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Image for Intel Co. (NASDAQ:INTC) Shares Acquired by Falcon Wealth Planning

Intel Co. (NASDAQ:INTC) Shares Acquired by Falcon Wealth Planning

Falcon Wealth Planning raised its stake in Intel Co. (NASDAQ:INTC – Free Report) by 11.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Pflug Koory LLC Raises Stake in PepsiCo, Inc. (NASDAQ:PEP)

Pflug Koory LLC Raises Stake in PepsiCo, Inc. (NASDAQ:PEP)

Pflug Koory LLC increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 9,148 shares of the company’s stock after... More of this article »
Image for BKM Wealth Management LLC Invests $1.78 Million in PepsiCo, Inc. (NASDAQ:PEP)

BKM Wealth Management LLC Invests $1.78 Million in PepsiCo, Inc. (NASDAQ:PEP)

BKM Wealth Management LLC purchased a new position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Image for GSG Advisors LLC Grows Stake in Alphabet Inc. (NASDAQ:GOOG)

GSG Advisors LLC Grows Stake in Alphabet Inc. (NASDAQ:GOOG)

GSG Advisors LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 9,073 shares of the information services provider’s... More of this article »
Image for Rise Advisors LLC Has $62,000 Stock Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Rise Advisors LLC Has $62,000 Stock Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Rise Advisors LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4,475.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Divergent Planning LLC Buys 1,778 Shares of SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY)

Divergent Planning LLC Buys 1,778 Shares of SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY)

Divergent Planning LLC lifted its stake in shares of SPDR S&P MIDCAP 400 ETF Trust (NYSEARCA:MDY – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for GSG Advisors LLC Has $3.49 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

GSG Advisors LLC Has $3.49 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

GSG Advisors LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 31.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Rise Advisors LLC Raises Stock Position in The Walt Disney Company (NYSE:DIS)

Rise Advisors LLC Raises Stock Position in The Walt Disney Company (NYSE:DIS)

Rise Advisors LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 81.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Rise Advisors LLC Increases Position in Alphabet Inc. (NASDAQ:GOOG)

Rise Advisors LLC Increases Position in Alphabet Inc. (NASDAQ:GOOG)

Rise Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 36.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,218 shares of the information... More of this article »
Image for Triangle Securities Wealth Management Acquires 97 Shares of Broadcom Inc. (NASDAQ:AVGO)

Triangle Securities Wealth Management Acquires 97 Shares of Broadcom Inc. (NASDAQ:AVGO)

Triangle Securities Wealth Management grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Whitener Capital Management Inc. Trims Holdings in Merck & Co., Inc. (NYSE:MRK)

Whitener Capital Management Inc. Trims Holdings in Merck & Co., Inc. (NYSE:MRK)

Whitener Capital Management Inc. reduced its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 39,640 shares... More of this article »
Image for IVC Wealth Advisors LLC Buys 425 Shares of Merck & Co., Inc. (NYSE:MRK)

IVC Wealth Advisors LLC Buys 425 Shares of Merck & Co., Inc. (NYSE:MRK)

IVC Wealth Advisors LLC lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Whitener Capital Management Inc.

Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Whitener Capital Management Inc.

Whitener Capital Management Inc. lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 34.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for GSG Advisors LLC Grows Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

GSG Advisors LLC Grows Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

GSG Advisors LLC boosted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 141.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for GSG Advisors LLC Has $806,000 Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

GSG Advisors LLC Has $806,000 Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

GSG Advisors LLC boosted its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for GSG Advisors LLC Buys 2,142 Shares of Invesco QQQ (NASDAQ:QQQ)

GSG Advisors LLC Buys 2,142 Shares of Invesco QQQ (NASDAQ:QQQ)

GSG Advisors LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 41.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for GSG Advisors LLC Takes $1.47 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

GSG Advisors LLC Takes $1.47 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

GSG Advisors LLC acquired a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for GSG Advisors LLC Raises Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

GSG Advisors LLC Raises Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

GSG Advisors LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 20.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Zoetis Inc. (NYSE:ZTS) Stock Position Lifted by Rise Advisors LLC

Zoetis Inc. (NYSE:ZTS) Stock Position Lifted by Rise Advisors LLC

Rise Advisors LLC lifted its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 203.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 401 shares... More of this article »
Image for Divergent Planning LLC Cuts Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Divergent Planning LLC Cuts Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Divergent Planning LLC lessened its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Avantis U.S. Equity ETF (NYSEARCA:AVUS) is Divergent Planning LLC’s 6th Largest Position

Avantis U.S. Equity ETF (NYSEARCA:AVUS) is Divergent Planning LLC’s 6th Largest Position

Divergent Planning LLC boosted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) Position Lifted by GSG Advisors LLC

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Position Lifted by GSG Advisors LLC

GSG Advisors LLC boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by GSG Advisors LLC

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by GSG Advisors LLC

GSG Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Rise Advisors LLC Invests $97,000 in United States Steel Co. (NYSE:X)

Rise Advisors LLC Invests $97,000 in United States Steel Co. (NYSE:X)

Rise Advisors LLC bought a new position in shares of United States Steel Co. (NYSE:X – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for ConocoPhillips (NYSE:COP) Shares Purchased by Marion Wealth Management

ConocoPhillips (NYSE:COP) Shares Purchased by Marion Wealth Management

Marion Wealth Management boosted its position in ConocoPhillips (NYSE:COP – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »