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Savvy Advisors Inc. increased its position in shares of CocaCola Company (The) (NYSE: KO) by 29.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 47,783 shares of the company's stock after purchasing an additional 10,902 shares during the quarter. Savvy
Sovran Advisors LLC cut its holdings in Costco Wholesale Corporation (NASDAQ: COST) by 17.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,303 shares of the retailer's stock after selling 1,108 shares during the quarter. Sovran Advisors LLC's holdings in Costco Wholesale
Savvy Advisors Inc. grew its holdings in shares of PepsiCo, Inc. (NASDAQ: PEP) by 35.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 27,996 shares of the company's stock after purchasing an additional 7,381 shares during the period. Savvy Advisors Inc.'s holdings in
McBroom and Associates LLC purchased a new stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 77,686 shares of the company's stock, valued at approximately $2,956,000. iShares MSCI Intl
Sovran Advisors LLC reduced its holdings in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) by 10.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 148,045 shares of the company's stock after selling 16,722 shares during the period.
McBroom and Associates LLC lowered its position in shares of Zoetis Inc. (NYSE: ZTS) by 72.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,849 shares of the company's stock after selling 21,006 shares during the quarter. McBroom and Associates LLC's
Sovran Advisors LLC reduced its holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) by 22.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 8,619 shares of the biopharmaceutical company's stock after selling 2,519 shares during the quarter. Sovran Advisors LLC's holdings in Regeneron
Sovran Advisors LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD) by 11.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,052 shares of the exchange traded fund's stock after selling 3,001 shares during the
Savvy Advisors Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 44.8% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,371,128 shares of the company's stock after acquiring an additional 734,008 shares during the
FLP Wealth Management LLC bought a new stake in shares of Tesla, Inc. (NASDAQ: TSLA) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 4,047 shares of the electric vehicle producer's stock, valued at approximately $1,820,000. Tesla accounts for 1.8% of FLP Wealth Management
Savvy Advisors Inc. boosted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 73.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,740 shares of the company's stock after purchasing an additional 21,942 shares
FLP Wealth Management LLC lessened its holdings in Walmart Inc. (NASDAQ: WMT) by 92.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,231 shares of the retailer's stock after selling 39,617 shares during the quarter. Walmart accounts for about 0.4% of
SG Americas Securities LLC decreased its stake in shares of PBF Energy Inc. (NYSE: PBF) by 78.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 79,929 shares of the oil and gas company's stock after selling 282,609 shares during the period.
Savvy Advisors Inc. lifted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2,569.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,248 shares of the exchange traded fund's stock after purchasing an
Cigna Investments Inc. New purchased a new position in shares of Lumentum Holdings Inc. (NASDAQ: LITE) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 679 shares of the technology company's stock, valued at approximately $250,000. A number of other large
Savvy Advisors Inc. grew its holdings in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by 61.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 260,937 shares of the company's stock after acquiring an additional
Savvy Advisors Inc. raised its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 64.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 320,709 shares of the exchange traded fund's stock after purchasing an additional 125,132 shares
SteelPeak Wealth LLC bought a new position in shares of Lumentum Holdings Inc. (NASDAQ: LITE) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,185 shares of the technology company's stock, valued at approximately $2,648,000. A number
Savvy Advisors Inc. boosted its stake in shares of Tesla, Inc. (NASDAQ: TSLA) by 18.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,751 shares of the electric vehicle producer's stock after purchasing an additional 5,203
Savvy Advisors Inc. grew its position in Mastercard Incorporated (NYSE: MA) by 17.9% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,492 shares of the credit services provider's stock after acquiring an additional 2,045 shares during the quarter. Savvy
Savvy Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 577,483 shares of the company's stock after acquiring an additional 107,820 shares during the period. iShares Core U.S.
Savvy Advisors Inc. raised its holdings in Palantir Technologies Inc. (NASDAQ: PLTR) by 35.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,591 shares of the company's stock after acquiring an additional 8,030 shares during the period.
Savvy Advisors Inc. lifted its stake in International Business Machines Corporation (NYSE: IBM) by 21.2% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 21,296 shares of the technology company's stock after purchasing an additional 3,728 shares during the quarter. Savvy Advisors Inc.'s
Savvy Advisors Inc. boosted its position in shares of Micron Technology, Inc. (NASDAQ: MU) by 29.0% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 22,814 shares of the semiconductor manufacturer's stock after purchasing an additional 5,131 shares during the period. Savvy Advisors
Stratos Wealth Advisors LLC cut its stake in shares of Pan American Silver Corp. (NYSE: PAAS) (TSE: PAAS) by 31.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 61,889 shares of the basic materials company's stock after selling 28,232
AI hyperscalers are forecast to spend nearly $700 billion on infrastructure this year -- a trend that could rise to multiple trillions over the next decade. Nvidia benefited from AI demand over the last three years thanks to its suite of GPUs, but the company also offers critical software and networking applications for developers.
Stratos Wealth Advisors LLC reduced its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ: SHY) by 49.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,377 shares of the company's stock after selling 22,507 shares during the
Stratos Wealth Partners LTD. reduced its stake in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 138,131 shares of the company's stock after selling 7,207 shares
Stratos Wealth Partners LTD. increased its position in shares of Corning Incorporated (NYSE: GLW) by 13.7% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 80,289 shares of the electronics maker's stock after acquiring an additional 9,658 shares during the period. Stratos
Stratos Wealth Partners LTD. trimmed its position in Caterpillar Inc. (NYSE: CAT) by 7.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,278 shares of the industrial products company's stock after selling 1,619 shares during the quarter. Stratos Wealth Partners
Stratos Wealth Advisors LLC lessened its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) by 25.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,568 shares of the exchange traded fund's stock after selling 7,001 shares during the quarter. Stratos
Perigon Wealth Management LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE: UNH) by 29.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 10,957 shares of the healthcare conglomerate's stock after buying an additional 2,488 shares during the quarter. Perigon Wealth Management
Stratos Wealth Partners LTD. lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 49.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 245,973 shares of the company's stock after purchasing an additional 81,269 shares during
Perigon Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 29.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,982 shares of the semiconductor company's stock after acquiring an additional 2,508 shares during
Perpetua Resources Corp. (NASDAQ: PPTA - Get Free Report) insider Jonathan Cherry sold 4,079 shares of the business's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $29.31, for a total transaction of $119,555.49. Following the sale, the insider owned 44,895 shares in the company, valued at $1,315,872.45.
Amazon.com, Inc. (NASDAQ: AMZN) CEO Douglas Herrington sold 1,000 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $210.50, for a total value of $210,500.00. Following the completion of the transaction, the chief executive officer directly owned 520,361 shares in the company, valued at $109,535,990.50.
Netflix, Inc. (NASDAQ: NFLX - Get Free Report) CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of
Boeing has encountered a variety of safety issues in recent years, some of which led to tragedy. Not surprisingly, those woes have hampered returns.
McDonald's and Domino's are leaders within their segments of the fast-food industry. Both of these chains have increased same-store sales.
Perpetual Ltd increased its holdings in VeriSign, Inc. (NASDAQ: VRSN) by 159.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,150 shares of the information services provider's stock after purchasing an additional 5,626 shares during the quarter. Perpetual Ltd's holdings
Perpetual Ltd acquired a new position in shares of National Grid Transco, PLC (NYSE: NGG) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 30,340 shares of the utilities provider's stock, valued at approximately $2,347,000. Other institutional investors
Perpetual Ltd decreased its position in Snowflake Inc. (NYSE: SNOW) by 47.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,948 shares of the company's stock after selling 6,397 shares during the quarter. Perpetual Ltd's holdings in Snowflake were worth
Perpetual Ltd decreased its holdings in Vista Energy, S.A.B. de C.V. - Sponsored ADR (NYSE: VIST) by 26.5% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,000 shares of the company's stock after selling 9,722 shares during the quarter. Perpetual Ltd's
Perpetual Ltd increased its position in shares of United Parcel Service, Inc. (NYSE: UPS) by 97.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,292 shares of the transportation company's stock after buying an additional 9,015 shares during
Perpetual Ltd raised its position in shares of Bristol Myers Squibb Company (NYSE: BMY) by 121.2% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,741 shares of the biopharmaceutical company's stock after buying an additional 36,562 shares during the
SteelPeak Wealth LLC decreased its stake in shares of Adobe Inc. (NASDAQ: ADBE) by 85.6% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,174 shares of the software company's stock after selling 24,881 shares during the period. SteelPeak Wealth LLC's holdings in Adobe
Sheets Smith Wealth Management increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 5.0% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,641 shares of the company's stock after acquiring an additional 3,523
SteelPeak Wealth LLC increased its position in shares of ServiceNow, Inc. (NYSE: NOW) by 483.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,070 shares of the information technology services provider's stock after buying an additional 6,686 shares during the period. SteelPeak Wealth