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July 25, 2023
Lcnb Corp trimmed its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,311 shares of the company’s stock after selling 101 shares during the period. PepsiCo accounts for […]
July 25, 2023
Guardian Wealth Advisors LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 349.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,542 shares of the company’s stock after purchasing an additional 4,308 shares during the […]
July 25, 2023
OLD Second National Bank of Aurora trimmed its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 1.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,356 shares of the medical technology company’s stock after selling 435 shares during the […]
July 25, 2023
Vision Capital Management Inc. trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 4.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,007 shares of the information technology services provider’s stock after selling 305 shares during the period. Vision […]
July 25, 2023
FirstPurpose Wealth LLC boosted its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 11,883 shares of the cable giant’s stock after purchasing an additional 574 shares during the period. FirstPurpose Wealth LLC’s holdings in Comcast were worth […]
July 25, 2023
Centerpoint Advisors LLC increased its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 1.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,600 shares of the fast-food giant’s stock after purchasing an additional 178 shares during the period. McDonald’s makes up 1.5% of Centerpoint […]
July 25, 2023
FirstPurpose Wealth LLC grew its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 9.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,361 shares of the footwear maker’s stock after acquiring an additional 377 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,298 shares of the company’s stock after purchasing an additional 78 shares during the period. FirstPurpose Wealth […]
July 25, 2023
DT Investment Partners LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 585 shares of the company’s stock after selling 127 shares during the quarter. DT Investment Partners LLC’s […]
July 25, 2023
Lcnb Corp decreased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.7% during the first quarter, Holdings Channel.com reports. The fund owned 15,311 shares of the company’s stock after selling 101 shares during the quarter. PepsiCo accounts for approximately 1.3% of Lcnb Corp’s investment portfolio, making the stock its 17th largest position. Lcnb […]