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March 26, 2023
StrongBox Wealth LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 21.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 122,449 shares of the company’s stock after purchasing an additional 21,573 shares during the period. JPMorgan Equity […]
March 26, 2023
Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 7.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 496,895 shares of the company’s stock after purchasing an additional 36,041 shares during the quarter. […]
March 26, 2023
StrongBox Wealth LLC grew its holdings in Honeywell International Inc. (NASDAQ:HON – Get Rating) by 2.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 3,225 shares of the conglomerate’s stock after acquiring an additional 85 shares during the period. StrongBox Wealth LLC’s holdings in Honeywell International were worth $691,000 at the end of […]
March 26, 2023
PFG Private Wealth Management LLC trimmed its stake in Medtronic plc (NYSE:MDT – Get Rating) by 18.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 753 shares of the medical technology company’s stock after selling 170 shares during the period. PFG Private […]
March 26, 2023
Polaris Wealth Advisory Group LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Get Rating) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 28,470 shares of the semiconductor manufacturer’s stock, valued at approximately $16,460,000. Broadcom makes up about 1.2% of Polaris Wealth Advisory Group LLC’s portfolio, […]
March 26, 2023
Beacon Financial Group decreased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 84,581 shares of the company’s stock after selling 1,042 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for […]
March 26, 2023
StrongBox Wealth LLC lessened its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 17.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 16,055 shares of the company’s stock after selling 3,462 shares during the period. AbbVie comprises 1.8% of StrongBox Wealth LLC’s holdings, making the stock […]
March 26, 2023
Cliftonlarsonallen Wealth Advisors LLC bought a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 196,710 shares of the company’s stock, valued at approximately $47,582,000. iShares Core S&P Mid-Cap […]
July 5, 2022
Eastern Bank reduced its holdings in Visa Inc. (NYSE:V – Get Rating) by 10.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 97,528 shares of the credit-card processor’s stock after selling 11,762 shares during the quarter. Eastern Bank’s holdings in Visa […]
July 5, 2022
Congress Asset Management Co. MA lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 0.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 175,945 shares of the financial services provider’s stock after selling 828 shares […]