portfolio management
47 articles
Harbor Investment Advisory LLC increased its stock position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (symbol: RISR) by purchasing an additional 60,108 shares during the third quar...
Harbor Investment Advisory LLC significantly increased its holdings in VanEck Junior Gold Miners ETF (GDXJ) by 291.8% in the third quarter, adding an additional 22,795 shares to reach a total of 30,60...
Fort Washington Investment Advisors Inc. reduced its holdings of T. Rowe Price Group stock by 7% in the third quarter, according to a recent SEC filing....
Philip James Wealth Mangement LLC Has $309,000 Position in Invesco S&P 500 Downside Hedged ETF $PHDG
Philip James Wealth Management LLC reduced its holdings in the Invesco S&P 500 Downside Hedged ETF (PHDG) by 92.8% during the third quarter, selling off 106,864 shares and retaining only 8,287 shares....
Sumitomo Mitsui DS Asset Management Company Ltd increased its stock holdings in Ferguson plc by purchasing an additional 2,145 shares during the third quarter of 2023, raising its total holdings to 20...
West Paces Advisors Inc. has increased its holdings of the iShares 7-10 Year Treasury Bond ETF (IEF) by purchasing an additional 21,060 shares in the third quarter, bringing their total ownership to 2...
In the third quarter, Delta Investment Management LLC acquired 23,612 shares in Elevance Health Inc., valued at approximately $7.6 million. This acquisition represents a new investment position and co...
Davidson Trust Co. increased its holdings of iShares Core MSCI Total International Stock ETF (IXUS) by 55.1% in the third quarter, according to their most recent filing with the Securities and Exchang...
Calamos Wealth Management LLC has significantly increased its stake in Spotify Technology (NYSE:SPOT) by purchasing an additional 14,695 shares during the third quarter, resulting in a total holding o...
Perigon Wealth Management LLC increased its holdings of the JPMorgan Active Value ETF (NYSEARCA: JAVA) by purchasing an additional 17,861 shares in the third quarter. This brought their total ownershi...
Osaic Holdings Inc. has increased its ownership of GAMCO Global Gold, Natural Resources & Income Trust by purchasing an additional 286,667 shares in the second quarter, raising their total holdings to...
Osaic Holdings Inc. decreased its holdings in SEI Select International Equity ETF by 72.8% during the second quarter through selling 260,574 shares, leaving it with 97,189 shares....
Eagle Capital Management LLC increased its holdings of Invesco S&P 500 Momentum ETF (SPMO) by 99.9% in the third quarter, purchasing an additional 36,097 shares to hold a total of 72,222 shares....
During the third quarter, Brookstone Capital Management reduced its holdings in VanEck Morningstar Wide Moat ETF (MOAT) by selling 22,262 shares. This sale led to a decrease in their ownership to 306,...
Chatham Capital Group Inc. reduced its holdings in AbbVie Inc. by 8% in the third quarter, selling 2,440 shares and ending up with 28,011 shares which represent a 0.9% investment of the fund's portfol...
Farther Finance Advisors LLC increased its holdings of Lam Research Corporation stock by 51.7% during the third quarter of 2023, as reported in their latest SEC filing. The firm now holds 30,525 share...
Semus Wealth Partners LLC increased its holdings of iShares S&P 100 ETF (NYSEARCA:OEF) shares in the third quarter by 111.3%. As reported, the firm owns a total of 2,952 shares acquired through additi...
Generali Asset Management SPA SGR increased its holding in Ulta Beauty Inc. by purchasing an additional 4,017 shares during the third quarter, resulting in ownership of 4,164 shares in total according...
Breakthru Advisory Services LLC has acquired 5,732 shares of Microsoft Corporation (NASDAQ: MSFT) during the third quarter, according to a recent filing with the SEC. The total value of the investment...
Crew Capital Management Ltd increased its ownership in Invesco QQQ (NASDAQ:QQQ) by purchasing an additional 1,032 shares during the third quarter. The firm's total holding now stands at 29,188 shares....
Cedar Mountain Advisors LLC decreased its holdings of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 4% during Q3, selling off 8,192 shares to a new total of 195,500 shares valued at $91.57 million...
Geneos Wealth Management Inc. reduced its holdings of iShares S&P Small-Cap 600 Growth ETF (NASDAQ: IJT) in the third quarter, decreasing the position by 83.5% after selling 13,001 shares, leaving it ...
Farnam Financial LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ) by 20.4% during the third quarter of 2023, adding 39,775 shares. After this acquisition, Farna...
Heck Capital Advisors LLC decreased its holdings of the iShares MSCI International Value Factor ETF (ticker: IVLU) by 25% during the third quarter, selling 88,061 shares to end with a total holding of...
Chandler Asset Management Inc. reduced its holdings of the Vanguard Small-Cap ETF (VB) in the third quarter by 7.3%, selling off 19,610 shares to own a total of 248,675 shares. This represents 10.4% o...
Dock Street Asset Management Inc. has increased its ownership stake in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing an additional 14,964 shares during the third quarter, bringing its ...
Gateway Investment Advisers LLC increased its stake in Vistra Corp. (NYSE:VST) by 426.4% during the third quarter through an additional purchase of 13,597 shares, bringing the total holdings to 16,786...
Retirement Financial Solutions LLC has acquired 24,753 shares of iShares Gold Trust Micro (NYSEARCA:IAUM) during the third quarter. The investment is valued at approximately $953,000 and now constitut...
Davis Capital Management has recently acquired 4,009 shares of Adobe Inc., valued at approximately $1.4 million, according to the latest 13F filing with the SEC for the third quarter. These shares now...
First Pacific Financial decreased its shareholding in Vanguard Growth ETF (NYSEARCA:VUG) during the third quarter. The firm held 96,653 shares after selling off 1,913 shares, reducing its holdings by ...
Investment firm Croban reduced its holdings in the Vanguard Mid-Cap Growth ETF (NYSEARCA: VOT) during the third quarter by selling 3,603 shares. After the sale, Croban's ownership decreased to 2,632 s...
During the third quarter, Ergawealth Advisors Inc. reduced its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) by selling 83,398 shares. As a result of this sale, they now own 18...
Permanent Capital Management LP purchased 2,494,540 shares of Aurora Innovation, Inc. (NASDAQ: AUR) during the third quarter, increasing their investment by approximately $13,446,000. These holdings n...
During the third quarter, Perigon Wealth Management LLC increased its holdings in Vanguard Short-Term Corporate Bond ETF (VCSH) by purchasing an additional 7,611 shares. This transaction raised their ...
Carnegie Investment Counsel reduced its stock position in Adobe Inc. by 85.5% during the third quarter of 2023. The firm now holds 13,644 shares after selling 80,436 shares of Adobe's stock....
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
During the third quarter, Canoe Financial LP reduced its holding of Ross Stores Inc. by 2%, selling 16,357 shares to leave a total of 790,377 shares according to recent SEC filing....
Farther Finance Advisors LLC increased its holdings in Waste Management Inc. by 98.3% during the third quarter, with ownership now at 17,342 shares after an additional purchase of 8,596 shares....
Grimes & Co Wealth Management LLC increased its investment in the Avantis U.S. Large Cap Equity ETF (AVLC) by 43% during Q3, adding another 98,298 shares to their holdings which now total 327,058 shar...
During the third quarter, Heck Capital Advisors LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by acquiring an additional 11,781 shares. The total stake now comprises 36...
Calamos Advisors LLC reduced its holdings in Palo Alto Networks Inc by selling 63,632 shares during the third quarter, bringing down its total stake to 205,550 shares....
Cahaba Wealth Management Inc. reported a reduction of its position in Southern Company (NYSE:SO) during the third quarter by selling 7,490 shares, which now represents 343,359 total shares or 2.4% of ...
Carnegie Investment Counsel increased its holdings of the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.5% in the third quarter, as reported in a recent SEC filing. They now own 397,974 shares after...
Fulton Breakefield Broenniman LLC has significantly decreased its holding of Roper Technologies Inc (ROP) by selling 24,338 shares in the third quarter. The firm now owns 5,079 shares after this reduc...
Farther Finance Advisors LLC increased its holdings of Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the third quarter, adding an additional 9,336 shares to reach a total ownership of 22,064 sha...
Gateway Investment Advisers LLC has reduced its stake in Walmart Inc. by 3.7% in the third quarter, shedding 31,362 shares to hold a total of 807,379 shares, which represent about 0.8% of their portfo...
In the third quarter of 2023, Cantor Fitzgerald Investment Advisors LP reduced its stake in Schwab U.S. Large-Cap ETF (ticker: SCHX) by selling off 331,190 shares, resulting in a current holdings amou...