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Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Purchased by Ridgecrest Wealth Partners LLC
Ridgecrest Wealth Partners LLC boosted its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Starbucks Co. (NASDAQ:SBUX) Shares Purchased by United Asset Strategies Inc.
United Asset Strategies Inc. boosted its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.8% in the 4th quarter, Holdings Channel reports. The firm owned 125,107 shares of the coffee company’s stock after purchasing... More of this article »
Cornell Pochily Investment Advisors Inc. Has $1.19 Million Stock Position in Air Products and Chemicals, Inc. (NYSE:APD)
Cornell Pochily Investment Advisors Inc. lessened its stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 2.0% in the 4th quarter, HoldingsChannel reports. The fund owned 4,102 shares of the basic materials... More of this article »
Mount Yale Investment Advisors LLC Grows Stake in The Goldman Sachs Group, Inc. (NYSE:GS)
Mount Yale Investment Advisors LLC lifted its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Vanguard Total International Bond ETF (NASDAQ:BNDX) is Refined Wealth Management’s 2nd Largest Position
Refined Wealth Management trimmed its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Adobe Inc. (NASDAQ:ADBE) Stake Cut by Strategic Investment Advisors MI
Strategic Investment Advisors MI cut its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,428 shares of the software company’s stock... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Position Trimmed by Strategic Investment Advisors MI
Strategic Investment Advisors MI lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,595... More of this article »
Legacy Financial Group LLC Has $14.18 Million Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Legacy Financial Group LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Apexium Financial LP Acquires 17,786 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Apexium Financial LP lifted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 35.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 68,305 shares of the... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Jim Saulnier & Associates LLC’s 3rd Largest Position
Jim Saulnier & Associates LLC grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 34.6% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Heartland Bank & Trust Co Cuts Stock Holdings in Danaher Co. (NYSE:DHR)
Heartland Bank & Trust Co reduced its stake in Danaher Co. (NYSE:DHR – Free Report) by 5.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Shares Sold by Heartland Bank & Trust Co
Heartland Bank & Trust Co decreased its position in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Camping World Amends Employment Agreement for CEO Marcus Lemonis
Camping World Holdings, Inc. announced in an 8-K filing on January 26, 2025, that its Board of Directors has approved an amended and restated employment agreement with Marcus Lemonis, the Chief Executive Officer and Chairman of the... More of this article »
Tennessee Valley Asset Management Partners Lowers Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)
Tennessee Valley Asset Management Partners reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 45.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Clarendon Private LLC Takes Position in AbbVie Inc. (NYSE:ABBV)
Clarendon Private LLC acquired a new stake in AbbVie Inc. (NYSE:ABBV – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,939 shares of the company’s... More of this article »
Alibaba Group Holding Limited (NYSE:BABA) Shares Acquired by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC grew its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 21.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 155,440 shares of the specialty retailer’s... More of this article »
Foundations Investment Advisors LLC Grows Position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)
Foundations Investment Advisors LLC boosted its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 17.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
tru Independence LLC Has $259,000 Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)
tru Independence LLC lessened its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 7.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,032 shares of the credit... More of this article »
Barclays Issues Positive Forecast for HubSpot (NYSE:HUBS) Stock Price
HubSpot (NYSE:HUBS – Get Free Report) had its target price raised by analysts at Barclays from $650.00 to $725.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “equal weight”... More of this article »
SPDR NYSE Technology ETF (NYSEARCA:XNTK) Stock Holdings Lessened by Parsons Capital Management Inc. RI
Parsons Capital Management Inc. RI lowered its stake in SPDR NYSE Technology ETF (NYSEARCA:XNTK – Free Report) by 3.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Heartland Bank & Trust Co Grows Stock Position in Linde plc (NASDAQ:LIN)
Heartland Bank & Trust Co lifted its stake in Linde plc (NASDAQ:LIN – Free Report) by 9.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Parsons Capital Management Inc. RI Decreases Stock Holdings in Science Applications International Co. (NYSE:SAIC)
Parsons Capital Management Inc. RI decreased its position in Science Applications International Co. (NYSE:SAIC – Free Report) by 10.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 21,316 shares of... More of this article »
Blue Trust Inc. Acquires 1,013 Shares of The Boeing Company (NYSE:BA)
Blue Trust Inc. grew its position in The Boeing Company (NYSE:BA – Free Report) by 6.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 16,963 shares of the aircraft producer’s stock after purchasing... More of this article »
Capital Asset Advisory Services LLC Increases Stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Capital Asset Advisory Services LLC boosted its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Parsons Capital Management Inc. RI Purchases 1,521 Shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Parsons Capital Management Inc. RI boosted its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 27.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,033... More of this article »
tru Independence LLC Decreases Stock Position in Simon Property Group, Inc. (NYSE:SPG)
tru Independence LLC cut its position in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 7.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 41,564 shares of the real estate investment... More of this article »
tru Independence LLC Sells 1,951 Shares of The Boeing Company (NYSE:BA)
tru Independence LLC decreased its position in The Boeing Company (NYSE:BA – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Sold by Vannoy Advisory Group Inc.
Vannoy Advisory Group Inc. decreased its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Lebenthal Global Advisors LLC Has $2.20 Million Stake in Axon Enterprise, Inc. (NASDAQ:AXON)
Lebenthal Global Advisors LLC boosted its stake in shares of Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Benchmark Reaffirms “Buy” Rating for Light & Wonder (NASDAQ:LNW)
Light & Wonder (NASDAQ:LNW – Get Free Report)‘s stock had its “buy” rating restated by equities researchers at Benchmark in a research note issued to investors on Monday,Benzinga reports. They currently... More of this article »
Baldwin Wealth Partners LLC MA Sells 507 Shares of Fastenal (NASDAQ:FAST)
Baldwin Wealth Partners LLC MA decreased its position in Fastenal (NASDAQ:FAST – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Foundations Investment Advisors LLC Grows Position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)
Foundations Investment Advisors LLC increased its position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 99.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Webster Bank N. A. Has $2.43 Million Holdings in Vanguard Value ETF (NYSEARCA:VTV)
Webster Bank N. A. trimmed its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 11.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Drive Wealth Management LLC Purchases 377 Shares of The Coca-Cola Company (NYSE:KO)
Drive Wealth Management LLC grew its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,568 shares... More of this article »
Kavar Capital Partners Group LLC Sells 183 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Kavar Capital Partners Group LLC decreased its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 0.3% during the 4th quarter, HoldingsChannel reports. The fund owned 57,833 shares of the company’s... More of this article »
Heirloom Wealth Management Grows Position in iShares Core Growth Allocation ETF (NYSEARCA:AOR)
Heirloom Wealth Management raised its holdings in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 22.1% during the fourth quarter, HoldingsChannel reports. The firm owned 11,520 shares of the company’s... More of this article »
Packaging Co. of America (NYSE:PKG) Shares Sold by Summit Financial Strategies Inc.
Summit Financial Strategies Inc. decreased its stake in shares of Packaging Co. of America (NYSE:PKG – Free Report) by 8.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
SoFi Technologies (NASDAQ:SOFI) Updates Q1 2025 Earnings Guidance
SoFi Technologies (NASDAQ:SOFI – Get Free Report) issued an update on its first quarter 2025 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 0.030-0.030 for the period, compared... More of this article »
Cornell Pochily Investment Advisors Inc. Has $1.81 Million Holdings in iShares Select Dividend ETF (NASDAQ:DVY)
Cornell Pochily Investment Advisors Inc. raised its position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 1.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Acquired by Cornell Pochily Investment Advisors Inc.
Cornell Pochily Investment Advisors Inc. boosted its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Atticus Wealth Management LLC Has $84,000 Stock Position in Lam Research Co. (NASDAQ:LRCX)
Atticus Wealth Management LLC boosted its position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 901.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
waypoint wealth counsel Acquires 2,420 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
waypoint wealth counsel lifted its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 14.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bank of Marin Bancorp (NASDAQ:BMRC) Announces Earnings Results, Beats Expectations By $0.06 EPS
Bank of Marin Bancorp (NASDAQ:BMRC – Get Free Report) announced its earnings results on Monday. The bank reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.06, Zacks reports. Bank of... More of this article »
Register Financial Advisors LLC Sells 294 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Register Financial Advisors LLC reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,179... More of this article »
PFG Investments LLC Has $10.23 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
PFG Investments LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.3% in the 4th quarter, Holdings Channel reports. The fund owned 172,821 shares of the network equipment provider’s... More of this article »
High Net Worth Advisory Group LLC Has $791,000 Stock Position in The Walt Disney Company (NYSE:DIS)
High Net Worth Advisory Group LLC raised its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 48.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 7,102 shares of... More of this article »
Apexium Financial LP Has $8.21 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)
Apexium Financial LP raised its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 17.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 114,163 shares of the company’s stock after buying... More of this article »
James Hambro & Partners LLP Reduces Position in Intuit Inc. (NASDAQ:INTU)
James Hambro & Partners LLP decreased its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 9.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,804 shares of the software maker’s... More of this article »