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Image about IFG Advisory LLC Buys 6,605 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

IFG Advisory LLC Buys 6,605 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

IFG Advisory LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image about High Note Wealth LLC Invests $209,000 in Target Co. (NYSE:TGT)

High Note Wealth LLC Invests $209,000 in Target Co. (NYSE:TGT)

High Note Wealth LLC bought a new position in shares of Target Co. (NYSE:TGT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about Schechter Investment Advisors LLC Sells 314 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Schechter Investment Advisors LLC Sells 314 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Schechter Investment Advisors LLC trimmed its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image about Costco Wholesale Co. (NASDAQ:COST) Stock Position Decreased by S.A. Mason LLC

Costco Wholesale Co. (NASDAQ:COST) Stock Position Decreased by S.A. Mason LLC

S.A. Mason LLC lessened its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image about High Note Wealth LLC Raises Holdings in Salesforce, Inc. (NYSE:CRM)

High Note Wealth LLC Raises Holdings in Salesforce, Inc. (NYSE:CRM)

High Note Wealth LLC increased its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 20.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,800... More of this article »
Image about S.A. Mason LLC Buys 66 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

S.A. Mason LLC Buys 66 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

S.A. Mason LLC lifted its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 6.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image about Highland Capital Management LLC Buys 360 Shares of Eli Lilly and Company (NYSE:LLY)

Highland Capital Management LLC Buys 360 Shares of Eli Lilly and Company (NYSE:LLY)

Highland Capital Management LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 13,350 shares of the company’s... More of this article »
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 »