Home » Author Archive

iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Stock Holdings Boosted by Connecticut Wealth Management LLC

iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Stock Holdings Boosted by Connecticut Wealth Management LLC

Posted by on Jul 14th, 2020 // Comments off

Connecticut Wealth Management LLC grew its holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 17.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... 
Connecticut Wealth Management LLC Lowers Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Connecticut Wealth Management LLC Lowers Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Posted by on Jul 14th, 2020 // Comments off

Connecticut Wealth Management LLC trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP) by 7.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... 
Brio Consultants LLC Sells 319,026 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Brio Consultants LLC Sells 319,026 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC cut its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 96.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
Icon Wealth Partners LLC Acquires 40,040 Shares of Chevron Co. (NYSE:CVX)

Icon Wealth Partners LLC Acquires 40,040 Shares of Chevron Co. (NYSE:CVX)

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC lifted its holdings in Chevron Co. (NYSE:CVX) by 309.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 52,960 shares... 
Facebook, Inc. (NASDAQ:FB) Shares Sold by Brio Consultants LLC

Facebook, Inc. (NASDAQ:FB) Shares Sold by Brio Consultants LLC

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC cut its stake in shares of Facebook, Inc. (NASDAQ:FB) by 1.5% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 24,752 shares of the social networking company’s... 
AdvisorShares Investments LLC Purchases New Stake in UnitedHealth Group Inc (NYSE:UNH)

AdvisorShares Investments LLC Purchases New Stake in UnitedHealth Group Inc (NYSE:UNH)

Posted by on Jul 14th, 2020 // Comments off

AdvisorShares Investments LLC bought a new stake in UnitedHealth Group Inc (NYSE:UNH) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought... 
Icon Wealth Partners LLC Purchases 13,178 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Icon Wealth Partners LLC Purchases 13,178 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC grew its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 211.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
Icon Wealth Partners LLC Purchases Shares of 6,431 Amgen, Inc. (NASDAQ:AMGN)

Icon Wealth Partners LLC Purchases Shares of 6,431 Amgen, Inc. (NASDAQ:AMGN)

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC purchased a new stake in Amgen, Inc. (NASDAQ:AMGN) during the 2nd quarter, HoldingsChannel reports. The fund purchased 6,431 shares of the medical research company’s stock, valued at approximately $1,517,000.... 
Icon Wealth Partners LLC Buys 2,440 Shares of Facebook, Inc. (NASDAQ:FB)

Icon Wealth Partners LLC Buys 2,440 Shares of Facebook, Inc. (NASDAQ:FB)

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC increased its stake in shares of Facebook, Inc. (NASDAQ:FB) by 54.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,882 shares... 
Enterprise Products Partners L.P. (NYSE:EPD) Shares Purchased by Boenning & Scattergood Inc.

Enterprise Products Partners L.P. (NYSE:EPD) Shares Purchased by Boenning & Scattergood Inc.

Posted by on Jul 14th, 2020 // Comments off

Boenning & Scattergood Inc. raised its holdings in Enterprise Products Partners L.P. (NYSE:EPD) by 0.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... 
Brio Consultants LLC Sells 25,621 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

Brio Consultants LLC Sells 25,621 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC lessened its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP) by 91.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... 
158 Shares in Alphabet Inc (NASDAQ:GOOGL) Acquired by Brio Consultants LLC

158 Shares in Alphabet Inc (NASDAQ:GOOGL) Acquired by Brio Consultants LLC

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC purchased a new position in shares of Alphabet Inc (NASDAQ:GOOGL) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 158 shares of the information... 
JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Verity & Verity LLC

JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Verity & Verity LLC

Posted by on Jul 14th, 2020 // Comments off

Verity & Verity LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,559... 
Bank of America Corp (NYSE:BAC) Shares Acquired by Boenning & Scattergood Inc.

Bank of America Corp (NYSE:BAC) Shares Acquired by Boenning & Scattergood Inc.

Posted by on Jul 14th, 2020 // Comments off

Boenning & Scattergood Inc. grew its holdings in Bank of America Corp (NYSE:BAC) by 11.9% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 114,295 shares... 
Honeywell International Inc. (NYSE:HON) Shares Purchased by Boenning & Scattergood Inc.

Honeywell International Inc. (NYSE:HON) Shares Purchased by Boenning & Scattergood Inc.

Posted by on Jul 14th, 2020 // Comments off

Boenning & Scattergood Inc. lifted its holdings in Honeywell International Inc. (NYSE:HON) by 2.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... 
Boenning & Scattergood Inc. Boosts Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Boenning & Scattergood Inc. Boosts Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Posted by on Jul 14th, 2020 // Comments off

Boenning & Scattergood Inc. boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 15.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... 
Connecticut Wealth Management LLC Boosts Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Connecticut Wealth Management LLC Boosts Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Posted by on Jul 14th, 2020 // Comments off

Connecticut Wealth Management LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 0.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 51,600... 
Johnson & Johnson (NYSE:JNJ) Stock Position Raised by Lake Street Financial LLC

Johnson & Johnson (NYSE:JNJ) Stock Position Raised by Lake Street Financial LLC

Posted by on Jul 14th, 2020 // Comments off

Lake Street Financial LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 14.8% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 19,803 shares of the... 
Vista Wealth Management Group LLC Acquires 207 Shares of Johnson & Johnson (NYSE:JNJ)

Vista Wealth Management Group LLC Acquires 207 Shares of Johnson & Johnson (NYSE:JNJ)

Posted by on Jul 14th, 2020 // Comments off

Vista Wealth Management Group LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 6.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 3,261 shares of the company’s... 
Connecticut Wealth Management LLC Invests $711,000 in Texas Instruments Incorporated (NASDAQ:TXN)

Connecticut Wealth Management LLC Invests $711,000 in Texas Instruments Incorporated (NASDAQ:TXN)

Posted by on Jul 14th, 2020 // Comments off

Connecticut Wealth Management LLC acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
iShares National Muni Bond ETF (NYSEARCA:MUB) Holdings Increased by Icon Wealth Partners LLC

iShares National Muni Bond ETF (NYSEARCA:MUB) Holdings Increased by Icon Wealth Partners LLC

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC grew its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 2.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... 
Icon Wealth Partners LLC Has $1.56 Million Stock Holdings in Alibaba Group Holding Ltd (NYSE:BABA)

Icon Wealth Partners LLC Has $1.56 Million Stock Holdings in Alibaba Group Holding Ltd (NYSE:BABA)

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC raised its holdings in Alibaba Group Holding Ltd (NYSE:BABA) by 64.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,209... 
Emerson Wealth Management LLC Sells 3,480 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Emerson Wealth Management LLC Sells 3,480 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Posted by on Jul 14th, 2020 // Comments off

Emerson Wealth Management LLC reduced its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 19.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 14,666 shares of the... 
Connecticut Wealth Management LLC Cuts Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Connecticut Wealth Management LLC Cuts Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Posted by on Jul 14th, 2020 // Comments off

Connecticut Wealth Management LLC cut its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 41.6% during the second quarter, HoldingsChannel reports. The fund owned 22,048 shares of the company’s stock after selling... 
Northwest Investment Counselors LLC Boosts Position in AbbVie Inc (NYSE:ABBV)

Northwest Investment Counselors LLC Boosts Position in AbbVie Inc (NYSE:ABBV)

Posted by on Jul 14th, 2020 // Comments off

Northwest Investment Counselors LLC boosted its position in shares of AbbVie Inc (NYSE:ABBV) by 1.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,999 shares of the... 
Intel Co. (NASDAQ:INTC) Shares Bought by Icon Wealth Partners LLC

Intel Co. (NASDAQ:INTC) Shares Bought by Icon Wealth Partners LLC

Posted by on Jul 14th, 2020 // Comments off

Icon Wealth Partners LLC raised its position in Intel Co. (NASDAQ:INTC) by 1.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 39,519 shares of the chip maker’s stock after acquiring an... 
Brio Consultants LLC Makes New Investment in Vanguard Growth ETF (NYSEARCA:VUG)

Brio Consultants LLC Makes New Investment in Vanguard Growth ETF (NYSEARCA:VUG)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) during the 2nd quarter, Holdings Channel reports. The fund acquired 30,432 shares of the company’s stock, valued at approximately $6,150,000.... 
Brio Consultants LLC Raises Stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Brio Consultants LLC Raises Stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC lifted its position in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 544.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 93,083 shares of the exchange... 
SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Brio Consultants LLC

SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Brio Consultants LLC

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD) by 28.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... 
RDA Financial Network Has $472,000 Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

RDA Financial Network Has $472,000 Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Posted by on Jul 14th, 2020 // Comments off

RDA Financial Network trimmed its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 8.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Brio Consultants LLC Has $5.42 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Brio Consultants LLC Has $5.42 Million Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 12.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... 
Brio Consultants LLC Purchases New Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Brio Consultants LLC Purchases New Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC purchased a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... 
RDA Financial Network Raises Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

RDA Financial Network Raises Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Posted by on Jul 14th, 2020 // Comments off

RDA Financial Network grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 9.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,899 shares of the company’s stock after purchasing an additional... 
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Brio Consultants LLC

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Brio Consultants LLC

Posted by on Jul 14th, 2020 // Comments off

Brio Consultants LLC boosted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 66.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... 
PiplCoin (PIPL) Price Reaches $0.0014

PiplCoin (PIPL) Price Reaches $0.0014

Posted by on Jul 14th, 2020 // Comments off

PiplCoin (CURRENCY:PIPL) traded 51.7% higher against the US dollar during the 1-day period ending at 15:00 PM E.T. on July 14th. One PiplCoin token can currently be purchased for $0.0014 or 0.00000015 BTC on popular cryptocurrency... 
Tap (XTP) Reaches 24-Hour Volume of $143,312.00

Tap (XTP) Reaches 24-Hour Volume of $143,312.00

Posted by on Jul 14th, 2020 // Comments off

Tap (CURRENCY:XTP) traded down 2.9% against the U.S. dollar during the twenty-four hour period ending at 15:00 PM E.T. on July 14th. During the last week, Tap has traded 15.9% lower against the U.S. dollar. One Tap token can now be... 
Litecoin Cash (LCC) Trading Down 1.2% Over Last 7 Days

Litecoin Cash (LCC) Trading Down 1.2% Over Last 7 Days

Posted by on Jul 14th, 2020 // Comments off

Litecoin Cash (CURRENCY:LCC) traded down 1.1% against the US dollar during the one day period ending at 15:00 PM ET on July 14th. During the last seven days, Litecoin Cash has traded down 1.2% against the US dollar. One Litecoin Cash... 
inSure (SURE) Reaches Market Capitalization of $39.40 Million

inSure (SURE) Reaches Market Capitalization of $39.40 Million

Posted by on Jul 14th, 2020 // Comments off

inSure (CURRENCY:SURE) traded 31.9% higher against the U.S. dollar during the twenty-four hour period ending at 15:00 PM ET on July 14th. Over the last seven days, inSure has traded up 43.2% against the U.S. dollar. One inSure token... 
Arion Trading 4.7% Lower This Week (ARION)

Arion Trading 4.7% Lower This Week (ARION)

Posted by on Jul 14th, 2020 // Comments off

Arion (CURRENCY:ARION) traded 1.7% higher against the U.S. dollar during the 1 day period ending at 15:00 PM ET on July 14th. Arion has a total market capitalization of $24,606.67 and $1.00 worth of Arion was traded on exchanges in... 
Scout Investments Inc. Trims Stake in Zebra Technologies (NASDAQ:ZBRA)

Scout Investments Inc. Trims Stake in Zebra Technologies (NASDAQ:ZBRA)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. reduced its position in Zebra Technologies (NASDAQ:ZBRA) by 27.6% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 96,349 shares of the industrial products company’s... 
Scout Investments Inc. Takes $23.27 Million Position in CenterPoint Energy, Inc. (NYSE:CNP)

Scout Investments Inc. Takes $23.27 Million Position in CenterPoint Energy, Inc. (NYSE:CNP)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. acquired a new stake in CenterPoint Energy, Inc. (NYSE:CNP) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... 
Scout Investments Inc. Sells 28,256 Shares of eBay Inc (NASDAQ:EBAY)

Scout Investments Inc. Sells 28,256 Shares of eBay Inc (NASDAQ:EBAY)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. decreased its stake in shares of eBay Inc (NASDAQ:EBAY) by 5.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned... 
Teleflex Incorporated (NYSE:TFX) Shares Sold by Scout Investments Inc.

Teleflex Incorporated (NYSE:TFX) Shares Sold by Scout Investments Inc.

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. reduced its holdings in Teleflex Incorporated (NYSE:TFX) by 7.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 65,006 shares of... 
Scout Investments Inc. Reduces Holdings in Vulcan Materials (NYSE:VMC)

Scout Investments Inc. Reduces Holdings in Vulcan Materials (NYSE:VMC)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. decreased its holdings in shares of Vulcan Materials (NYSE:VMC) by 22.7% during the second quarter, Holdings Channel.com reports. The fund owned 201,534 shares of the construction company’s stock after... 
Scout Investments Inc. Cuts Stock Position in AmeriCold Realty Trust (NYSE:COLD)

Scout Investments Inc. Cuts Stock Position in AmeriCold Realty Trust (NYSE:COLD)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. cut its holdings in AmeriCold Realty Trust (NYSE:COLD) by 6.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 625,095 shares of... 
Scout Investments Inc. Takes Position in Zoom Video Communications Inc (NASDAQ:ZM)

Scout Investments Inc. Takes Position in Zoom Video Communications Inc (NASDAQ:ZM)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. bought a new stake in Zoom Video Communications Inc (NASDAQ:ZM) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought... 
Scout Investments Inc. Purchases New Position in Marathon Petroleum Corp (NYSE:MPC)

Scout Investments Inc. Purchases New Position in Marathon Petroleum Corp (NYSE:MPC)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. purchased a new stake in Marathon Petroleum Corp (NYSE:MPC) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,050,241 shares of the oil and gas... 
Scout Investments Inc. Has $39.85 Million Position in SVB Financial Group (NASDAQ:SIVB)

Scout Investments Inc. Has $39.85 Million Position in SVB Financial Group (NASDAQ:SIVB)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. boosted its stake in shares of SVB Financial Group (NASDAQ:SIVB) by 5.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 184,891 shares of the bank’s stock after purchasing an additional... 
Scout Investments Inc. Raises Stake in Splunk Inc (NASDAQ:SPLK)

Scout Investments Inc. Raises Stake in Splunk Inc (NASDAQ:SPLK)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. lifted its position in shares of Splunk Inc (NASDAQ:SPLK) by 4.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
Scout Investments Inc. Has $33.78 Million Stock Holdings in Eagle Materials, Inc. (NYSE:EXP)

Scout Investments Inc. Has $33.78 Million Stock Holdings in Eagle Materials, Inc. (NYSE:EXP)

Posted by on Jul 14th, 2020 // Comments off

Scout Investments Inc. trimmed its position in Eagle Materials, Inc. (NYSE:EXP) by 8.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... 
« Previous | Next »