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Image about Lazari Capital Management Inc. Invests $203,000 in Vanguard Growth ETF (NYSEARCA:VUG)

Lazari Capital Management Inc. Invests $203,000 in Vanguard Growth ETF (NYSEARCA:VUG)

Lazari Capital Management Inc. bought a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image about Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Position Trimmed by SkyOak Wealth LLC

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Position Trimmed by SkyOak Wealth LLC

SkyOak Wealth LLC lessened its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 19.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image about AbbVie Inc. (NYSE:ABBV) Shares Sold by Farmers Trust Co.

AbbVie Inc. (NYSE:ABBV) Shares Sold by Farmers Trust Co.

Farmers Trust Co. decreased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image about Stiles Financial Services Inc Buys 1,480 Shares of AbbVie Inc. (NYSE:ABBV)

Stiles Financial Services Inc Buys 1,480 Shares of AbbVie Inc. (NYSE:ABBV)

Stiles Financial Services Inc lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 15.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image about C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Has $2.38 Million Stock Position in AbbVie Inc. (NYSE:ABBV)

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Has $2.38 Million Stock Position in AbbVie Inc. (NYSE:ABBV)

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 5.3% during the second quarter, according to its most recent filing with the Securities &... More of this article »
Image about Pfizer Inc. (NYSE:PFE) Shares Sold by Newbridge Financial Services Group Inc.

Pfizer Inc. (NYSE:PFE) Shares Sold by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. cut its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image about RNC Capital Management LLC Raises Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

RNC Capital Management LLC Raises Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

RNC Capital Management LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.8% during the second quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image about Mason & Associates Inc Has $6.22 Million Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Mason & Associates Inc Has $6.22 Million Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Mason & Associates Inc raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Measured Wealth Private Client Group LLC Cuts Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Measured Wealth Private Client Group LLC Cuts Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Measured Wealth Private Client Group LLC reduced its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 9.0% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 4,975... More of this article »
Image about Bourgeon Capital Management LLC Takes Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Bourgeon Capital Management LLC Takes Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Bourgeon Capital Management LLC purchased a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image about PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Newbridge Financial Services Group Inc.

PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,364... More of this article »
Image about WESPAC Advisors SoCal LLC Sells 12,533 Shares of Chevron Co. (NYSE:CVX)

WESPAC Advisors SoCal LLC Sells 12,533 Shares of Chevron Co. (NYSE:CVX)

WESPAC Advisors SoCal LLC reduced its position in Chevron Co. (NYSE:CVX – Free Report) by 29.7% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 29,712 shares... More of this article »
Image about Kooman & Associates Has $9.47 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kooman & Associates Has $9.47 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kooman & Associates decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image about iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Lowered by Measured Wealth Private Client Group LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Lowered by Measured Wealth Private Client Group LLC

Measured Wealth Private Client Group LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image about PDS Planning Inc Has $44.61 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

PDS Planning Inc Has $44.61 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

PDS Planning Inc increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »