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Stryker Co. (NYSE:SYK) Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA decreased its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Baldwin Wealth Partners LLC MA Sells 2,891 Shares of ONEOK, Inc. (NYSE:OKE)
Baldwin Wealth Partners LLC MA lessened its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 14.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Webster Bank N. A. Has $2.25 Million Stock Position in The Travelers Companies, Inc. (NYSE:TRV)
Webster Bank N. A. cut its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 67.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,320... More of this article »
Foundations Investment Advisors LLC Increases Position in Fidelity Total Bond ETF (NYSEARCA:FBND)
Foundations Investment Advisors LLC raised its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 21.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Heirloom Wealth Management Purchases 5,538 Shares of Novo Nordisk A/S (NYSE:NVO)
Heirloom Wealth Management increased its position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 7.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Ridgecrest Wealth Partners LLC Grows Holdings in Amgen Inc. (NASDAQ:AMGN)
Ridgecrest Wealth Partners LLC increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,427 shares of the medical... More of this article »
Cornell Pochily Investment Advisors Inc. Has $2.74 Million Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Cornell Pochily Investment Advisors Inc. decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
West Wealth Group LLC Grows Stock Position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
West Wealth Group LLC grew its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
West Wealth Group LLC Invests $224,000 in Blackstone Inc. (NYSE:BX)
West Wealth Group LLC purchased a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased... More of this article »
Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Sold by Parsons Capital Management Inc. RI
Parsons Capital Management Inc. RI decreased its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Register Financial Advisors LLC Sells 196 Shares of Wells Fargo & Company (NYSE:WFC)
Register Financial Advisors LLC reduced its stake in shares of Wells Fargo & Company (NYSE:WFC) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Cornell Pochily Investment Advisors Inc. Has $323,000 Stake in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Cornell Pochily Investment Advisors Inc. increased its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent Form 13F... More of this article »
Visa (NYSE:V) Sets New 1-Year High After Analyst Upgrade
Visa Inc. (NYSE:V – Get Free Report)’s share price reached a new 52-week high on Monday after Piper Sandler raised their price target on the stock from $322.00 to $368.00. Piper Sandler currently has an overweight rating... More of this article »
PFG Investments LLC Purchases 5,538 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
PFG Investments LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Buttonwood Financial Advisors Inc. Sells 71 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Buttonwood Financial Advisors Inc. reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Wheaton Precious Metals Corp. (NYSE:WPM) Shares Sold by Parsons Capital Management Inc. RI
Parsons Capital Management Inc. RI lessened its stake in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
West Wealth Group LLC Has $1.53 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
West Wealth Group LLC lessened its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 18.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Barnwell Industries Adopts Limited-Duration Shareholder Rights Plan – Protecting Shareholder Interests
On January 26, 2025, Barnwell Industries, Inc. (NYSE: BRN) announced the adoption of a limited-duration shareholder rights plan (“Rights Plan”) aimed at safeguarding the company and its shareholders from potential changes... More of this article »
Curran Financial Partners LLC Has $440,000 Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Curran Financial Partners LLC boosted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Sold by Curran Financial Partners LLC
Curran Financial Partners LLC cut its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 7.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,854... More of this article »
Armbruster Capital Management Inc. Grows Stock Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)
Armbruster Capital Management Inc. lifted its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Valued Wealth Advisors LLC Purchases 265 Shares of Bristol-Myers Squibb (NYSE:BMY)
Valued Wealth Advisors LLC lifted its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 44.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 861 shares... More of this article »
Schwab US Broad Market ETF (NYSEARCA:SCHB) is Summit Financial Strategies Inc.’s 2nd Largest Position
Summit Financial Strategies Inc. raised its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 192.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
tru Independence LLC Makes New Investment in The Kroger Co. (NYSE:KR)
tru Independence LLC bought a new position in shares of The Kroger Co. (NYSE:KR – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Foundations Investment Advisors LLC Sells 48,480 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)
Foundations Investment Advisors LLC cut its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 10.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares Cohen & Steers REIT ETF (BATS:ICF) Shares Purchased by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC boosted its holdings in iShares Cohen & Steers REIT ETF (BATS:ICF – Free Report) by 14.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Foundations Investment Advisors LLC Sells 191,183 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Foundations Investment Advisors LLC lessened its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 51.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
James Hambro & Partners LLP Buys 17,996 Shares of Union Pacific Co. (NYSE:UNP)
James Hambro & Partners LLP grew its position in Union Pacific Co. (NYSE:UNP – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Capital Asset Advisory Services LLC Has $2.95 Million Holdings in AT&T Inc. (NYSE:T)
Capital Asset Advisory Services LLC lifted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Parsons Capital Management Inc. RI Has $3.47 Million Holdings in iShares Russell 1000 ETF (NYSEARCA:IWB)
Parsons Capital Management Inc. RI grew its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 7.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,783... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Decreased by Trust Co of Tennessee
Trust Co of Tennessee reduced its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
KBC Group NV Cuts Stock Position in CVS Health Co. (NYSE:CVS)
KBC Group NV trimmed its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Parker-Hannifin Co. (NYSE:PH) Shares Sold by Parsons Capital Management Inc. RI
Parsons Capital Management Inc. RI decreased its position in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Bought by New Perspectives Inc
New Perspectives Inc increased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Aurora Private Wealth Inc. Lowers Stock Position in Pacer US Cash Cows 100 ETF (BATS:COWZ)
Aurora Private Wealth Inc. lessened its stake in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Stock Holdings Decreased by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA decreased its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 63.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Vanguard ESG US Stock ETF (BATS:ESGV) Shares Bought by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA grew its holdings in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 85.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Baldwin Wealth Partners LLC MA Lowers Holdings in Novartis AG (NYSE:NVS)
Baldwin Wealth Partners LLC MA lowered its holdings in Novartis AG (NYSE:NVS – Free Report) by 11.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Baldwin Wealth Partners LLC MA Has $14.22 Million Holdings in Marriott International, Inc. (NASDAQ:MAR)
Baldwin Wealth Partners LLC MA increased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Church & Dwight Co., Inc. (NYSE:CHD) Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA lowered its stake in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Equinix, Inc. (NASDAQ:EQIX) Stock Holdings Cut by Pacer Advisors Inc.
Pacer Advisors Inc. decreased its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 12.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kavar Capital Partners Group LLC Has $8.92 Million Stock Holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Kavar Capital Partners Group LLC lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
1,075 Shares in Chart Industries, Inc. (NYSE:GTLS) Acquired by Cornell Pochily Investment Advisors Inc.
Cornell Pochily Investment Advisors Inc. purchased a new stake in Chart Industries, Inc. (NYSE:GTLS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Summit Financial Strategies Inc. Trims Position in QCR Holdings, Inc. (NASDAQ:QCRH)
Summit Financial Strategies Inc. lessened its holdings in shares of QCR Holdings, Inc. (NASDAQ:QCRH – Free Report) by 12.1% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Granite Group Advisors LLC Sells 1,935 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Granite Group Advisors LLC decreased its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 7.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 23,554 shares of the... More of this article »
Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stake Increased by Cornell Pochily Investment Advisors Inc.
Cornell Pochily Investment Advisors Inc. increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 208.4% during the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Register Financial Advisors LLC Sells 125 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Register Financial Advisors LLC cut its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
SoFi Technologies (NASDAQ:SOFI) Issues FY 2025 Earnings Guidance
SoFi Technologies (NASDAQ:SOFI – Get Free Report) updated its FY 2025 earnings guidance on Monday. The company provided earnings per share guidance of 0.250-0.270 for the period, compared to the consensus earnings per share estimate... More of this article »