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SOL Capital Management CO Purchases 704 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

SOL Capital Management CO grew its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,351 shares of the company’s stock after acquiring an additional 704 shares during the quarter. SOL Capital […]
United States Vanguard Growth Index Fund Hazlett Burt Watson Inc Sol Capital Management First Bancorp Inc Interchange Capital Partners

Wolf Group Capital Advisors Raises Position in Vanguard Growth ETF (NYSEARCA:VUG)

Wolf Group Capital Advisors raised its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,663 shares of the company’s stock after purchasing an additional 471 shares during the quarter. Wolf […]
United States Wolf Group Capital Advisors Securities Exchange Commission Daymark Wealth Partners Vanguard Growth Index Fund Hazlett Burt Watson Inc
Source: wkrb13.com

Pinnacle Financial Partners Inc Has $39.97 Million Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Pinnacle Financial Partners Inc boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 16.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 128,579 shares of the company’s stock after purchasing an additional 18,046 shares during the period. Vanguard Growth ETF […]
United States Daymark Wealth Partners High Note Wealth Hazlett Burt Watson Inc Pinnacle Financial Partners Inc Vanguard Growth Index Fund
Source: wkrb13.com

Invesco QQQ (NASDAQ:QQQ) Shares Bought by High Note Wealth LLC

High Note Wealth LLC lifted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 343.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,032 shares of the exchange traded fund’s stock after acquiring an additional 6,995 shares during the […]
Russell Investments Group Ltd High Note Wealth Core Wealth Advisors Inc Company Profile Buck Wealth Strategies Visionpoint Advisory Group

Eli Lilly and Company (NYSE:LLY) Shares Sold by High Note Wealth LLC

High Note Wealth LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,987 shares of the company’s stock after selling 34 shares during the […]
United States Eli Lilly Company Profile T Rowe Price Investment Management Inc Company Stock Performance Imprint Wealth

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High Note Wealth LLC Sells 2,383 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

High Note Wealth LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 59,695 shares of the network equipment provider’s stock after selling 2,383 shares during the […]
Deborahl Stahlkopf Piper Sandler Richard Scott Herren Asia Pacific High Note Wealth Cisco Systems Inc

Merck & Co., Inc. (NYSE:MRK) Stock Position Increased by High Note Wealth LLC

High Note Wealth LLC lifted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,372 shares of the company’s stock after buying an additional 210 shares during the period. High Note Wealth LLC’s […]
New Zealand General New Zealand Joseph Romanelli Societe Generale Steven Mizell Wellington Management Group

High Note Wealth LLC Decreases Stock Holdings in Pfizer Inc. (NYSE:PFE)

High Note Wealth LLC trimmed its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 27.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,545 shares of the biopharmaceutical company’s stock after selling 3,209 shares during the quarter. High Note Wealth LLC’s […]
United States United Bank Capital Management Inc Infrastructure Capital Advisors Pfizer Inc Cantor Fitzgerald

High Note Wealth LLC Raises Stake in The Home Depot, Inc. (NYSE:HD)

High Note Wealth LLC lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 8,297 shares of the home improvement retailer’s stock after purchasing an additional 54 shares during the quarter. Home […]
United States Edwardp Decker Timothya Hourigan Piper Sandler Securities Exchange Commission Home Depot Inc

Courier Capital LLC Increases Stake in Broadcom Inc. (NASDAQ:AVGO)

Courier Capital LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 584 shares of the semiconductor manufacturer’s stock after acquiring an additional 13 shares during the […]
Eddyw Hartenstein Broadcom Inc Securities Exchange Commission Jpmorgan Chase Co Exchange Commission High Note Wealth

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