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Image for Mittelman Wealth Management Sells 334 Shares of Bank of America Co. (NYSE:BAC)

Mittelman Wealth Management Sells 334 Shares of Bank of America Co. (NYSE:BAC)

Mittelman Wealth Management lowered its position in shares of Bank of America Co. (NYSE:BAC – Free Report) by 1.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Kendall Capital Management Reduces Stock Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Kendall Capital Management Reduces Stock Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Kendall Capital Management trimmed its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 8.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Fiserv, Inc. (NYSE:FI) Shares Bought by Kendall Capital Management

Fiserv, Inc. (NYSE:FI) Shares Bought by Kendall Capital Management

Kendall Capital Management boosted its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 1.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Kendall Capital Management Buys 1,055 Shares of Merck & Co., Inc. (NYSE:MRK)

Kendall Capital Management Buys 1,055 Shares of Merck & Co., Inc. (NYSE:MRK)

Kendall Capital Management raised its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Middleton & Co. Inc. MA Has $312,000 Holdings in Fidelity National Information Services, Inc. (NYSE:FIS)

Middleton & Co. Inc. MA Has $312,000 Holdings in Fidelity National Information Services, Inc. (NYSE:FIS)

Middleton & Co. Inc. MA decreased its stake in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 65.4% in the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Middleton & Co. Inc. MA Sells 2,960 Shares of EOG Resources, Inc. (NYSE:EOG)

Middleton & Co. Inc. MA Sells 2,960 Shares of EOG Resources, Inc. (NYSE:EOG)

Middleton & Co. Inc. MA trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 15.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Kendall Capital Management Decreases Stock Holdings in Dell Technologies Inc. (NYSE:DELL)

Kendall Capital Management Decreases Stock Holdings in Dell Technologies Inc. (NYSE:DELL)

Kendall Capital Management reduced its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 5.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Middleton & Co. Inc. MA Sells 76 Shares of Chubb Limited (NYSE:CB)

Middleton & Co. Inc. MA Sells 76 Shares of Chubb Limited (NYSE:CB)

Middleton & Co. Inc. MA decreased its position in shares of Chubb Limited (NYSE:CB – Free Report) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Stake Reduced by Mittelman Wealth Management

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Stake Reduced by Mittelman Wealth Management

Mittelman Wealth Management cut its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 86,738 shares of... More of this article »
Image for Middleton & Co. Inc. MA Sells 2,573 Shares of Merck & Co., Inc. (NYSE:MRK)

Middleton & Co. Inc. MA Sells 2,573 Shares of Merck & Co., Inc. (NYSE:MRK)

Middleton & Co. Inc. MA cut its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Mittelman Wealth Management Grows Holdings in Merck & Co., Inc. (NYSE:MRK)

Mittelman Wealth Management Grows Holdings in Merck & Co., Inc. (NYSE:MRK)

Mittelman Wealth Management raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 57.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,638 shares... More of this article »
Image for Middleton & Co. Inc. MA Has $16.21 Million Stock Holdings in Intuit Inc. (NASDAQ:INTU)

Middleton & Co. Inc. MA Has $16.21 Million Stock Holdings in Intuit Inc. (NASDAQ:INTU)

Middleton & Co. Inc. MA decreased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 0.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Highbridge Capital Management LLC Has $3.12 Million Holdings in NextEra Energy, Inc. (NYSE:NEE)

Highbridge Capital Management LLC Has $3.12 Million Holdings in NextEra Energy, Inc. (NYSE:NEE)

Highbridge Capital Management LLC lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 89.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) is Sienna Gestion’s 6th Largest Position

The Home Depot, Inc. (NYSE:HD) is Sienna Gestion’s 6th Largest Position

Sienna Gestion boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 55,761 shares of the home improvement... More of this article »
Image for Marathon Trading Investment Management LLC Makes New $398,000 Investment in International Business Machines Co. (NYSE:IBM)

Marathon Trading Investment Management LLC Makes New $398,000 Investment in International Business Machines Co. (NYSE:IBM)

Marathon Trading Investment Management LLC purchased a new stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) during the second quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Carolinas Wealth Consulting LLC Raises Stake in Carrier Global Co. (NYSE:CARR)

Carolinas Wealth Consulting LLC Raises Stake in Carrier Global Co. (NYSE:CARR)

Carolinas Wealth Consulting LLC boosted its holdings in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 141.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Simon Property Group, Inc. (NYSE:SPG) Shares Bought by Sienna Gestion

Simon Property Group, Inc. (NYSE:SPG) Shares Bought by Sienna Gestion

Sienna Gestion boosted its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 0.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Paces Ferry Wealth Advisors LLC Has $379,000 Stake in AbbVie Inc. (NYSE:ABBV)

Paces Ferry Wealth Advisors LLC Has $379,000 Stake in AbbVie Inc. (NYSE:ABBV)

Paces Ferry Wealth Advisors LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 6.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sienna Gestion Purchases 23,447 Shares of Mastercard Incorporated (NYSE:MA)

Sienna Gestion Purchases 23,447 Shares of Mastercard Incorporated (NYSE:MA)

Sienna Gestion boosted its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2,869.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Sienna Gestion Increases Position in Marathon Petroleum Co. (NYSE:MPC)

Sienna Gestion Increases Position in Marathon Petroleum Co. (NYSE:MPC)

Sienna Gestion boosted its position in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 1.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 30,961 shares of the oil and gas company’s... More of this article »
Image for Paces Ferry Wealth Advisors LLC Has $248,000 Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Paces Ferry Wealth Advisors LLC Has $248,000 Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Paces Ferry Wealth Advisors LLC grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Hsbc Holdings PLC Raises Holdings in Simon Property Group, Inc. (NYSE:SPG)

Hsbc Holdings PLC Raises Holdings in Simon Property Group, Inc. (NYSE:SPG)

Hsbc Holdings PLC raised its position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 6.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Seven Eight Capital LP Purchases Shares of 18,662 PACCAR Inc (NASDAQ:PCAR)

Seven Eight Capital LP Purchases Shares of 18,662 PACCAR Inc (NASDAQ:PCAR)

Seven Eight Capital LP purchased a new stake in shares of PACCAR Inc (NASDAQ:PCAR – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Image for First Eagle Investment Management LLC Sells 6,737 Shares of Ross Stores, Inc. (NASDAQ:ROST)

First Eagle Investment Management LLC Sells 6,737 Shares of Ross Stores, Inc. (NASDAQ:ROST)

First Eagle Investment Management LLC cut its stake in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 0.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Kentucky Retirement Systems Has $67.55 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Kentucky Retirement Systems Has $67.55 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Kentucky Retirement Systems trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Stake Cut by Kentucky Retirement Systems

Johnson & Johnson (NYSE:JNJ) Stake Cut by Kentucky Retirement Systems

Kentucky Retirement Systems lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Glass Jacobson Investment Advisors llc Buys 91 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Glass Jacobson Investment Advisors llc Buys 91 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Glass Jacobson Investment Advisors llc boosted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Purchased by Glass Jacobson Investment Advisors llc

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Purchased by Glass Jacobson Investment Advisors llc

Glass Jacobson Investment Advisors llc increased its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Kentucky Retirement Systems Cuts Stake in BlackRock, Inc. (NYSE:BLK)

Kentucky Retirement Systems Cuts Stake in BlackRock, Inc. (NYSE:BLK)

Kentucky Retirement Systems cut its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 0.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 10,526 shares of the asset manager’s... More of this article »
Image for Kentucky Retirement Systems Trims Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Kentucky Retirement Systems Trims Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Kentucky Retirement Systems decreased its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.6% during the 2nd quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Kentucky Retirement Systems Sells 104 Shares of Lam Research Co. (NASDAQ:LRCX)

Kentucky Retirement Systems Sells 104 Shares of Lam Research Co. (NASDAQ:LRCX)

Kentucky Retirement Systems trimmed its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 1.0% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Lockheed Martin Co. (NYSE:LMT) Stake Lessened by Kentucky Retirement Systems

Lockheed Martin Co. (NYSE:LMT) Stake Lessened by Kentucky Retirement Systems

Kentucky Retirement Systems decreased its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for The Boeing Company (NYSE:BA) Shares Sold by Kentucky Retirement Systems

The Boeing Company (NYSE:BA) Shares Sold by Kentucky Retirement Systems

Kentucky Retirement Systems decreased its holdings in The Boeing Company (NYSE:BA – Free Report) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 43,484 shares... More of this article »
Image for Kentucky Retirement Systems Cuts Stock Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Kentucky Retirement Systems Cuts Stock Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Kentucky Retirement Systems lowered its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 0.8% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 93,883... More of this article »
Image for Altrius Capital Management Inc Purchases 11,232 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Altrius Capital Management Inc Purchases 11,232 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Altrius Capital Management Inc boosted its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 21.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Altrius Capital Management Inc Raises Holdings in Caterpillar Inc. (NYSE:CAT)

Altrius Capital Management Inc Raises Holdings in Caterpillar Inc. (NYSE:CAT)

Altrius Capital Management Inc increased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for WCG Wealth Advisors LLC Purchases 4,587 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

WCG Wealth Advisors LLC Purchases 4,587 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

WCG Wealth Advisors LLC increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 19.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Altrius Capital Management Inc Buys 169 Shares of Lockheed Martin Co. (NYSE:LMT)

Altrius Capital Management Inc Buys 169 Shares of Lockheed Martin Co. (NYSE:LMT)

Altrius Capital Management Inc lifted its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for New Age Alpha Advisors LLC Decreases Position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

New Age Alpha Advisors LLC Decreases Position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

New Age Alpha Advisors LLC decreased its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 25.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for WCG Wealth Advisors LLC Grows Position in Philip Morris International Inc. (NYSE:PM)

WCG Wealth Advisors LLC Grows Position in Philip Morris International Inc. (NYSE:PM)

WCG Wealth Advisors LLC raised its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 5.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for New Age Alpha Advisors LLC Has $4.70 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

New Age Alpha Advisors LLC Has $4.70 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

New Age Alpha Advisors LLC trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 14.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Glass Jacobson Investment Advisors llc Cuts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Glass Jacobson Investment Advisors llc Cuts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Glass Jacobson Investment Advisors llc cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 32.7% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Glass Jacobson Investment Advisors llc Has $4.90 Million Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Glass Jacobson Investment Advisors llc Has $4.90 Million Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Glass Jacobson Investment Advisors llc boosted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.4% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 20,241 shares... More of this article »
Image for Glass Jacobson Investment Advisors llc Buys 2,695 Shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Glass Jacobson Investment Advisors llc Buys 2,695 Shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Glass Jacobson Investment Advisors llc raised its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 7.7% during the second quarter, according to its most recent Form 13F filing with... More of this article »
Image for 6,959 Shares in Waste Connections, Inc. (NYSE:WCN) Purchased by Foresight Group Ltd Liability Partnership

6,959 Shares in Waste Connections, Inc. (NYSE:WCN) Purchased by Foresight Group Ltd Liability Partnership

Foresight Group Ltd Liability Partnership purchased a new position in Waste Connections, Inc. (NYSE:WCN – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for T-Mobile US, Inc. (NASDAQ:TMUS) Shares Sold by Richardson Financial Services Inc.

T-Mobile US, Inc. (NASDAQ:TMUS) Shares Sold by Richardson Financial Services Inc.

Richardson Financial Services Inc. lessened its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 23.9% in the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for AllGen Financial Advisors Inc. Reduces Stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

AllGen Financial Advisors Inc. Reduces Stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

AllGen Financial Advisors Inc. decreased its stake in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 23.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Richardson Financial Services Inc. Cuts Stock Position in Philip Morris International Inc. (NYSE:PM)

Richardson Financial Services Inc. Cuts Stock Position in Philip Morris International Inc. (NYSE:PM)

Richardson Financial Services Inc. cut its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 8.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Richardson Financial Services Inc. Lowers Stake in Roper Technologies, Inc. (NYSE:ROP)

Richardson Financial Services Inc. Lowers Stake in Roper Technologies, Inc. (NYSE:ROP)

Richardson Financial Services Inc. lessened its holdings in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 6.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Richardson Financial Services Inc. Sells 1,693 Shares of AT&T Inc. (NYSE:T)

Richardson Financial Services Inc. Sells 1,693 Shares of AT&T Inc. (NYSE:T)

Richardson Financial Services Inc. lessened its holdings in AT&T Inc. (NYSE:T – Free Report) by 11.4% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,109... More of this article »