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Advisory Alpha LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Advisory Alpha LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 39.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,673 shares of the financial services provider’s stock after buying an additional 2,728 shares during the quarter. Advisory Alpha […]
Peter Scher Robbins Farley Jennifer Piepszak Wealth Advisors Legacy Financial Group Deutsche Bank Aktiengesellschaft

CENTRAL TRUST Co Cuts Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

CENTRAL TRUST Co decreased its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 206,079 shares of the company’s stock after selling 1,820 shares during the period. Vanguard Small-Cap […]
Wealth Partners Company Profile Securities Exchange Commission Advisory Alpha Alpha Financial Advisors Warwick Investment Management Inc

Arkadios Wealth Advisors Has $766,000 Holdings in Whirlpool Co. (NYSE:WHR)

Arkadios Wealth Advisors reduced its position in Whirlpool Co. (NYSE:WHR – Free Report) by 2.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 6,291 shares of the company’s stock after selling 139 shares during the quarter. Arkadios Wealth Advisors’ holdings in Whirlpool were worth $766,000 as of its most recent SEC filing. Several other […]
United States Whirlpool Corporation Jpmorgan Chase Co Royal Bank Whirlpool Co Clarity Wealth Management Inc

Cubic Asset Management LLC Has $965,000 Position in Gentex Co. (NASDAQ:GNTX)

Cubic Asset Management LLC reduced its holdings in Gentex Co. (NASDAQ:GNTX – Free Report) by 2.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,540 shares of the auto parts company’s stock after selling 850 shares during the period. Cubic Asset Management LLC’s […]
United States South Korea Republic Of Korea Kevinc Nash Richardo Schaum Dekabank Deutsche Girozentrale
Source: wkrb13.com

Campbell Newman Asset Management Inc. Trims Holdings in Bristol-Myers Squibb (NYSE:BMY)

Campbell Newman Asset Management Inc. trimmed its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 45.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,957 shares of the biopharmaceutical company’s stock after selling 14,869 shares during the period. […]
United States Bristol Myers Squibb Societe Generale Redburn Atlantic William Blair Pomalyst Imnovid

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Phillips 66 (NYSE:PSX) Stake Reduced by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. reduced its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 178,676 shares of the oil and gas company’s stock after selling 7,870 […]
United Kingdom United States Raymond James Joseph Scott Pruitt Richardg Harbison Autumn Glory Partners

Chevy Chase Trust Holdings LLC Sells 13,335 Shares of Ford Motor (NYSE:F)

Chevy Chase Trust Holdings LLC decreased its holdings in Ford Motor (NYSE:F – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,198,368 shares of the auto manufacturer’s stock after selling 13,335 shares during the period. Chevy Chase […]
Piper Sandler Mark Kosman Securities Exchange Commission Point Inc Ford Motor Company Morgan Stanley

Advisory Alpha LLC Acquires 1,578 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Advisory Alpha LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 31.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,533 shares of the company’s stock after purchasing an additional 1,578 shares during the quarter. Advisory Alpha […]
New Zealand United States Asia Pacific Pepsico Inc Morgan Stanley Royal Bank

Advisory Alpha LLC Has $538,000 Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Advisory Alpha LLC lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 71.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,932 shares of the company’s stock after buying an additional 2,057 shares during the period. Advisory […]
Joseph Romanelli Societe Generale Steven Mizell Wells Fargo Company Cantor Fitzgerald Richardp Slaughter Associates Inc

Advisory Alpha LLC Has $279,000 Stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Advisory Alpha LLC increased its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 15.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,165 shares of the company’s stock after buying an additional 684 shares during the period. Advisory Alpha LLC’s holdings […]
Jackson Wealth Management Riggs Asset Managment Co Stratos Wealth Advisors Keybank National Association Steward Partners Investment Advisory Advisory Alpha

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