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Twin Peaks Wealth Advisors LLC Grows Position in Oracle Co. (NYSE:ORCL)
Twin Peaks Wealth Advisors LLC increased its position in Oracle Co. (NYSE:ORCL – Free Report) by 25.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Union Bancaire Privee UBP SA Sells 1,685 Shares of Tesla, Inc. (NASDAQ:TSLA)
Union Bancaire Privee UBP SA lessened its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 23.6% in the 1st quarter, HoldingsChannel reports. The fund owned 5,446 shares of the electric vehicle producer’s... More of this article »
NorthCrest Asset Manangement LLC Reduces Stock Holdings in Oracle Co. (NYSE:ORCL)
NorthCrest Asset Manangement LLC trimmed its position in Oracle Co. (NYSE:ORCL – Free Report) by 0.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 268,369 shares of the enterprise... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Bought by Salem Investment Counselors Inc.
Salem Investment Counselors Inc. lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Howard Capital Management Group LLC Sells 723 Shares of Costco Wholesale Co. (NASDAQ:COST)
Howard Capital Management Group LLC decreased its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 57,088 shares of the retailer’s... More of this article »
Eli Lilly and Company (NYSE:LLY) Shares Acquired by Twin Peaks Wealth Advisors LLC
Twin Peaks Wealth Advisors LLC increased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 5.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 828 shares of the... More of this article »
Rockland Trust Co. Raises Holdings in Merck & Co., Inc. (NYSE:MRK)
Rockland Trust Co. increased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 18.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 493,234 shares... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Bought by Sky Investment Group LLC
Sky Investment Group LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Eli Lilly and Company (NYSE:LLY) Shares Sold by PPS&V Asset Management Consultants Inc.
PPS&V Asset Management Consultants Inc. reduced its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.4% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 1,252... More of this article »
Sky Investment Group LLC Purchases 575 Shares of The Southern Company (NYSE:SO)
Sky Investment Group LLC increased its position in The Southern Company (NYSE:SO – Free Report) by 0.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
NorthCrest Asset Manangement LLC Increases Stock Holdings in Intuit Inc. (NASDAQ:INTU)
NorthCrest Asset Manangement LLC boosted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 1.0% during the first quarter, Holdings Channel reports. The fund owned 70,416 shares of the software maker’s stock after... More of this article »
Exxon Mobil Co. (NYSE:XOM) Stock Holdings Raised by Allen Mooney & Barnes Investment Advisors LLC
Allen Mooney & Barnes Investment Advisors LLC lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Ferguson Wellman Capital Management Inc. Purchases 3,153 Shares of Oracle Co. (NYSE:ORCL)
Ferguson Wellman Capital Management Inc. lifted its position in Oracle Co. (NYSE:ORCL – Free Report) by 50.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
2,941 Shares in iShares Core S&P 500 ETF (NYSEARCA:IVV) Acquired by Smithbridge Asset Management Inc. DE
Smithbridge Asset Management Inc. DE acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
Hilltop Wealth Advisors LLC Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Hilltop Wealth Advisors LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Everhart Financial Group Inc. Grows Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Everhart Financial Group Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Has $18.43 Million Stake in Alphabet Inc. (NASDAQ:GOOG)
Folger Nolan Fleming Douglas Capital Management Inc. lowered its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Founders Grove Wealth Partners LLC Takes $224,000 Position in NextEra Energy, Inc. (NYSE:NEE)
Founders Grove Wealth Partners LLC bought a new stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm bought 3,153 shares of the utilities provider’s... More of this article »
F&V Capital Management LLC Takes $236,000 Position in Costco Wholesale Co. (NASDAQ:COST)
F&V Capital Management LLC acquired a new stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired... More of this article »
GEN Financial Management INC. Has $224,000 Stake in Chevron Co. (NYSE:CVX)
GEN Financial Management INC. decreased its position in Chevron Co. (NYSE:CVX – Free Report) by 7.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,336 shares of the oil and gas company’s... More of this article »
NorthCrest Asset Manangement LLC Grows Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
NorthCrest Asset Manangement LLC raised its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
The Walt Disney Company (NYSE:DIS) Holdings Decreased by Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC cut its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Duke Energy Co. (NYSE:DUK) Shares Sold by Randolph Co Inc
Randolph Co Inc lessened its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 7.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Exxon Mobil Co. (NYSE:XOM) is McElhenny Sheffield Capital Management LLC’s 6th Largest Position
McElhenny Sheffield Capital Management LLC lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Outdoor Stocks Worth Watching – June 12th
Walmart, Lowe’s Companies, RH, CRH, and Kroger are the five Outdoor stocks to watch today, according to MarketBeat’s stock screener tool. Outdoor stocks are shares of publicly traded companies whose core businesses involve... More of this article »
Smithbridge Asset Management Inc. DE Takes Position in Alphabet Inc. (NASDAQ:GOOG)
Smithbridge Asset Management Inc. DE bought a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Salem Investment Counselors Inc. Buys 304 Shares of Caterpillar Inc. (NYSE:CAT)
Salem Investment Counselors Inc. increased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Bensler LLC Has $593,000 Stock Holdings in Caterpillar Inc. (NYSE:CAT)
Bensler LLC decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,798... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) is Osprey Private Wealth LLC’s 10th Largest Position
Osprey Private Wealth LLC grew its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 24.0% in the first quarter, Holdings Channel reports. The firm owned 11,635 shares of the medical research company’s... More of this article »
Crowley Wealth Management Inc. Decreases Stake in Visa Inc. (NYSE:V)
Crowley Wealth Management Inc. reduced its stake in shares of Visa Inc. (NYSE:V – Free Report) by 2.3% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,208 shares... More of this article »
Twin Peaks Wealth Advisors LLC Has $873,000 Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Twin Peaks Wealth Advisors LLC boosted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 3,547 shares... More of this article »
Compagnie Lombard Odier SCmA Invests $555,000 in Invesco QQQ (NASDAQ:QQQ)
Compagnie Lombard Odier SCmA acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,184 shares... More of this article »
Quintet Private Bank Europe S.A. Sells 1,221 Shares of Adobe Inc. (NASDAQ:ADBE)
Quintet Private Bank Europe S.A. cut its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Twin Peaks Wealth Advisors LLC Grows Stock Holdings in Adobe Inc. (NASDAQ:ADBE)
Twin Peaks Wealth Advisors LLC boosted its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 15.4% in the first quarter, Holdings Channel reports. The institutional investor owned 914 shares of the software company’s... More of this article »
May Barnhard Investments LLC Has $522,000 Stock Position in Visa Inc. (NYSE:V)
May Barnhard Investments LLC grew its stake in Visa Inc. (NYSE:V – Free Report) by 22.9% during the first quarter, HoldingsChannel.com reports. The firm owned 1,489 shares of the credit-card processor’s stock after buying... More of this article »
RMR Wealth Builders Boosts Position in Chevron Co. (NYSE:CVX)
RMR Wealth Builders grew its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 10.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Acquired by Sky Investment Group LLC
Sky Investment Group LLC lifted its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chevron Co. (NYSE:CVX) Holdings Raised by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC lifted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sky Investment Group LLC Grows Stock Position in RTX Co. (NYSE:RTX)
Sky Investment Group LLC raised its stake in shares of RTX Co. (NYSE:RTX – Free Report) by 0.1% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 80,811 shares of the company’s stock... More of this article »
Accenture plc (NYSE:ACN) is Willis Investment Counsel’s 9th Largest Position
Willis Investment Counsel reduced its position in shares of Accenture plc (NYSE:ACN – Free Report) by 0.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 115,526 shares of the information technology... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by RFG Holdings Inc.
RFG Holdings Inc. lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,181... More of this article »
Liberty Capital Management Inc. Raises Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Liberty Capital Management Inc. lifted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.4% during the first quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
GraniteShares Advisors LLC Has $2.66 Million Holdings in Broadcom Inc. (NASDAQ:AVGO)
GraniteShares Advisors LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Willis Investment Counsel
Willis Investment Counsel cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Simplicity Wealth LLC Sells 44 Shares of Intuit Inc. (NASDAQ:INTU)
Simplicity Wealth LLC lessened its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 524 shares of the software maker’s stock... More of this article »
Liberty Capital Management Inc. Raises Position in Johnson & Johnson (NYSE:JNJ)
Liberty Capital Management Inc. grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 6,205 shares of the company’s... More of this article »
Salem Investment Counselors Inc. Boosts Stake in Netflix, Inc. (NASDAQ:NFLX)
Salem Investment Counselors Inc. lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Relyea Zuckerberg Hanson LLC Grows Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Relyea Zuckerberg Hanson LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% during the first quarter, Holdings Channel.com reports. The fund owned 460,971 shares... More of this article »