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Image for Summit Wealth & Retirement Planning Inc. Makes New $715,000 Investment in Vanguard Value ETF (NYSEARCA:VTV)

Summit Wealth & Retirement Planning Inc. Makes New $715,000 Investment in Vanguard Value ETF (NYSEARCA:VTV)

Summit Wealth & Retirement Planning Inc. bought a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 4,226 shares of the company’s... More of this article »
Image for Investment Advisory Services Inc. TX ADV Sells 2,689 Shares of AbbVie Inc. (NYSE:ABBV)

Investment Advisory Services Inc. TX ADV Sells 2,689 Shares of AbbVie Inc. (NYSE:ABBV)

Investment Advisory Services Inc. TX ADV trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.4% during the fourth quarter, HoldingsChannel reports. The firm owned 25,821 shares of the company’s... More of this article »
Image for Empirical Finance LLC Decreases Stake in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Empirical Finance LLC Decreases Stake in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Empirical Finance LLC lowered its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Entropy Technologies LP Buys 25,191 Shares of D.R. Horton, Inc. (NYSE:DHI)

Entropy Technologies LP Buys 25,191 Shares of D.R. Horton, Inc. (NYSE:DHI)

Entropy Technologies LP lifted its stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) by 1,049.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Intuit Inc. (NASDAQ:INTU) Shares Purchased by Entropy Technologies LP

Intuit Inc. (NASDAQ:INTU) Shares Purchased by Entropy Technologies LP

Entropy Technologies LP raised its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 384.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,001 shares... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Has $72.69 Million Holdings in IPG Photonics Co. (NASDAQ:IPGP)

Sumitomo Mitsui Trust Group Inc. Has $72.69 Million Holdings in IPG Photonics Co. (NASDAQ:IPGP)

Sumitomo Mitsui Trust Group Inc. boosted its holdings in shares of IPG Photonics Co. (NASDAQ:IPGP – Free Report) by 2.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 999,649 shares of the... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Sells 13,346 Shares of ResMed Inc. (NYSE:RMD)

Sumitomo Mitsui Trust Group Inc. Sells 13,346 Shares of ResMed Inc. (NYSE:RMD)

Sumitomo Mitsui Trust Group Inc. decreased its position in ResMed Inc. (NYSE:RMD – Free Report) by 3.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 332,196 shares of the medical... More of this article »
Image for Stoneridge Investment Partners LLC Boosts Stock Position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT)

Stoneridge Investment Partners LLC Boosts Stock Position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT)

Stoneridge Investment Partners LLC boosted its stake in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT – Free Report) by 18.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 6,278 shares of the semiconductor... More of this article »
Image for Stoneridge Investment Partners LLC Takes Position in Verde Clean Fuels, Inc. (NASDAQ:VGAS)

Stoneridge Investment Partners LLC Takes Position in Verde Clean Fuels, Inc. (NASDAQ:VGAS)

Stoneridge Investment Partners LLC purchased a new position in shares of Verde Clean Fuels, Inc. (NASDAQ:VGAS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for NORTHSTAR ASSET MANAGEMENT Co LLC Trims Holdings in Medtronic plc (NYSE:MDT)

NORTHSTAR ASSET MANAGEMENT Co LLC Trims Holdings in Medtronic plc (NYSE:MDT)

NORTHSTAR ASSET MANAGEMENT Co LLC reduced its stake in Medtronic plc (NYSE:MDT – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Global Wealth Management Investment Advisory Inc. Grows Stake in Equity Residential (NYSE:EQR)

Global Wealth Management Investment Advisory Inc. Grows Stake in Equity Residential (NYSE:EQR)

Global Wealth Management Investment Advisory Inc. raised its stake in shares of Equity Residential (NYSE:EQR – Free Report) by 12.7% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for 14,017 Shares in Equifax Inc. (NYSE:EFX) Acquired by Strategic Financial Concepts LLC

14,017 Shares in Equifax Inc. (NYSE:EFX) Acquired by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC bought a new stake in Equifax Inc. (NYSE:EFX – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 14,017 shares of the credit services provider’s stock, valued at... More of this article »
Image for 41,964 Shares in Citigroup Inc. (NYSE:C) Bought by Strategic Financial Concepts LLC

41,964 Shares in Citigroup Inc. (NYSE:C) Bought by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC acquired a new position in shares of Citigroup Inc. (NYSE:C – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Silver Oak Securities Incorporated Acquires New Shares in Industrial Logistics Properties Trust (NASDAQ:ILPT)

Silver Oak Securities Incorporated Acquires New Shares in Industrial Logistics Properties Trust (NASDAQ:ILPT)

Silver Oak Securities Incorporated bought a new position in Industrial Logistics Properties Trust (NASDAQ:ILPT – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 18,058 shares of the company’s... More of this article »
Image for 5,683 Shares in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF) Purchased by Silver Oak Securities Incorporated

5,683 Shares in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF) Purchased by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated purchased a new position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor... More of this article »
Image for General Dynamics Co. (NYSE:GD) Stock Holdings Increased by Financial Advocates Investment Management

General Dynamics Co. (NYSE:GD) Stock Holdings Increased by Financial Advocates Investment Management

Financial Advocates Investment Management raised its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 16.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for 386 Shares in argenx SE (NASDAQ:ARGX) Acquired by Financial Advocates Investment Management

386 Shares in argenx SE (NASDAQ:ARGX) Acquired by Financial Advocates Investment Management

Financial Advocates Investment Management bought a new stake in shares of argenx SE (NASDAQ:ARGX – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 386 shares of the company’s... More of this article »
Image for Financial Advocates Investment Management Acquires 10,070 Shares of Super Micro Computer, Inc. (NASDAQ:SMCI)

Financial Advocates Investment Management Acquires 10,070 Shares of Super Micro Computer, Inc. (NASDAQ:SMCI)

Financial Advocates Investment Management grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 839.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Image for Financial Advocates Investment Management Acquires 142 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Financial Advocates Investment Management Acquires 142 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Financial Advocates Investment Management increased its holdings in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 7.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,049 shares of the oil... More of this article »
Image for State of Alaska Department of Revenue Trims Holdings in Balchem Co. (NASDAQ:BCPC)

State of Alaska Department of Revenue Trims Holdings in Balchem Co. (NASDAQ:BCPC)

State of Alaska Department of Revenue reduced its holdings in shares of Balchem Co. (NASDAQ:BCPC – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Silicon Valley Capital Partners Sells 397 Shares of ProShares UltraPro QQQ (NASDAQ:TQQQ)

Silicon Valley Capital Partners Sells 397 Shares of ProShares UltraPro QQQ (NASDAQ:TQQQ)

Silicon Valley Capital Partners cut its stake in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 44.1% in the fourth quarter, HoldingsChannel reports. The fund owned 503 shares of the exchange traded fund’s stock... More of this article »
Image for Elser Financial Planning Inc Has $3.08 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Elser Financial Planning Inc Has $3.08 Million Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Elser Financial Planning Inc raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 86.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for XY Capital Ltd Has $5.13 Million Stock Holdings in Toyota Motor Co. (NYSE:TM)

XY Capital Ltd Has $5.13 Million Stock Holdings in Toyota Motor Co. (NYSE:TM)

XY Capital Ltd grew its position in shares of Toyota Motor Co. (NYSE:TM – Free Report) by 221.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Relay Therapeutics, Inc. (NASDAQ:RLAY) Receives Average Recommendation of “Moderate Buy” from Analysts

Relay Therapeutics, Inc. (NASDAQ:RLAY) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Relay Therapeutics, Inc. (NASDAQ:RLAY – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the eleven research firms that are currently covering the stock, Marketbeat.com... More of this article »
Image for Bleakley Financial Group LLC Lowers Holdings in Canadian National Railway (NYSE:CNI)

Bleakley Financial Group LLC Lowers Holdings in Canadian National Railway (NYSE:CNI)

Bleakley Financial Group LLC lowered its holdings in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for WCM Investment Management LLC Sells 21,254 Shares of Credicorp Ltd. (NYSE:BAP)

WCM Investment Management LLC Sells 21,254 Shares of Credicorp Ltd. (NYSE:BAP)

WCM Investment Management LLC decreased its position in shares of Credicorp Ltd. (NYSE:BAP – Free Report) by 6.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 293,838 shares of the... More of this article »
Image for Entropy Technologies LP Buys 11,415 Shares of Adobe Inc. (NASDAQ:ADBE)

Entropy Technologies LP Buys 11,415 Shares of Adobe Inc. (NASDAQ:ADBE)

Entropy Technologies LP raised its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 68.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 28,011 shares of the software company’s stock after purchasing... More of this article »
Image for Empirical Finance LLC Lowers Stake in Adobe Inc. (NASDAQ:ADBE)

Empirical Finance LLC Lowers Stake in Adobe Inc. (NASDAQ:ADBE)

Empirical Finance LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Vistra Corp. (NYSE:VST) Shares Purchased by Bleakley Financial Group LLC

Vistra Corp. (NYSE:VST) Shares Purchased by Bleakley Financial Group LLC

Bleakley Financial Group LLC raised its holdings in Vistra Corp. (NYSE:VST – Free Report) by 53.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,638 shares of the company’s stock... More of this article »
Image for Choreo LLC Decreases Stake in CarGurus, Inc. (NASDAQ:CARG)

Choreo LLC Decreases Stake in CarGurus, Inc. (NASDAQ:CARG)

Choreo LLC lessened its position in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) by 12.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Choreo LLC Purchases 414 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Choreo LLC Purchases 414 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Choreo LLC boosted its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 4.0% in the 4th quarter, HoldingsChannel reports. The firm owned 10,766 shares of the company’s stock after acquiring an... More of this article »
Image for FSR Wealth Management Ltd. Makes New Investment in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

FSR Wealth Management Ltd. Makes New Investment in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

FSR Wealth Management Ltd. purchased a new position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Eukles Asset Management Buys Shares of 734 Lennox International Inc. (NYSE:LII)

Eukles Asset Management Buys Shares of 734 Lennox International Inc. (NYSE:LII)

Eukles Asset Management purchased a new stake in Lennox International Inc. (NYSE:LII – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for O Brien Wealth Partners LLC Has $179,000 Position in Paychex, Inc. (NASDAQ:PAYX)

O Brien Wealth Partners LLC Has $179,000 Position in Paychex, Inc. (NASDAQ:PAYX)

O Brien Wealth Partners LLC cut its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 11.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Hobart Private Capital LLC Decreases Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Hobart Private Capital LLC Decreases Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Hobart Private Capital LLC cut its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Moloney Securities Asset Management LLC Increases Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Moloney Securities Asset Management LLC Increases Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Moloney Securities Asset Management LLC lifted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.0% in the fourth quarter, HoldingsChannel reports. The firm owned 19,012 shares of the... More of this article »
Image for Analyzing Niu Technologies (NASDAQ:NIU) & ECD Automotive Design (NASDAQ:ECDA)

Analyzing Niu Technologies (NASDAQ:NIU) & ECD Automotive Design (NASDAQ:ECDA)

Profitability This table compares ECD Automotive Design and Niu Technologies’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets ECD Automotive Design N/A N/A N/A Niu Technologies -8.53% -24.22% -9.95% Earnings... More of this article »
Image for Empirical Finance LLC Sells 571 Shares of The Charles Schwab Co. (NYSE:SCHW)

Empirical Finance LLC Sells 571 Shares of The Charles Schwab Co. (NYSE:SCHW)

Empirical Finance LLC cut its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for The Kroger Co. (NYSE:KR) Shares Purchased by Empowered Funds LLC

The Kroger Co. (NYSE:KR) Shares Purchased by Empowered Funds LLC

Empowered Funds LLC boosted its stake in The Kroger Co. (NYSE:KR – Free Report) by 184.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 245,616 shares of the company’s... More of this article »
Image for Moloney Securities Asset Management LLC Increases Stake in Moody’s Co. (NYSE:MCO)

Moloney Securities Asset Management LLC Increases Stake in Moody’s Co. (NYSE:MCO)

Moloney Securities Asset Management LLC raised its stake in Moody’s Co. (NYSE:MCO – Free Report) by 2.2% in the fourth quarter, HoldingsChannel reports. The fund owned 3,769 shares of the business services provider’s... More of this article »
Image for Regents Gate Capital LLP Makes New Investment in Terex Co. (NYSE:TEX)

Regents Gate Capital LLP Makes New Investment in Terex Co. (NYSE:TEX)

Regents Gate Capital LLP acquired a new stake in Terex Co. (NYSE:TEX – Free Report) during the 4th quarter, Holdings Channel reports. The firm acquired 120,313 shares of the industrial products company’s stock, valued... More of this article »
Image for Skyworks Solutions, Inc. (NASDAQ:SWKS) Shares Sold by Eukles Asset Management

Skyworks Solutions, Inc. (NASDAQ:SWKS) Shares Sold by Eukles Asset Management

Eukles Asset Management reduced its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 4.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for NORTHSTAR ASSET MANAGEMENT Co LLC Buys 100 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

NORTHSTAR ASSET MANAGEMENT Co LLC Buys 100 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

NORTHSTAR ASSET MANAGEMENT Co LLC boosted its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Global Wealth Management Investment Advisory Inc. Boosts Stake in The Cigna Group (NYSE:CI)

Global Wealth Management Investment Advisory Inc. Boosts Stake in The Cigna Group (NYSE:CI)

Global Wealth Management Investment Advisory Inc. lifted its holdings in shares of The Cigna Group (NYSE:CI – Free Report) by 10.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for First National Corp MA ADV Has $418,000 Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

First National Corp MA ADV Has $418,000 Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

First National Corp MA ADV lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for iShares Select Dividend ETF (NASDAQ:DVY) is Powell Investment Advisors LLC’s 5th Largest Position

iShares Select Dividend ETF (NASDAQ:DVY) is Powell Investment Advisors LLC’s 5th Largest Position

Powell Investment Advisors LLC grew its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 0.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 92,915... More of this article »
Image for Bristlecone Advisors LLC Has $2.38 Million Holdings in Goldman Sachs Access Investment Grade Corporate Bond ETF (NYSEARCA:GIGB)

Bristlecone Advisors LLC Has $2.38 Million Holdings in Goldman Sachs Access Investment Grade Corporate Bond ETF (NYSEARCA:GIGB)

Bristlecone Advisors LLC raised its holdings in Goldman Sachs Access Investment Grade Corporate Bond ETF (NYSEARCA:GIGB – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Theta Fuel Price Tops $0.0554  (TFUEL)

Theta Fuel Price Tops $0.0554 (TFUEL)

Theta Fuel (TFUEL) traded 18.1% higher against the US dollar during the 1 day period ending at 12:00 PM E.T. on February 10th. One Theta Fuel coin can now be purchased for $0.0554 or 0.00000057 BTC on major exchanges. Theta Fuel has... More of this article »
Image for Kinross Gold Co. (NYSE:KGC) Shares Acquired by Entropy Technologies LP

Kinross Gold Co. (NYSE:KGC) Shares Acquired by Entropy Technologies LP

Entropy Technologies LP lifted its stake in shares of Kinross Gold Co. (NYSE:KGC – Free Report) (TSE:K) by 267.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 494,590 shares of the mining... More of this article »
Image for Chaney Capital Management Inc. Buys 6,785 Shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Chaney Capital Management Inc. Buys 6,785 Shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Chaney Capital Management Inc. increased its holdings in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 18.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »