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Image about SFM LLC d b a Sweeney Financial Advisors Makes New $537,000 Investment in iShares ESG Select Screened S&P 500 ETF $XVV

SFM LLC d b a Sweeney Financial Advisors Makes New $537,000 Investment in iShares ESG Select Screened S&P 500 ETF $XVV

SFM LLC d b a Sweeney Financial Advisors purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) during the 3rd quarter, according to its most recent filing with the Securities... More of this article »
Image about WealthSpring Partners LLC Buys New Position in iShares Core S&P U.S. Value ETF $IUSV

WealthSpring Partners LLC Buys New Position in iShares Core S&P U.S. Value ETF $IUSV

WealthSpring Partners LLC purchased a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Image about Palo Alto Networks, Inc. $PANW Shares Acquired by Western Financial Corp CA

Palo Alto Networks, Inc. $PANW Shares Acquired by Western Financial Corp CA

Western Financial Corp CA lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 2,114.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Sanders Morris Harris LLC Acquires New Holdings in KLA Corporation $KLAC

Sanders Morris Harris LLC Acquires New Holdings in KLA Corporation $KLAC

Sanders Morris Harris LLC acquired a new position in KLA Corporation (NASDAQ:KLAC – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Tempus Wealth Planning LLC Sells 9,237 Shares of ProShares Ultra QQQ $QLD

Tempus Wealth Planning LLC Sells 9,237 Shares of ProShares Ultra QQQ $QLD

Tempus Wealth Planning LLC decreased its stake in ProShares Ultra QQQ (NYSEARCA:QLD – Free Report) by 28.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image about Sachem Hill LLC Acquires 210,062 Shares of Dimensional International Small Cap Value ETF $DISV

Sachem Hill LLC Acquires 210,062 Shares of Dimensional International Small Cap Value ETF $DISV

Sachem Hill LLC acquired a new position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 210,062 shares... More of this article »
Image about 24,522 Shares in VanEck Fallen Angel High Yield Bond ETF $ANGL Bought by Mezzasalma Advisors LLC

24,522 Shares in VanEck Fallen Angel High Yield Bond ETF $ANGL Bought by Mezzasalma Advisors LLC

Mezzasalma Advisors LLC acquired a new stake in shares of VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about Monster Beverage Corporation $MNST Stock: Western Financial Corp CA Grows Stake

Monster Beverage Corporation $MNST Stock: Western Financial Corp CA Grows Stake

Western Financial Corp CA increased its stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 680.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image about Okta, Inc. $OKTA Shares Newly Purchased by Western Financial Corp CA

Okta, Inc. $OKTA Shares Newly Purchased by Western Financial Corp CA

Western Financial Corp CA bought a new stake in Okta, Inc. (NASDAQ:OKTA – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 8,003 shares of the company’s... More of this article »
Image about Western Financial Corp CA Sells 18,249 Shares of O’Reilly Automotive, Inc. $ORLY

Western Financial Corp CA Sells 18,249 Shares of O’Reilly Automotive, Inc. $ORLY

Western Financial Corp CA trimmed its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 85.6% in the third quarter, Holdings Channel.com reports. The firm owned 3,065 shares of the specialty retailer’s... More of this article »
Image about First Trust RBA American Industrial Renaissance ETF $AIRR Stock: Tempus Wealth Planning LLC Cuts Stake

First Trust RBA American Industrial Renaissance ETF $AIRR Stock: Tempus Wealth Planning LLC Cuts Stake

Tempus Wealth Planning LLC trimmed its position in shares of First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 66.4% in the third quarter, according to its most recent 13F filing with the Securities... More of this article »
Image about State Street SPDR Portfolio S&P 500 ETF $SPYM Holdings Boosted by Mezzasalma Advisors LLC

State Street SPDR Portfolio S&P 500 ETF $SPYM Holdings Boosted by Mezzasalma Advisors LLC

Mezzasalma Advisors LLC raised its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 41.9% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image about Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Lowered by RCS Financial Planning LLC

Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Lowered by RCS Financial Planning LLC

RCS Financial Planning LLC lessened its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 12.8% during the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Image about RCS Financial Planning LLC Sells 35,202 Shares of Dimensional International High Profitability ETF $DIHP

RCS Financial Planning LLC Sells 35,202 Shares of Dimensional International High Profitability ETF $DIHP

RCS Financial Planning LLC reduced its stake in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 83.4% during the 3rd quarter, according to its most recent disclosure with the Securities... More of this article »
Image about 83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC

83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC

RCS Financial Planning LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 83,965... More of this article »