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Twin Peaks Wealth Advisors LLC Sells 377 Shares of Salesforce, Inc. (NYSE:CRM)
Twin Peaks Wealth Advisors LLC reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Fort Washington Investment Advisors Inc. OH Lowers Stock Position in Exxon Mobil Co. (NYSE:XOM)
Fort Washington Investment Advisors Inc. OH cut its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Seros Financial LLC Decreases Holdings in Tesla, Inc. (NASDAQ:TSLA)
Seros Financial LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 22.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,948 shares... More of this article »
Argus Investors Counsel Inc. Purchases 34 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Argus Investors Counsel Inc. increased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 0.8% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Philip Morris International Inc. (NYSE:PM) Stake Raised by Sky Investment Group LLC
Sky Investment Group LLC lifted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 0.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Argus Investors Counsel Inc. Sells 3,900 Shares of NextEra Energy, Inc. (NYSE:NEE)
Argus Investors Counsel Inc. reduced its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 32.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Sanchez Wealth Management Group
Sanchez Wealth Management Group lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
RFG Holdings Inc. Boosts Stake in Intuit Inc. (NASDAQ:INTU)
RFG Holdings Inc. lifted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 12.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,365... More of this article »
Private Wealth Group LLC Sells 752 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Private Wealth Group LLC reduced its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 5.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »Crowley Wealth Management Inc. Cuts Position in Walmart Inc. (NYSE:WMT)
Crowley Wealth Management Inc. cut its stake in Walmart Inc. (NYSE:WMT – Free Report) by 10.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,229... More of this article »
Twin Peaks Wealth Advisors LLC Raises Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Twin Peaks Wealth Advisors LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 7.6% in the 1st quarter, Holdings Channel.com reports. The fund owned 4,555 shares of the semiconductor manufacturer’s... More of this article »
NorthCrest Asset Manangement LLC Raises Stock Position in Mastercard Incorporated (NYSE:MA)
NorthCrest Asset Manangement LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
The Home Depot, Inc. (NYSE:HD) Stock Position Lowered by Argus Investors Counsel Inc.
Argus Investors Counsel Inc. decreased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 16.8% in the first quarter, HoldingsChannel reports. The firm owned 3,706 shares of the home improvement retailer’s... More of this article »
Paragon Capital Management Ltd Has $64.48 Million Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Paragon Capital Management Ltd lowered its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Salem Investment Counselors Inc. Sells 6,412 Shares of Bank of America Co. (NYSE:BAC)
Salem Investment Counselors Inc. trimmed its stake in shares of Bank of America Co. (NYSE:BAC – Free Report) by 0.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Donald L. Hagan LLC Buys New Position in AT&T Inc. (NYSE:T)
Donald L. Hagan LLC bought a new stake in shares of AT&T Inc. (NYSE:T – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
McDonald’s (NYSE:MCD) Stock Rating Lowered by Argus
McDonald’s (NYSE:MCD – Get Free Report) was downgraded by equities researchers at Argus from a “buy” rating to a “hold” rating in a report issued on Friday, MarketBeat Ratings reports. Other equities... More of this article »
Dodds Wealth LLC Sells 1,445 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Dodds Wealth LLC trimmed its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Rockland Trust Co. Sells 1,492 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Rockland Trust Co. decreased its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Acquired by Founders Grove Wealth Partners LLC
Founders Grove Wealth Partners LLC grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 10.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Parkside Investments LLC Reduces Stock Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Parkside Investments LLC reduced its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 20.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Marshall Financial Group LLC Has $1.75 Million Stock Holdings in Adobe Inc. (NASDAQ:ADBE)
Marshall Financial Group LLC raised its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 10.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Everhart Financial Group Inc. Boosts Position in PepsiCo, Inc. (NASDAQ:PEP)
Everhart Financial Group Inc. increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 48.9% in the first quarter, Holdings Channel.com reports. The fund owned 9,770 shares of the company’s stock after acquiring... More of this article »