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BIP Wealth LLC purchased a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 15,127 shares of the company's stock, valued at approximately $1,054,000. Other institutional investors and hedge
BIP Wealth LLC boosted its position in Emerson Electric Co. (NYSE: EMR) by 301.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,957 shares of the industrial products company's stock after buying an additional 5,977 shares during the quarter. BIP Wealth
BIP Wealth LLC increased its position in Uber Technologies, Inc. (NYSE: UBER) by 446.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,366 shares of the ride-sharing company's stock after purchasing an additional 9,285 shares during the
BIP Wealth LLC purchased a new position in Thermo Fisher Scientific Inc. (NYSE: TMO) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,599 shares of the medical research company's stock, valued at approximately $926,000. Several other hedge funds and other
Exchange Traded Concepts LLC lessened its holdings in shares of Buckle, Inc. (The) (NYSE: BKE) by 86.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,854 shares of the company's stock after selling 11,687 shares during the period. Exchange Traded
BIP Wealth LLC bought a new stake in shares of NRG Energy, Inc. (NYSE: NRG) during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund bought 6,669 shares of the utilities provider's stock, valued at approximately $1,062,000. Several other institutional investors and hedge funds also
BIP Wealth LLC bought a new stake in shares of Kinder Morgan, Inc. (NYSE: KMI) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 39,189 shares of the pipeline company's stock, valued at approximately $1,077,000. Other large investors also
BIP Wealth LLC grew its position in shares of NextEra Energy, Inc. (NYSE: NEE) by 112.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,244 shares of the utilities provider's stock after purchasing an additional 7,004 shares during the period. BIP Wealth
BIP Wealth LLC raised its position in PepsiCo, Inc. (NASDAQ: PEP) by 77.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,694 shares of the company's stock after purchasing an additional 3,354 shares during the quarter. BIP Wealth
BIP Wealth LLC purchased a new position in shares of Accenture PLC (NYSE: ACN) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,490 shares of the information technology services provider's stock, valued at approximately $1,205,000. A
BIP Wealth LLC purchased a new position in The PNC Financial Services Group, Inc (NYSE: PNC) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,954 shares of the financial services provider's stock, valued at approximately $1,243,000. Several other large investors
BIP Wealth LLC increased its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND) by 314.9% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 27,095 shares of the company's stock after purchasing an additional 20,565 shares during the quarter. BIP Wealth
BIP Wealth LLC acquired a new stake in CrowdStrike (NASDAQ: CRWD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 2,762 shares of the company's stock, valued at approximately $1,295,000. Other hedge funds and other institutional investors also recently made changes to their positions
BIP Wealth LLC lifted its position in shares of iShares Bitcoin Trust ETF (NASDAQ: IBIT) by 220.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,207 shares of the company's stock after purchasing an additional 18,716 shares during the quarter. BIP
Bear Mountain Capital Inc. decreased its position in iShares National Muni Bond ETF (NYSEARCA:MUB) by 10.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 223,423 shares of the exchange traded fund's stock after selling 25,832 shares during the quarter. iShares National
BIP Wealth LLC lifted its holdings in shares of Honeywell International Inc. (NASDAQ: HON) by 450.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,426 shares of the conglomerate's stock after buying an additional 6,078 shares during the
BIP Wealth LLC acquired a new stake in Vanguard Short-Term Treasury ETF (NASDAQ: VGSH) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 24,402 shares of the company's stock, valued at approximately $1,433,000. Other hedge funds and other institutional
BIP Wealth LLC purchased a new position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 6,149 shares of the company's stock, valued at approximately $1,544,000. A number of other large
Bank of Stockton cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 95,257 shares of the company's stock after selling 1,039 shares during the quarter. iShares Core
Benefit Street Partners LLC purchased a new stake in shares of GrafTech International Ltd. (NYSE: EAF) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 713,062 shares of the company's stock, valued at approximately $11,060,000. GrafTech International accounts for
BIP Wealth LLC raised its position in BlackRock (NYSE: BLK) by 216.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,325 shares of the asset manager's stock after purchasing an additional 906 shares during the quarter. BIP Wealth LLC's holdings in
BIP Wealth LLC bought a new stake in shares of Linde PLC (NASDAQ: LIN) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,403 shares of the basic materials company's stock, valued at approximately $1,451,000. A number of other hedge
Beacon Financial Planning Inc. lifted its holdings in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF) by 4.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 327,436 shares of the company's stock after acquiring an additional 13,165 shares during the period. Schwab Fundamental International
Benefit Street Partners LLC acquired a new stake in Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,497,926 shares of the business services provider's stock, valued at approximately $3,310,000. Clear Channel Outdoor makes up
BIP Wealth LLC purchased a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 57,936 shares of the company's stock, valued at approximately $1,589,000. Other institutional investors and hedge funds have
BIP Wealth LLC boosted its holdings in shares of Marriott International, Inc. (NASDAQ: MAR) by 66.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,573 shares of the company's stock after buying an additional 1,830 shares during the period. BIP Wealth LLC's
Alphabet is firing on all cylinders with excellent performance across its various businesses. Analysts estimate that revenue growth will accelerate next year.
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Investors should focus on stocks that are the top players in a given AI market. The downturn can be a buying opportunity, especially if investors approach it in the right away.
Atmos Advisory LLC boosted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 5.2% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 56,579 shares of the company's stock after acquiring an additional 2,817 shares during the period. Vanguard Small-Cap ETF comprises about 8.5%
Atmos Advisory LLC raised its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV) by 5.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 64,291 shares of the company's stock after purchasing an additional 3,118 shares during the period. Vanguard Large-Cap ETF accounts for about
Atmos Advisory LLC boosted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 3.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 348,079 shares of the company's stock after purchasing an additional 12,950 shares
Atmos Advisory LLC boosted its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 5.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 52,859 shares of the company's stock after buying an additional 2,868 shares during the quarter. Vanguard Value
Atmos Advisory LLC boosted its stake in Vanguard Total International Bond ETF (NASDAQ: BNDX) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 282,961 shares of the company's stock after acquiring an additional 11,169 shares during the
Atmos Advisory LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 7.8% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 103,634 shares of the exchange traded fund's stock after purchasing an additional 7,531 shares during the quarter. Vanguard
Gene Munster says SpaceX is building the world's only "sovereign AI" by controlling chips, models, data and distribution end-to-end.
Azzad Asset Management Inc. ADV lessened its stake in shares of CoStar Group, Inc. (NASDAQ: CSGP) by 87.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,120 shares of the technology company's stock after selling 86,365 shares during the period. Azzad Asset
Baker Ellis Asset Management LLC purchased a new stake in shares of Rio Tinto PLC (NYSE: RIO) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,600 shares of the mining company's stock, valued at approximately $688,000. Several other institutional investors
Baker Ellis Asset Management LLC cut its stake in shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM) by 3.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 189,734 shares of the company's stock after selling 7,796 shares during
BIP Wealth LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 32,742 shares of the company's stock, valued at approximately $1,874,000. A number of
Azzad Asset Management Inc. ADV cut its position in Floor and Decor Holdings, Inc. (NYSE: FND) by 76.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,948 shares of the company's stock after selling 19,313 shares during the
Azzad Asset Management Inc. ADV purchased a new position in Autodesk, Inc. (NASDAQ: ADSK) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,315 shares of the software company's stock, valued at approximately $685,000. A number of other institutional investors also
Beaumont Financial Advisors LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ: META) by 11.1% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 40,629 shares of the social networking company's stock after acquiring an additional 4,062 shares during the quarter.
Baker Ellis Asset Management LLC bought a new position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 80,680 shares of the company's stock, valued at approximately $2,137,000. A number
Baker Ellis Asset Management LLC purchased a new position in shares of Pinterest, Inc. (NYSE: PINS) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 52,245 shares of the company's stock, valued at approximately $1,353,000. Several other hedge funds and other institutional
Baker Ellis Asset Management LLC lessened its position in Sterling Infrastructure, Inc. (NASDAQ: STRL) by 3.7% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 52,183 shares of the construction company's stock after selling 2,027 shares during the quarter. Sterling Infrastructure makes up
Bear Mountain Capital Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 418.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,548 shares of the company's stock after buying an additional 82,764 shares during the quarter. Vanguard
BIP Wealth LLC boosted its holdings in Invesco QQQ (NASDAQ: QQQ) by 67.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,344 shares of the exchange traded fund's stock after buying an additional 2,153 shares during the period. BIP Wealth