Page 3 - Box Wealth News Today

StrongBox Wealth LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 39,334 shares of the company’s stock after purchasing an additional 316 shares during […]

GoalFusion Wealth Management LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,359 shares of the company’s stock after purchasing an additional 464 shares during […]

StrongBox Wealth LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,724 shares of the company’s stock after acquiring an additional 87 shares during the […]

StrongBox Wealth LLC increased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,905 shares of the company’s stock after buying an additional 1,263 shares during the […]

Capital Advisors Wealth Management LLC decreased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 46.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 151,111 shares of the company’s stock after selling 129,744 shares […]

StrongBox Wealth LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,339 shares of the exchange traded fund’s stock after buying an additional 627 shares during the […]

Capital Advisors Wealth Management LLC decreased its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 115,587 shares of the company’s stock after […]

StrongBox Wealth LLC boosted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,556 shares of the company’s stock after acquiring an additional 166 shares during the […]

NVIDIA Co. (NASDAQ:NVDA – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the thirty-nine analysts that are presently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, one has given a hold rating, thirty-five have assigned a buy rating and two have […]

CM Wealth Advisors LLC bought a new stake in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,955 shares of the utilities provider’s stock, valued at approximately $440,000. Other hedge funds and other institutional […]