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Image for Trueblood Wealth Management LLC Buys New Position in Intuit Inc. (NASDAQ:INTU)

Trueblood Wealth Management LLC Buys New Position in Intuit Inc. (NASDAQ:INTU)

Trueblood Wealth Management LLC bought a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for 2,402 Shares in Elevance Health, Inc. (NYSE:ELV) Purchased by Trueblood Wealth Management LLC

2,402 Shares in Elevance Health, Inc. (NYSE:ELV) Purchased by Trueblood Wealth Management LLC

Trueblood Wealth Management LLC purchased a new position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Trueblood Wealth Management LLC Purchases Shares of 44,120 First Trust Dorsey Wright International Focus 5 ETF (NASDAQ:IFV)

Trueblood Wealth Management LLC Purchases Shares of 44,120 First Trust Dorsey Wright International Focus 5 ETF (NASDAQ:IFV)

Trueblood Wealth Management LLC purchased a new stake in First Trust Dorsey Wright International Focus 5 ETF (NASDAQ:IFV – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Trueblood Wealth Management LLC Makes New Investment in ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

Trueblood Wealth Management LLC Makes New Investment in ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

Trueblood Wealth Management LLC acquired a new position in shares of ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 13,948 shares of the... More of this article »
Image for 2,386 Shares in Vanguard Real Estate ETF (NYSEARCA:VNQ) Acquired by Johnson Bixby & Associates LLC

2,386 Shares in Vanguard Real Estate ETF (NYSEARCA:VNQ) Acquired by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC bought a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 2,386 shares of the exchange... More of this article »
Image for Trueblood Wealth Management LLC Invests $2.75 Million in UnitedHealth Group Incorporated (NYSE:UNH)

Trueblood Wealth Management LLC Invests $2.75 Million in UnitedHealth Group Incorporated (NYSE:UNH)

Trueblood Wealth Management LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Trueblood Wealth Management LLC Takes $1.33 Million Position in Oracle Co. (NYSE:ORCL)

Trueblood Wealth Management LLC Takes $1.33 Million Position in Oracle Co. (NYSE:ORCL)

Trueblood Wealth Management LLC bought a new stake in shares of Oracle Co. (NYSE:ORCL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Johnson Bixby & Associates LLC Makes New Investment in HP Inc. (NYSE:HPQ)

Johnson Bixby & Associates LLC Makes New Investment in HP Inc. (NYSE:HPQ)

Johnson Bixby & Associates LLC bought a new position in shares of HP Inc. (NYSE:HPQ – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for FLC Capital Advisors Sells 2,393 Shares of Altria Group, Inc. (NYSE:MO)

FLC Capital Advisors Sells 2,393 Shares of Altria Group, Inc. (NYSE:MO)

FLC Capital Advisors lessened its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 12.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Trueblood Wealth Management LLC Invests $2 Million in McDonald’s Co. (NYSE:MCD)

Trueblood Wealth Management LLC Invests $2 Million in McDonald’s Co. (NYSE:MCD)

Trueblood Wealth Management LLC bought a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Trueblood Wealth Management LLC Makes New Investment in Analog Devices, Inc. (NASDAQ:ADI)

Trueblood Wealth Management LLC Makes New Investment in Analog Devices, Inc. (NASDAQ:ADI)

Trueblood Wealth Management LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Trueblood Wealth Management LLC Purchases Shares of 9,394 Arthur J. Gallagher & Co. (NYSE:AJG)

Trueblood Wealth Management LLC Purchases Shares of 9,394 Arthur J. Gallagher & Co. (NYSE:AJG)

Trueblood Wealth Management LLC purchased a new stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 9,394 shares of the financial... More of this article »
Image for Trueblood Wealth Management LLC Acquires Shares of 79,449 FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)

Trueblood Wealth Management LLC Acquires Shares of 79,449 FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)

Trueblood Wealth Management LLC bought a new stake in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Trueblood Wealth Management LLC Acquires New Holdings in Accenture plc (NYSE:ACN)

Trueblood Wealth Management LLC Acquires New Holdings in Accenture plc (NYSE:ACN)

Trueblood Wealth Management LLC acquired a new stake in shares of Accenture plc (NYSE:ACN – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Trueblood Wealth Management LLC Takes $1.28 Million Position in Republic Services, Inc. (NYSE:RSG)

Trueblood Wealth Management LLC Takes $1.28 Million Position in Republic Services, Inc. (NYSE:RSG)

Trueblood Wealth Management LLC bought a new stake in Republic Services, Inc. (NYSE:RSG – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Trueblood Wealth Management LLC Makes New Investment in Cincinnati Financial Co. (NASDAQ:CINF)

Trueblood Wealth Management LLC Makes New Investment in Cincinnati Financial Co. (NASDAQ:CINF)

Trueblood Wealth Management LLC purchased a new position in shares of Cincinnati Financial Co. (NASDAQ:CINF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Trueblood Wealth Management LLC Acquires New Stake in Watsco, Inc. (NYSE:WSO)

Trueblood Wealth Management LLC Acquires New Stake in Watsco, Inc. (NYSE:WSO)

Trueblood Wealth Management LLC bought a new position in shares of Watsco, Inc. (NYSE:WSO – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 3,571 shares of the construction... More of this article »
Image for Trueblood Wealth Management LLC Purchases New Position in Tractor Supply (NASDAQ:TSCO)

Trueblood Wealth Management LLC Purchases New Position in Tractor Supply (NASDAQ:TSCO)

Trueblood Wealth Management LLC purchased a new stake in shares of Tractor Supply (NASDAQ:TSCO – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
Image for Albemarle Co. (NYSE:ALB) Shares Purchased by FLC Capital Advisors

Albemarle Co. (NYSE:ALB) Shares Purchased by FLC Capital Advisors

FLC Capital Advisors increased its position in shares of Albemarle Co. (NYSE:ALB – Free Report) by 21.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Trueblood Wealth Management LLC Makes New Investment in Brown & Brown, Inc. (NYSE:BRO)

Trueblood Wealth Management LLC Makes New Investment in Brown & Brown, Inc. (NYSE:BRO)

Trueblood Wealth Management LLC acquired a new stake in Brown & Brown, Inc. (NYSE:BRO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Trueblood Wealth Management LLC Takes $1.33 Million Position in Carrier Global Co. (NYSE:CARR)

Trueblood Wealth Management LLC Takes $1.33 Million Position in Carrier Global Co. (NYSE:CARR)

Trueblood Wealth Management LLC acquired a new stake in Carrier Global Co. (NYSE:CARR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 3,470 Shares in Linde plc (NASDAQ:LIN) Purchased by Trueblood Wealth Management LLC

3,470 Shares in Linde plc (NASDAQ:LIN) Purchased by Trueblood Wealth Management LLC

Trueblood Wealth Management LLC acquired a new position in Linde plc (NASDAQ:LIN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Trueblood Wealth Management LLC Buys Shares of 7,739 Republic Services, Inc. (NYSE:RSG)

Trueblood Wealth Management LLC Buys Shares of 7,739 Republic Services, Inc. (NYSE:RSG)

Trueblood Wealth Management LLC bought a new stake in Republic Services, Inc. (NYSE:RSG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for FLC Capital Advisors Grows Stock Position in Crown Castle Inc. (NYSE:CCI)

FLC Capital Advisors Grows Stock Position in Crown Castle Inc. (NYSE:CCI)

FLC Capital Advisors increased its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 15.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for FLC Capital Advisors Grows Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

FLC Capital Advisors Grows Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

FLC Capital Advisors grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 42.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for FLC Capital Advisors Grows Stock Holdings in Unilever PLC (NYSE:UL)

FLC Capital Advisors Grows Stock Holdings in Unilever PLC (NYSE:UL)

FLC Capital Advisors lifted its stake in Unilever PLC (NYSE:UL – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Johnson Bixby & Associates LLC Lowers Position in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Johnson Bixby & Associates LLC Lowers Position in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Johnson Bixby & Associates LLC trimmed its stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 4.9% in the 4th quarter, according to its most recent disclosure with the SEC.... More of this article »
Image for Marriott International, Inc. (NASDAQ:MAR) Stock Holdings Lifted by Johnson Bixby & Associates LLC

Marriott International, Inc. (NASDAQ:MAR) Stock Holdings Lifted by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC raised its position in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 34.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Johnson Bixby & Associates LLC Sells 693 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Johnson Bixby & Associates LLC Sells 693 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Johnson Bixby & Associates LLC reduced its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Johnson Bixby & Associates LLC Has $2.15 Million Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Johnson Bixby & Associates LLC Has $2.15 Million Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Johnson Bixby & Associates LLC decreased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 29.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Johnson Bixby & Associates LLC Acquires Shares of 5,421 Portland General Electric (NYSE:POR)

Johnson Bixby & Associates LLC Acquires Shares of 5,421 Portland General Electric (NYSE:POR)

Johnson Bixby & Associates LLC acquired a new stake in Portland General Electric (NYSE:POR – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 5,421 shares of the... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Shares Acquired by FLC Capital Advisors

Merck & Co., Inc. (NYSE:MRK) Shares Acquired by FLC Capital Advisors

FLC Capital Advisors increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for FLC Capital Advisors Buys 1,161 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

FLC Capital Advisors Buys 1,161 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

FLC Capital Advisors boosted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 3.0% in the fourth quarter, HoldingsChannel reports. The firm owned 39,740 shares of the company’s stock after acquiring... More of this article »
Image for FLC Capital Advisors Sells 13,204 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

FLC Capital Advisors Sells 13,204 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

FLC Capital Advisors decreased its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 24.7% during the 4th quarter, Holdings Channel reports. The firm owned 40,277 shares of the company’s stock after... More of this article »
Image for Johnson Bixby & Associates LLC Sells 13,945 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Johnson Bixby & Associates LLC Sells 13,945 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Johnson Bixby & Associates LLC reduced its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Johnson Bixby & Associates LLC Has $14.36 Million Stock Position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Johnson Bixby & Associates LLC Has $14.36 Million Stock Position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Johnson Bixby & Associates LLC grew its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 6.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Purchased by Johnson Bixby & Associates LLC

Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Purchased by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for FLC Capital Advisors Has $374,000 Position in Duke Energy Co. (NYSE:DUK)

FLC Capital Advisors Has $374,000 Position in Duke Energy Co. (NYSE:DUK)

FLC Capital Advisors grew its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 36.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Bought by Johnson Bixby & Associates LLC

Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Bought by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC boosted its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) is Johnson Bixby & Associates LLC’s 5th Largest Position

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) is Johnson Bixby & Associates LLC’s 5th Largest Position

Johnson Bixby & Associates LLC raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Johnson Bixby & Associates LLC

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Johnson Bixby & Associates LLC

Johnson Bixby & Associates LLC cut its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 379,665 shares of the company’s... More of this article »
Image for 476 Shares in ServiceNow, Inc. (NYSE:NOW) Bought by FLC Capital Advisors

476 Shares in ServiceNow, Inc. (NYSE:NOW) Bought by FLC Capital Advisors

FLC Capital Advisors acquired a new stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 476 shares of the information technology services provider’s... More of this article »
Image for FLC Capital Advisors Has $438,000 Stake in Abbott Laboratories (NYSE:ABT)

FLC Capital Advisors Has $438,000 Stake in Abbott Laboratories (NYSE:ABT)

FLC Capital Advisors trimmed its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for FLC Capital Advisors Has $24.61 Million Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

FLC Capital Advisors Has $24.61 Million Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

FLC Capital Advisors raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 32.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Shares Bought by FLC Capital Advisors

Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Shares Bought by FLC Capital Advisors

FLC Capital Advisors raised its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for FLC Capital Advisors Increases Holdings in United Parcel Service, Inc. (NYSE:UPS)

FLC Capital Advisors Increases Holdings in United Parcel Service, Inc. (NYSE:UPS)

FLC Capital Advisors increased its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Kinder Morgan, Inc. (NYSE:KMI) Shares Sold by FLC Capital Advisors

Kinder Morgan, Inc. (NYSE:KMI) Shares Sold by FLC Capital Advisors

FLC Capital Advisors trimmed its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 8.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Morton Capital Management LLC CA Has $311,000 Stock Position in Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

Morton Capital Management LLC CA Has $311,000 Stock Position in Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

Morton Capital Management LLC CA lowered its holdings in Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 7.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for 4,088 Shares in iShares California Muni Bond ETF (NYSEARCA:CMF) Purchased by Morton Capital Management LLC CA

4,088 Shares in iShares California Muni Bond ETF (NYSEARCA:CMF) Purchased by Morton Capital Management LLC CA

Morton Capital Management LLC CA purchased a new position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Morton Capital Management LLC CA Increases Stock Position in Invesco International Dividend Achievers ETF (NASDAQ:PID)

Morton Capital Management LLC CA Increases Stock Position in Invesco International Dividend Achievers ETF (NASDAQ:PID)

Morton Capital Management LLC CA lifted its holdings in shares of Invesco International Dividend Achievers ETF (NASDAQ:PID – Free Report) by 31.0% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »