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Evergreen Wealth Solutions LLC Increases Position in Merck & Co., Inc. (NYSE:MRK)
Evergreen Wealth Solutions LLC boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Dana Investment Advisors Inc. Trims Position in AbbVie Inc. (NYSE:ABBV)
Dana Investment Advisors Inc. decreased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 14.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Applied Materials, Inc. (NASDAQ:AMAT) Shares Bought by JFS Wealth Advisors LLC
JFS Wealth Advisors LLC increased its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 138.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Acquired by Peninsula Asset Management Inc.
Peninsula Asset Management Inc. increased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Envestnet Portfolio Solutions Inc. Increases Holdings in Merck & Co., Inc. (NYSE:MRK)
Envestnet Portfolio Solutions Inc. boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Sold by Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. decreased its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Union Pacific Co. (NYSE:UNP) Holdings Increased by AlphaStar Capital Management LLC
AlphaStar Capital Management LLC lifted its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 17.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 4,833 shares of the railroad operator’s... More of this article »
USA Financial Formulas Grows Stock Holdings in Tetra Tech, Inc. (NASDAQ:TTEK)
USA Financial Formulas lifted its position in Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) by 6,790.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
USA Financial Formulas Purchases 1,075 Shares of Amphenol Co. (NYSE:APH)
USA Financial Formulas increased its holdings in Amphenol Co. (NYSE:APH – Free Report) by 2,287.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
USA Financial Formulas Has $106,000 Stock Position in Nordson Co. (NASDAQ:NDSN)
USA Financial Formulas increased its holdings in shares of Nordson Co. (NASDAQ:NDSN – Free Report) by 4,344.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Summit Place Financial Advisors LLC Buys 3,530 Shares of The Walt Disney Company (NYSE:DIS)
Summit Place Financial Advisors LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 11.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Principal Financial Group Inc. Increases Stake in Agree Realty Co. (NYSE:ADC)
Principal Financial Group Inc. grew its stake in shares of Agree Realty Co. (NYSE:ADC – Free Report) by 12.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,660,665... More of this article »
USA Financial Formulas Purchases 1,686 Shares of The Hartford Financial Services Group, Inc. (NYSE:HIG)
USA Financial Formulas increased its holdings in shares of The Hartford Financial Services Group, Inc. (NYSE:HIG – Free Report) by 2,957.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,743... More of this article »
USA Financial Formulas Cuts Position in Lennar Co. (NYSE:LEN)
USA Financial Formulas reduced its holdings in shares of Lennar Co. (NYSE:LEN – Free Report) by 17.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
USA Financial Formulas Has $107,000 Stock Holdings in Donaldson Company, Inc. (NYSE:DCI)
USA Financial Formulas grew its holdings in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) by 32.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
USA Financial Formulas Invests $105,000 in J&J Snack Foods Corp. (NASDAQ:JJSF)
USA Financial Formulas purchased a new stake in shares of J&J Snack Foods Corp. (NASDAQ:JJSF – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Principal Financial Group Inc. Sells 34,495 Shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX)
Principal Financial Group Inc. lessened its holdings in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Genuine Parts (NYSE:GPC) Shares Bought by USA Financial Formulas
USA Financial Formulas lifted its stake in shares of Genuine Parts (NYSE:GPC – Free Report) by 17,790.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
USA Financial Formulas Boosts Stake in iShares MSCI Japan ETF (NYSEARCA:EWJ)
USA Financial Formulas lifted its position in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 3,966.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,310 shares of the... More of this article »
USA Financial Formulas Takes $264,000 Position in Stanley Black & Decker, Inc. (NYSE:SWK)
USA Financial Formulas bought a new stake in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 2,688 shares of the industrial products company’s... More of this article »
USA Financial Formulas Boosts Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
USA Financial Formulas increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3,435.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
USA Financial Formulas Purchases 170 Shares of West Pharmaceutical Services, Inc. (NYSE:WST)
USA Financial Formulas grew its position in shares of West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 27.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
USA Financial Formulas Purchases New Shares in T. Rowe Price Group, Inc. (NASDAQ:TROW)
USA Financial Formulas acquired a new stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 2,604 shares of the asset manager’s... More of this article »
USA Financial Formulas Has $292,000 Stake in Amdocs Limited (NASDAQ:DOX)
USA Financial Formulas grew its position in Amdocs Limited (NASDAQ:DOX – Free Report) by 16,485.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,317 shares of the technology company’s stock after... More of this article »
USA Financial Formulas Boosts Stock Position in XPO, Inc. (NYSE:XPO)
USA Financial Formulas grew its holdings in shares of XPO, Inc. (NYSE:XPO – Free Report) by 171.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
USA Financial Formulas Acquires Shares of 2,628 Expeditors International of Washington, Inc. (NASDAQ:EXPD)
USA Financial Formulas bought a new position in Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
USA Financial Formulas Purchases 10,609 Shares of Keurig Dr Pepper Inc. (NASDAQ:KDP)
USA Financial Formulas increased its holdings in shares of Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) by 66,306.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
USA Financial Formulas Has $440,000 Stock Position in The Procter & Gamble Company (NYSE:PG)
USA Financial Formulas lifted its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 10,628.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
USA Financial Formulas Increases Holdings in Toll Brothers, Inc. (NYSE:TOL)
USA Financial Formulas lifted its stake in shares of Toll Brothers, Inc. (NYSE:TOL – Free Report) by 150.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,330 shares of the construction company’s... More of this article »
USA Financial Formulas Raises Stake in Vertiv Holdings Co (NYSE:VRT)
USA Financial Formulas boosted its holdings in Vertiv Holdings Co (NYSE:VRT – Free Report) by 172.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 7,644 shares of the company’s stock... More of this article »
USA Financial Formulas Boosts Holdings in Pentair plc (NYSE:PNR)
USA Financial Formulas increased its holdings in shares of Pentair plc (NYSE:PNR – Free Report) by 34.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Private Portfolio Partners LLC Takes Position in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)
Private Portfolio Partners LLC purchased a new position in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Private Portfolio Partners LLC Acquires New Stake in Trane Technologies plc (NYSE:TT)
Private Portfolio Partners LLC bought a new stake in Trane Technologies plc (NYSE:TT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Private Portfolio Partners LLC Has $225,000 Stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Private Portfolio Partners LLC lessened its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 11.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Private Portfolio Partners LLC Takes $113,000 Position in Vector Group Ltd. (NYSE:VGR)
Private Portfolio Partners LLC acquired a new stake in shares of Vector Group Ltd. (NYSE:VGR – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 10,000 shares of the company’s stock, valued... More of this article »
Private Portfolio Partners LLC Purchases Shares of 4,431 SPDR S&P Insurance ETF (NYSEARCA:KIE)
Private Portfolio Partners LLC acquired a new position in shares of SPDR S&P Insurance ETF (NYSEARCA:KIE – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Private Portfolio Partners LLC Buys Shares of 1,810 The Clorox Company (NYSE:CLX)
Private Portfolio Partners LLC bought a new position in shares of The Clorox Company (NYSE:CLX – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 1,810 shares... More of this article »
Formidable Asset Management LLC Takes $441,000 Position in Capri Holdings Limited (NYSE:CPRI)
Formidable Asset Management LLC acquired a new position in Capri Holdings Limited (NYSE:CPRI – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Formidable Asset Management LLC Has $767,000 Holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR)
Formidable Asset Management LLC trimmed its position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Formidable Asset Management LLC Acquires 28,340 Shares of Cronos Group Inc. (NASDAQ:CRON)
Formidable Asset Management LLC grew its holdings in shares of Cronos Group Inc. (NASDAQ:CRON – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Skyworks Solutions, Inc. (NASDAQ:SWKS) Stock Position Reduced by Formidable Asset Management LLC
Formidable Asset Management LLC decreased its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 16.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 3,311 shares of the semiconductor... More of this article »
Formidable Asset Management LLC Has $698,000 Stock Holdings in Aptus Drawdown Managed Equity ETF (BATS:ADME)
Formidable Asset Management LLC trimmed its position in Aptus Drawdown Managed Equity ETF (BATS:ADME – Free Report) by 5.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Formidable Asset Management LLC Has $284,000 Position in GE HealthCare Technologies Inc. (NASDAQ:GEHC)
Formidable Asset Management LLC lessened its holdings in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Formidable Asset Management LLC Trims Stock Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Formidable Asset Management LLC reduced its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 40.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Formidable Asset Management LLC Sells 173 Shares of Fidelity National Information Services, Inc. (NYSE:FIS)
Formidable Asset Management LLC reduced its position in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.7% in the 4th quarter, HoldingsChannel reports. The firm owned 9,853 shares of the... More of this article »
Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP) Shares Acquired by AlphaStar Capital Management LLC
AlphaStar Capital Management LLC boosted its position in Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Purchased by Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. boosted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Envestnet Portfolio Solutions Inc. Raises Stake in Intuit Inc. (NASDAQ:INTU)
Envestnet Portfolio Solutions Inc. lifted its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »