Page 2 - Exeter Financial News Today

Asset Planning Services Inc. LA ADV reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,388 shares of the company’s stock after selling 365 shares during the period. […]

Cambridge Advisors Inc. reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.3% in the fourth quarter, HoldingsChannel reports. The fund owned 13,825 shares of the company’s stock after selling 328 shares during the period. Cambridge Advisors Inc.’s holdings in Johnson & Johnson were worth $2,167,000 as of its most […]

Oak Ridge Investments LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,566 shares of the financial services provider’s stock, valued at approximately $266,000. Several other institutional investors also […]

Cypress Point Wealth Management LLC lowered its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,468 shares of the company’s stock after selling 16,189 shares during the quarter. […]

Kingswood Wealth Advisors LLC lifted its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 87.4% in the fourth quarter, Holdings Channel reports. The firm owned 13,219 shares of the technology company’s stock after buying an additional 6,166 shares during the period. Kingswood Wealth Advisors LLC’s holdings in International Business Machines […]

Exeter Financial LLC decreased its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 7.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,650 shares of the oil and gas company’s stock after selling 875 shares during the quarter. Exeter Financial LLC’s […]

Exeter Financial LLC trimmed its holdings in Bank of America Co. (NYSE:BAC) by 6.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 78,886 shares of the financial services provider’s stock after selling 5,056 shares during the quarter. Bank of America comprises approximately 1.3% of Exeter Financial […]

Exeter Financial LLC trimmed its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 3.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,929 shares of the coffee company’s stock after selling 405 shares during the quarter. Exeter Financial LLC’s holdings in Starbucks were […]

Kingswood Wealth Advisors LLC grew its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 245.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,420 shares of the pharmacy operator’s stock after purchasing an additional 20,190 shares during the quarter. Kingswood […]

Exeter Financial LLC increased its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 46.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 944 shares of the retailer’s stock after acquiring an additional 301 shares during the period. Exeter Financial LLC’s holdings in Costco Wholesale […]