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Lazari Capital Management Inc. Buys Shares of 1,699 McDonald’s Co. (NYSE:MCD)
Lazari Capital Management Inc. purchased a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
St. James Investment Company LLC Sells 3,411 Shares of Medtronic plc (NYSE:MDT)
St. James Investment Company LLC lessened its holdings in Medtronic plc (NYSE:MDT – Free Report) by 1.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 331,040 shares of the... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Holdings Raised by Duncker Streett & Co. Inc.
Duncker Streett & Co. Inc. increased its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.2% in the 2nd quarter, Holdings Channel reports. The fund owned 12,853 shares of the retailer’s stock after... More of this article »
McDonald’s Co. (NYSE:MCD) Shares Sold by TLW Wealth Management LLC
TLW Wealth Management LLC reduced its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Beacon Financial Group Has $4.86 Million Position in McDonald’s Co. (NYSE:MCD)
Beacon Financial Group reduced its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 0.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Holland Advisory Services Inc.’s 5th Largest Position
Holland Advisory Services Inc. lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 34.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Legacy Advisors LLC Buys New Shares in Fiserv, Inc. (NASDAQ:FISV)
Legacy Advisors LLC bought a new stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Purchased by Baker Tilly Wealth Management LLC
Baker Tilly Wealth Management LLC boosted its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 4.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sendero Wealth Management LLC Buys 229 Shares of Mastercard Incorporated (NYSE:MA)
Sendero Wealth Management LLC increased its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 5.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,269 shares of... More of this article »
The TJX Companies, Inc. (NYSE:TJX) Stock Position Trimmed by Legacy Advisors LLC
Legacy Advisors LLC cut its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 32.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Sendero Wealth Management LLC Boosts Stake in Comcast Co. (NASDAQ:CMCSA)
Sendero Wealth Management LLC increased its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 5.7% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Philip Morris International Inc. (NYSE:PM) Shares Acquired by Mill Capital Management LLC
Mill Capital Management LLC increased its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 4.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Sendero Wealth Management LLC Has $3.86 Million Stock Holdings in Salesforce, Inc. (NYSE:CRM)
Sendero Wealth Management LLC cut its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
TLW Wealth Management LLC Has $6.75 Million Stake in Union Pacific Co. (NYSE:UNP)
TLW Wealth Management LLC trimmed its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Benedetti & Gucer Inc. Sells 270 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Benedetti & Gucer Inc. trimmed its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 10.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Birchcreek Wealth Management LLC Grows Stock Holdings in Vanguard Growth ETF (NYSEARCA:VUG)
Birchcreek Wealth Management LLC increased its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.7% during the second quarter, Holdings Channel reports. The firm owned 13,233 shares of the company’s stock... More of this article »
Aurora Private Wealth Inc. Has $588,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)
Aurora Private Wealth Inc. lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.6% in the second quarter, Holdings Channel.com reports. The institutional investor owned 678 shares of the semiconductor manufacturer’s... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Sold by Coerente Capital Management
Coerente Capital Management trimmed its position in Abbott Laboratories (NYSE:ABT – Free Report) by 0.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Value Partners Investments Inc. Purchases 216 Shares of Zoetis Inc. (NYSE:ZTS)
Value Partners Investments Inc. increased its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 3.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Gleason Group Inc. Has $100,000 Holdings in Starbucks Co. (NASDAQ:SBUX)
Gleason Group Inc. increased its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 120.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Birch Hill Investment Advisors LLC Reduces Stock Holdings in The Walt Disney Company (NYSE:DIS)
Birch Hill Investment Advisors LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 9.7% in the second quarter, Holdings Channel.com reports. The firm owned 25,839 shares of the entertainment... More of this article »
Lazari Capital Management Inc. Makes New Investment in PayPal Holdings, Inc. (NASDAQ:PYPL)
Lazari Capital Management Inc. purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Allred Capital Management LLC Has $907,000 Position in Colgate-Palmolive (NYSE:CL)
Allred Capital Management LLC reduced its stake in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 1.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Baker Tilly Wealth Management LLC Sells 1,022 Shares of Adobe Inc. (NASDAQ:ADBE)
Baker Tilly Wealth Management LLC trimmed its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Well Done LLC Decreases Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Well Done LLC lessened its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 33.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,504 shares of the company’s... More of this article »
Osborne Partners Capital Management LLC Acquires 2,490 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Osborne Partners Capital Management LLC grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 12.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Sendero Wealth Management LLC Grows Position in ConocoPhillips (NYSE:COP)
Sendero Wealth Management LLC lifted its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 188.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Charter Oak Capital Management LLC Grows Stake in Eli Lilly and Company (NYSE:LLY)
Charter Oak Capital Management LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Tower Bridge Advisors Has $6.73 Million Holdings in Union Pacific Co. (NYSE:UNP)
Tower Bridge Advisors raised its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 32,869 shares of the... More of this article »
Tower Bridge Advisors Has $26.25 Million Holdings in McDonald’s Co. (NYSE:MCD)
Tower Bridge Advisors decreased its position in McDonald’s Co. (NYSE:MCD – Free Report) by 8.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 87,966 shares of the fast-food giant’s... More of this article »
Tower Bridge Advisors Cuts Stock Holdings in Enbridge Inc. (NYSE:ENB)
Tower Bridge Advisors lowered its stake in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 11.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Duncker Streett & Co. Inc. Cuts Holdings in Union Pacific Co. (NYSE:UNP)
Duncker Streett & Co. Inc. lessened its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Medtronic plc (NYSE:MDT) Shares Sold by Demars Financial Group LLC
Demars Financial Group LLC reduced its position in Medtronic plc (NYSE:MDT – Free Report) by 0.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Tower Bridge Advisors Acquires 65 Shares of Lockheed Martin Co. (NYSE:LMT)
Tower Bridge Advisors boosted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Shares Sold by Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC lessened its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.4% in the second quarter, according to its most recent filing with the SEC. The... More of this article »
Sendero Wealth Management LLC Sells 8,892 Shares of Oracle Co. (NYSE:ORCL)
Sendero Wealth Management LLC trimmed its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 20.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Philip Morris International Inc. (NYSE:PM) Shares Sold by Duncker Streett & Co. Inc.
Duncker Streett & Co. Inc. lessened its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 2.1% in the second quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Duncker Streett & Co. Inc. Raises Holdings in Amgen Inc. (NASDAQ:AMGN)
Duncker Streett & Co. Inc. boosted its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 11.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
159,168 Shares in RTX Co. (NYSE:RTX) Purchased by Tower Bridge Advisors
Tower Bridge Advisors bought a new stake in shares of RTX Co. (NYSE:RTX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 159,168 shares of the company’s stock, valued... More of this article »
Well Done LLC Takes $211,000 Position in Targa Resources Corp. (NYSE:TRGP)
Well Done LLC acquired a new stake in shares of Targa Resources Corp. (NYSE:TRGP – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Lazari Capital Management Inc. Takes Position in Walmart Inc. (NYSE:WMT)
Lazari Capital Management Inc. purchased a new stake in Walmart Inc. (NYSE:WMT – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Benedetti & Gucer Inc. Increases Holdings in Bank of America Co. (NYSE:BAC)
Benedetti & Gucer Inc. boosted its holdings in shares of Bank of America Co. (NYSE:BAC – Free Report) by 115.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Coerente Capital Management Raises Stake in U.S. Bancorp (NYSE:USB)
Coerente Capital Management boosted its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 0.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 362,361 shares... More of this article »
Scissortail Wealth Management LLC Invests $3.52 Million in Chubb Limited (NYSE:CB)
Scissortail Wealth Management LLC acquired a new stake in shares of Chubb Limited (NYSE:CB – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 18,215 shares... More of this article »
Beacon Financial Group Lowers Stock Holdings in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO)
Beacon Financial Group lowered its position in shares of Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 0.7% during the second quarter, according to the company in its most recent disclosure with... More of this article »
Beacon Financial Group Has $8.07 Million Position in Invesco BulletShares 2023 Corporate Bond ETF (NASDAQ:BSCN)
Beacon Financial Group reduced its holdings in shares of Invesco BulletShares 2023 Corporate Bond ETF (NASDAQ:BSCN – Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Osborne Partners Capital Management LLC Purchases 3,700 Shares of Centene Co. (NYSE:CNC)
Osborne Partners Capital Management LLC lifted its position in shares of Centene Co. (NYSE:CNC – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Baker Tilly Wealth Management LLC Boosts Stock Position in Edison International (NYSE:EIX)
Baker Tilly Wealth Management LLC lifted its position in Edison International (NYSE:EIX – Free Report) by 16.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »