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Image for Pettinga Financial Advisors LLC Sells 40,707 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Pettinga Financial Advisors LLC Sells 40,707 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Pettinga Financial Advisors LLC trimmed its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 50.7% during the second quarter, Holdings Channel.com reports. The fund owned 39,570 shares of... More of this article »
Image for Starbucks Corporation $SBUX Shares Sold by Vertrix Wealth Management LLC

Starbucks Corporation $SBUX Shares Sold by Vertrix Wealth Management LLC

Vertrix Wealth Management LLC lowered its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 22.0% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for Pettinga Financial Advisors LLC Reduces Stake in iShares U.S. Equity Factor ETF $LRGF

Pettinga Financial Advisors LLC Reduces Stake in iShares U.S. Equity Factor ETF $LRGF

Pettinga Financial Advisors LLC cut its stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 3.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 402,597... More of this article »
Image for Herbst Group LLC Decreases Stake in Fidelity Enhanced International ETF $FENI

Herbst Group LLC Decreases Stake in Fidelity Enhanced International ETF $FENI

Herbst Group LLC cut its stake in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 17.5% during the second quarter, HoldingsChannel.com reports. The firm owned 65,098 shares of the company’s... More of this article »
Image for Dimensional Emerging Core Equity Market ETF $DFAE Shares Sold by Great Waters Wealth Management

Dimensional Emerging Core Equity Market ETF $DFAE Shares Sold by Great Waters Wealth Management

Great Waters Wealth Management trimmed its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 9.6% in the second quarter, HoldingsChannel.com reports. The fund owned 213,771 shares... More of this article »
Image for Melone Private Wealth LLC Acquires 58,143 Shares of Inv Vk Tr Inv $VGM

Melone Private Wealth LLC Acquires 58,143 Shares of Inv Vk Tr Inv $VGM

Melone Private Wealth LLC boosted its holdings in shares of Inv Vk Tr Inv (NYSE:VGM – Free Report) by 33.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares 0-3 Month Treasury Bond ETF $SGOV Position Raised by Kastel Capital Advisors LLC

iShares 0-3 Month Treasury Bond ETF $SGOV Position Raised by Kastel Capital Advisors LLC

Kastel Capital Advisors LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 24.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 50,044 shares... More of this article »
Image for Kastel Capital Advisors LLC Acquires New Position in Fidelity Low Duration Bond Factor ETF $FLDR

Kastel Capital Advisors LLC Acquires New Position in Fidelity Low Duration Bond Factor ETF $FLDR

Kastel Capital Advisors LLC acquired a new position in shares of Fidelity Low Duration Bond Factor ETF (BATS:FLDR – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Vertrix Wealth Management LLC Grows Holdings in Johnson & Johnson $JNJ

Vertrix Wealth Management LLC Grows Holdings in Johnson & Johnson $JNJ

Vertrix Wealth Management LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 873.3% in the 2nd quarter, Holdings Channel reports. The firm owned 14,492 shares of the company’s stock... More of this article »
Image for StoneCrest Wealth Management Inc. Lowers Holdings in VanEck Uranium and Nuclear ETF $NLR

StoneCrest Wealth Management Inc. Lowers Holdings in VanEck Uranium and Nuclear ETF $NLR

StoneCrest Wealth Management Inc. trimmed its stake in VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 10.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 38,626 shares of the company’s... More of this article »
Image for NVIDIA Corporation $NVDA Shares Sold by Leigh Baldwin & CO. LLC

NVIDIA Corporation $NVDA Shares Sold by Leigh Baldwin & CO. LLC

Leigh Baldwin & CO. LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for NVIDIA Corporation $NVDA Position Boosted by Silicon Valley Capital Partners

NVIDIA Corporation $NVDA Position Boosted by Silicon Valley Capital Partners

Silicon Valley Capital Partners boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Vertrix Wealth Management LLC Purchases Shares of 146,567 SPDR Blackstone Senior Loan ETF $SRLN

Vertrix Wealth Management LLC Purchases Shares of 146,567 SPDR Blackstone Senior Loan ETF $SRLN

Vertrix Wealth Management LLC acquired a new stake in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 146,567 shares... More of this article »
Image for Kastel Capital Advisors LLC Sells 17,977 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Kastel Capital Advisors LLC Sells 17,977 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Kastel Capital Advisors LLC trimmed its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 58.2% in the 2nd quarter, Holdings Channel.com reports. The firm owned 12,922 shares of the company’s... More of this article »
Image for Herbst Group LLC Acquires 4,300 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Herbst Group LLC Acquires 4,300 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Herbst Group LLC increased its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 53.5% during the second quarter, Holdings Channel reports. The fund owned 12,333 shares of the company’s... More of this article »
Image for Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Shares Acquired by Vertrix Wealth Management LLC

Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Shares Acquired by Vertrix Wealth Management LLC

Vertrix Wealth Management LLC grew its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 5.1% in the 2nd quarter, according to the company in its most recent 13F filing... More of this article »
Image for Contrasting Electricité de France (OTCMKTS:ECIFF) and CenterPoint Energy (NYSE:CNP)

Contrasting Electricité de France (OTCMKTS:ECIFF) and CenterPoint Energy (NYSE:CNP)

Electricité de France (OTCMKTS:ECIFF – Get Free Report) and CenterPoint Energy (NYSE:CNP – Get Free Report) are both utilities companies, but which is the superior stock? We will contrast the two businesses based on the... More of this article »
Image for IFC & Insurance Marketing Inc. Has $9.15 Million Holdings in Invesco S&P International Developed Momentum ETF $IDMO

IFC & Insurance Marketing Inc. Has $9.15 Million Holdings in Invesco S&P International Developed Momentum ETF $IDMO

IFC & Insurance Marketing Inc. boosted its holdings in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 8.2% in the second quarter, according to its most recent filing with the SEC.... More of this article »
Image for Garmin Ltd. $GRMN Shares Bought by Herbst Group LLC

Garmin Ltd. $GRMN Shares Bought by Herbst Group LLC

Herbst Group LLC increased its holdings in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 41.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Vertrix Wealth Management LLC Buys 3,602 Shares of The TJX Companies, Inc. $TJX

Vertrix Wealth Management LLC Buys 3,602 Shares of The TJX Companies, Inc. $TJX

Vertrix Wealth Management LLC lifted its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 13.8% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 29,658 shares of the apparel... More of this article »
Image for Palo Alto Networks, Inc. $PANW is Herbst Group LLC’s 10th Largest Position

Palo Alto Networks, Inc. $PANW is Herbst Group LLC’s 10th Largest Position

Herbst Group LLC cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 8.7% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for TOWER TRUST & INVESTMENT Co Sells 4,686 Shares of Emerson Electric Co. $EMR

TOWER TRUST & INVESTMENT Co Sells 4,686 Shares of Emerson Electric Co. $EMR

TOWER TRUST & INVESTMENT Co reduced its position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 36.4% in the 2nd quarter, Holdings Channel reports. The firm owned 8,172 shares of the industrial products company’s... More of this article »
Image for VanEck Semiconductor ETF $SMH Stake Reduced by StoneCrest Wealth Management Inc.

VanEck Semiconductor ETF $SMH Stake Reduced by StoneCrest Wealth Management Inc.

StoneCrest Wealth Management Inc. lessened its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 24.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Head-To-Head Comparison: BOXABL (BXBL) & Its Peers

Head-To-Head Comparison: BOXABL (BXBL) & Its Peers

Valuation & Earnings This table compares BOXABL and its peers revenue, earnings per share and valuation. Gross Revenue Net Income Price/Earnings Ratio BOXABL N/A $1.43 million 457.00 BOXABL Competitors $5.29 billion $322.27... More of this article »
Image for Dimensional Global Real Estate ETF $DFGR Shares Purchased by Great Waters Wealth Management

Dimensional Global Real Estate ETF $DFGR Shares Purchased by Great Waters Wealth Management

Great Waters Wealth Management increased its holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 7.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Dimensional Core Fixed Income ETF $DFCF is Great Waters Wealth Management’s 3rd Largest Position

Dimensional Core Fixed Income ETF $DFCF is Great Waters Wealth Management’s 3rd Largest Position

Great Waters Wealth Management raised its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 10.4% during the 2nd quarter, Holdings Channel.com reports. The fund owned 3,833,555 shares of the... More of this article »
Image for Boralex (BRLXF) vs. The Competition Financial Comparison

Boralex (BRLXF) vs. The Competition Financial Comparison

Boralex (OTCMKTS:BRLXF – Get Free Report) is one of 141 public companies in the “Independent Power & Renewable Electricity Producers” industry, but how does it weigh in compared to its competitors? We will compare... More of this article »
Image for PensionDanmark Pensionsforsikringsaktieselskab Buys 18,678 Shares of Synchrony Financial $SYF

PensionDanmark Pensionsforsikringsaktieselskab Buys 18,678 Shares of Synchrony Financial $SYF

PensionDanmark Pensionsforsikringsaktieselskab boosted its position in shares of Synchrony Financial (NYSE:SYF – Free Report) by 47.0% during the 2nd quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for American Electric Power Company, Inc. (NASDAQ:AEP) Receives $141.43 Average Price Target from Brokerages

American Electric Power Company, Inc. (NASDAQ:AEP) Receives $141.43 Average Price Target from Brokerages

Shares of American Electric Power Company, Inc. (NASDAQ:AEP – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twenty-two analysts that are currently covering the stock, Marketbeat.com... More of this article »
Image for Americold Realty Trust (NYSE:COLD) & WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF) Head to Head Analysis

Americold Realty Trust (NYSE:COLD) & WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF) Head to Head Analysis

Americold Realty Trust (NYSE:COLD – Get Free Report) and WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF – Get Free Report) are both real estate companies, but which is the superior stock? We will contrast the... More of this article »
Image for Tactive Advisors LLC Sells 5,057 Shares of United States Gasoline Fund LP $UGA

Tactive Advisors LLC Sells 5,057 Shares of United States Gasoline Fund LP $UGA

Tactive Advisors LLC decreased its position in shares of United States Gasoline Fund LP (NYSEARCA:UGA – Free Report) by 56.6% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Comcast Corporation $CMCSA Shares Purchased by Wealth Science Advisors LLC

Comcast Corporation $CMCSA Shares Purchased by Wealth Science Advisors LLC

Wealth Science Advisors LLC boosted its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 7,108.0% during the second quarter, HoldingsChannel.com reports. The fund owned 21,624 shares of the cable giant’s... More of this article »
Image for Sax Wealth Advisors LLC Invests $1.64 Million in iShares Semiconductor ETF $SOXX

Sax Wealth Advisors LLC Invests $1.64 Million in iShares Semiconductor ETF $SOXX

Sax Wealth Advisors LLC purchased a new position in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Tactive Advisors LLC Sells 517,761 Shares of Nano Dimension Ltd. $NNDM

Tactive Advisors LLC Sells 517,761 Shares of Nano Dimension Ltd. $NNDM

Tactive Advisors LLC trimmed its holdings in Nano Dimension Ltd. (NASDAQ:NNDM – Free Report) by 90.8% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 52,429 shares of the technology company’s... More of this article »
Image for Argan, Inc. $AGX Shares Sold by Pacer Advisors Inc.

Argan, Inc. $AGX Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. reduced its stake in Argan, Inc. (NYSE:AGX – Free Report) by 95.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,500 shares of the... More of this article »
Image for Sax Wealth Advisors LLC Grows Stock Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB

Sax Wealth Advisors LLC Grows Stock Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB

Sax Wealth Advisors LLC lifted its stake in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 130.3% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Sax Wealth Advisors LLC Raises Stake in Palantir Technologies Inc. $PLTR

Sax Wealth Advisors LLC Raises Stake in Palantir Technologies Inc. $PLTR

Sax Wealth Advisors LLC boosted its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 55.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for iShares S&P 500 Growth ETF $IVW Shares Acquired by Sax Wealth Advisors LLC

iShares S&P 500 Growth ETF $IVW Shares Acquired by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 34.4% during the second quarter, HoldingsChannel reports. The fund owned 15,805 shares of the company’s stock... More of this article »
Image for Rathbones Group PLC Decreases Stock Position in Alphabet Inc. $GOOGL

Rathbones Group PLC Decreases Stock Position in Alphabet Inc. $GOOGL

Rathbones Group PLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.0% in the 1st quarter, HoldingsChannel reports. The firm owned 4,165,091 shares of the information services provider’s stock... More of this article »
Image for Community Healthcare Trust (NYSE:CHCT) vs. Alexandria Real Estate Equities (NYSE:ARE) Head to Head Contrast

Community Healthcare Trust (NYSE:CHCT) vs. Alexandria Real Estate Equities (NYSE:ARE) Head to Head Contrast

Community Healthcare Trust (NYSE:CHCT – Get Free Report) and Alexandria Real Estate Equities (NYSE:ARE – Get Free Report) are both real estate companies, but which is the better business? We will contrast the two companies... More of this article »
Image for Contrasting Limbach (NASDAQ:LMB) & IES (NASDAQ:IESC)

Contrasting Limbach (NASDAQ:LMB) & IES (NASDAQ:IESC)

IES (NASDAQ:IESC – Get Free Report) and Limbach (NASDAQ:LMB – Get Free Report) are both industrials companies, but which is the better business? We will compare the two businesses based on the strength of their earnings,... More of this article »
Image for Head-To-Head Review: Gyre Therapeutics (NASDAQ:GYRE) & Vaxart (OTCMKTS:VXRT)

Head-To-Head Review: Gyre Therapeutics (NASDAQ:GYRE) & Vaxart (OTCMKTS:VXRT)

Vaxart (OTCMKTS:VXRT – Get Free Report) and Gyre Therapeutics (NASDAQ:GYRE – Get Free Report) are both small-cap healthcare companies, but which is the better stock? We will contrast the two companies based on the strength... More of this article »
Image for Financial Comparison: FIBRA Macquarie México (DBMBF) versus Its Competitors

Financial Comparison: FIBRA Macquarie México (DBMBF) versus Its Competitors

FIBRA Macquarie México (OTCMKTS:DBMBF – Get Free Report) is one of 50 publicly-traded companies in the “Industrial REITs” industry, but how does it compare to its rivals? We will compare FIBRA Macquarie México to... More of this article »
Image for Voya Financial, Inc. (NYSE:VOYA) Receives Consensus Rating of “Moderate Buy” from Analysts

Voya Financial, Inc. (NYSE:VOYA) Receives Consensus Rating of “Moderate Buy” from Analysts

Voya Financial, Inc. (NYSE:VOYA – Get Free Report) has been given a consensus rating of “Moderate Buy” by the thirteen research firms that are presently covering the stock, Marketbeat.com reports. One analyst has... More of this article »
Image for Lazard, Inc. $LAZ Shares Sold by Oliver Luxxe Assets LLC

Lazard, Inc. $LAZ Shares Sold by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC cut its stake in shares of Lazard, Inc. (NYSE:LAZ – Free Report) by 46.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Oliver Luxxe Assets LLC Trims Holdings in SM Energy Company $SM

Oliver Luxxe Assets LLC Trims Holdings in SM Energy Company $SM

Oliver Luxxe Assets LLC reduced its position in shares of SM Energy Company (NYSE:SM – Free Report) by 30.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 68,050 shares of the energy company’s stock... More of this article »
Image for Oliver Luxxe Assets LLC Has $1.34 Million Stock Holdings in Innoviva, Inc. $INVA

Oliver Luxxe Assets LLC Has $1.34 Million Stock Holdings in Innoviva, Inc. $INVA

Oliver Luxxe Assets LLC trimmed its holdings in shares of Innoviva, Inc. (NASDAQ:INVA – Free Report) by 30.6% in the second quarter, Holdings Channel.com reports. The firm owned 58,957 shares of the biotechnology company’s... More of this article »
Image for Hennion & Walsh Asset Management Inc. Decreases Stake in Cogent Biosciences, Inc. $COGT

Hennion & Walsh Asset Management Inc. Decreases Stake in Cogent Biosciences, Inc. $COGT

Hennion & Walsh Asset Management Inc. cut its holdings in shares of Cogent Biosciences, Inc. (NASDAQ:COGT – Free Report) by 59.6% in the 2nd quarter, Holdings Channel reports. The fund owned 131,775 shares of the technology... More of this article »
Image for Oliver Luxxe Assets LLC Sells 46,892 Shares of Catalyst Pharmaceuticals, Inc. $CPRX

Oliver Luxxe Assets LLC Sells 46,892 Shares of Catalyst Pharmaceuticals, Inc. $CPRX

Oliver Luxxe Assets LLC decreased its stake in Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX – Free Report) by 48.5% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 49,744 shares of the... More of this article »
Image for First Trust New York Municipal High Income ETF $FMNY Shares Bought by Hennion & Walsh Asset Management Inc.

First Trust New York Municipal High Income ETF $FMNY Shares Bought by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. raised its holdings in First Trust New York Municipal High Income ETF (NYSEARCA:FMNY – Free Report) by 11.6% during the second quarter, according to its most recent disclosure with... More of this article »