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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 »