Latitude Advisors LLC decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 12,063 shares of the company’s stock after selling 291 shares during the quarter. AbbVie comprises approximately […]

TKG Advisors LLC lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 12.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,812 shares of the company’s stock after selling 1,747 shares during the period. AbbVie accounts […]

Aaron Wealth Advisors LLC reduced its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 3,264 shares of the company’s stock after selling 383 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in Zoetis […]

Buffington Mohr McNeal lowered its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 5.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,703 shares of the information technology services provider’s stock after selling 97 shares during the period. Buffington Mohr McNeal’s holdings […]

Latitude Advisors LLC lessened its stake in Linde PLC (NASDAQ:LIN – Free Report) by 4.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 761 shares of the basic materials company’s stock after selling 38 shares during the period. Latitude Advisors LLC’s holdings in […]

ZWJ Investment Counsel Inc. reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 4.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,767 shares of the retailer’s stock after selling 1,350 shares during the period. ZWJ Investment Counsel […]

TKG Advisors LLC bought a new stake in shares of Walmart Inc. (NYSE:WMT – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 11,806 shares of the retailer’s stock, valued at approximately $1,036,000. Several other institutional investors and hedge funds have also […]

Novem Group increased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 22,527 shares of the company’s stock after purchasing an additional 1,086 shares during the period. Novem Group’s holdings in PepsiCo were worth $3,378,000 as of its most recent filing with […]

Coastline Trust Co lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 51.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,123 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,075 shares during […]

Holcombe Financial Inc. grew its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 10.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,675 shares of the retailer’s stock after purchasing an additional 1,148 shares during the period. Walmart accounts for […]

Latitude Advisors LLC increased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 6.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,539 shares of the retailer’s stock after purchasing an additional 264 shares during the period. Latitude […]

Latitude Advisors LLC lifted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 7.5% during the 1st quarter, Holdings Channel reports. The firm owned 2,696 shares of the home improvement retailer’s stock after acquiring an additional 187 shares during the period. Latitude Advisors LLC’s holdings in Home Depot were worth $988,000 at […]

Private Trust Co. NA grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,217 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,473 shares […]

R.H. Investment Group LLC grew its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 0.4% during the 1st quarter, Holdings Channel reports. The firm owned 46,043 shares of the energy producer’s stock after purchasing an additional 195 shares during the period. ConocoPhillips comprises 4.7% of R.H. Investment Group LLC’s investment portfolio, making the […]

TKG Advisors LLC lessened its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 42.7% during the first quarter, Holdings Channel.com reports. The firm owned 2,105 shares of the energy exploration company’s stock after selling 1,568 shares during the quarter. TKG Advisors LLC’s holdings in EOG Resources were worth $270,000 as of its most […]

TKG Advisors LLC bought a new stake in The Boeing Company (NYSE:BA – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,200 shares of the aircraft producer’s stock, valued at approximately $205,000. A number of other institutional […]

North Capital Inc. acquired a new position in shares of RTX Corporation (NYSE:RTX – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,371 shares of the company’s stock, valued at approximately $314,000. Several other hedge funds […]

North Capital Inc. acquired a new stake in shares of The Boeing Company (NYSE:BA – Free Report) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 878 shares of the aircraft producer’s stock, valued at approximately $150,000. A number of other institutional investors have also recently made changes to their positions in BA. Vanguard […]

Barlow Wealth Partners Inc. grew its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,444 shares of the software maker’s stock after purchasing an additional 139 shares during the period. […]

First Horizon Advisors Inc. decreased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 49.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 231,838 shares of the retailer’s stock after selling 224,595 shares during the quarter. First Horizon […]

Revisor Wealth Management LLC raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 107.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,208 shares of the retailer’s stock after acquiring an additional 8,923 shares during the quarter. Revisor Wealth Management […]

Private Trust Co. NA boosted its position in Chevron Corporation (NYSE:CVX – Free Report) by 4.1% in the first quarter, Holdings Channel.com reports. The firm owned 31,476 shares of the oil and gas company’s stock after acquiring an additional 1,251 shares during the quarter. Chevron makes up about 0.5% of Private Trust Co. NA’s holdings, […]

Latitude Advisors LLC grew its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 62.9% during the first quarter, Holdings Channel reports. The firm owned 899 shares of the software company’s stock after purchasing an additional 347 shares during the period. Latitude Advisors LLC’s holdings in Adobe were worth $345,000 as of its […]

Revisor Wealth Management LLC grew its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 126.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,965 shares of the industrial products company’s stock after buying an additional 1,099 shares during the quarter. […]

Barlow Wealth Partners Inc. lessened its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 19.5% in the first quarter, Holdings Channel.com reports. The fund owned 33,846 shares of the software company’s stock after selling 8,174 shares during the quarter. Adobe comprises about 1.6% of Barlow Wealth Partners Inc.’s holdings, making the stock […]

Castle Wealth Management LLC lifted its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 3,828 shares of the medical research company’s stock after acquiring an additional 147 shares during the quarter. Castle Wealth Management […]

Krane Funds Advisors LLC increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 70.8% in the 1st quarter, HoldingsChannel reports. The firm owned 2,696 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,118 shares during the period. Krane Funds Advisors LLC’s holdings in Broadcom were worth $451,000 as of […]

Fusion Family Wealth LLC raised its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.7% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 103,934 shares of the exchange traded fund’s stock after buying an additional 5,593 shares during the quarter. Invesco QQQ comprises about 4.5% of […]

Buffington Mohr McNeal lessened its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 33.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,057 shares of the company’s stock after selling 1,039 shares during the period. Buffington Mohr McNeal’s holdings in PepsiCo were worth […]

Novem Group boosted its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 7.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 101,049 shares of the cable giant’s stock after purchasing an additional 7,108 shares during the period. Novem Group’s holdings in […]

Barlow Wealth Partners Inc. lifted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 13.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 2,809 shares of the company’s stock after purchasing an additional 333 shares during the quarter. Barlow Wealth Partners Inc.’s holdings […]

Castle Wealth Management LLC raised its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,725 shares of the company’s stock after buying an additional 57 shares during the quarter. Castle Wealth […]

Private Trust Co. NA cut its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,297 shares of the cell phone carrier’s stock after selling 1,249 shares during the […]

O Brien Wealth Partners LLC increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 56.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 652 shares of the company’s stock after purchasing an additional 235 shares during the quarter. O […]

Novem Group raised its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.5% during the 1st quarter, Holdings Channel reports. The fund owned 30,881 shares of the company’s stock after purchasing an additional 467 shares during the period. Vanguard Growth ETF makes up approximately 1.6% of Novem Group’s investment portfolio, making […]

Buffington Mohr McNeal lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 7.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 244 shares of the Internet television network’s stock after buying an additional 17 shares […]

Keybank National Association OH cut its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 780,311 shares of the information services provider’s stock after selling 12,790 shares during the period. […]

Buffington Mohr McNeal lessened its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 71.4% during the first quarter, Holdings Channel reports. The institutional investor owned 4,284 shares of the retailer’s stock after selling 10,688 shares during the quarter. Buffington Mohr McNeal’s holdings in Walmart were worth $376,000 as of its most recent […]

North Capital Inc. bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the first quarter, HoldingsChannel reports. The fund bought 919 shares of the company’s stock, valued at approximately $138,000. A number of other institutional investors also recently made changes to their positions in the stock. WealthTrak Capital Management LLC […]

ZWJ Investment Counsel Inc. cut its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 6.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,912 shares of the company’s stock after selling 211 shares during the quarter. ZWJ Investment Counsel Inc.’s […]

Axis Wealth Partners LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% during the first quarter, Holdings Channel.com reports. The institutional investor owned 1,893 shares of the exchange traded fund’s stock after purchasing an additional 42 shares during the period. Axis Wealth Partners LLC’s holdings in Invesco QQQ were worth $887,000 […]

Checchi Capital Advisers LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 3,799 shares of the Internet television network’s stock after purchasing an additional 64 shares during the quarter. Checchi Capital Advisers LLC’s holdings in Netflix were worth $3,543,000 as […]

North Capital Inc. acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 1st quarter, HoldingsChannel reports. The fund acquired 4,381 shares of the exchange traded fund’s stock, valued at approximately $2,054,000. Invesco QQQ makes up 1.9% of North Capital Inc.’s holdings, making the stock its 8th biggest holding. Several […]

Rosenberg Matthew Hamilton lessened its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 5.0% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 595 shares of the medical technology company’s stock after selling 31 shares during the period. Rosenberg Matthew Hamilton’s holdings in Stryker were worth […]

Aaron Wealth Advisors LLC boosted its stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 12.3% during the 1st quarter, Holdings Channel reports. The firm owned 4,170 shares of the financial services provider’s stock after acquiring an additional 456 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in Aflac were worth $464,000 […]

First Horizon Advisors Inc. increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,847 shares of the software company’s stock after buying an additional 4,174 shares during the quarter. […]

Revisor Wealth Management LLC raised its position in shares of GE Aerospace (NYSE:GE – Free Report) by 49.3% during the first quarter, HoldingsChannel reports. The firm owned 3,671 shares of the company’s stock after purchasing an additional 1,213 shares during the period. Revisor Wealth Management LLC’s holdings in GE Aerospace were worth $736,000 at the […]

Buffington Mohr McNeal trimmed its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 3.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 68,907 shares of the healthcare product maker’s stock after selling 2,777 shares during the quarter. Abbott Laboratories accounts for 1.8% […]

Arlington Trust Co LLC raised its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 155.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,765 shares of the electric vehicle producer’s stock after buying an additional 1,075 shares during the […]

Values Added Financial LLC boosted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 8.5% during the 1st quarter, Holdings Channel reports. The firm owned 2,718 shares of the enterprise software provider’s stock after buying an additional 213 shares during the quarter. Values Added Financial LLC’s holdings in Oracle were worth $380,000 at the […]