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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 »