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Image for JPMorgan Chase & Co. (NYSE:JPM) Holdings Boosted by Sugarloaf Wealth Management LLC

JPMorgan Chase & Co. (NYSE:JPM) Holdings Boosted by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for David J Yvars Group Sells 885 Shares of NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group Sells 885 Shares of NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group lessened its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,823 shares... More of this article »
Image for Silvia Mccoll Wealth Management LLC Boosts Stock Position in NVIDIA Co. (NASDAQ:NVDA)

Silvia Mccoll Wealth Management LLC Boosts Stock Position in NVIDIA Co. (NASDAQ:NVDA)

Silvia Mccoll Wealth Management LLC boosted its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 4.8% during the 4th quarter, Holdings Channel reports. The firm owned 705 shares of the computer hardware maker’s stock... More of this article »
Image for Sound Income Strategies LLC Boosts Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Sound Income Strategies LLC Boosts Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Sound Income Strategies LLC boosted its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 37.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Sugarloaf Wealth Management LLC Reduces Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sugarloaf Wealth Management LLC Reduces Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sugarloaf Wealth Management LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Seneca House Advisors Sells 608 Shares of The Procter & Gamble Company (NYSE:PG)

Seneca House Advisors Sells 608 Shares of The Procter & Gamble Company (NYSE:PG)

Seneca House Advisors lessened its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sugarloaf Wealth Management LLC Acquires 75 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Sugarloaf Wealth Management LLC Acquires 75 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Sugarloaf Wealth Management LLC raised its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 29.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 334 shares... More of this article »
Image for Thrive Wealth Management LLC Acquires New Stake in The Goldman Sachs Group, Inc. (NYSE:GS)

Thrive Wealth Management LLC Acquires New Stake in The Goldman Sachs Group, Inc. (NYSE:GS)

Thrive Wealth Management LLC bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Shares Sold by David J Yvars Group

NVIDIA Co. (NASDAQ:NVDA) Shares Sold by David J Yvars Group

David J Yvars Group decreased its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Shares Acquired by Northwest Quadrant Wealth Management LLC

Johnson & Johnson (NYSE:JNJ) Shares Acquired by Northwest Quadrant Wealth Management LLC

Northwest Quadrant Wealth Management LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 6,005 shares of... More of this article »
Image for Arthur M. Cohen & Associates LLC Decreases Stake in Johnson & Johnson (NYSE:JNJ)

Arthur M. Cohen & Associates LLC Decreases Stake in Johnson & Johnson (NYSE:JNJ)

Arthur M. Cohen & Associates LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 22.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Werlinich Asset Management LLC Cuts Position in Johnson & Johnson (NYSE:JNJ)

Werlinich Asset Management LLC Cuts Position in Johnson & Johnson (NYSE:JNJ)

Werlinich Asset Management LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for JPMorgan Chase & Co. (NYSE:JPM) is Seneca House Advisors’ 4th Largest Position

JPMorgan Chase & Co. (NYSE:JPM) is Seneca House Advisors’ 4th Largest Position

Seneca House Advisors lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 50,826... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Shares Bought by Vickerman Investment Advisors Inc.

Johnson & Johnson (NYSE:JNJ) Shares Bought by Vickerman Investment Advisors Inc.

Vickerman Investment Advisors Inc. lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for David J Yvars Group Has $331,000 Stock Position in The Home Depot, Inc. (NYSE:HD)

David J Yvars Group Has $331,000 Stock Position in The Home Depot, Inc. (NYSE:HD)

David J Yvars Group lowered its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Gateway Investment Advisers LLC Reduces Position in JPMorgan Chase & Co. (NYSE:JPM)

Gateway Investment Advisers LLC Reduces Position in JPMorgan Chase & Co. (NYSE:JPM)

Gateway Investment Advisers LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Sugarloaf Wealth Management LLC Purchases 109 Shares of The Procter & Gamble Company (NYSE:PG)

Sugarloaf Wealth Management LLC Purchases 109 Shares of The Procter & Gamble Company (NYSE:PG)

Sugarloaf Wealth Management LLC boosted its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Shilanski & Associates Inc. Sells 123 Shares of The Procter & Gamble Company (NYSE:PG)

Shilanski & Associates Inc. Sells 123 Shares of The Procter & Gamble Company (NYSE:PG)

Shilanski & Associates Inc. trimmed its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Charles Schwab Trust Co Has $615,000 Stake in Alphabet Inc. (NASDAQ:GOOGL)

Charles Schwab Trust Co Has $615,000 Stake in Alphabet Inc. (NASDAQ:GOOGL)

Charles Schwab Trust Co reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 18.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Sugarloaf Wealth Management LLC Increases Stock Position in Linde plc (NASDAQ:LIN)

Sugarloaf Wealth Management LLC Increases Stock Position in Linde plc (NASDAQ:LIN)

Sugarloaf Wealth Management LLC boosted its stake in Linde plc (NASDAQ:LIN – Free Report) by 16.9% in the fourth quarter, HoldingsChannel reports. The firm owned 304 shares of the basic materials company’s stock after... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Shares Acquired by Sugarloaf Wealth Management LLC

NVIDIA Co. (NASDAQ:NVDA) Shares Acquired by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC boosted its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 6.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Bank of America Co. (NYSE:BAC) Shares Acquired by Sound Income Strategies LLC

Bank of America Co. (NYSE:BAC) Shares Acquired by Sound Income Strategies LLC

Sound Income Strategies LLC raised its holdings in shares of Bank of America Co. (NYSE:BAC – Free Report) by 22.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Wayfinding Financial LLC Cuts Stock Position in Johnson & Johnson (NYSE:JNJ)

Wayfinding Financial LLC Cuts Stock Position in Johnson & Johnson (NYSE:JNJ)

Wayfinding Financial LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Shares Acquired by Dfpg Investments LLC

The Procter & Gamble Company (NYSE:PG) Shares Acquired by Dfpg Investments LLC

Dfpg Investments LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Daymark Wealth Partners LLC Acquires 79 Shares of Accenture plc (NYSE:ACN)

Daymark Wealth Partners LLC Acquires 79 Shares of Accenture plc (NYSE:ACN)

Daymark Wealth Partners LLC raised its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 6,557 shares of the information technology services... More of this article »
Image for Charles Schwab Trust Co Has $287,000 Stock Holdings in Bank of America Co. (NYSE:BAC)

Charles Schwab Trust Co Has $287,000 Stock Holdings in Bank of America Co. (NYSE:BAC)

Charles Schwab Trust Co lessened its holdings in Bank of America Co. (NYSE:BAC) by 53.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,520... More of this article »
Image for Sugarloaf Wealth Management LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Sugarloaf Wealth Management LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Sugarloaf Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 21,148 shares of the financial services... More of this article »
Image for Charles Schwab Trust Co Grows Holdings in AT&T Inc. (NYSE:T)

Charles Schwab Trust Co Grows Holdings in AT&T Inc. (NYSE:T)

Charles Schwab Trust Co boosted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 9.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 14,632 shares of the technology... More of this article »
Image for Shilanski & Associates Inc. Sells 164 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Shilanski & Associates Inc. Sells 164 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Shilanski & Associates Inc. trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sugarloaf Wealth Management LLC Raises Stock Position in Johnson & Johnson (NYSE:JNJ)

Sugarloaf Wealth Management LLC Raises Stock Position in Johnson & Johnson (NYSE:JNJ)

Sugarloaf Wealth Management LLC boosted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Shares Sold by Waycross Investment Management Co

The Home Depot, Inc. (NYSE:HD) Shares Sold by Waycross Investment Management Co

Waycross Investment Management Co cut its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 6.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Silvia Mccoll Wealth Management LLC Grows Holdings in Johnson & Johnson (NYSE:JNJ)

Silvia Mccoll Wealth Management LLC Grows Holdings in Johnson & Johnson (NYSE:JNJ)

Silvia Mccoll Wealth Management LLC lifted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.6% during the fourth quarter, HoldingsChannel reports. The firm owned 6,112 shares of the company’s stock after... More of this article »
Image for Sound Income Strategies LLC Buys 903 Shares of The Home Depot, Inc. (NYSE:HD)

Sound Income Strategies LLC Buys 903 Shares of The Home Depot, Inc. (NYSE:HD)

Sound Income Strategies LLC lifted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 39.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,177 shares of the home improvement retailer’s stock... More of this article »
Image for Capricorn Fund Managers Ltd Raises Position in Johnson & Johnson (NYSE:JNJ)

Capricorn Fund Managers Ltd Raises Position in Johnson & Johnson (NYSE:JNJ)

Capricorn Fund Managers Ltd grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 229.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Thrive Wealth Management LLC Raises Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Thrive Wealth Management LLC Raises Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Thrive Wealth Management LLC increased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 35.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Howard Financial Services LTD. Acquires 4,143 Shares of NVIDIA Co. (NASDAQ:NVDA)

Howard Financial Services LTD. Acquires 4,143 Shares of NVIDIA Co. (NASDAQ:NVDA)

Howard Financial Services LTD. boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 95.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Thrive Wealth Management LLC Buys 92 Shares of NVIDIA Co. (NASDAQ:NVDA)

Thrive Wealth Management LLC Buys 92 Shares of NVIDIA Co. (NASDAQ:NVDA)

Thrive Wealth Management LLC boosted its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,285 shares of the computer hardware... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Stake Lifted by Sage Capital Advisors llc

NVIDIA Co. (NASDAQ:NVDA) Stake Lifted by Sage Capital Advisors llc

Sage Capital Advisors llc increased its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 15,417 shares of the computer hardware maker’s stock... More of this article »
Image for Wayfinding Financial LLC Lowers Position in Philip Morris International Inc. (NYSE:PM)

Wayfinding Financial LLC Lowers Position in Philip Morris International Inc. (NYSE:PM)

Wayfinding Financial LLC lessened its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 19.9% 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 PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Gateway Investment Advisers LLC

PepsiCo, Inc. (NASDAQ:PEP) Shares Acquired by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for The Walt Disney Company (NYSE:DIS) Shares Bought by Sound Income Strategies LLC

The Walt Disney Company (NYSE:DIS) Shares Bought by Sound Income Strategies LLC

Sound Income Strategies LLC raised its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 72.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Realty Income Co. (NYSE:O) Holdings Raised by Sugarloaf Wealth Management LLC

Realty Income Co. (NYSE:O) Holdings Raised by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC boosted its stake in Realty Income Co. (NYSE:O – Free Report) by 13.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for United Parcel Service, Inc. (NYSE:UPS) Stock Holdings Trimmed by Sugarloaf Wealth Management LLC

United Parcel Service, Inc. (NYSE:UPS) Stock Holdings Trimmed by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC lowered its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 10.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Thrive Wealth Management LLC Trims Position in U.S. Bancorp (NYSE:USB)

Thrive Wealth Management LLC Trims Position in U.S. Bancorp (NYSE:USB)

Thrive Wealth Management LLC reduced its stake in U.S. Bancorp (NYSE:USB – Free Report) by 22.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Holdings Trimmed by Orser Capital Management LLC

Alphabet Inc. (NASDAQ:GOOGL) Holdings Trimmed by Orser Capital Management LLC

Orser Capital Management LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 32,496 shares of the information... More of this article »
Image for Blue Zone Wealth Advisors LLC Has $8.38 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Blue Zone Wealth Advisors LLC Has $8.38 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Blue Zone Wealth Advisors LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 59,955 shares of the... More of this article »
Image for Enterprise Bank & Trust Co Has $6.46 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Enterprise Bank & Trust Co Has $6.46 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Enterprise Bank & Trust Co reduced its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Gateway Investment Advisers LLC Has $23.34 Million Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Gateway Investment Advisers LLC Has $23.34 Million Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Gateway Investment Advisers LLC increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for The Walt Disney Company (NYSE:DIS) Shares Sold by Dfpg Investments LLC

The Walt Disney Company (NYSE:DIS) Shares Sold by Dfpg Investments LLC

Dfpg Investments LLC lessened its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Sugarloaf Wealth Management LLC Has $192,000 Stock Position in The Walt Disney Company (NYSE:DIS)

Sugarloaf Wealth Management LLC Has $192,000 Stock Position in The Walt Disney Company (NYSE:DIS)

Sugarloaf Wealth Management LLC decreased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 14.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »