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Oak Associates Ltd. OH Has $50.82 Million Stock Holdings in Microsoft Corporation $MSFT
Oak Associates Ltd. OH lessened its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Apple Inc. $AAPL Shares Sold by Morningstar Investment Management LLC
Morningstar Investment Management LLC cut its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Sax Wealth Advisors LLC Has $1.31 Million Stock Holdings in Verizon Communications Inc. $VZ
Sax Wealth Advisors LLC lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 71.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Pettinga Financial Advisors LLC Purchases 45,670 Shares of abrdn Physical Platinum Shares ETF $PPLT
Pettinga Financial Advisors LLC increased its position in shares of abrdn Physical Platinum Shares ETF (NYSEARCA:PPLT – Free Report) by 881.7% during the 2nd quarter, according to the company in its most recent disclosure with... More of this article »
World Equity Group Inc. Grows Stock Holdings in Palantir Technologies Inc. $PLTR
World Equity Group Inc. grew its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 7.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Professional Financial Advisors LLC Purchases Shares of 20,944 Grayscale Digital Large Cap Fund LLC $GDLC
Professional Financial Advisors LLC acquired a new position in shares of Grayscale Digital Large Cap Fund LLC (OTCMKTS:GDLC – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Fluent Financial LLC Sells 276,080 Shares of Vanguard Extended Duration Treasury ETF $EDV
Fluent Financial LLC lowered its stake in shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 52.1% in the second quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Legacy Wealth Asset Management LLC Has $1.50 Million Stake in Silicon Motion Technology Corporation $SIMO
Legacy Wealth Asset Management LLC grew its holdings in shares of Silicon Motion Technology Corporation (NASDAQ:SIMO – Free Report) by 92.3% in the second quarter, according to the company in its most recent 13F filing with... More of this article »
Fluent Financial LLC Invests $1.32 Million in The Clorox Company $CLX
Fluent Financial LLC acquired a new position in shares of The Clorox Company (NYSE:CLX – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
FT Vest U.S. Equity Uncapped Accelerator ETF – April $UXAP Shares Acquired by World Equity Group Inc.
World Equity Group Inc. increased its position in shares of FT Vest U.S. Equity Uncapped Accelerator ETF – April (BATS:UXAP – Free Report) by 107.2% during the 2nd quarter, according to the company in its most recent 13F... More of this article »
Focus Financial Network Inc. Purchases 50,131 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT
Focus Financial Network Inc. lifted its position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 144.5% during the second quarter, according to the company in its most recent filing... More of this article »
Focus Financial Network Inc. Has $13.79 Million Holdings in Invesco Total Return Bond ETF $GTO
Focus Financial Network Inc. boosted its holdings in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 7.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
World Equity Group Inc. Invests $1.37 Million in ASML Holding N.V. $ASML
World Equity Group Inc. purchased a new stake in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Promising 5G Stocks To Keep An Eye On – August 7th
Ceva, KT, Radcom, Mobix Labs, and Datasea are the five 5G stocks to watch today, according to MarketBeat’s stock screener tool. “5G stocks” refers to shares of companies involved in developing, supplying, deploying, or... More of this article »
Gladstone Investment Q1 Earnings Call Highlights
Gladstone Investment (NASDAQ:GAIN) reported first-quarter fiscal 2027 results for the quarter ended June 30, 2026, with adjusted net investment income covering its regular monthly shareholder distributions and a portfolio fair value... More of this article »
Best Chinese Stocks To Follow Now – August 7th
Diageo, UP Fintech, China SXT Pharmaceuticals, Baiya International Group, and RBB Bancorp are the five Chinese stocks to watch today, according to MarketBeat’s stock screener tool. Chinese stocks are shares of companies based... More of this article »
Global Ship Lease Q2 Earnings Call Highlights
Global Ship Lease (NYSE:GSL) used its second-quarter 2026 earnings call to emphasize a fleet-renewal program centered on 15 newbuild containerships, expanded charter coverage and continued deleveraging as geopolitical disruptions... More of this article »
Next Level Private LLC Has $7.81 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF
Next Level Private LLC increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 282.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Matthews International Q3 Earnings Call Highlights
Matthews International (NASDAQ:MATW) reported a fiscal 2026 third-quarter net loss of $23.7 million, or $0.75 per share, compared with net income of $15.4 million, or $0.49 per share, in the prior-year quarter, as delays in engineering... More of this article »
Micron Technology, Inc. $MU Shares Sold by Focus Financial Network Inc.
Focus Financial Network Inc. trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 16.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Focus Financial Network Inc. Has $44.36 Million Stock Position in Sandisk Corporation $SNDK
Focus Financial Network Inc. boosted its stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 27.6% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Focus Financial Network Inc. Grows Position in Capital Group Dividend Value ETF $CGDV
Focus Financial Network Inc. boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 74.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Fluent Financial LLC Purchases Shares of 19,410 Paycom Software, Inc. $PAYC
Fluent Financial LLC acquired a new stake in Paycom Software, Inc. (NYSE:PAYC – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 19,410 shares of... More of this article »
Fluent Financial LLC Acquires New Holdings in Kraft Heinz Company $KHC
Fluent Financial LLC bought a new stake in Kraft Heinz Company (NASDAQ:KHC – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Wealthcare Capital Management LLC Acquires 21,225 Shares of iShares 0-5 Year TIPS Bond ETF $STIP
Wealthcare Capital Management LLC increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 2.3% during the second quarter, according to the company in its most recent Form 13F filing... More of this article »
Pettinga Financial Advisors LLC Has $9.17 Million Position in iShares MBS ETF $MBB
Pettinga Financial Advisors LLC increased its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 42.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Focus Financial Network Inc. Buys 1,841 Shares of JPMorgan Chase & Co. $JPM
Focus Financial Network Inc. increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Focus Financial Network Inc. Trims Holdings in Vanguard High Dividend Yield ETF $VYM
Focus Financial Network Inc. lowered its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 7.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 220,387... More of this article »
13,509 Shares in Kimberly-Clark Corporation $KMB Acquired by Fluent Financial LLC
Fluent Financial LLC purchased a new stake in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Focus Financial Network Inc. Sells 36,590 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
Focus Financial Network Inc. decreased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 5.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Invesco Ltd. $IVZ Shares Sold by Wealthcare Capital Management LLC
Wealthcare Capital Management LLC lessened its stake in shares of Invesco Ltd. (NYSE:IVZ – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Analyzing AltaGas (OTCMKTS:ATGFF) & Northwest Natural Gas (NYSE:NWN)
AltaGas (OTCMKTS:ATGFF – Get Free Report) and Northwest Natural Gas (NYSE:NWN – Get Free Report) are both utilities companies, but which is the better business? We will compare the two companies based on the strength of... More of this article »
PICC Property and Casualty (PPCCY) versus The Competition Critical Analysis
Institutional & Insider Ownership 55.7% of shares of all “Insurance” companies are owned by institutional investors. 13.9% of shares of all “Insurance” companies are owned by insiders. Strong institutional... More of this article »
Financial Comparison: Able View Global (NASDAQ:ABLVW) and Academy Sports and Outdoors (NASDAQ:ASO)
Able View Global (NASDAQ:ABLVW – Get Free Report) and Academy Sports and Outdoors (NASDAQ:ASO – Get Free Report) are both consumer discretionary companies, but which is the better business? We will contrast the two companies... More of this article »
HDFC Bank Limited $HDB Shares Acquired by Legacy Wealth Asset Management LLC
Legacy Wealth Asset Management LLC lifted its stake in HDFC Bank Limited (NYSE:HDB – Free Report) by 39.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 111,349 shares of the bank’s... More of this article »
Sei Investments Co. Has $1.99 Million Position in Preferred Bank $PFBC
Sei Investments Co. grew its stake in Preferred Bank (NASDAQ:PFBC – Free Report) by 46.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Legacy Wealth Management LLC
Legacy Wealth Management LLC lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.7% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Pettinga Financial Advisors LLC Purchases 40,612 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. $PSF
Pettinga Financial Advisors LLC increased its position in Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF – Free Report) by 101.2% in the second quarter, Holdings Channel.com reports. The firm owned 80,759... More of this article »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »