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Brookmont Capital Management Grows Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Brookmont Capital Management lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by HB Wealth Management LLC
HB Wealth Management LLC trimmed its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.1% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 59,537 shares of the company’s... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Central Bank & Trust Co.
Central Bank & Trust Co. lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.8% in the second quarter, HoldingsChannel reports. The fund owned 37,962 shares of the exchange... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Summit Financial Group Inc.’s 4th Largest Position
Summit Financial Group Inc. increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Acquired by Everhart Financial Group Inc.
Everhart Financial Group Inc. increased its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 14.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Perfromance Wealth Partners LLC Has $507,000 Stock Holdings in Salesforce, Inc. (NYSE:CRM)
Perfromance Wealth Partners LLC lowered its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.1% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 2,371 shares of... More of this article »
Wesbanco Bank Inc. Lowers Position in Salesforce, Inc. (NYSE:CRM)
Wesbanco Bank Inc. trimmed its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Tilia Fiduciary Partners Inc. Lowers Stock Holdings in Salesforce, Inc. (NYSE:CRM)
Tilia Fiduciary Partners Inc. lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 76.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Mayflower Financial Advisors LLC Sells 195 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Mayflower Financial Advisors LLC cut its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Sold by Perfromance Wealth Partners LLC
Perfromance Wealth Partners LLC lessened its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 16.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Atlas Private Wealth Management Invests $226,000 in iShares National Muni Bond ETF (NYSEARCA:MUB)
Atlas Private Wealth Management acquired a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Acropolis Investment Management LLC
Acropolis Investment Management LLC reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.5% in the 2nd quarter, Holdings Channel reports. The firm owned 20,244 shares of the company’s... More of this article »
Perfromance Wealth Partners LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Perfromance Wealth Partners LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.1% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 44,631... More of this article »
Golden Green Inc. Takes $934,000 Position in Broadcom Inc. (NASDAQ:AVGO)
Golden Green Inc. acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 1,077 shares... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Stake Reduced by Phoenix Wealth Advisors
Phoenix Wealth Advisors reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 38.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Hudson Capital Management LLC Sells 676 Shares of Broadcom Inc. (NASDAQ:AVGO)
Hudson Capital Management LLC trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.0% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Starbucks Co. (NASDAQ:SBUX) Shares Purchased by Wesbanco Bank Inc.
Wesbanco Bank Inc. increased its stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Wesbanco Bank Inc. Buys 4,626 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)
Wesbanco Bank Inc. raised its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.5% during the second quarter, HoldingsChannel.com reports. The fund owned 137,122 shares of the exchange traded fund’s stock... More of this article »
Amgen Inc. (NASDAQ:AMGN) Shares Sold by Central Bank & Trust Co.
Central Bank & Trust Co. lowered its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Intel Co. (NASDAQ:INTC) Shares Sold by Mayflower Financial Advisors LLC
Mayflower Financial Advisors LLC decreased its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 4.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 29,015 shares... More of this article »
Perfromance Wealth Partners LLC Has $2.25 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Perfromance Wealth Partners LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Mayflower Financial Advisors LLC Cuts Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)
Mayflower Financial Advisors LLC lowered its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Summit Financial Group Inc. Reduces Holdings in Honeywell International Inc. (NASDAQ:HON)
Summit Financial Group Inc. trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 12.4% in the second quarter, according to the company in its most recent filing with the Securities and... More of this article »
IVC Wealth Advisors LLC Takes Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)
IVC Wealth Advisors LLC purchased a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Perfromance Wealth Partners LLC Purchases 7,133 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Perfromance Wealth Partners LLC grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.3% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 541,819 shares of the company’s... More of this article »
900 Shares in Lowe’s Companies, Inc. (NYSE:LOW) Purchased by Innova Wealth Partners
Innova Wealth Partners bought a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Sold by Innova Wealth Partners
Innova Wealth Partners cut its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 2.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) is Integris Wealth Management LLC’s 4th Largest Position
Integris Wealth Management LLC raised its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 8.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Purchased by LifeGuide Financial Advisors LLC
LifeGuide Financial Advisors LLC raised its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Purchased by Acropolis Investment Management LLC
Acropolis Investment Management LLC raised its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Acquired by Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC raised its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.7% in the second quarter, according to its most recent filing with the SEC. The firm owned 121,228... More of this article »
Mayflower Financial Advisors LLC Has $1.72 Million Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Mayflower Financial Advisors LLC raised its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 102.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Green Square Capital Advisors LLC Sells 252 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Green Square Capital Advisors LLC decreased its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Redhawk Wealth Advisors Inc. Purchases 25,682 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Redhawk Wealth Advisors Inc. boosted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 783.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Redhawk Wealth Advisors Inc. Sells 5,930 Shares of Ford Motor (NYSE:F)
Redhawk Wealth Advisors Inc. trimmed its holdings in shares of Ford Motor (NYSE:F – Free Report) by 2.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
HB Wealth Management LLC Has $7.06 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
HB Wealth Management LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 42,672 shares... More of this article »
Atlas Private Wealth Management Sells 164 Shares of NextEra Energy, Inc. (NYSE:NEE)
Atlas Private Wealth Management lessened its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 5.2% in the second quarter, Holdings Channel.com reports. The fund owned 2,983 shares of the utilities provider’s... More of this article »
Acropolis Investment Management LLC Purchases 308 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Acropolis Investment Management LLC lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 13,423... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Position Reduced by HB Wealth Management LLC
HB Wealth Management LLC reduced its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Paradigm Financial Partners LLC Acquires 4,362 Shares of AT&T Inc. (NYSE:T)
Paradigm Financial Partners LLC raised its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 8.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Phoenix Wealth Advisors Has $505,000 Stock Holdings in Oracle Co. (NYSE:ORCL)
Phoenix Wealth Advisors decreased its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 28.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 4,242 shares of the enterprise software provider’s stock after... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by Tilia Fiduciary Partners Inc.
Tilia Fiduciary Partners Inc. lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 6.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Tran Capital Management L.P. Sells 1,048 Shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP)
Tran Capital Management L.P. cut its stake in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 3.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 28,797 shares of the company’s stock after selling... More of this article »
Crescent Grove Advisors LLC Decreases Stock Holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV)
Crescent Grove Advisors LLC reduced its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 15.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Dominguez Wealth Management Solutions Inc. Has $1.99 Million Position in Target Co. (NYSE:TGT)
Dominguez Wealth Management Solutions Inc. lifted its position in Target Co. (NYSE:TGT – Free Report) by 2.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Mayflower Financial Advisors LLC Sells 26 Shares of Lockheed Martin Co. (NYSE:LMT)
Mayflower Financial Advisors LLC trimmed its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Intel Co. (NASDAQ:INTC) Shares Sold by Wesbanco Bank Inc.
Wesbanco Bank Inc. decreased its holdings in shares of Intel Co. (NASDAQ:INTC – Free Report) by 5.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Amgen Inc. (NASDAQ:AMGN) Shares Sold by Wesbanco Bank Inc.
Wesbanco Bank Inc. lowered its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »