Shares of Tesla, Inc. (NASDAQ:TSLA)
J.W. Cole Advisors Inc. boosted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 16.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
J.W. Cole Advisors Inc. Boosts Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
J.W. Cole Advisors Inc. increased its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 18.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 310,117 shares... More of this article »
5,248 Shares in Nuveen ESG Small-Cap ETF (BATS:NUSC) Bought by Castle Wealth Management LLC
Castle Wealth Management LLC purchased a new position in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »