investment strategies
21 articles
The article discusses the continued volatility and geopolitical tensions impacting global investors at the start of 2026. It emphasizes that despite market turmoil, the defense industry remains resili...
GEN Financial Management INC reduced its holdings of Vanguard Tax-Exempt Bond ETF (VTEB) by 27.4% in the third quarter, selling 14,561 shares to hold a total of 38,620 shares as per their latest SEC f...
Trilogy Capital Inc. reduced its holdings by selling 23,873 shares in the SPDR Portfolio S&P 400 Mid Cap ETF during Q3 2021, resulting in ownership of 16,286 shares....
Caldwell Trust Co increased its holdings in iShares Core S&P 500 ETF (IVV) by 7.9% during the third quarter, with a total of 28,671 shares after acquiring an additional 2,095 shares....
DT Investment Partners LLC decreased its ownership of Procter & Gamble stock by selling 4,261 shares in the third quarter, resulting in a new holding total of 12,526 shares....
According to MarketBeat's stock screener tool, investors should consider Direxion Daily TSLA Bull 2X Shares, Target Corporation, and Exxon Mobil as the top dividend stocks for research. These firms re...
Financial Enhancement Group LLC increased its holdings of Apple Inc. stock by 8% during the third quarter through additional purchases amounting to 4,287 shares, reaching a total holding of 57,972 sha...
Baldwin Wealth Partners LLC reduced its holdings of NVIDIA Corporation by selling 10,194 shares in Q3, decreasing the position to 437,790 shares. Despite this reduction, it remains the fourth largest ...
GRIMES & Co WEALTH MANAGEMENT LLC increased its stock position in Raytheon Technologies Corp (NYSE:RTX) by 8.8% during the third quarter, adding an additional 3,670 shares to reach a total of 45,478 s...
ORG Partners LLC reduced its holdings of Invesco's S&P 500 Low Volatility ETF (SPLV) by 81% in the third quarter. Post-reduction, ORG Partners now owns 4,545 shares of the ETF....
Geneos Wealth Management Inc., an institutional investor, reduced its stake in the Capital Group Dividend Growers ETF (CGDG) by 53.2% during the third quarter of 2023, selling off 16,718 shares and re...
Daymark Wealth Partners LLC decreased its holdings of iShares 10-20 Year Treasury Bond ETF (TLH) by 31.9% in the third quarter. The firm trimmed their ownership to 55,739 shares after selling off 26,1...
Eagle Strategies LLC reduced its holdings of Schwab US Dividend Equity ETF (SCHD) by 64.9% during the third quarter, selling off 346,592 shares to hold a remaining 187,625 shares....
Diversified Trust Co reduced its stock holdings of iRhythm Technologies by 43.4% during the third quarter, selling 3,250 shares and holding 4,245 shares afterward....
Croban reduced its holdings in the SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR) by selling 18,595 shares in the third quarter. After this transaction, Croban now owns 4,991 shares of the ETF....
Calamos Wealth Management LLC raised its holdings of Mastercard Inc. by 41.5% during the third quarter. The institutional investor now owns 6,330 shares after acquiring additional stocks....
Cohen Klingenstein LLC decreased its holdings of Invesco QQQ (NASDAQ:QQQ) by selling 4,485 shares in the third quarter. The firm now owns 321,875 shares of the ETF....
Ellsworth Advisors LLC decreased its stake in Advanced Micro Devices (AMD) by selling 2,461 shares during the third quarter of 2023, reducing their holdings to 40,458 shares valued at $6.55 million as...
Osaic Holdings Inc. reduced its holdings of the SPDR S&P Homebuilders ETF (XHB) in Q2, shedding 7,187 shares to own 29,199 shares with a value of approximately $3 million post-sale....
Cambridge Advisors Inc. has reduced its holdings of Vanguard S&P 500 ETF by 1.0% during the third quarter, selling 1,461 shares and now owning a total of 146,754 shares....
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Cut by Copeland Capital Management LLC
Copeland Capital Management LLC reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. in the third quarter of 2023, decreasing their stock ownership to 73,785 shares after selling a ...