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Herold Advisors Inc. Sells 3,783 Shares of Verizon Communications Inc. (NYSE:VZ)
Herold Advisors Inc. lowered its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Herold Advisors Inc. Increases Stake in Broadcom Inc. (NASDAQ:AVGO)
Herold Advisors Inc. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 29.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Ronald Blue Trust Inc. Cuts Stock Holdings in McDonald’s Co. (NYSE:MCD)
Ronald Blue Trust Inc. lessened its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 20.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Deere & Company (NYSE:DE) Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management grew its stake in shares of Deere & Company (NYSE:DE – Free Report) by 4.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Herold Advisors Inc. Purchases 164 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)
Herold Advisors Inc. increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 15.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Herold Advisors Inc. Increases Stake in Adobe Inc. (NASDAQ:ADBE)
Herold Advisors Inc. raised its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 26.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bond & Devick Financial Network Inc. Purchases 650 Shares of Verizon Communications Inc. (NYSE:VZ)
Bond & Devick Financial Network Inc. increased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 10.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Carr Financial Group Corp Has $391,000 Position in Verizon Communications Inc. (NYSE:VZ)
Carr Financial Group Corp decreased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 45.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Foster Victor Wealth Advisors LLC Trims Holdings in Invesco QQQ (NASDAQ:QQQ)
Foster Victor Wealth Advisors LLC lessened its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Five Oceans Advisors Grows Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Five Oceans Advisors lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,123 shares of the network... More of this article »
My Legacy Advisors LLC Reduces Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
My Legacy Advisors LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 22.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Financial Council Asset Management Inc Sells 450 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Financial Council Asset Management Inc reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 5,529 shares... More of this article »
Ronald Blue Trust Inc. Sells 487 Shares of General Mills, Inc. (NYSE:GIS)
Ronald Blue Trust Inc. lowered its position in General Mills, Inc. (NYSE:GIS – Free Report) by 8.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Drive Wealth Management LLC Buys 286 Shares of The Southern Company (NYSE:SO)
Drive Wealth Management LLC grew its stake in The Southern Company (NYSE:SO – Free Report) by 9.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »NIKE, Inc. (NYSE:NKE) Shares Sold by Ronald Blue Trust Inc.
Ronald Blue Trust Inc. lowered its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 43.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Arden Trust Co Has $225,000 Stock Holdings in Deere & Company (NYSE:DE)
Arden Trust Co decreased its stake in Deere & Company (NYSE:DE – Free Report) by 79.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Lpwm LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)
Lpwm LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 740 shares of the electric... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Stock Position Reduced by MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 52.9% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Bartlett & Co. LLC Increases Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Bartlett & Co. LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 69.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hall Laurie J Trustee Trims Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
Hall Laurie J Trustee cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Buys 1,737 Shares of Tesla, Inc. (NASDAQ:TSLA)
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH increased its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,699... More of this article »
Hofer & Associates. Inc Purchases 61 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Hofer & Associates. Inc boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 40.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Farmers & Merchants Trust Co of Chambersburg PA Raises Position in AbbVie Inc. (NYSE:ABBV)
Farmers & Merchants Trust Co of Chambersburg PA lifted its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Astoria Portfolio Advisors LLC. Purchases 547 Shares of AbbVie Inc. (NYSE:ABBV)
Astoria Portfolio Advisors LLC. increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 12.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,122 shares of the company’s... More of this article »
Ritholtz Wealth Management Cuts Position in AbbVie Inc. (NYSE:ABBV)
Ritholtz Wealth Management decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 18.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Ronald Blue Trust Inc. Cuts Position in iShares Select Dividend ETF (NASDAQ:DVY)
Ronald Blue Trust Inc. decreased its position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 15.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Invesco QQQ (NASDAQ:QQQ) Stock Position Lessened by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC reduced its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cliftonlarsonallen Wealth Advisors LLC Grows Stock Holdings in Pfizer Inc. (NYSE:PFE)
Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Hofer & Associates. Inc Purchases Shares of 983 Tesla, Inc. (NASDAQ:TSLA)
Hofer & Associates. Inc purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bartlett & Co. LLC Cuts Position in Tesla, Inc. (NASDAQ:TSLA)
Bartlett & Co. LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »Bartlett & Co. LLC Has $1.43 Million Stock Position in American Electric Power Company, Inc. (NASDAQ:AEP)
Bartlett & Co. LLC increased its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 769.7% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Arden Trust Co Sells 864 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Arden Trust Co reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 54.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Carr Financial Group Corp Acquires 469 Shares of AbbVie Inc. (NYSE:ABBV)
Carr Financial Group Corp increased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 11.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Alhambra Investment Partners LLC Sells 346 Shares of The Walt Disney Company (NYSE:DIS)
Alhambra Investment Partners LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 5.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Raised by Roth Financial Partners LLC
Roth Financial Partners LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cordatus Wealth Management LLC Purchases Shares of 12,094 McDonald’s Co. (NYSE:MCD)
Cordatus Wealth Management LLC acquired a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Alhambra Investment Partners LLC Decreases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Alhambra Investment Partners LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 22.8% during the second quarter, according to the company in its most recent disclosure with... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is Capital Planning LLC’s Largest Position
Capital Planning LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.3% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
SFG Wealth Management LLC. Cuts Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
SFG Wealth Management LLC. cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
SFG Wealth Management LLC. Acquires Shares of 2,313 The Walt Disney Company (NYSE:DIS)
SFG Wealth Management LLC. bought a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,313 shares of the... More of this article »
Foster Victor Wealth Advisors LLC Acquires 139 Shares of The Walt Disney Company (NYSE:DIS)
Foster Victor Wealth Advisors LLC raised its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Five Oceans Advisors Has $231,000 Stake in The Walt Disney Company (NYSE:DIS)
Five Oceans Advisors increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 22.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Clear Creek Financial Management LLC
Clear Creek Financial Management LLC lowered its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Clear Creek Financial Management LLC Sells 109 Shares of Starbucks Co. (NASDAQ:SBUX)
Clear Creek Financial Management LLC decreased its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,430 shares... More of this article »
H&H Retirement Design & Management INC Sells 126 Shares of Invesco QQQ (NASDAQ:QQQ)
H&H Retirement Design & Management INC lessened its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »Ronald Blue Trust Inc. Sells 737 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)
Ronald Blue Trust Inc. trimmed its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 14.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Hall Private Wealth Advisors Makes New $3.98 Million Investment in Invesco QQQ (NASDAQ:QQQ)
Hall Private Wealth Advisors purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »