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Image for Mattern Wealth Management LLC Has $450,000 Stock Position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Mattern Wealth Management LLC Has $450,000 Stock Position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Mattern Wealth Management LLC lifted its stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 100.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for YHB Investment Advisors Inc. Increases Stake in Accenture plc (NYSE:ACN)

YHB Investment Advisors Inc. Increases Stake in Accenture plc (NYSE:ACN)

YHB Investment Advisors Inc. boosted its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 10.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Fortitude Advisory Group L.L.C. Has $496,000 Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Fortitude Advisory Group L.L.C. Has $496,000 Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Fortitude Advisory Group L.L.C. grew its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 50.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Berkshire Bank Acquires 1,181 Shares of AbbVie Inc. (NYSE:ABBV)

Berkshire Bank Acquires 1,181 Shares of AbbVie Inc. (NYSE:ABBV)

Berkshire Bank lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 41.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Zoetis Inc. (NYSE:ZTS) Shares Sold by Cherry Creek Investment Advisors Inc.

Zoetis Inc. (NYSE:ZTS) Shares Sold by Cherry Creek Investment Advisors Inc.

Cherry Creek Investment Advisors Inc. lowered its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,890 shares... More of this article »
Image for Vantage Investment Partners LLC Decreases Stake in SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (NYSEARCA:FLRN)

Vantage Investment Partners LLC Decreases Stake in SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (NYSEARCA:FLRN)

Vantage Investment Partners LLC decreased its stake in shares of SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 6.1% during the fourth quarter, according to its most recent 13F filing... More of this article »
Image for TRU Independence Asset Management 2 LLC Cuts Holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

TRU Independence Asset Management 2 LLC Cuts Holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

TRU Independence Asset Management 2 LLC decreased its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Court Place Advisors LLC Sells 1,865 Shares of Ford Motor (NYSE:F)

Court Place Advisors LLC Sells 1,865 Shares of Ford Motor (NYSE:F)

Court Place Advisors LLC lessened its position in shares of Ford Motor (NYSE:F – Free Report) by 12.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Sheridan Capital Management LLC Has $40.90 Million Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Sheridan Capital Management LLC Has $40.90 Million Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Sheridan Capital Management LLC boosted its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by Cornerstone Wealth Group LLC

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by Cornerstone Wealth Group LLC

Cornerstone Wealth Group LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 318.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Greenup Street Wealth Management LLC Grows Position in Parker-Hannifin Co. (NYSE:PH)

Greenup Street Wealth Management LLC Grows Position in Parker-Hannifin Co. (NYSE:PH)

Greenup Street Wealth Management LLC grew its position in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 420.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Joseph P. Lucia & Associates LLC Purchases Shares of 4,548 American Century Diversified Corporate Bond ETF (NYSEARCA:KORP)

Joseph P. Lucia & Associates LLC Purchases Shares of 4,548 American Century Diversified Corporate Bond ETF (NYSEARCA:KORP)

Joseph P. Lucia & Associates LLC bought a new position in American Century Diversified Corporate Bond ETF (NYSEARCA:KORP – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm bought... More of this article »
Image for Parsons Capital Management Inc. RI Buys 15,004 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Parsons Capital Management Inc. RI Buys 15,004 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Parsons Capital Management Inc. RI grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 229.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 21,543 shares of the... More of this article »
Image for BankPlus Wealth Management LLC Buys Shares of 7,378 Truist Financial Co. (NYSE:TFC)

BankPlus Wealth Management LLC Buys Shares of 7,378 Truist Financial Co. (NYSE:TFC)

BankPlus Wealth Management LLC purchased a new position in Truist Financial Co. (NYSE:TFC – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 7,378 shares of... More of this article »
Image for Joseph P. Lucia & Associates LLC Has $6.31 Million Position in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)

Joseph P. Lucia & Associates LLC Has $6.31 Million Position in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)

Joseph P. Lucia & Associates LLC lessened its position in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 4.0% in the fourth quarter, according to its most recent disclosure with the SEC.... More of this article »
Image for Joseph P. Lucia & Associates LLC Reduces Position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Joseph P. Lucia & Associates LLC Reduces Position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Joseph P. Lucia & Associates LLC reduced its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Hollywood Bowl Group plc (LON:BOWL) Raises Dividend to GBX 8.08 Per Share

Hollywood Bowl Group plc (LON:BOWL) Raises Dividend to GBX 8.08 Per Share

Hollywood Bowl Group plc (LON:BOWL – Get Free Report) announced a dividend on Wednesday, December 17th,Upcoming Dividends.Co.Uk reports. Stockholders of record on Thursday, January 30th will be given a dividend of GBX 8.08 ($0.10)... More of this article »
Image for First Citizens BancShares, Inc. Plans Quarterly Dividend of $0.35 (NASDAQ:FCNCO)

First Citizens BancShares, Inc. Plans Quarterly Dividend of $0.35 (NASDAQ:FCNCO)

First Citizens BancShares, Inc. (NASDAQ:FCNCO – Get Free Report) announced a quarterly dividend on Monday, January 27th,Wall Street Journal reports. Stockholders of record on Friday, February 28th will be given a dividend of... More of this article »
Image for Franklin Electric Co., Inc. (NASDAQ:FELE) Plans Quarterly Dividend of $0.27

Franklin Electric Co., Inc. (NASDAQ:FELE) Plans Quarterly Dividend of $0.27

Franklin Electric Co., Inc. (NASDAQ:FELE – Get Free Report) declared a quarterly dividend on Monday, January 27th,RTT News reports. Investors of record on Thursday, February 6th will be paid a dividend of 0.265 per share by the... More of this article »
Image for Sheridan Capital Management LLC Buys Shares of 36,752 PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Sheridan Capital Management LLC Buys Shares of 36,752 PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Sheridan Capital Management LLC purchased a new position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 36,752... More of this article »
Image for Wetzel Investment Advisors Inc. Purchases 1,573 Shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)

Wetzel Investment Advisors Inc. Purchases 1,573 Shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)

Wetzel Investment Advisors Inc. increased its position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for FSC Wealth Advisors LLC Acquires New Shares in Duolingo, Inc. (NASDAQ:DUOL)

FSC Wealth Advisors LLC Acquires New Shares in Duolingo, Inc. (NASDAQ:DUOL)

FSC Wealth Advisors LLC bought a new position in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Whitcomb & Hess Inc. Buys 53,007 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Whitcomb & Hess Inc. Buys 53,007 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Whitcomb & Hess Inc. increased its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 113.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for Smith Chas P & Associates PA Cpas Lowers Stock Position in Exxon Mobil Co. (NYSE:XOM)

Smith Chas P & Associates PA Cpas Lowers Stock Position in Exxon Mobil Co. (NYSE:XOM)

Smith Chas P & Associates PA Cpas trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Anderson Hoagland & Co. Has $5.50 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Anderson Hoagland & Co. Has $5.50 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Anderson Hoagland & Co. trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Lebenthal Global Advisors LLC Has $1.31 Million Stake in S&P Global Inc. (NYSE:SPGI)

Lebenthal Global Advisors LLC Has $1.31 Million Stake in S&P Global Inc. (NYSE:SPGI)

Lebenthal Global Advisors LLC raised its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 16.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Greenup Street Wealth Management LLC Has $603,000 Stock Position in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM)

Greenup Street Wealth Management LLC Has $603,000 Stock Position in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM)

Greenup Street Wealth Management LLC boosted its holdings in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM – Free Report) by 28.3% during the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Cascade Investment Advisors Inc. Purchases New Stake in Terex Co. (NYSE:TEX)

Cascade Investment Advisors Inc. Purchases New Stake in Terex Co. (NYSE:TEX)

Cascade Investment Advisors Inc. acquired a new position in shares of Terex Co. (NYSE:TEX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Parsons Capital Management Inc. RI

CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Parsons Capital Management Inc. RI

Parsons Capital Management Inc. RI lessened its stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Slow Capital Inc. Sells 781 Shares of The Sherwin-Williams Company (NYSE:SHW)

Slow Capital Inc. Sells 781 Shares of The Sherwin-Williams Company (NYSE:SHW)

Slow Capital Inc. reduced its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 6.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Integrity Wealth Solutions LLC Makes New $256,000 Investment in iShares Gold Trust (NYSEARCA:IAU)

Integrity Wealth Solutions LLC Makes New $256,000 Investment in iShares Gold Trust (NYSEARCA:IAU)

Integrity Wealth Solutions LLC bought a new position in iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for B.O.S.S. Retirement Advisors LLC Has $455,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)

B.O.S.S. Retirement Advisors LLC Has $455,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)

B.O.S.S. Retirement Advisors LLC decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 95.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Geneos Wealth Management Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)

Geneos Wealth Management Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)

Geneos Wealth Management Inc. cut its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 19,803 shares of the electric vehicle... More of this article »
Image for Capital Asset Advisory Services LLC Makes New $205,000 Investment in Apollo Global Management, Inc. (NYSE:APO)

Capital Asset Advisory Services LLC Makes New $205,000 Investment in Apollo Global Management, Inc. (NYSE:APO)

Capital Asset Advisory Services LLC purchased a new position in Apollo Global Management, Inc. (NYSE:APO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Parsons Capital Management Inc. RI Cuts Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Parsons Capital Management Inc. RI Cuts Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Parsons Capital Management Inc. RI lowered its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Image for Swiss Re AG (OTCMKTS:SSREY) Receives Average Recommendation of “Buy” from Analysts

Swiss Re AG (OTCMKTS:SSREY) Receives Average Recommendation of “Buy” from Analysts

Shares of Swiss Re AG (OTCMKTS:SSREY – Get Free Report) have been assigned a consensus rating of “Buy” from the six brokerages that are currently covering the company, MarketBeat.com reports. Three research analysts... More of this article »
Image for Fortive Co. (NYSE:FTV) Shares Purchased by Webster Bank N. A.

Fortive Co. (NYSE:FTV) Shares Purchased by Webster Bank N. A.

Webster Bank N. A. increased its position in shares of Fortive Co. (NYSE:FTV – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Analysts Set Expectations for Personalis FY2029 Earnings

Analysts Set Expectations for Personalis FY2029 Earnings

Personalis, Inc. (NASDAQ:PSNL – Free Report) – Research analysts at HC Wainwright issued their FY2029 earnings per share estimates for Personalis in a research note issued on Monday, January 27th. HC Wainwright analyst... More of this article »
Image for Genuine Parts (NYSE:GPC) Shares Bought by KBC Group NV

Genuine Parts (NYSE:GPC) Shares Bought by KBC Group NV

KBC Group NV grew its stake in Genuine Parts (NYSE:GPC – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 372,191 shares of... More of this article »
Image for Foundations Investment Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 (NYSEARCA:SSO)

Foundations Investment Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 (NYSEARCA:SSO)

Foundations Investment Advisors LLC grew its position in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 312.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »