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Image about Schechter Investment Advisors LLC Grows Stock Position in International Business Machines Co. (NYSE:IBM)

Schechter Investment Advisors LLC Grows Stock Position in International Business Machines Co. (NYSE:IBM)

Schechter Investment Advisors LLC increased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image about Sandy Cove Advisors LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Sandy Cove Advisors LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Sandy Cove Advisors LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,843 shares of the... More of this article »
Image about Vanguard Growth ETF (NYSEARCA:VUG) Stake Decreased by Toews Corp ADV

Vanguard Growth ETF (NYSEARCA:VUG) Stake Decreased by Toews Corp ADV

Toews Corp ADV cut its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,617 shares of the... More of this article »
Image about D. Scott Neal Inc. Takes $231,000 Position in JPMorgan Chase & Co. (NYSE:JPM)

D. Scott Neal Inc. Takes $231,000 Position in JPMorgan Chase & Co. (NYSE:JPM)

D. Scott Neal Inc. purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image about Fiduciary Alliance LLC Sells 1,459 Shares of Johnson & Johnson (NYSE:JNJ)

Fiduciary Alliance LLC Sells 1,459 Shares of Johnson & Johnson (NYSE:JNJ)

Fiduciary Alliance LLC trimmed its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Johnson & Johnson (NYSE:JNJ) Shares Sold by Powers Advisory Group LLC

Johnson & Johnson (NYSE:JNJ) Shares Sold by Powers Advisory Group LLC

Powers Advisory Group LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image about Schechter Investment Advisors LLC Increases Position in United Parcel Service, Inc. (NYSE:UPS)

Schechter Investment Advisors LLC Increases Position in United Parcel Service, Inc. (NYSE:UPS)

Schechter Investment Advisors LLC raised its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image about Morgan Stanley (NYSE:MS) Shares Sold by RNC Capital Management LLC

Morgan Stanley (NYSE:MS) Shares Sold by RNC Capital Management LLC

RNC Capital Management LLC reduced its holdings in Morgan Stanley (NYSE:MS – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 39,779 shares of the... More of this article »
Image about Waterdrop (NYSE:WDH) Shares Gap Up  After Dividend Announcement

Waterdrop (NYSE:WDH) Shares Gap Up After Dividend Announcement

Waterdrop Inc. (NYSE:WDH – Get Free Report)’s share price gapped up before the market opened on Tuesday after the company announced a dividend. The stock had previously closed at $1.26, but opened at $1.32. Waterdrop shares... More of this article »
Image about High Note Wealth LLC Sells 123 Shares of The Walt Disney Company (NYSE:DIS)

High Note Wealth LLC Sells 123 Shares of The Walt Disney Company (NYSE:DIS)

High Note Wealth LLC reduced its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image about IFG Advisory LLC Increases Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

IFG Advisory LLC Increases Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

IFG Advisory LLC increased its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 125.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image about IFG Advisory LLC Cuts Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

IFG Advisory LLC Cuts Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

IFG Advisory LLC trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image about High Note Wealth LLC Purchases Shares of 48,402 Palantir Technologies Inc. (NYSE:PLTR)

High Note Wealth LLC Purchases Shares of 48,402 Palantir Technologies Inc. (NYSE:PLTR)

High Note Wealth LLC purchased a new stake in Palantir Technologies Inc. (NYSE:PLTR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 48,402... More of this article »
Image about Exxon Mobil Co. (NYSE:XOM) Shares Acquired by IFG Advisory LLC

Exxon Mobil Co. (NYSE:XOM) Shares Acquired by IFG Advisory LLC

IFG Advisory LLC lifted its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about High Note Wealth LLC Acquires 256 Shares of Lockheed Martin Co. (NYSE:LMT)

High Note Wealth LLC Acquires 256 Shares of Lockheed Martin Co. (NYSE:LMT)

High Note Wealth LLC raised its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 8.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »