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FSM Wealth Advisors LLC grew its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 9.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 111,929 shares of the company’s stock after acquiring an additional 10,011 shares […]
PFG Private Wealth Management LLC bought a new position in Equinix, Inc. (NASDAQ:EQIX – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 403 shares of the financial services provider’s stock, valued at approximately $264,000. Several other hedge funds also recently made […]
StrongBox Wealth LLC raised its stake in NIKE, Inc. (NYSE:NKE – Get Rating) by 17.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,951 shares of the footwear maker’s stock after buying an additional 435 shares during the quarter. StrongBox Wealth LLC’s holdings […]
StrongBox Wealth LLC increased its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,060 shares of the company’s stock after buying an additional 355 shares during […]
StrongBox Wealth LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 10.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 10,711 shares of the company’s stock after acquiring an additional 1,054 shares during the quarter. PepsiCo makes up about 1.4% of StrongBox Wealth LLC’s investment portfolio, making […]