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Image for Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Reduced by YHB Investment Advisors Inc.

Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Reduced by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 22.1% in 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 Diamcor Mining (CVE:DMI) Stock Price Up 25%  – Should You Buy?

Diamcor Mining (CVE:DMI) Stock Price Up 25% – Should You Buy?

Diamcor Mining Inc. (CVE:DMI – Get Free Report)’s share price shot up 25% during trading on Tuesday . The company traded as high as C$0.03 and last traded at C$0.03. 404,620 shares changed hands during trading, an increase... More of this article »
Image for Drive Wealth Management LLC Has $444,000 Stock Position in American Express (NYSE:AXP)

Drive Wealth Management LLC Has $444,000 Stock Position in American Express (NYSE:AXP)

Drive Wealth Management LLC lifted its holdings in shares of American Express (NYSE:AXP – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Patrick M Sweeney & Associates Inc. Has $555,000 Stock Position in Medtronic plc (NYSE:MDT)

Patrick M Sweeney & Associates Inc. Has $555,000 Stock Position in Medtronic plc (NYSE:MDT)

Patrick M Sweeney & Associates Inc. lifted its stake in Medtronic plc (NYSE:MDT – Free Report) by 7.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Perigon Wealth Management LLC Acquires 3,444 Shares of Avantis International Equity ETF (NYSEARCA:AVDE)

Perigon Wealth Management LLC Acquires 3,444 Shares of Avantis International Equity ETF (NYSEARCA:AVDE)

Perigon Wealth Management LLC grew its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Prospect Financial Services LLC Purchases New Stake in SoFi Technologies, Inc. (NASDAQ:SOFI)

Prospect Financial Services LLC Purchases New Stake in SoFi Technologies, Inc. (NASDAQ:SOFI)

Prospect Financial Services LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Proathlete Wealth Management LLC Purchases 32 Shares of Stryker Co. (NYSE:SYK)

Proathlete Wealth Management LLC Purchases 32 Shares of Stryker Co. (NYSE:SYK)

Proathlete Wealth Management LLC lifted its position in Stryker Co. (NYSE:SYK – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Tamar Securities LLC Acquires 1,081 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)

Tamar Securities LLC Acquires 1,081 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)

Tamar Securities LLC raised its holdings in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Perigon Wealth Management LLC Increases Stake in HashiCorp, Inc. (NASDAQ:HCP)

Perigon Wealth Management LLC Increases Stake in HashiCorp, Inc. (NASDAQ:HCP)

Perigon Wealth Management LLC increased its position in shares of HashiCorp, Inc. (NASDAQ:HCP – Free Report) by 42.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Phillips 66 (NYSE:PSX) Shares Sold by Mattern Wealth Management LLC

Phillips 66 (NYSE:PSX) Shares Sold by Mattern Wealth Management LLC

Mattern Wealth Management LLC lowered its holdings in Phillips 66 (NYSE:PSX – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Datametrex AI (CVE:DM) Trading Down 20%  – What’s Next?

Datametrex AI (CVE:DM) Trading Down 20% – What’s Next?

Datametrex AI Limited (CVE:DM – Get Free Report) was down 20% on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.01. Approximately 253,530 shares were traded during trading, a decline of 60% from the average... More of this article »
Image for Matthews International Capital Management LLC Lowers Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Matthews International Capital Management LLC Lowers Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Matthews International Capital Management LLC reduced its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 56.2% during the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Jeppson Wealth Management LLC Has $501,000 Stake in The Clorox Company (NYSE:CLX)

Jeppson Wealth Management LLC Has $501,000 Stake in The Clorox Company (NYSE:CLX)

Jeppson Wealth Management LLC reduced its holdings in The Clorox Company (NYSE:CLX – Free Report) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,083 shares... More of this article »
Image for Revolve Wealth Partners LLC Acquires New Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Revolve Wealth Partners LLC Acquires New Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Revolve Wealth Partners LLC purchased a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Eaton Co. plc (NYSE:ETN) Stock Holdings Trimmed by Hutchens & Kramer Investment Management Group LLC

Eaton Co. plc (NYSE:ETN) Stock Holdings Trimmed by Hutchens & Kramer Investment Management Group LLC

Hutchens & Kramer Investment Management Group LLC lessened its position in Eaton Co. plc (NYSE:ETN – Free Report) by 7.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Prologis, Inc. (NYSE:PLD) Shares Sold by VCI Wealth Management LLC

Prologis, Inc. (NYSE:PLD) Shares Sold by VCI Wealth Management LLC

VCI Wealth Management LLC reduced its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 10.9% 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 Fortress Wealth Management Inc. Buys 30,569 Shares of Saba Closed-End Funds ETF (BATS:CEFS)

Fortress Wealth Management Inc. Buys 30,569 Shares of Saba Closed-End Funds ETF (BATS:CEFS)

Fortress Wealth Management Inc. lifted its position in shares of Saba Closed-End Funds ETF (BATS:CEFS – Free Report) by 9.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for TRU Independence Asset Management 2 LLC Buys New Holdings in Grayscale Bitcoin Trust (NYSEARCA:GBTC)

TRU Independence Asset Management 2 LLC Buys New Holdings in Grayscale Bitcoin Trust (NYSEARCA:GBTC)

TRU Independence Asset Management 2 LLC purchased a new position in shares of Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Charter Oak Capital Management LLC Has $5.75 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Charter Oak Capital Management LLC Has $5.75 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Charter Oak Capital Management LLC lessened its stake in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Buffington Mohr McNeal Sells 1,744 Shares of Abbott Laboratories (NYSE:ABT)

Buffington Mohr McNeal Sells 1,744 Shares of Abbott Laboratories (NYSE:ABT)

Buffington Mohr McNeal trimmed its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 71,684 shares... More of this article »
Image for Sterling Investment Counsel LLC Lowers Stock Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Sterling Investment Counsel LLC Lowers Stock Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Sterling Investment Counsel LLC cut its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 82.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for ABS Direct Equity Fund LLC Has $3.10 Million Stock Position in América Móvil, S.A.B. de C.V. (NYSE:AMX)

ABS Direct Equity Fund LLC Has $3.10 Million Stock Position in América Móvil, S.A.B. de C.V. (NYSE:AMX)

ABS Direct Equity Fund LLC decreased its holdings in shares of América Móvil, S.A.B. de C.V. (NYSE:AMX – Free Report) by 47.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Uber Technologies, Inc. (NYSE:UBER) Shares Bought by Griffin Asset Management Inc.

Uber Technologies, Inc. (NYSE:UBER) Shares Bought by Griffin Asset Management Inc.

Griffin Asset Management Inc. lifted its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 53.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Sound Stewardship LLC Acquires 216 Shares of Commerce Bancshares, Inc. (NASDAQ:CBSH)

Sound Stewardship LLC Acquires 216 Shares of Commerce Bancshares, Inc. (NASDAQ:CBSH)

Sound Stewardship LLC raised its holdings in shares of Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Nilsine Partners LLC Purchases 97 Shares of Northrop Grumman Co. (NYSE:NOC)

Nilsine Partners LLC Purchases 97 Shares of Northrop Grumman Co. (NYSE:NOC)

Nilsine Partners LLC grew its position in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Sheridan Capital Management LLC Has $3.19 Million Position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)

Sheridan Capital Management LLC Has $3.19 Million Position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)

Sheridan Capital Management LLC increased its holdings in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Wealth Forward LLC Grows Stake in Devon Energy Co. (NYSE:DVN)

Wealth Forward LLC Grows Stake in Devon Energy Co. (NYSE:DVN)

Wealth Forward LLC raised its position in Devon Energy Co. (NYSE:DVN – Free Report) by 11.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,904 shares of the energy company’s... More of this article »
Image for Wealth Forward LLC Has $17.68 Million Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Wealth Forward LLC Has $17.68 Million Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Wealth Forward LLC increased its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Linden Thomas Advisory Services LLC Has $3.89 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

Linden Thomas Advisory Services LLC Has $3.89 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

Linden Thomas Advisory Services LLC lowered its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.9% 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 Royal Caribbean Cruises (NYSE:RCL) Releases FY 2025 Earnings Guidance

Royal Caribbean Cruises (NYSE:RCL) Releases FY 2025 Earnings Guidance

Royal Caribbean Cruises (NYSE:RCL – Get Free Report) issued an update on its FY 2025 earnings guidance on Tuesday. The company provided EPS guidance of 14.350-14.650 for the period, compared to the consensus EPS estimate of 14.410.... More of this article »
Image for Town & Country Bank & Trust CO dba First Bankers Trust CO Acquires 966 Shares of Constellation Brands, Inc. (NYSE:STZ)

Town & Country Bank & Trust CO dba First Bankers Trust CO Acquires 966 Shares of Constellation Brands, Inc. (NYSE:STZ)

Town & Country Bank & Trust CO dba First Bankers Trust CO lifted its stake in shares of Constellation Brands, Inc. (NYSE:STZ – Free Report) by 12.0% during the fourth quarter, according to the company in its most recent... More of this article »
Image for Comcast Co. (NASDAQ:CMCSA) Shares Sold by Greenup Street Wealth Management LLC

Comcast Co. (NASDAQ:CMCSA) Shares Sold by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC decreased its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 49.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for William Blair Expects Lower Earnings for American Express

William Blair Expects Lower Earnings for American Express

American Express (NYSE:AXP – Free Report) – Equities researchers at William Blair cut their Q1 2025 EPS estimates for shares of American Express in a report released on Monday, January 27th. William Blair analyst C.... More of this article »
Image for Court Place Advisors LLC Decreases Stake in Ligand Pharmaceuticals Incorporated (NASDAQ:LGND)

Court Place Advisors LLC Decreases Stake in Ligand Pharmaceuticals Incorporated (NASDAQ:LGND)

Court Place Advisors LLC lessened its stake in shares of Ligand Pharmaceuticals Incorporated (NASDAQ:LGND – Free Report) by 57.1% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for VanEck Emerging Markets High Yield Bond ETF (NYSEARCA:HYEM) Shares Bought by Whitcomb & Hess Inc.

VanEck Emerging Markets High Yield Bond ETF (NYSEARCA:HYEM) Shares Bought by Whitcomb & Hess Inc.

Whitcomb & Hess Inc. increased its stake in shares of VanEck Emerging Markets High Yield Bond ETF (NYSEARCA:HYEM – Free Report) by 30.0% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Fanuc (OTCMKTS:FANUY) Posts  Earnings Results

Fanuc (OTCMKTS:FANUY) Posts Earnings Results

Fanuc (OTCMKTS:FANUY – Get Free Report) issued its earnings results on Monday. The industrial products company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.11 by $0.01, Zacks reports. Fanuc had a net... More of this article »
Image for Geneos Wealth Management Inc. Buys 1,113 Shares of Johnson & Johnson (NYSE:JNJ)

Geneos Wealth Management Inc. Buys 1,113 Shares of Johnson & Johnson (NYSE:JNJ)

Geneos Wealth Management Inc. boosted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Capital Asset Advisory Services LLC Has $286,000 Stake in Illinois Tool Works Inc. (NYSE:ITW)

Capital Asset Advisory Services LLC Has $286,000 Stake in Illinois Tool Works Inc. (NYSE:ITW)

Capital Asset Advisory Services LLC increased its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 15.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Leerink Partnrs Forecasts Weaker Earnings for HCA Healthcare

Leerink Partnrs Forecasts Weaker Earnings for HCA Healthcare

HCA Healthcare, Inc. (NYSE:HCA – Free Report) – Equities researchers at Leerink Partnrs cut their Q1 2025 EPS estimates for shares of HCA Healthcare in a report released on Monday, January 27th. Leerink Partnrs analyst... More of this article »
Image for Parsons Capital Management Inc. RI Buys 702 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Parsons Capital Management Inc. RI Buys 702 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Parsons Capital Management Inc. RI raised its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 16,220 shares of the... More of this article »
Image for Integrity Wealth Solutions LLC Takes Position in e.l.f. Beauty, Inc. (NYSE:ELF)

Integrity Wealth Solutions LLC Takes Position in e.l.f. Beauty, Inc. (NYSE:ELF)

Integrity Wealth Solutions LLC acquired a new position in e.l.f. Beauty, Inc. (NYSE:ELF – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for BankPlus Wealth Management LLC Invests $866,000 in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

BankPlus Wealth Management LLC Invests $866,000 in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

BankPlus Wealth Management LLC bought a new position in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Boston Scientific Co. (NYSE:BSX) Shares Sold by First Citizens Bank & Trust Co.

Boston Scientific Co. (NYSE:BSX) Shares Sold by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. trimmed its holdings in Boston Scientific Co. (NYSE:BSX – Free Report) by 24.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Slow Capital Inc. Increases Stake in Synopsys, Inc. (NASDAQ:SNPS)

Slow Capital Inc. Increases Stake in Synopsys, Inc. (NASDAQ:SNPS)

Slow Capital Inc. boosted its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 77.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Strategic Wealth Investment Group LLC Takes $8.32 Million Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Strategic Wealth Investment Group LLC Takes $8.32 Million Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Strategic Wealth Investment Group LLC acquired a new position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Moody Lynn & Lieberson LLC Sells 4,209 Shares of Eli Lilly and Company (NYSE:LLY)

Moody Lynn & Lieberson LLC Sells 4,209 Shares of Eli Lilly and Company (NYSE:LLY)

Moody Lynn & Lieberson LLC lowered its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 85,376... More of this article »
Image for AlphaMark Advisors LLC Increases Stake in Visa Inc. (NYSE:V)

AlphaMark Advisors LLC Increases Stake in Visa Inc. (NYSE:V)

AlphaMark Advisors LLC raised its holdings in Visa Inc. (NYSE:V – Free Report) by 113.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 245 shares of... More of this article »
Image for Flagship Harbor Advisors LLC Sells 1,835 Shares of Analog Devices, Inc. (NASDAQ:ADI)

Flagship Harbor Advisors LLC Sells 1,835 Shares of Analog Devices, Inc. (NASDAQ:ADI)

Flagship Harbor Advisors LLC trimmed its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 27.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Epiq Partners LLC Sells 853 Shares of Wells Fargo & Company (NYSE:WFC)

Epiq Partners LLC Sells 853 Shares of Wells Fargo & Company (NYSE:WFC)

Epiq Partners LLC trimmed its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Foundations Investment Advisors LLC Has $4.16 Million Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Foundations Investment Advisors LLC Has $4.16 Million Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Foundations Investment Advisors LLC grew its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 72.8% in the 4th quarter, according to the company in its most recent filing with the... More of this article »