Dover Advisors LLC lowered its stake in shares of BlackRock (NYSE:BLK – Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,199 shares of the asset manager’s stock after selling 14 shares during the quarter. Dover Advisors LLC’s holdings in BlackRock […]

RMR Wealth Builders reduced its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,906 shares of the company’s stock after selling 398 shares during the quarter. RMR Wealth Builders’ […]

RMR Wealth Builders lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,825 shares of the retailer’s stock after selling 169 shares during the quarter. RMR Wealth Builders’ holdings […]

Webster Bank N. A. grew its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 70.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,995 shares of the company’s stock after purchasing an additional 824 shares during the quarter. Webster Bank N. A.’s holdings in Vanguard Growth ETF were worth $875,000 […]

Arlington Trust Co LLC cut its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,774 shares of the wireless technology company’s stock after selling 100 shares during the […]

Arlington Trust Co LLC lowered its stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 61.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,236 shares of the cable giant’s stock after selling 3,632 shares during the quarter. Arlington Trust Co LLC’s holdings in […]

Park Edge Advisors LLC raised its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 46.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,809 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,423 shares during the period. […]

Adamsbrown Wealth Consultants LLC lowered its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 26.8% during the second quarter, HoldingsChannel.com reports. The firm owned 3,198 shares of the company’s stock after selling 1,171 shares during the period. Adamsbrown Wealth Consultants LLC’s holdings in PepsiCo were worth $422,000 at the end of the […]

Persium Advisors LLC grew its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,129 shares of the conglomerate’s stock after buying an additional 122 shares during the period. Honeywell International accounts for […]

Persium Advisors LLC lifted its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 5.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,389 shares of the oil and gas company’s stock after buying an additional 328 shares during the […]

Davis Investment Partners LLC trimmed its holdings in shares of Bank of America Corporation (NYSE:BAC) by 0.4% during the second quarter, Holdings Channel.com reports. The firm owned 76,026 shares of the financial services provider’s stock after selling 304 shares during the quarter. Bank of America accounts for approximately 1.3% of Davis Investment Partners LLC’s portfolio, […]

Adamsbrown Wealth Consultants LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 9.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,124 shares of the electric vehicle producer’s stock after buying an additional 277 shares during the quarter. Adamsbrown […]

Davis Investment Partners LLC trimmed its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 8.9% in the second quarter, Holdings Channel.com reports. The fund owned 4,872 shares of the wireless technology company’s stock after selling 475 shares during the quarter. Davis Investment Partners LLC’s holdings in QUALCOMM were worth $777,000 at the […]

RMR Wealth Builders boosted its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 17.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,389 shares of the aerospace company’s stock after acquiring an additional 646 shares during the period. RMR Wealth Builders’ […]

Advance Capital Management Inc. lessened its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,470 shares of the company’s stock after selling 98 shares during the period. Advance Capital […]

Wealth Alliance Advisory Group LLC raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 17.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 19,956 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,951 shares during […]

Paladin Wealth LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 15.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,217 shares of the healthcare conglomerate’s stock after acquiring an additional 422 shares during the quarter. Paladin Wealth LLC’s […]

Bard Financial Services Inc. reduced its stake in AT&T Inc. (NYSE:T – Free Report) by 0.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 228,830 shares of the technology company’s stock after selling 1,250 shares during the quarter. Bard Financial Services Inc.’s holdings in […]

Bard Financial Services Inc. lowered its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 1.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 69,069 shares of the coffee company’s stock after selling 1,035 shares during the period. […]

Granite Bay Wealth Management LLC acquired a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 46,305 shares of the company’s stock, valued at approximately $6,761,000. RTX accounts for approximately […]

Lingohr Asset Management GmbH cut its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 82.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,160 shares of the oil and gas company’s stock after selling 38,184 shares during […]

Madison Park Capital Advisors LLC decreased its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 46.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,047 shares of the aircraft producer’s stock after selling 904 shares during the […]

Davis Investment Partners LLC boosted its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 19.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,426 shares of the insurance provider’s stock after acquiring an additional 5,809 […]

Gradient Investments LLC lessened its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 24,534 shares of the retailer’s stock after selling 717 shares during the period. Gradient Investments LLC’s holdings in Costco Wholesale were worth $24,287,000 as of its most […]

Lingohr Asset Management GmbH lessened its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 90.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 900 shares of the medical research company’s stock after selling 8,068 shares during […]

Persium Advisors LLC bought a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,129 shares of the exchange traded fund’s stock, valued at approximately $244,000. A number of other institutional investors […]

Arlington Trust Co LLC lowered its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 18.1% in the second quarter, Holdings Channel reports. The institutional investor owned 1,307 shares of the utilities provider’s stock after selling 288 shares during the period. Arlington Trust Co LLC’s holdings in Duke Energy were worth $154,000 […]

Adams Asset Advisors LLC decreased its holdings in Bank of America Corporation (NYSE:BAC) by 5.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 249,384 shares of the financial services provider’s stock after selling 14,988 shares during the quarter. Bank of America accounts for approximately 1.7% of Adams Asset Advisors LLC’s portfolio, making the stock […]

Davis Investment Partners LLC lifted its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.1% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,070 shares of the cell phone carrier’s stock after buying an additional 633 shares during the period. Davis […]

Schulz Wealth LTD. purchased a new position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,024 shares of the exchange traded fund’s stock, valued at approximately $435,000. Other hedge funds and other institutional investors have also […]

Parallel Advisors LLC increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 46,559 shares of the retailer’s stock after purchasing an additional 183 shares during […]

Bourne Lent Asset Management Inc. lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,275 shares of the electric vehicle producer’s stock after selling 500 shares during the quarter. […]

Quintet Private Bank Europe S.A. cut its position in The Walt Disney Company (NYSE:DIS – Free Report) by 13.6% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 597,562 shares of the entertainment giant’s stock after selling 94,237 shares during the period. Walt Disney comprises […]

Arlington Trust Co LLC cut its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.4% during the second quarter, HoldingsChannel.com reports. The firm owned 853,171 shares of the company’s stock after selling 30,469 shares during the period. Vanguard FTSE Developed Markets ETF accounts for about 9.5% of Arlington Trust […]

Twele Capital Management Inc. decreased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 423,541 shares of the company’s stock after selling 16,094 shares during the period. Vanguard FTSE Developed […]

Heartwood Wealth Advisors LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 20.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,420 shares of the retailer’s stock after purchasing an additional 240 shares during the period. Heartwood Wealth Advisors […]

Baker Ellis Asset Management LLC lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 15.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,442 shares of the utilities provider’s stock after selling 1,974 shares during the quarter. Baker Ellis […]

Canandaigua National Trust Co of Florida reduced its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.9% during the 2nd quarter, Holdings Channel reports. The firm owned 752 shares of the medical research company’s stock after selling 39 shares during the period. Canandaigua National Trust Co of Florida’s holdings in Thermo Fisher […]

Arlington Trust Co LLC increased its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 14.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,477 shares of the exchange traded fund’s stock after purchasing an additional 797 shares during […]

E. Ohman J or Asset Management AB reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 328,404 shares of the financial services provider’s stock after selling 13,868 shares during the period. JPMorgan Chase & […]

Parallel Advisors LLC raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 285,917 shares of the exchange traded fund’s stock after acquiring an additional 9,801 shares […]

Canandaigua National Bank & Trust Co. lessened its position in ConocoPhillips (NYSE:COP – Free Report) by 2.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,899 shares of the energy producer’s stock after selling 762 shares during the quarter. Canandaigua National Bank & […]

Heartwood Wealth Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,151 shares of the cell phone carrier’s stock after acquiring an additional 673 shares during the quarter. Heartwood […]

Twele Capital Management Inc. decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.6% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 97,348 shares of the company’s stock after selling 562 shares during the period. Vanguard S&P 500 ETF makes up approximately 11.0% of Twele Capital Management Inc.’s […]

PTM Wealth Management LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.1% during the 2nd quarter, Holdings Channel reports. The fund owned 3,663 shares of the company’s stock after buying an additional 109 shares during the period. Vanguard S&P 500 ETF comprises 1.4% of PTM Wealth Management LLC’s portfolio, […]

Allen Mooney & Barnes Investment Advisors LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,458 shares of the exchange traded fund’s stock after selling […]

Wealth Alliance Advisory Group LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 51.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,936 shares of the company’s stock after purchasing an additional 5,098 shares during the period. Wealth Alliance Advisory […]

Allen Mooney & Barnes Investment Advisors LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 200,898 shares of the network equipment provider’s stock after buying an additional […]

Canandaigua National Bank & Trust Co. decreased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.3% in the 2nd quarter, Holdings Channel reports. The firm owned 6,893 shares of the medical research company’s stock after selling 545 shares during the quarter. Canandaigua National Bank & Trust Co.’s holdings in Thermo Fisher […]

Allen Mooney & Barnes Investment Advisors LLC cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 8.1% during the 2nd quarter, Holdings Channel reports. The fund owned 17,888 shares of the oil and gas company’s stock after selling 1,577 shares during the period. Allen Mooney & Barnes Investment Advisors LLC’s holdings in Chevron […]