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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 »