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Farmers & Merchants Investments Inc. Reduces Stock Holdings in ConocoPhillips (NYSE:COP)
Farmers & Merchants Investments Inc. reduced its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC lifted its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 10.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Sold by Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC cut its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 4.2% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
The TJX Companies, Inc. (NYSE:TJX) Shares Sold by Everpar Advisors LLC
Everpar Advisors LLC lowered its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 8.6% during the first quarter, Holdings Channel reports. The firm owned 7,124 shares of the apparel and home fashions retailer’s... More of this article »
Hoey Investments Inc. Acquires 1,568 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Hoey Investments Inc. boosted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 156,800.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Everpar Advisors LLC Has $1 Million Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Everpar Advisors LLC boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Elevation Point Wealth Partners LLC Has $2.77 Million Stake in NIKE, Inc. (NYSE:NKE)
Elevation Point Wealth Partners LLC boosted its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 44.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Everpar Advisors LLC Sells 165 Shares of Philip Morris International Inc. (NYSE:PM)
Everpar Advisors LLC decreased its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 3.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 4,339 shares of the company’s... More of this article »
CVA Family Office LLC Has $7.39 Million Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
CVA Family Office LLC grew its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.5% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 145,365 shares... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Bought by Twin Peaks Wealth Advisors LLC
Twin Peaks Wealth Advisors LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Tudor Financial Inc. Grows Stock Position in Bristol-Myers Squibb (NYSE:BMY)
Tudor Financial Inc. boosted its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Oracle Co. (NYSE:ORCL) Shares Purchased by Stanley Laman Group Ltd.
Stanley Laman Group Ltd. increased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 4.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
New Century Financial Group LLC Lowers Stake in Vanguard Total International Stock ETF (NASDAQ:VXUS)
New Century Financial Group LLC lowered its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 22.1% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »