Epiq Partners LLC lowered its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,361 shares of the electric vehicle producer’s stock after selling 256 shares during the period. Epiq Partners LLC’s […]

Breakwater Capital Group decreased its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 4.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,466 shares of the company’s stock after selling 833 shares during the period. Breakwater Capital Group’s holdings in […]

Thrive Wealth Management LLC increased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.7% in the second quarter, Holdings Channel.com reports. The firm owned 3,272 shares of the medical research company’s stock after purchasing an additional 420 shares during the quarter. Thrive Wealth Management LLC’s holdings in Amgen were worth $914,000 […]

Gradient Investments LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,876 shares of the electric vehicle producer’s stock after buying an additional 516 shares during the quarter. […]

GSG Advisors LLC reduced its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,699 shares of the exchange traded fund’s stock after selling 27 shares during the quarter. Invesco QQQ […]

Lineweaver Wealth Advisors LLC lifted its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 8.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,021 shares of the company’s stock after purchasing an additional 2,783 shares during the quarter. […]

Pallas Capital Advisors LLC decreased its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 9.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,023 shares of the technology company’s stock after selling 3,855 shares during the period. Pallas […]

Radnor Capital Management LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 10.2% in the second quarter, Holdings Channel.com reports. The fund owned 7,906 shares of the enterprise software provider’s stock after buying an additional 733 shares during the quarter. Radnor Capital Management LLC’s holdings in Oracle were worth $1,728,000 […]

Berkshire Bank lifted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 22.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 31,088 shares of the company’s stock after purchasing an additional 5,711 shares during the quarter. Johnson & Johnson makes up about 1.1% of Berkshire Bank’s portfolio, making the stock its 22nd […]

Radnor Capital Management LLC lessened its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 46.7% during the second quarter, Holdings Channel reports. The fund owned 8,003 shares of the company’s stock after selling 7,000 shares during the period. Radnor Capital Management LLC’s holdings in Colgate-Palmolive were worth $727,000 as of its most recent filing […]

Tounjian Advisory Partners LLC lessened its holdings in shares of CMS Energy Corporation (NYSE:CMS – Free Report) by 1.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,468 shares of the utilities provider’s stock after selling 266 shares […]

Biltmore Wealth Management LLC trimmed its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.9% in the second quarter, Holdings Channel.com reports. The fund owned 1,078 shares of the retailer’s stock after selling 55 shares during the quarter. Costco Wholesale accounts for approximately 0.4% of Biltmore Wealth Management LLC’s portfolio, making […]

Channel Wealth LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 486 shares of the exchange traded fund’s stock, valued at approximately $206,000. Several other hedge […]

Thrive Wealth Management LLC decreased its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,030 shares of the conglomerate’s stock after selling 53 shares […]

David J Yvars Group increased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 16.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,089 shares of the company’s stock after purchasing an additional 1,859 shares […]

Lincoln Capital Corp raised its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 0.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 62,343 shares of the financial services provider’s stock after purchasing an additional 414 shares during the quarter. Charles […]

Pallas Capital Advisors LLC reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.2% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 12,118 shares of the retailer’s stock after selling 152 shares during the quarter. Pallas Capital Advisors LLC’s holdings in Costco Wholesale were worth $11,996,000 as of its […]

Baron Wealth Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 62.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 412 shares of the retailer’s stock after buying an additional 158 shares during the quarter. Baron […]

Lineweaver Wealth Advisors LLC decreased its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 11.6% during the second quarter, Holdings Channel.com reports. The firm owned 26,298 shares of the electronics maker’s stock after selling 3,443 shares during the period. Lineweaver Wealth Advisors LLC’s holdings in Corning were worth $1,383,000 at the end […]

Westshore Wealth LLC lowered its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 99,783 shares of the exchange traded fund’s stock after selling 1,405 shares during the quarter. […]

Radnor Capital Management LLC raised its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 2.7% during the second quarter, HoldingsChannel reports. The firm owned 8,560 shares of the energy exploration company’s stock after acquiring an additional 225 shares during the quarter. Radnor Capital Management LLC’s holdings in EOG Resources were worth $1,024,000 at […]

Graves Light Lenhart Wealth Inc. decreased its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 5.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,740 shares of the company’s stock after selling 1,648 shares during […]

Tounjian Advisory Partners LLC reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 27,724 shares of the company’s stock after selling 486 shares during the quarter. Tounjian Advisory Partners LLC’s […]

Breakwater Capital Group decreased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 11.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,809 shares of the company’s stock after selling 1,650 shares during the period. Breakwater Capital […]

Stokes Capital Advisors LLC decreased its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,803 shares of the railroad operator’s stock after selling 897 shares during […]

Procyon Advisors LLC cut its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 18.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 112,218 shares of the company’s stock after selling 26,221 shares during the quarter. Vanguard Russell […]

Procyon Advisors LLC cut its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 108,552 shares of the company’s stock after selling 4,576 shares during the quarter. Vanguard High Dividend Yield ETF […]

Camelot Technology Advisors Inc. reduced its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 15.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 19,368 shares of the exchange traded fund’s stock after selling 3,560 shares during the period. […]

Tounjian Advisory Partners LLC lessened its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 1.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,710 shares of the technology company’s stock after selling 74 shares during the quarter. Tounjian Advisory […]

Reinhart Partners LLC. purchased a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the second quarter, HoldingsChannel reports. The firm purchased 88,411 shares of the exchange traded fund’s stock, valued at approximately $19,079,000. Other hedge funds have also modified their holdings of the company. Goldman Sachs Group Inc. boosted its position […]

Towerpoint Wealth LLC bought a new position in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 4,374 shares of the company’s stock, valued at approximately $218,000. A number of […]

Pines Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,852 shares of the company’s stock after purchasing an additional 258 shares […]

Seneca House Advisors reduced its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,688 shares of the company’s stock after selling 127 shares during […]

Breakwater Capital Group raised its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 67,400 shares of the company’s stock after purchasing an additional 1,434 shares during the quarter. Breakwater […]

Dynamic Advisor Solutions LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 3.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 104,510 shares of the company’s stock after buying an additional 3,281 shares during the period. Dynamic Advisor Solutions LLC’s holdings in iShares Core S&P […]

Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Get Free Report) shares hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $119.82 and last traded at $119.33, with a volume of 940416 shares traded. The stock had previously closed at $119.55. Vanguard Russell 1000 Growth ETF Stock Performance […]