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June 29, 2023
Calton & Associates Inc. boosted its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 4.4% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 73,520 shares of the company’s stock after purchasing an additional 3,075 shares during […]
June 29, 2023
Boyd Watterson Asset Management LLC OH lowered its holdings in General Electric (NYSE:GE – Free Report) by 4.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,262 shares of the conglomerate’s stock after selling 161 shares during the period. […]
June 29, 2023
Hilltop Wealth Advisors LLC raised its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 13.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 23,757 shares of the company’s stock after purchasing an additional 2,737 shares during the period. SPDR Portfolio Emerging Markets ETF accounts for approximately 0.7% of […]
June 29, 2023
ERTS Wealth Advisors LLC cut its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 28.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,063 shares of the exchange traded fund’s stock after selling 3,690 shares during the period. […]
June 28, 2023
Independent Wealth Network Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 1.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 107,921 shares of the company’s stock after buying an additional 1,811 shares during the period. SPDR Portfolio S&P 500 Growth ETF accounts for […]
June 28, 2023
Keudell Morrison Wealth Management cut its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 4.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 22,295 shares of the company’s stock after selling 970 shares during the period. […]
June 28, 2023
Leuthold Group LLC decreased its stake in The Travelers Companies, Inc. (NYSE:TRV – Get Rating) by 2.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,352 shares of the insurance provider’s stock after selling 845 shares during the period. […]
June 28, 2023
Relyea Zuckerberg Hanson LLC reduced its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 0.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,672 shares of the company’s stock after selling 893 shares […]
June 27, 2023
Shares of JPMorgan Chase & Co. (NYSE:JPM) have earned an average rating of “Moderate Buy” from the seventeen ratings firms that are presently covering the firm, MarketBeat Ratings reports. Five analysts have rated the stock with a hold rating and twelve have issued a buy rating on the company. The average 12 month price target […]
June 27, 2023
Core Alternative Capital trimmed its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Get Rating) by 42.2% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 870 shares of the insurance provider’s stock after selling 636 shares during the period. […]