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Image for Keudell Morrison Wealth Management Trims Position in McDonald’s Co. (NYSE:MCD)

Keudell Morrison Wealth Management Trims Position in McDonald’s Co. (NYSE:MCD)

Keudell Morrison Wealth Management trimmed its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 7.8% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 889 shares of the fast-food... More of this article »
Image for Greenspring Advisors LLC Buys Shares of 671 Invesco QQQ (NASDAQ:QQQ)

Greenspring Advisors LLC Buys Shares of 671 Invesco QQQ (NASDAQ:QQQ)

Greenspring Advisors LLC bought a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 671 shares of the exchange traded fund’s... More of this article »
Image for Benedetti & Gucer Inc. Decreases Stake in Oracle Co. (NYSE:ORCL)

Benedetti & Gucer Inc. Decreases Stake in Oracle Co. (NYSE:ORCL)

Benedetti & Gucer Inc. reduced its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 4.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,871 shares... More of this article »
Image for Beacon Financial Group Lowers Stake in Abbott Laboratories (NYSE:ABT)

Beacon Financial Group Lowers Stake in Abbott Laboratories (NYSE:ABT)

Beacon Financial Group reduced its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 4.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Sold by Bensler LLC

Invesco QQQ (NASDAQ:QQQ) Shares Sold by Bensler LLC

Bensler LLC lessened its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,373 shares of the exchange... More of this article »
Image for Baker Tilly Wealth Management LLC Trims Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Baker Tilly Wealth Management LLC Trims Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Baker Tilly Wealth Management LLC lessened its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 12.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Aurora Private Wealth Inc. Sells 549 Shares of Intel Co. (NASDAQ:INTC)

Aurora Private Wealth Inc. Sells 549 Shares of Intel Co. (NASDAQ:INTC)

Aurora Private Wealth Inc. lessened its stake in Intel Co. (NASDAQ:INTC – Free Report) by 6.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,788... More of this article »
Image for iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Well Done LLC

iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Well Done LLC

Well Done LLC lowered its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 1.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Benedetti & Gucer Inc. Purchases 66 Shares of United Parcel Service, Inc. (NYSE:UPS)

Benedetti & Gucer Inc. Purchases 66 Shares of United Parcel Service, Inc. (NYSE:UPS)

Benedetti & Gucer Inc. raised its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,581... More of this article »
Image for Lazari Capital Management Inc. Buys New Position in Starbucks Co. (NASDAQ:SBUX)

Lazari Capital Management Inc. Buys New Position in Starbucks Co. (NASDAQ:SBUX)

Lazari Capital Management Inc. purchased a new position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 16,153... More of this article »
Image for Starbucks Co. (NASDAQ:SBUX) Shares Sold by Value Partners Investments Inc.

Starbucks Co. (NASDAQ:SBUX) Shares Sold by Value Partners Investments Inc.

Value Partners Investments Inc. reduced its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Clarity Financial LLC Makes New Investment in Bank of America Co. (NYSE:BAC)

Clarity Financial LLC Makes New Investment in Bank of America Co. (NYSE:BAC)

Clarity Financial LLC purchased a new position in shares of Bank of America Co. (NYSE:BAC – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Lazari Capital Management Inc. Buys Shares of 1,699 McDonald’s Co. (NYSE:MCD)

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 »
Image for Chicago Capital LLC Boosts Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

Chicago Capital LLC Boosts Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

Chicago Capital LLC increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4,929.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 81,384 shares of the medical... More of this article »
Image for Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Purchased by Alta Capital Management LLC

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Purchased by Alta Capital Management LLC

Alta Capital Management LLC grew its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 5.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 88,286 shares of the medical... More of this article »
Image for Birchcreek Wealth Management LLC Has $1.91 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Birchcreek Wealth Management LLC Has $1.91 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Birchcreek Wealth Management LLC lessened its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 24.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,181... More of this article »
Image for Costco Wholesale Co. (NASDAQ:COST) Holdings Raised by Duncker Streett & Co. Inc.

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 »
Image for St. James Investment Company LLC Sells 3,411 Shares of Medtronic plc (NYSE:MDT)

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 »
Image for Union Pacific Co. (NYSE:UNP) Shares Sold by Cardinal Strategic Wealth Guidance

Union Pacific Co. (NYSE:UNP) Shares Sold by Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance trimmed its holdings in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 5.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Beacon Financial Group Sells 1,676 Shares of Bank of America Co. (NYSE:BAC)

Beacon Financial Group Sells 1,676 Shares of Bank of America Co. (NYSE:BAC)

Beacon Financial Group lowered its stake in shares of Bank of America Co. (NYSE:BAC) by 3.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Viking Fund Management LLC Has $1.19 Million Stock Holdings in McDonald’s Co. (NYSE:MCD)

Viking Fund Management LLC Has $1.19 Million Stock Holdings in McDonald’s Co. (NYSE:MCD)

Viking Fund Management LLC decreased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 55.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for LaFleur & Godfrey LLC Has $4.76 Million Stock Position in McDonald’s Co. (NYSE:MCD)

LaFleur & Godfrey LLC Has $4.76 Million Stock Position in McDonald’s Co. (NYSE:MCD)

LaFleur & Godfrey LLC trimmed its position in McDonald’s Co. (NYSE:MCD – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Sold by TLW Wealth Management LLC

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 »
Image for Beacon Financial Group Has $4.86 Million Position in McDonald’s Co. (NYSE:MCD)

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 »
Image for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Holland Advisory Services Inc.’s 5th Largest Position

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 »
Image for Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Shares Acquired by Birchcreek Wealth Management LLC

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Shares Acquired by Birchcreek Wealth Management LLC

Birchcreek Wealth Management LLC boosted its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.9% in the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Veracity Capital LLC Increases Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Veracity Capital LLC Increases Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Veracity Capital LLC increased its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Argus Investors Counsel Inc. Boosts Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Argus Investors Counsel Inc. Boosts Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Argus Investors Counsel Inc. grew its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 23.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Chicago Capital LLC Boosts Stock Position in Invesco QQQ (NASDAQ:QQQ)

Chicago Capital LLC Boosts Stock Position in Invesco QQQ (NASDAQ:QQQ)

Chicago Capital LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% in the 2nd quarter, Holdings Channel reports. The firm owned 2,669 shares of the exchange traded fund’s stock after... More of this article »
Image for Advocacy Wealth Management Services LLC Sells 291 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Advocacy Wealth Management Services LLC Sells 291 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Advocacy Wealth Management Services LLC trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Purchased by International Assets Investment Management LLC

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 16.1% during the 2nd quarter, according to the company in its most recent disclosure... More of this article »
Image for International Assets Investment Management LLC Boosts Holdings in SPDR Gold Shares (NYSEARCA:GLD)

International Assets Investment Management LLC Boosts Holdings in SPDR Gold Shares (NYSEARCA:GLD)

International Assets Investment Management LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.1% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Comcast Co. (NASDAQ:CMCSA) Shares Sold by Coerente Capital Management

Comcast Co. (NASDAQ:CMCSA) Shares Sold by Coerente Capital Management

Coerente Capital Management lessened its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 0.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Duncker Streett & Co. Inc. Purchases 1,100 Shares of Adobe Inc. (NASDAQ:ADBE)

Duncker Streett & Co. Inc. Purchases 1,100 Shares of Adobe Inc. (NASDAQ:ADBE)

Duncker Streett & Co. Inc. boosted its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 14.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Legacy Advisors LLC Buys New Shares in Fiserv, Inc. (NASDAQ:FISV)

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 »
Image for apricus wealth LLC Has $3.21 Million Holdings in Amgen Inc. (NASDAQ:AMGN)

apricus wealth LLC Has $3.21 Million Holdings in Amgen Inc. (NASDAQ:AMGN)

apricus wealth LLC boosted its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Duncker Streett & Co. Inc. Has $6.92 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Duncker Streett & Co. Inc. Has $6.92 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Duncker Streett & Co. Inc. boosted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 12,853 shares of the retailer’s... More of this article »
Image for JLB & Associates Inc. Raises Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

JLB & Associates Inc. Raises Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

JLB & Associates Inc. boosted its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Birch Hill Investment Advisors LLC Cuts Position in AT&T Inc. (NYSE:T)

Birch Hill Investment Advisors LLC Cuts Position in AT&T Inc. (NYSE:T)

Birch Hill Investment Advisors LLC decreased its position in AT&T Inc. (NYSE:T – Free Report) by 18.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Allred Capital Management LLC Purchases 62 Shares of Amgen Inc. (NASDAQ:AMGN)

Allred Capital Management LLC Purchases 62 Shares of Amgen Inc. (NASDAQ:AMGN)

Allred Capital Management LLC lifted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for United Parcel Service, Inc. (NYSE:UPS) Shares Sold by River Road Asset Management LLC

United Parcel Service, Inc. (NYSE:UPS) Shares Sold by River Road Asset Management LLC

River Road Asset Management LLC cut its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 17.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for 848 Shares in Costco Wholesale Co. (NASDAQ:COST) Acquired by Lazari Capital Management Inc.

848 Shares in Costco Wholesale Co. (NASDAQ:COST) Acquired by Lazari Capital Management Inc.

Lazari Capital Management Inc. purchased a new position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Mill Capital Management LLC Decreases Position in Oracle Co. (NYSE:ORCL)

Mill Capital Management LLC Decreases Position in Oracle Co. (NYSE:ORCL)

Mill Capital Management LLC decreased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 9.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Birchcreek Wealth Management LLC Buys 50 Shares of Deere & Company (NYSE:DE)

Birchcreek Wealth Management LLC Buys 50 Shares of Deere & Company (NYSE:DE)

Birchcreek Wealth Management LLC increased its stake in shares of Deere & Company (NYSE:DE – Free Report) by 6.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Garland Capital Management Inc. Has $6.05 Million Position in Union Pacific Co. (NYSE:UNP)

Garland Capital Management Inc. Has $6.05 Million Position in Union Pacific Co. (NYSE:UNP)

Garland Capital Management Inc. boosted its position in Union Pacific Co. (NYSE:UNP – Free Report) by 0.9% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 29,588 shares of the railroad operator’s... More of this article »
Image for Birchcreek Wealth Management LLC Purchases 79 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Birchcreek Wealth Management LLC Purchases 79 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

Birchcreek Wealth Management LLC raised its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.9% in the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Birchcreek Wealth Management LLC Boosts Holdings in Union Pacific Co. (NYSE:UNP)

Birchcreek Wealth Management LLC Boosts Holdings in Union Pacific Co. (NYSE:UNP)

Birchcreek Wealth Management LLC raised its position in Union Pacific Co. (NYSE:UNP – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Baker Tilly Wealth Management LLC Sells 4,493 Shares of Salesforce, Inc. (NYSE:CRM)

Baker Tilly Wealth Management LLC Sells 4,493 Shares of Salesforce, Inc. (NYSE:CRM)

Baker Tilly Wealth Management LLC cut its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 10.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 38,521 shares of the CRM provider’s stock after... More of this article »
Image for Ulland Investment Advisors LLC Sells 25 Shares of Intuit Inc. (NASDAQ:INTU)

Ulland Investment Advisors LLC Sells 25 Shares of Intuit Inc. (NASDAQ:INTU)

Ulland Investment Advisors LLC lessened its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Alta Capital Management LLC Sells 1,408 Shares of Accenture plc (NYSE:ACN)

Alta Capital Management LLC Sells 1,408 Shares of Accenture plc (NYSE:ACN)

Alta Capital Management LLC decreased its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 1.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »