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Archford Capital Strategies LLC Trims Position in Arista Networks, Inc. (NYSE:ANET)
Archford Capital Strategies LLC cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Get Rating) by 16.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Atticus Wealth Management LLC Decreases Position in Deere & Company (NYSE:DE)
Atticus Wealth Management LLC lessened its holdings in Deere & Company (NYSE:DE – Get Rating) by 93.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Wealth Enhancement Advisory Services LLC Has $2.99 Million Stock Holdings in Atlassian Co. Plc (NASDAQ:TEAM)
Wealth Enhancement Advisory Services LLC grew its position in Atlassian Co. Plc (NASDAQ:TEAM – Get Rating) by 6.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,418... More of this article »
Archford Capital Strategies LLC Boosts Position in Uber Technologies, Inc. (NYSE:UBER)
Archford Capital Strategies LLC grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Get Rating) by 16.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 26,428... More of this article »
Archford Capital Strategies LLC Grows Stock Position in Valero Energy Co. (NYSE:VLO)
Archford Capital Strategies LLC grew its holdings in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 20.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Archford Capital Strategies LLC Purchases 469 Shares of Global X Cybersecurity ETF (NASDAQ:BUG)
Archford Capital Strategies LLC raised its position in Global X Cybersecurity ETF (NASDAQ:BUG – Get Rating) by 1.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Wealth Enhancement Advisory Services LLC Sells 2,104 Shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL)
Wealth Enhancement Advisory Services LLC cut its stake in JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Get Rating) by 2.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Archford Capital Strategies LLC Buys 6,684 Shares of Fidelity National Information Services, Inc. (NYSE:FIS)
Archford Capital Strategies LLC grew its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Get Rating) by 269.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Archford Capital Strategies LLC Acquires 562 Shares of General Dynamics Co. (NYSE:GD)
Archford Capital Strategies LLC grew its holdings in General Dynamics Co. (NYSE:GD – Get Rating) by 17.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,861 shares... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stake in Universal Health Services, Inc. (NYSE:UHS)
Wealth Enhancement Advisory Services LLC raised its holdings in Universal Health Services, Inc. (NYSE:UHS – Get Rating) by 4.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Acquires 62,833 Shares of JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM)
Wealth Enhancement Advisory Services LLC grew its holdings in shares of JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM – Get Rating) by 496.3% in the first quarter, according to its most recent disclosure with the Securities... More of this article »
Wealth Enhancement Advisory Services LLC Raises Holdings in Adobe Inc. (NASDAQ:ADBE)
Wealth Enhancement Advisory Services LLC increased its position in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 5.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
State Street Co. (NYSE:STT) Shares Bought by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC raised its holdings in State Street Co. (NYSE:STT – Get Rating) by 3.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Archford Capital Strategies LLC Has $1.05 Million Stake in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Archford Capital Strategies LLC grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 157.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Wealth Enhancement Advisory Services LLC Increases Stake in SPDR SSGA Gender Diversity Index ETF (NYSEARCA:SHE)
Wealth Enhancement Advisory Services LLC boosted its stake in shares of SPDR SSGA Gender Diversity Index ETF (NYSEARCA:SHE – Get Rating) by 13.2% in the 1st quarter, according to the company in its most recent disclosure with... More of this article »
Zscaler, Inc. (NASDAQ:ZS) Shares Bought by Archford Capital Strategies LLC
Archford Capital Strategies LLC boosted its position in shares of Zscaler, Inc. (NASDAQ:ZS – Get Rating) by 5.0% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 4,146 shares... More of this article »
Wealth Enhancement Advisory Services LLC Grows Stake in The Carlyle Group Inc. (NASDAQ:CG)
Wealth Enhancement Advisory Services LLC grew its holdings in The Carlyle Group Inc. (NASDAQ:CG – Get Rating) by 6.3% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 70,150... More of this article »
Archford Capital Strategies LLC Raises Position in Global X Cloud Computing ETF (NASDAQ:CLOU)
Archford Capital Strategies LLC boosted its stake in Global X Cloud Computing ETF (NASDAQ:CLOU – Get Rating) by 3.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 13,001 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Wealth Enhancement Advisory Services LLC grew its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 96.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Wealth Enhancement Advisory Services LLC Buys 4,840 Shares of Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH)
Wealth Enhancement Advisory Services LLC boosted its stake in Invesco MSCI Sustainable Future ETF (NYSEARCA:ERTH – Get Rating) by 12.9% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 7.1% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
NIO (NIO) – Research Analysts’ Weekly Ratings Changes
A number of firms have modified their ratings and price targets on shares of NIO (NYSE: NIO) recently: 6/27/2022 – NIO had its price target lowered by analysts at Mizuho from $55.00 to $48.00. They now have a “buy”... More of this article »
Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its holdings in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Get Rating) by 6.8% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Stake in Baker Hughes (NYSE:BKR)
Wealth Enhancement Advisory Services LLC lifted its stake in Baker Hughes (NYSE:BKR – Get Rating) by 2.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 495 Shares of Charter Communications, Inc. (NASDAQ:CHTR)
Wealth Enhancement Advisory Services LLC boosted its position in Charter Communications, Inc. (NASDAQ:CHTR – Get Rating) by 5.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Expeditors International of Washington, Inc. (NASDAQ:EXPD) Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its position in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD – Get Rating) by 7.4% during the first quarter, according to the company in its most recent... More of this article »
Charter Trust Co. Lowers Stake in Alphabet Inc. (NASDAQ:GOOGL)
Charter Trust Co. lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 6.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Wealth Enhancement Advisory Services LLC Boosts Holdings in MetLife, Inc. (NYSE:MET)
Wealth Enhancement Advisory Services LLC boosted its position in MetLife, Inc. (NYSE:MET – Get Rating) by 4.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
IBM Retirement Fund Lowers Position in Huntington Bancshares Incorporated (NASDAQ:HBAN)
IBM Retirement Fund decreased its holdings in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Get Rating) by 6.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Position Boosted by WC Walker & Associates Inc.
WC Walker & Associates Inc. boosted its position in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 11.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Creative Financial Designs Inc. ADV Boosts Stake in Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR)
Creative Financial Designs Inc. ADV boosted its stake in shares of Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Get Rating) by 127.9% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Butensky & Cohen Financial Security Inc. Buys 42 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Butensky & Cohen Financial Security Inc. raised its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 2.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Wealth Enhancement Advisory Services LLC Buys 831 Shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Wealth Enhancement Advisory Services LLC raised its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Get Rating) by 3.8% during the 1st quarter, according to its most recent filing with the SEC. The firm... More of this article »Wealth Enhancement Advisory Services LLC Purchases 2,743 Shares of IDACORP, Inc. (NYSE:IDA)
Wealth Enhancement Advisory Services LLC raised its position in shares of IDACORP, Inc. (NYSE:IDA – Get Rating) by 5.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »DISH Network Co. (NASDAQ:DISH) Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC grew its stake in shares of DISH Network Co. (NASDAQ:DISH – Get Rating) by 5.2% during the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Wealth Enhancement Advisory Services LLC Invests $6.53 Million in John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD)
Wealth Enhancement Advisory Services LLC bought a new position in shares of John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD – Get Rating) in the 1st quarter, according to its most recent filing with the Securities... More of this article »
Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF) Position Lifted by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC raised its stake in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Get Rating) by 29.2% during the first quarter, according to its most recent filing with the Securities and... More of this article »
Wealth Enhancement Advisory Services LLC Increases Position in Alexandria Real Estate Equities, Inc. (NYSE:ARE)
Wealth Enhancement Advisory Services LLC increased its stake in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE – Get Rating) by 5.8% during the first quarter, according to its most recent Form 13F filing with the... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Stock Holdings Increased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its stake in Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 7.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
NorthCrest Asset Manangement LLC Boosts Stake in Halozyme Therapeutics, Inc. (NASDAQ:HALO)
NorthCrest Asset Manangement LLC raised its position in Halozyme Therapeutics, Inc. (NASDAQ:HALO – Get Rating) by 123.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »NorthCrest Asset Manangement LLC Has $912,000 Holdings in Power Integrations, Inc. (NASDAQ:POWI)
NorthCrest Asset Manangement LLC raised its position in Power Integrations, Inc. (NASDAQ:POWI – Get Rating) by 1.8% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 9,840 shares of the... More of this article »
H&E Equipment Services, Inc. (NASDAQ:HEES) Shares Bought by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC boosted its holdings in shares of H&E Equipment Services, Inc. (NASDAQ:HEES – Get Rating) by 1.9% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Materion Co. (NYSE:MTRN) Holdings Lifted by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC increased its holdings in shares of Materion Co. (NYSE:MTRN – Get Rating) by 1.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
NorthCrest Asset Manangement LLC Raises Position in Super Micro Computer, Inc. (NASDAQ:SMCI)
NorthCrest Asset Manangement LLC raised its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Get Rating) by 1.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Unisys Co. (NYSE:UIS) Stock Holdings Increased by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC raised its holdings in shares of Unisys Co. (NYSE:UIS – Get Rating) by 120.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »United Therapeutics Co. (NASDAQ:UTHR) Shares Acquired by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC grew its position in United Therapeutics Co. (NASDAQ:UTHR – Get Rating) by 1.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Toll Brothers, Inc. (NYSE:TOL) Position Increased by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC increased its stake in Toll Brothers, Inc. (NYSE:TOL – Get Rating) by 2.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
NorthCrest Asset Manangement LLC Acquires 500 Shares of Matthews International Co. (NASDAQ:MATW)
NorthCrest Asset Manangement LLC lifted its holdings in shares of Matthews International Co. (NASDAQ:MATW – Get Rating) by 1.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »