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Image about Asset Allocation Strategies LLC Purchases Shares of 31,432 Invesco QQQ $QQQ

Asset Allocation Strategies LLC Purchases Shares of 31,432 Invesco QQQ $QQQ

Asset Allocation Strategies LLC purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the first quarter, Holdings Channel.com reports. The firm purchased 31,432 shares of the exchange traded fund’s... More of this article »
Image about Continuum Advisory LLC Boosts Stock Holdings in Qualcomm Incorporated $QCOM

Continuum Advisory LLC Boosts Stock Holdings in Qualcomm Incorporated $QCOM

Continuum Advisory LLC raised its holdings in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 111.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about OLD National Bancorp IN Cuts Stock Position in JPMorgan Chase & Co. $JPM

OLD National Bancorp IN Cuts Stock Position in JPMorgan Chase & Co. $JPM

OLD National Bancorp IN lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 105,080 shares of... More of this article »
Image about Continuum Advisory LLC Increases Stock Position in Caterpillar Inc. $CAT

Continuum Advisory LLC Increases Stock Position in Caterpillar Inc. $CAT

Continuum Advisory LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 21.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,864 shares of the industrial... More of this article »
Image about Meyer Handelman Co. Has $92.15 Million Stock Position in JPMorgan Chase & Co. $JPM

Meyer Handelman Co. Has $92.15 Million Stock Position in JPMorgan Chase & Co. $JPM

Meyer Handelman Co. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Dell Technologies Inc. $DELL Shares Sold by Formidable Asset Management LLC

Dell Technologies Inc. $DELL Shares Sold by Formidable Asset Management LLC

Formidable Asset Management LLC reduced its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 63.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image about Clarity Wealth Development LLC Acquires 7,844 Shares of Vanguard FTSE Developed Markets ETF $VEA

Clarity Wealth Development LLC Acquires 7,844 Shares of Vanguard FTSE Developed Markets ETF $VEA

Clarity Wealth Development LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image about Schwab US Dividend Equity ETF $SCHD Shares Acquired by Barry Investment Advisors LLC

Schwab US Dividend Equity ETF $SCHD Shares Acquired by Barry Investment Advisors LLC

Barry Investment Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 13.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about Dupree Financial Group LLC Invests $1.78 Million in Micron Technology, Inc. $MU

Dupree Financial Group LLC Invests $1.78 Million in Micron Technology, Inc. $MU

Dupree Financial Group LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 5,272... More of this article »
Image about Apollon Financial LLC Purchases 1,495 Shares of SPDR Gold Shares $GLD

Apollon Financial LLC Purchases 1,495 Shares of SPDR Gold Shares $GLD

Apollon Financial LLC boosted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,487... More of this article »
Image about Meta Platforms, Inc. $META Stake Cut by Kestra Private Wealth Services LLC

Meta Platforms, Inc. $META Stake Cut by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image about Ritholtz Wealth Management Purchases 4,424 Shares of Meta Platforms, Inc. $META

Ritholtz Wealth Management Purchases 4,424 Shares of Meta Platforms, Inc. $META

Ritholtz Wealth Management raised its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 41,026 shares of the social... More of this article »
Image about Meta Platforms, Inc. $META Shares Bought by Tanager Wealth Management LLP

Meta Platforms, Inc. $META Shares Bought by Tanager Wealth Management LLP

Tanager Wealth Management LLP lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 26.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image about JPMorgan Chase & Co. $JPM Shares Sold by Foster & Motley Inc.

JPMorgan Chase & Co. $JPM Shares Sold by Foster & Motley Inc.

Foster & Motley Inc. lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,264 shares of the financial... More of this article »
Image about ExxonMobil Corporation $XOM Shares Purchased by Drum Hill Capital LLC

ExxonMobil Corporation $XOM Shares Purchased by Drum Hill Capital LLC

Drum Hill Capital LLC raised its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 63.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »