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Image for Strategic Wealth Investment Group LLC Reduces Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Strategic Wealth Investment Group LLC Reduces Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Strategic Wealth Investment Group LLC lessened its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for BTC Capital Management Inc. Sells 71 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

BTC Capital Management Inc. Sells 71 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

BTC Capital Management Inc. reduced its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,429... More of this article »
Image for Powers Advisory Group LLC Buys 239,619 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Powers Advisory Group LLC Buys 239,619 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Powers Advisory Group LLC increased its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 107.4% in the 4th quarter, HoldingsChannel reports. The firm owned 462,778 shares of the company’s... More of this article »
Image for Integris Wealth Management LLC Buys New Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Integris Wealth Management LLC Buys New Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Integris Wealth Management LLC bought a new position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 2,897 shares of the company’s stock, valued... More of this article »
Image for Integris Wealth Management LLC Has $574,000 Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Integris Wealth Management LLC Has $574,000 Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Integris Wealth Management LLC lifted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 46.5% during the 4th quarter, Holdings Channel reports. The firm owned 5,384 shares of the exchange... More of this article »
Image for Calton & Associates Inc. Has $1.93 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Calton & Associates Inc. Has $1.93 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Calton & Associates Inc. grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for New Wave Wealth Advisors LLC Lowers Stake in Unilever PLC (NYSE:UL)

New Wave Wealth Advisors LLC Lowers Stake in Unilever PLC (NYSE:UL)

New Wave Wealth Advisors LLC lowered its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for New Wave Wealth Advisors LLC Has $2.39 Million Holdings in iShares Europe ETF (NYSEARCA:IEV)

New Wave Wealth Advisors LLC Has $2.39 Million Holdings in iShares Europe ETF (NYSEARCA:IEV)

New Wave Wealth Advisors LLC trimmed its stake in iShares Europe ETF (NYSEARCA:IEV – Free Report) by 4.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Saxony Capital Management LLC Takes Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Saxony Capital Management LLC Takes Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Saxony Capital Management LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 49,463 shares of the company’s... More of this article »
Image for Avnet (NASDAQ:AVT) Releases  Earnings Results, Misses Estimates By $0.01 EPS

Avnet (NASDAQ:AVT) Releases Earnings Results, Misses Estimates By $0.01 EPS

Avnet (NASDAQ:AVT – Get Free Report) announced its quarterly earnings results on Wednesday. The company reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.88 by ($0.01), Zacks reports. Avnet... More of this article »
Image for RTX (NYSE:RTX) Upgraded at Vertical Research

RTX (NYSE:RTX) Upgraded at Vertical Research

Vertical Research upgraded shares of RTX (NYSE:RTX – Free Report) to a strong-buy rating in a report published on Tuesday,Zacks.com reports. Other analysts also recently issued reports about the company. TD Cowen raised RTX to... More of this article »
Image for Country Trust Bank Has $24.79 Million Holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Country Trust Bank Has $24.79 Million Holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Country Trust Bank grew its stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Country Trust Bank Sells 2,115 Shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV)

Country Trust Bank Sells 2,115 Shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV)

Country Trust Bank decreased its position in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 2.5% during the fourth quarter, HoldingsChannel reports. The firm owned 81,443 shares of the company’s stock after... More of this article »
Image for Boomfish Wealth Group LLC Sells 467 Shares of Fiserv, Inc. (NYSE:FI)

Boomfish Wealth Group LLC Sells 467 Shares of Fiserv, Inc. (NYSE:FI)

Boomfish Wealth Group LLC trimmed its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 28.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for FSA Advisors Inc. Trims Stake in AT&T Inc. (NYSE:T)

FSA Advisors Inc. Trims Stake in AT&T Inc. (NYSE:T)

FSA Advisors Inc. lessened its stake in AT&T Inc. (NYSE:T – Free Report) by 40.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Sonora Investment Management Group LLC Sells 1,861 Shares of General Mills, Inc. (NYSE:GIS)

Sonora Investment Management Group LLC Sells 1,861 Shares of General Mills, Inc. (NYSE:GIS)

Sonora Investment Management Group LLC reduced its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 2.2% in the 4th quarter, Holdings Channel reports. The fund owned 81,010 shares of the company’s stock after... More of this article »
Image for New Wave Wealth Advisors LLC Buys 125 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

New Wave Wealth Advisors LLC Buys 125 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

New Wave Wealth Advisors LLC boosted its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 3.7% during the 4th quarter, HoldingsChannel reports. The fund owned 3,476 shares of the company’s stock... More of this article »
Image for Oak Harvest Investment Services Boosts Holdings in Bristol-Myers Squibb (NYSE:BMY)

Oak Harvest Investment Services Boosts Holdings in Bristol-Myers Squibb (NYSE:BMY)

Oak Harvest Investment Services grew its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.8% during 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 Promising Fertilizer Stocks To Research – January 30th

Promising Fertilizer Stocks To Research – January 30th

Canadian Pacific Kansas City, Union Pacific, CSX, Norfolk Southern, Petróleo Brasileiro S.A. – Petrobras, Darling Ingredients, and Canadian National Railway are the seven Fertilizer stocks to watch today, according to MarketBeat’s... More of this article »
Image for Broadwind Enters into Tax Credit Transfer Agreement with MarketAxess Holdings Inc.

Broadwind Enters into Tax Credit Transfer Agreement with MarketAxess Holdings Inc.

Broadwind, Inc. (NASDAQ:BWEN) announced on January 28, 2025, that its subsidiary, Broadwind Heavy Fabrications, Inc. (BHF), has entered into a significant Tax Credit Transfer Agreement with MarketAxess Holdings Inc. The agreement... More of this article »
Image for 1,242 Shares in Illinois Tool Works Inc. (NYSE:ITW) Purchased by Clarity Financial LLC

1,242 Shares in Illinois Tool Works Inc. (NYSE:ITW) Purchased by Clarity Financial LLC

Clarity Financial LLC acquired a new stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) is Aurora Private Wealth Inc.’s 10th Largest Position

Meta Platforms, Inc. (NASDAQ:META) is Aurora Private Wealth Inc.’s 10th Largest Position

Aurora Private Wealth Inc. trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,180... More of this article »
Image for Hamilton Point Investment Advisors LLC Raises Stock Holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Hamilton Point Investment Advisors LLC Raises Stock Holdings in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Hamilton Point Investment Advisors LLC grew its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 109.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,749 shares of... More of this article »
Image for Barclays Has Lowered Expectations for The Cigna Group (NYSE:CI) Stock Price

Barclays Has Lowered Expectations for The Cigna Group (NYSE:CI) Stock Price

The Cigna Group (NYSE:CI – Get Free Report) had its price target decreased by Barclays from $420.00 to $339.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has an “overweight”... More of this article »
Image for Quantum Financial Planning Services Inc. Purchases Shares of 1,604 Fiserv, Inc. (NYSE:FI)

Quantum Financial Planning Services Inc. Purchases Shares of 1,604 Fiserv, Inc. (NYSE:FI)

Quantum Financial Planning Services Inc. acquired a new stake in Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund acquired 1,604 shares of the business services provider’s... More of this article »
Image for Robert Half (NYSE:RHI) Updates Q1 2025 Earnings Guidance

Robert Half (NYSE:RHI) Updates Q1 2025 Earnings Guidance

Robert Half (NYSE:RHI – Get Free Report) issued an update on its first quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.310-0.410 for the period, compared to the consensus... More of this article »
Image for Twin Vee Powercats Co. (NASDAQ:VEEE) Sees Large Increase in Short Interest

Twin Vee Powercats Co. (NASDAQ:VEEE) Sees Large Increase in Short Interest

Twin Vee Powercats Co. (NASDAQ:VEEE – Get Free Report) was the recipient of a significant growth in short interest in the month of January. As of January 15th, there was short interest totalling 268,700 shares, a growth of 35.0%... More of this article »
Image for BOCHK Asset Management Ltd Raises Stock Position in Costco Wholesale Co. (NASDAQ:COST)

BOCHK Asset Management Ltd Raises Stock Position in Costco Wholesale Co. (NASDAQ:COST)

BOCHK Asset Management Ltd lifted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2,240.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,700 shares of... More of this article »
Image for Wal-Mart de México, S.A.B. de C.V. (OTCMKTS:WMMVY) Short Interest Down 42.6% in January

Wal-Mart de México, S.A.B. de C.V. (OTCMKTS:WMMVY) Short Interest Down 42.6% in January

Wal-Mart de México, S.A.B. de C.V. (OTCMKTS:WMMVY – Get Free Report) saw a significant decrease in short interest during the month of January. As of January 15th, there was short interest totalling 37,800 shares, a decrease... More of this article »
Image for New Wave Wealth Advisors LLC Acquires Shares of 13,610 SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)

New Wave Wealth Advisors LLC Acquires Shares of 13,610 SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)

New Wave Wealth Advisors LLC purchased a new stake in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mine & Arao Wealth Creation & Management LLC. Reduces Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Mine & Arao Wealth Creation & Management LLC. Reduces Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Mine & Arao Wealth Creation & Management LLC. lowered its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.6% during the 4th quarter, HoldingsChannel reports. The fund owned 6,368... More of this article »
Image for Caprock Group LLC Acquires 7,821 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Caprock Group LLC Acquires 7,821 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Caprock Group LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 186,633 shares of the company’s... More of this article »
Image for Alta Wealth Advisors LLC Has $1.16 Million Position in KLA Co. (NASDAQ:KLAC)

Alta Wealth Advisors LLC Has $1.16 Million Position in KLA Co. (NASDAQ:KLAC)

Alta Wealth Advisors LLC lifted its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 3.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,834 shares of the semiconductor company’s... More of this article »
Image for Morgan Stanley Raises Endava (NYSE:DAVA) Price Target to $35.00

Morgan Stanley Raises Endava (NYSE:DAVA) Price Target to $35.00

Endava (NYSE:DAVA – Get Free Report) had its target price lifted by Morgan Stanley from $33.00 to $35.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating... More of this article »
Image for Alta Wealth Advisors LLC Sells 205 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Alta Wealth Advisors LLC Sells 205 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Alta Wealth Advisors LLC cut its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,951 shares... More of this article »
Image for Barclays Forecasts Strong Price Appreciation for KLA (NASDAQ:KLAC) Stock

Barclays Forecasts Strong Price Appreciation for KLA (NASDAQ:KLAC) Stock

KLA (NASDAQ:KLAC – Get Free Report) had its price objective increased by analysts at Barclays from $700.00 to $760.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “equal... More of this article »
Image for Keudell Morrison Wealth Management Increases Stock Holdings in Realty Income Co. (NYSE:O)

Keudell Morrison Wealth Management Increases Stock Holdings in Realty Income Co. (NYSE:O)

Keudell Morrison Wealth Management increased its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 17.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Barclays Has Lowered Expectations for Lennar (NYSE:LEN) Stock Price

Barclays Has Lowered Expectations for Lennar (NYSE:LEN) Stock Price

Lennar (NYSE:LEN – Get Free Report) had its price objective lowered by investment analysts at Barclays from $135.00 to $121.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “equal... More of this article »
Image for Alta Wealth Advisors LLC Grows Position in Marvell Technology, Inc. (NASDAQ:MRVL)

Alta Wealth Advisors LLC Grows Position in Marvell Technology, Inc. (NASDAQ:MRVL)

Alta Wealth Advisors LLC lifted its position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 64.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Lam Research (NASDAQ:LRCX) Earns “Buy” Rating from Needham & Company LLC

Lam Research (NASDAQ:LRCX) Earns “Buy” Rating from Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of Lam Research (NASDAQ:LRCX – Free Report) in a research report sent to investors on Thursday,Benzinga reports. Needham & Company LLC currently has a $90.00... More of this article »
Image for Teradyne (NASDAQ:TER) Issues Quarterly  Earnings Results

Teradyne (NASDAQ:TER) Issues Quarterly Earnings Results

Teradyne (NASDAQ:TER – Get Free Report) released its earnings results on Wednesday. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.04, Zacks reports.... More of this article »
Image for Apple’s (AAPL) “Buy” Rating Reaffirmed at Needham & Company LLC

Apple’s (AAPL) “Buy” Rating Reaffirmed at Needham & Company LLC

Apple (NASDAQ:AAPL – Get Free Report)‘s stock had its “buy” rating reaffirmed by Needham & Company LLC in a report issued on Friday,Benzinga reports. They currently have a $260.00 price target on the iPhone... More of this article »
Image for Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Institute for Wealth Management LLC.

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Institute for Wealth Management LLC.

Institute for Wealth Management LLC. lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,432 shares of... More of this article »
Image for Relx Plc (NYSE:RELX) Shares Bought by Hamilton Point Investment Advisors LLC

Relx Plc (NYSE:RELX) Shares Bought by Hamilton Point Investment Advisors LLC

Hamilton Point Investment Advisors LLC lifted its stake in shares of Relx Plc (NYSE:RELX – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for McGrath RentCorp (NASDAQ:MGRC) Shares Bought by Hamilton Point Investment Advisors LLC

McGrath RentCorp (NASDAQ:MGRC) Shares Bought by Hamilton Point Investment Advisors LLC

Hamilton Point Investment Advisors LLC boosted its holdings in McGrath RentCorp (NASDAQ:MGRC – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 274 Shares in Rockwell Automation, Inc. (NYSE:ROK) Acquired by Country Trust Bank

274 Shares in Rockwell Automation, Inc. (NYSE:ROK) Acquired by Country Trust Bank

Country Trust Bank acquired a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Ameriprise Financial, Inc. (NYSE:AMP) Shares Sold by Busey Bank

Ameriprise Financial, Inc. (NYSE:AMP) Shares Sold by Busey Bank

Busey Bank cut its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 11.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 785 shares of the financial services provider’s stock after... More of this article »
Image for General Electric (NYSE:GE) Shares Sold by Capital Investment Advisory Services LLC

General Electric (NYSE:GE) Shares Sold by Capital Investment Advisory Services LLC

Capital Investment Advisory Services LLC decreased its holdings in shares of General Electric (NYSE:GE – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for AA Financial Advisors LLC Grows Stock Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

AA Financial Advisors LLC Grows Stock Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

AA Financial Advisors LLC increased its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 25.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) Shares Bought by Narus Financial Partners LLC

Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) Shares Bought by Narus Financial Partners LLC

Narus Financial Partners LLC increased its stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 41.0% in the fourth quarter, HoldingsChannel reports. The firm owned 3,630 shares of the company’s... More of this article »