Page 35 - Trinitypoint Wealth News Today

Chase Investment Counsel Corp grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 23.1% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 8,578 shares of the network equipment provider’s stock after buying an additional 1,607 shares during the period. Chase Investment Counsel Corp’s holdings in Cisco Systems were worth $448,000 […]

TrinityPoint Wealth LLC decreased its holdings in shares of Intel Co. (NASDAQ:INTC – Free Report) by 12.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,117 shares of the chip maker’s stock after selling 1,598 shares during the quarter. TrinityPoint Wealth LLC’s […]

CIC Wealth LLC decreased its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,597 shares of the company’s stock after selling 1,045 shares during the quarter. CIC Wealth LLC’s holdings in Philip […]

TrinityPoint Wealth LLC lifted its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 2.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,837 shares of the business services provider’s stock after purchasing an additional 37 shares during the quarter. TrinityPoint Wealth […]

Vickerman Investment Advisors Inc. lowered its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 20.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,365 shares of the company’s stock after selling 5,623 shares during the period. Vanguard Small-Cap […]

Bordeaux Wealth Advisors LLC acquired a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 5,289 shares of the company’s stock, valued at approximately $253,000. A number of other […]

Bordeaux Wealth Advisors LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 9.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,258 shares of the company’s stock after buying an additional 192 shares during the […]

First National Bank & Trust Co. of Newtown lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 5,485 shares of the exchange traded fund’s stock after buying an […]

TrinityPoint Wealth LLC trimmed its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 7.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,136 shares of the exchange traded fund’s stock after selling 163 shares during the quarter. TrinityPoint Wealth […]

Intellectus Partners LLC raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 23,946 shares of the wireless technology company’s stock after purchasing an additional 1,377 shares during the quarter. QUALCOMM accounts for 1.0% of Intellectus Partners […]