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Liberty Wealth Management LLC Takes Position in The Walt Disney Company (NYSE:DIS)

Liberty Wealth Management LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 7,880 shares of the entertainment giant’s stock, valued at approximately $789,000. A number […]

AlphaStar Capital Management LLC Has $232,000 Holdings in Automatic Data Processing, Inc (NASDAQ:ADP)

AlphaStar Capital Management LLC cut its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 32.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,040 shares of the business services provider’s stock after selling 494 shares during the period. […]

Liberty Wealth Management LLC Makes New $259,000 Investment in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Liberty Wealth Management LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,381 shares of the company’s stock, valued at approximately $259,000. Several other large […]

Liberty Wealth Management LLC Invests $221,000 in Diageo plc (NYSE:DEO)

Liberty Wealth Management LLC purchased a new stake in shares of Diageo plc (NYSE:DEO – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,221 shares of the company’s stock, valued at approximately $221,000. Several other hedge funds have also added to or […]

SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Position Lifted by AlphaStar Capital Management LLC

AlphaStar Capital Management LLC increased its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 37.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,579,013 shares of the company’s stock after buying an additional 426,629 shares during the period. SPDR […]

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