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November 7, 2023
Concord Wealth Partners increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 62.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,235 shares of the oil and gas company’s stock after acquiring an additional […]
November 7, 2023
Ieq Capital LLC raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.9% during the second quarter, according to its most recent filing with the SEC. The firm owned 125,559 shares of the oil and gas company’s stock after purchasing an additional 10,304 shares during the period. Ieq Capital LLC’s […]
November 7, 2023
Peddock Capital Advisors LLC boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 3.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,505 shares of the credit-card processor’s stock after buying an additional 50 shares during the quarter. Peddock Capital […]
November 6, 2023
Element Wealth LLC lifted its position in The Southern Company (NYSE:SO – Free Report) by 8.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 7,797 shares of the utilities provider’s stock after purchasing an additional 582 shares during the period. Element Wealth LLC’s holdings in Southern were […]
November 6, 2023
Element Wealth LLC reduced its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 66.6% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,666 shares of the company’s stock after selling 3,318 shares during the period. Element […]
November 6, 2023
Element Wealth LLC reduced its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 8.3% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 7,014 shares of the company’s stock after selling 632 shares during the period. Element Wealth LLC’s holdings in Vanguard Short-Term Corporate […]
November 6, 2023
Leeward Financial Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 705.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 66,683 shares of the company’s stock after acquiring an additional 58,408 shares during […]
November 6, 2023
Element Wealth LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% in the second quarter, Holdings Channel reports. The firm owned 33,207 shares of the company’s stock after purchasing an additional 535 shares during the quarter. iShares Core S&P 500 ETF comprises about 10.3% of Element Wealth LLC’s […]
November 6, 2023
Element Wealth LLC grew its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 6.7% in the second quarter, according to its most recent filing with the SEC. The fund owned 4,781 shares of the oil and gas company’s stock after acquiring an additional 302 shares during the period. Element Wealth LLC’s holdings in […]
November 6, 2023
Leeward Financial Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,754 shares of the company’s stock after buying an additional […]