US Bancorp DE increased its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 98,379 shares of the company’s stock after purchasing an additional 1,927 shares during the period. […]

US Bancorp DE raised its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 3.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 409,075 shares of the utilities provider’s stock after buying an additional 12,715 shares during the quarter. US […]

Callan Family Office LLC raised its holdings in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 53.2% in the second quarter, Holdings Channel.com reports. The institutional investor owned 54,984 shares of the apparel retailer’s stock after purchasing an additional 19,086 shares during the quarter. Callan Family Office LLC’s holdings in Ross Stores were […]

Vivid Wealth Management LLC reduced its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 27.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,009 shares of the company’s stock after selling 1,894 shares during the quarter. Vivid Wealth […]

Beaumont Asset Management L.L.C. lifted its position in BlackRock (NYSE:BLK – Free Report) by 1.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,582 shares of the asset manager’s stock after purchasing an additional 42 shares during the period. […]

Capital Advisors Ltd. LLC lifted its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 16.8% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 916 shares of the aircraft producer’s stock after acquiring an additional 132 shares during the period. Capital Advisors Ltd. LLC’s […]

Birch Capital Management LLC trimmed its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 5.7% in the second quarter, Holdings Channel.com reports. The firm owned 4,138 shares of the pharmacy operator’s stock after selling 249 shares during the period. Birch Capital Management LLC’s holdings in CVS Health were worth $285,000 as […]

MSH Capital Advisors LLC reduced its position in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 22.7% during the second quarter, HoldingsChannel reports. The fund owned 1,832 shares of the medical research company’s stock after selling 539 shares during the quarter. MSH Capital Advisors LLC’s holdings in IQVIA were worth $289,000 as of its most […]

Elite Wealth Management Inc. lowered its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 3.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,622 shares of the oil and gas company’s stock after selling 115 shares during the […]

Ashford Advisors LLC lessened its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 68.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,361 shares of the company’s stock after selling 2,932 shares during the period. Vanguard Value ETF comprises approximately 0.1% of Ashford Advisors LLC’s holdings, making the stock its […]

Stonebridge Financial Group LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 2.0% in the 2nd quarter, Holdings Channel reports. The firm owned 1,593 shares of the industrial products company’s stock after acquiring an additional 31 shares during the period. Stonebridge Financial Group LLC’s holdings in Caterpillar were worth $618,000 […]

Sax Wealth Advisors LLC lowered its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 26.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,735 shares of the company’s stock after selling 1,009 shares during the quarter. Sax Wealth Advisors LLC’s holdings in […]

Callan Family Office LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 279.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 17,335 shares of the industrial products company’s stock after buying an additional 12,765 shares during the period. Callan Family Office LLC’s holdings in Caterpillar were worth $6,730,000 […]

Ashford Advisors LLC boosted its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 232.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,142 shares of the company’s stock after purchasing an additional 4,294 shares during the period. iShares […]

Stiles Financial Services Inc raised its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 11.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,804 shares of the asset manager’s stock after buying an additional 1,615 shares during the period. Stiles Financial Services […]

Birch Capital Management LLC decreased its holdings in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 5.7% in the second quarter, Holdings Channel reports. The firm owned 26,781 shares of the company’s stock after selling 1,609 shares during the quarter. Cardinal Health accounts for about 2.3% of Birch Capital Management LLC’s portfolio, making the stock […]

Baskin Financial Services Inc. decreased its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 1.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,891 shares of the real estate investment trust’s stock after selling 462 shares during the […]

Vontobel Holding Ltd. cut its stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 44.2% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 76,776 shares of the technology company’s stock after selling 60,749 shares during the period. Vontobel Holding Ltd.’s holdings in Dell […]

Beaumont Asset Management L.L.C. raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.3% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,621 shares of the credit services provider’s stock after purchasing an additional 34 shares during […]

WMG Financial Advisors LLC cut its stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 8.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,253 shares of the company’s stock after selling 500 shares during the period. WMG Financial Advisors […]

Riverchase Wealth Management LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,779 shares of the company’s stock after selling 794 shares during the period. Vanguard Value ETF […]

Vontobel Holding Ltd. boosted its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 146.1% in the second quarter, according to its most recent filing with the SEC. The firm owned 22,520 shares of the company’s stock after acquiring an additional 13,370 shares during the period. Vontobel Holding Ltd.’s holdings in GE […]

Cyndeo Wealth Partners LLC trimmed its position in VanEck Long Muni ETF (BATS:MLN – Free Report) by 6.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 353,246 shares of the company’s stock after selling 22,416 shares during the quarter. Cyndeo Wealth Partners LLC […]

Vantage Point Financial LLC increased its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,523 shares of the fast-food giant’s stock after buying an additional 55 shares during the period. Vantage Point Financial […]

Grand Wealth Management LLC lowered its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,773 shares of the company’s stock after selling 66 […]

Bar Harbor Wealth Management reduced its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 8.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 224 shares of the industrial products company’s stock after selling 21 shares during the period. Bar Harbor Wealth Management’s holdings in W.W. Grainger were worth $233,000 as of […]

Freedom Day Solutions LLC trimmed its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 3.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 876 shares of the company’s stock after selling 34 shares during the quarter. AutoZone accounts for 0.8% […]

Freedom Day Solutions LLC decreased its stake in Novo Nordisk A/S (NYSE:NVO – Free Report) by 2.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,511 shares of the company’s stock after selling 555 shares during the period. Freedom Day Solutions […]

Ramirez Asset Management Inc. decreased its holdings in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 3.3% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,917 shares of the financial services provider’s stock after selling 200 shares during the period. Ramirez […]

Trevian Wealth Management LLC raised its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 70.3% during the second quarter, Holdings Channel.com reports. The firm owned 17,066 shares of the company’s stock after buying an additional 7,044 shares during the period. Schwab US Broad Market ETF accounts for about 0.2% of Trevian […]

Stonebridge Financial Group LLC raised its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 2.6% in the second quarter, Holdings Channel reports. The firm owned 38,117 shares of the company’s stock after acquiring an additional 963 shares during the quarter. Stonebridge Financial Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth […]

QRG Capital Management Inc. boosted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.6% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 3,116 shares of the company’s stock after purchasing an additional 78 shares during the period. QRG Capital Management Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $608,000 […]

WMG Financial Advisors LLC boosted its position in Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) by 3.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,504 shares of the company’s stock after buying an additional 563 shares during the […]

Gilliland Jeter Wealth Management LLC lowered its position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 18.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,790 shares of the scientific and technical instruments company’s stock after selling 1,067 shares during the […]

Sax Wealth Advisors LLC increased its position in Deere & Company (NYSE:DE – Free Report) by 14.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 683 shares of the industrial products company’s stock after purchasing an additional 85 shares during the quarter. Sax Wealth […]

Gilliland Jeter Wealth Management LLC lifted its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,400.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,120 shares of the specialty retailer’s stock after purchasing an additional […]

Baldwin Wealth Partners LLC MA grew its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.8% in the second quarter, HoldingsChannel.com reports. The fund owned 181,125 shares of the company’s stock after purchasing an additional 11,609 shares during the period. Baldwin Wealth Partners LLC MA’s holdings in Novo Nordisk A/S were […]

Gilliland Jeter Wealth Management LLC lowered its holdings in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 14.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,644 shares of the energy company’s stock after selling 3,513 shares during […]

Kingswood Wealth Advisors LLC trimmed its position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 54.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,865 shares of the company’s stock after selling 7,149 shares during the […]

WMG Financial Advisors LLC purchased a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 812 shares of the company’s stock, valued at approximately $225,000. A number of other institutional investors […]

Antonelli Financial Advisors LLC lifted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.6% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,242 shares of the exchange traded fund’s stock after acquiring an additional 32 shares during the period. iShares […]

Callan Family Office LLC lifted its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 203.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,715 shares of the pharmaceutical company’s stock after acquiring an additional 11,198 shares during the period. […]

Ramirez Asset Management Inc. boosted its holdings in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 124.4% during the 2nd quarter, Holdings Channel reports. The firm owned 21,140 shares of the insurance provider’s stock after acquiring an additional 11,720 shares during the period. Ramirez Asset Management Inc.’s holdings in The Hartford Insurance Group […]

McKinley Carter Wealth Services Inc. increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 12.2% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 74,588 shares of the exchange traded fund’s stock after acquiring an additional 8,135 shares during the quarter. McKinley Carter Wealth Services Inc.’s holdings in iShares MSCI EAFE […]

Stonebridge Financial Group LLC decreased its holdings in Invesco RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 1.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 319,572 shares of the company’s stock after selling 6,227 shares during the quarter. Invesco RAFI US […]

Representative Julie Johnson (D-Texas) recently sold shares of Xcel Energy Inc. (NASDAQ:XEL). In a filing disclosed on October 07th, the Representative disclosed that they had sold between $1,001 and $15,000 in Xcel Energy stock on September 25th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account. Representative Julie Johnson also recently made […]

Representative Julie Johnson (D-Texas) recently sold shares of Paychex, Inc. (NASDAQ:PAYX). In a filing disclosed on October 07th, the Representative disclosed that they had sold between $1,001 and $15,000 in Paychex stock on September 25th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account. Representative Julie Johnson also recently made the following […]

Ameritas Advisory Services LLC cut its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 90.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 875 shares of the company’s stock after selling 7,931 shares during the quarter. Ameritas Advisory Services LLC’s holdings in iShares MSCI USA ESG Select ETF […]

McElhenny Sheffield Capital Management LLC purchased a new position in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) in the 2nd quarter, Holdings Channel reports. The firm purchased 20,054 shares of the investment management company’s stock, valued at approximately $410,000. A number of other institutional investors and hedge funds have also bought and sold […]

NBT Bank N A NY lowered its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 24.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,453 shares of the semiconductor company’s stock after selling 776 shares […]