Emprise Bank reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,010 shares of the information services provider’s stock after selling 359 shares during the […]

Fermata Advisors LLC lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 66.0% during the second quarter, Holdings Channel.com reports. The fund owned 4,827 shares of the retailer’s stock after selling 9,364 shares during the quarter. Fermata Advisors LLC’s holdings in Walmart were worth $472,000 at the end of the most recent reporting […]

Exchange Bank reduced its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 6,546 shares of the information services provider’s stock after selling 311 shares during the period. Exchange Bank’s holdings in Alphabet were worth $1,161,000 at the […]

Aaron Wealth Advisors LLC increased its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 96.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,075 shares of the software maker’s stock after acquiring an additional 1,019 shares during […]

Krilogy Financial LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 11.3% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 41,803 shares of the information services provider’s stock after selling 5,301 shares during the period. Krilogy Financial LLC’s holdings in […]

Fjell Capital LLC cut its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,973 shares of the company’s stock after selling 506 shares during the period. Vanguard Value […]

Inspirion Wealth Advisors LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 904 shares of the industrial products company’s stock after selling 48 shares during the quarter. Inspirion Wealth Advisors LLC’s […]

Catalyst Private Wealth LLC grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,572 shares of the information services provider’s stock after purchasing an additional 133 shares during the quarter. […]

Gateway Investment Advisers LLC decreased its position in ONEOK, Inc. (NYSE:OKE – Free Report) by 0.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 231,652 shares of the utilities provider’s stock after selling 240 shares during the period. Gateway […]

Aaron Wealth Advisors LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 0.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,611 shares of the company’s stock after selling 41 shares during the quarter. Aaron Wealth […]

PFW Advisors LLC decreased its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.4% during the second quarter, Holdings Channel reports. The fund owned 9,255 shares of the industrial products company’s stock after selling 329 shares during the period. PFW Advisors LLC’s holdings in Illinois Tool Works were worth $2,288,000 as of […]

Bruce G. Allen Investments LLC boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 22.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 2,029 shares of the retailer’s stock after acquiring an additional 375 shares during the quarter. Bruce G. Allen Investments LLC’s holdings in Walmart were worth $198,000 at the […]

DLK Investment Management LLC cut its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 10.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,684 shares of the company’s stock after selling 200 shares during the period. DLK Investment Management LLC’s […]

Hardin Capital Partners LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 4.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,402 shares of the industrial products company’s stock after acquiring an additional 55 shares during […]

Divergent Planning LLC acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 11,683 shares of the home improvement retailer’s stock, valued at approximately $4,283,000. Home Depot makes up 1.6% of Divergent Planning LLC’s […]

First National Corp MA ADV lessened its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 31.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,187 shares of the company’s stock after selling 540 shares during the […]

Westbourne Investments Inc. boosted its stake in Redwood Trust, Inc. (NYSE:RWT – Free Report) by 26.3% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,800 shares of the real estate investment trust’s stock after acquiring an additional 7,446 shares during the period. Westbourne […]

Mirador Capital Partners LP reduced its position in shares of The Cooper Companies, Inc. (NASDAQ:COO – Free Report) by 1.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,167 shares of the medical device company’s stock after selling 254 […]

Fragasso Financial Advisors Inc lowered its position in Dominion Energy Inc. (NYSE:D – Free Report) by 4.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 5,649 shares of the utilities provider’s stock after selling 246 shares during the quarter. Fragasso Financial Advisors Inc’s holdings in Dominion Energy were worth $319,000 at the end […]

Pallas Capital Advisors LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 83.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,066 shares of the Internet television network’s stock after buying an additional 2,756 shares during […]

Gateway Investment Advisers LLC trimmed its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 263,602 shares of the home improvement retailer’s stock after selling 9,208 shares during the period. Home […]

Sarasin & Partners LLP grew its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 367,543 shares of the financial services provider’s stock after acquiring an additional […]

Breakwater Investment Management reduced its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 8.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 515 shares of the company’s stock after selling 48 shares during the period. Breakwater Investment Management’s holdings in Vanguard Mid-Cap ETF were worth $144,000 as of its most recent […]

Intelligence Driven Advisers LLC lowered its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.2% in the second quarter, Holdings Channel.com reports. The firm owned 1,199 shares of the Internet television network’s stock after selling 15 shares during the period. Intelligence Driven Advisers LLC’s holdings in Netflix were worth $1,606,000 as of […]

Aaron Wealth Advisors LLC lifted its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 25,147 shares of the cell phone carrier’s stock after purchasing an additional 1,874 shares during the period. […]

Intelligence Driven Advisers LLC purchased a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,701 shares of the wireless technology company’s stock, valued at approximately $430,000. Other institutional investors have […]

Lincoln Capital Corp raised its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.6% during the second quarter, Holdings Channel reports. The firm owned 81,947 shares of the company’s stock after buying an additional 2,082 shares during the period. Fidelity Total Bond ETF comprises 1.4% of Lincoln Capital Corp’s holdings, […]

PFW Advisors LLC lowered its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 193,147 shares of the exchange traded fund’s stock after selling 10,539 shares during the period. […]

Bruce G. Allen Investments LLC boosted its position in American Tower Corporation (NYSE:AMT – Free Report) by 16.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 537 shares of the real estate investment trust’s stock after buying an additional 76 shares during the quarter. Bruce G. Allen Investments LLC’s holdings in American Tower were […]

Gateway Investment Advisers LLC lessened its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 4.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,307 shares of the business services provider’s stock after selling 478 shares during the period. Gateway Investment […]

GSG Advisors LLC lowered its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 17.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 800 shares of the exchange traded fund’s stock after selling 166 shares during […]

Intelligence Driven Advisers LLC decreased its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 9.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,487 shares of the company’s stock after selling 463 shares during the […]

Fiduciary Alliance LLC boosted its stake in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,327 shares of the company’s stock after buying an additional 82 shares during the […]

Lbmc Investment Advisors LLC acquired a new position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 924 shares of the business services provider’s stock, valued at approximately $206,000. A number of other hedge funds have […]

Towerpoint Wealth LLC increased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,297 shares of the company’s stock after purchasing an additional 195 shares during the period. Towerpoint […]

Defined Wealth Management LLC lessened its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 11.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,639 shares of the company’s stock after selling 3,223 shares during the period. Defined Wealth […]

Sarasin & Partners LLP decreased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 707,299 shares of the credit services provider’s stock after selling 52,492 shares during […]

Sarasin & Partners LLP cut its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.3% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 59,806 shares of the exchange traded fund’s stock after selling 2,017 shares during the period. Sarasin & Partners LLP’s holdings in SPDR Gold Shares were worth $18,231,000 as of […]

Lbmc Investment Advisors LLC lessened its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 25,810 shares of the company’s stock after selling 88 shares during the quarter. Vanguard S&P 500 ETF makes […]

Bruce G. Allen Investments LLC trimmed its position in shares of AT&T Inc. (NYSE:T – Free Report) by 5.6% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 22,520 shares of the technology company’s stock after selling 1,328 shares during the quarter. AT&T comprises about […]

Archer Investment Management LLC lessened its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 24.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,870 shares of the company’s stock after selling 1,226 shares during the quarter. Archer Investment Management LLC’s […]

Defined Wealth Management LLC grew its stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 23.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,501 shares of the company’s stock after purchasing an additional 3,891 shares during the […]

Breakwater Investment Management lowered its holdings in SPDR Portfolio Corporate Bond ETF (NYSEARCA:SPBO – Free Report) by 6.8% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,153 shares of the company’s stock after selling 893 shares during the period. Breakwater Investment Management’s […]

Fiduciary Alliance LLC boosted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 95.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 9,337 shares of the company’s stock after purchasing an additional 4,572 shares during the period. Fiduciary Alliance LLC’s holdings in Vanguard Dividend Appreciation ETF were worth […]

Intelligence Driven Advisers LLC cut its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 4.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 66,151 shares of the company’s stock after selling 3,024 shares during the quarter. […]

Beacon Financial Group lifted its position in shares of Deere & Company (NYSE:DE – Free Report) by 4.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,293 shares of the industrial products company’s stock after purchasing an additional 50 shares during the period. […]

Archer Investment Management LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the second quarter, HoldingsChannel.com reports. The fund acquired 124,602 shares of the company’s stock, valued at approximately $12,546,000. iShares 0-3 Month Treasury Bond ETF accounts for approximately 9.1% of Archer Investment Management LLC’s investment portfolio, […]

Lifestyle Asset Management Inc. lowered its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 12.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 13,667 shares of the company’s stock after selling 1,893 shares during the period. Lifestyle Asset Management Inc.’s holdings in JPMorgan Ultra-Short Income ETF were worth $693,000 as […]

Gateway Investment Advisers LLC decreased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 5.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,148 shares of the industrial products company’s stock after selling 4,808 shares […]

Dynamic Advisor Solutions LLC boosted its position in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 2.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 186,486 shares of the company’s stock after acquiring an additional 3,680 shares during […]