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Garner Asset Management Corp Acquires 203 Shares of Duke Energy Co. (NYSE:DUK)
Garner Asset Management Corp raised its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 5.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Middleton & Co. Inc. MA Sells 238 Shares of Union Pacific Co. (NYSE:UNP)
Middleton & Co. Inc. MA cut its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 3.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
800 Shares in NXP Semiconductors (NASDAQ:NXPI) Purchased by Middleton & Co. Inc. MA
Middleton & Co. Inc. MA acquired a new position in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Middleton & Co. Inc. MA Sells 305 Shares of Equinix, Inc. (NASDAQ:EQIX)
Middleton & Co. Inc. MA cut its position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 2.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Netflix, Inc. (NASDAQ:NFLX) is Venator Management LLC’s 5th Largest Position
Venator Management LLC lowered its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 11.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Middleton & Co. Inc. MA Decreases Stock Holdings in Stryker Co. (NYSE:SYK)
Middleton & Co. Inc. MA lessened its stake in Stryker Co. (NYSE:SYK – Free Report) by 3.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Mittelman Wealth Management Buys 14,501 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Mittelman Wealth Management lifted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 13.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kendall Capital Management Increases Stake in The Kraft Heinz Company (NASDAQ:KHC)
Kendall Capital Management raised its stake in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 36.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Kendall Capital Management Buys 305 Shares of McKesson Co. (NYSE:MCK)
Kendall Capital Management increased its stake in McKesson Co. (NYSE:MCK – Free Report) by 13.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,510... More of this article »
Venator Management LLC Reduces Stock Holdings in CSX Co. (NASDAQ:CSX)
Venator Management LLC lessened its stake in CSX Co. (NASDAQ:CSX – Free Report) by 30.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Kendall Capital Management Lowers Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Kendall Capital Management decreased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.3% in the second quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Mittelman Wealth Management Buys New Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Mittelman Wealth Management purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Middleton & Co. Inc. MA Decreases Stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Middleton & Co. Inc. MA trimmed its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Kendall Capital Management Sells 244 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Kendall Capital Management trimmed its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 0.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Middleton & Co. Inc. MA Sells 200 Shares of Edwards Lifesciences Co. (NYSE:EW)
Middleton & Co. Inc. MA trimmed its position in shares of Edwards Lifesciences Co. (NYSE:EW – Free Report) by 5.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Paces Ferry Wealth Advisors LLC Sells 190 Shares of The Southern Company (NYSE:SO)
Paces Ferry Wealth Advisors LLC cut its holdings in The Southern Company (NYSE:SO – Free Report) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Sienna Gestion Buys 334 Shares of Valero Energy Co. (NYSE:VLO)
Sienna Gestion raised its position in Valero Energy Co. (NYSE:VLO – Free Report) by 0.9% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 38,347 shares of the oil and gas company’s... More of this article »
Fortinet, Inc. (NASDAQ:FTNT) Shares Sold by Elo Mutual Pension Insurance Co
Elo Mutual Pension Insurance Co lessened its holdings in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Sienna Gestion Sells 1,952 Shares of NextEra Energy, Inc. (NYSE:NEE)
Sienna Gestion lessened its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 26.3% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Seven Eight Capital LP Acquires New Stake in Norfolk Southern Co. (NYSE:NSC)
Seven Eight Capital LP bought a new position in Norfolk Southern Co. (NYSE:NSC – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Elo Mutual Pension Insurance Co Has $3.93 Million Holdings in The Travelers Companies, Inc. (NYSE:TRV)
Elo Mutual Pension Insurance Co decreased its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 7.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Purchased by Sienna Gestion
Sienna Gestion boosted its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 12.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,801... More of this article »
Fortinet, Inc. (NASDAQ:FTNT) Shares Purchased by Seven Eight Capital LP
Seven Eight Capital LP raised its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 182.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Elo Mutual Pension Insurance Co Raises Position in Dell Technologies Inc. (NYSE:DELL)
Elo Mutual Pension Insurance Co increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 9.9% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Sienna Gestion Acquires New Shares in The Travelers Companies, Inc. (NYSE:TRV)
Sienna Gestion acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fortinet, Inc. (NASDAQ:FTNT) Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC cut its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 17.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Elo Mutual Pension Insurance Co Sells 1,238 Shares of Fidelity National Information Services, Inc. (NYSE:FIS)
Elo Mutual Pension Insurance Co trimmed its position in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 2.3% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Carolinas Wealth Consulting LLC Boosts Position in Micron Technology, Inc. (NASDAQ:MU)
Carolinas Wealth Consulting LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 46.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Seven Eight Capital LP Trims Holdings in Micron Technology, Inc. (NASDAQ:MU)
Seven Eight Capital LP cut its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 54.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Sienna Gestion Increases Holdings in Elevance Health, Inc. (NYSE:ELV)
Sienna Gestion grew its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 12,994 shares of the company’s... More of this article »
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Sold by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
First Eagle Investment Management LLC Sells 380,613 Shares of Newmont Co. (NYSE:NEM)
First Eagle Investment Management LLC cut its position in shares of Newmont Co. (NYSE:NEM – Free Report) by 2.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL) Shares Sold by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC trimmed its stake in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 13.7% in the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
AllGen Financial Advisors Inc. Has $23.01 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
AllGen Financial Advisors Inc. raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
WCG Wealth Advisors LLC Lowers Stake in iShares MBS ETF (NASDAQ:MBB)
WCG Wealth Advisors LLC decreased its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 0.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 50,959 shares of the... More of this article »
WCG Wealth Advisors LLC Takes Position in The Home Depot, Inc. (NYSE:HD)
WCG Wealth Advisors LLC acquired a new position in The Home Depot, Inc. (NYSE:HD – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Shares Purchased by Glass Jacobson Investment Advisors llc
Glass Jacobson Investment Advisors llc boosted its stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 35.5% during the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Glass Jacobson Investment Advisors llc Has $1.98 Million Stake in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)
Glass Jacobson Investment Advisors llc boosted its stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
WCG Wealth Advisors LLC Acquires Shares of 24,918 iShares S&P 500 Value ETF (NYSEARCA:IVE)
WCG Wealth Advisors LLC bought a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kentucky Retirement Systems Has $17.09 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Kentucky Retirement Systems lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Kentucky Retirement Systems Sells 1,336 Shares of Tesla, Inc. (NASDAQ:TSLA)
Kentucky Retirement Systems lessened its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
NIKE, Inc. (NYSE:NKE) Shares Sold by Kentucky Retirement Systems
Kentucky Retirement Systems lowered its position in NIKE, Inc. (NYSE:NKE – Free Report) by 1.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
First Eagle Investment Management LLC Sells 13,635 Shares of The Charles Schwab Co. (NYSE:SCHW)
First Eagle Investment Management LLC lowered its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Shares Sold by AllGen Financial Advisors Inc.
AllGen Financial Advisors Inc. reduced its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Kentucky Retirement Systems Has $12.63 Million Stake in Amgen Inc. (NASDAQ:AMGN)
Kentucky Retirement Systems reduced its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Glass Jacobson Investment Advisors llc Reduces Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Glass Jacobson Investment Advisors llc lessened its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent 13F filing... More of this article »
Altrius Capital Management Inc Grows Position in British American Tobacco p.l.c. (NYSE:BTI)
Altrius Capital Management Inc grew its stake in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) is Glass Jacobson Investment Advisors llc’s 3rd Largest Position
Glass Jacobson Investment Advisors llc grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.6% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »