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Modus Advisors LLC Buys 4,496 Shares of Microsoft Co. (NASDAQ:MSFT)

Modus Advisors LLC Buys 4,496 Shares of Microsoft Co. (NASDAQ:MSFT)

Modus Advisors LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT) by 186.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,904 shares... 
Cisco Systems, Inc. (NASDAQ:CSCO) Position Lessened by Investment House LLC

Cisco Systems, Inc. (NASDAQ:CSCO) Position Lessened by Investment House LLC

Investment House LLC lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 34.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Investment House LLC Sells 25,485 Shares of Intel Co. (NASDAQ:INTC)

Investment House LLC Sells 25,485 Shares of Intel Co. (NASDAQ:INTC)

Investment House LLC reduced its holdings in shares of Intel Co. (NASDAQ:INTC) by 8.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 268,131... 
Confluence Investment Management LLC Cuts Stock Holdings in Home Depot Inc (NYSE:HD)

Confluence Investment Management LLC Cuts Stock Holdings in Home Depot Inc (NYSE:HD)

Confluence Investment Management LLC lowered its stake in Home Depot Inc (NYSE:HD) by 0.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 123,733... 
Investment House LLC Increases Stake in Merck & Co., Inc. (NYSE:MRK)

Investment House LLC Increases Stake in Merck & Co., Inc. (NYSE:MRK)

Investment House LLC raised its position in Merck & Co., Inc. (NYSE:MRK) by 16.1% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 90,621 shares of the company’s... 
Johnson & Johnson (NYSE:JNJ) Shares Bought by Investment House LLC

Johnson & Johnson (NYSE:JNJ) Shares Bought by Investment House LLC

Investment House LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
Modus Advisors LLC Sells 2,242 Shares of Procter & Gamble Co (NYSE:PG)

Modus Advisors LLC Sells 2,242 Shares of Procter & Gamble Co (NYSE:PG)

Modus Advisors LLC reduced its stake in Procter & Gamble Co (NYSE:PG) by 32.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
1,226 Shares in UnitedHealth Group Inc (NYSE:UNH) Bought by BEAM Asset Management LLC

1,226 Shares in UnitedHealth Group Inc (NYSE:UNH) Bought by BEAM Asset Management LLC

BEAM Asset Management LLC acquired a new position in shares of UnitedHealth Group Inc (NYSE:UNH) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,226... 
BEAM Asset Management LLC Cuts Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

BEAM Asset Management LLC Cuts Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

BEAM Asset Management LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 9.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,948 shares... 
Tsfg LLC Trims Stock Position in SPDR Gold Shares (NYSEARCA:GLD)

Tsfg LLC Trims Stock Position in SPDR Gold Shares (NYSEARCA:GLD)

Tsfg LLC cut its stake in SPDR Gold Shares (NYSEARCA:GLD) by 17.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,779 shares... 
BEAM Asset Management LLC Sells 775 Shares of Microsoft Co. (NASDAQ:MSFT)

BEAM Asset Management LLC Sells 775 Shares of Microsoft Co. (NASDAQ:MSFT)

BEAM Asset Management LLC lessened its position in Microsoft Co. (NASDAQ:MSFT) by 13.2% during the 1st quarter, HoldingsChannel.com reports. The fund owned 5,086 shares of the software giant’s stock after selling 775... 
BEAM Asset Management LLC Sells 137 Shares of Visa Inc (NYSE:V)

BEAM Asset Management LLC Sells 137 Shares of Visa Inc (NYSE:V)

BEAM Asset Management LLC decreased its holdings in Visa Inc (NYSE:V) by 5.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,602 shares of the credit-card processor’s... 
PrairieView Partners LLC Purchases 98 Shares of Microsoft Co. (NASDAQ:MSFT)

PrairieView Partners LLC Purchases 98 Shares of Microsoft Co. (NASDAQ:MSFT)

PrairieView Partners LLC raised its position in Microsoft Co. (NASDAQ:MSFT) by 4.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,462 shares of the software... 
Confluence Investment Management LLC Cuts Position in Procter & Gamble Co (NYSE:PG)

Confluence Investment Management LLC Cuts Position in Procter & Gamble Co (NYSE:PG)

Confluence Investment Management LLC cut its holdings in Procter & Gamble Co (NYSE:PG) by 0.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... 
Johnson & Johnson (NYSE:JNJ) Stock Holdings Trimmed by Cardinal Capital Management Inc.

Johnson & Johnson (NYSE:JNJ) Stock Holdings Trimmed by Cardinal Capital Management Inc.

Cardinal Capital Management Inc. reduced its position in Johnson & Johnson (NYSE:JNJ) by 3.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
Adviser Investments LLC Boosts Stock Position in AbbVie Inc (NYSE:ABBV)

Adviser Investments LLC Boosts Stock Position in AbbVie Inc (NYSE:ABBV)

Adviser Investments LLC lifted its position in AbbVie Inc (NYSE:ABBV) by 0.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 67,063 shares of the company’s stock after buying an... 
Adviser Investments LLC Lowers Stock Holdings in Home Depot Inc (NYSE:HD)

Adviser Investments LLC Lowers Stock Holdings in Home Depot Inc (NYSE:HD)

Adviser Investments LLC lowered its holdings in shares of Home Depot Inc (NYSE:HD) by 0.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... 
Modus Advisors LLC Raises Stock Position in Mcdonald’s Corp (NYSE:MCD)

Modus Advisors LLC Raises Stock Position in Mcdonald’s Corp (NYSE:MCD)

Modus Advisors LLC increased its holdings in shares of Mcdonald’s Corp (NYSE:MCD) by 8.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... 
PrairieView Partners LLC Acquires New Position in Honeywell International Inc. (NYSE:HON)

PrairieView Partners LLC Acquires New Position in Honeywell International Inc. (NYSE:HON)

PrairieView Partners LLC acquired a new stake in shares of Honeywell International Inc. (NYSE:HON) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 685... 
PrairieView Partners LLC Purchases Shares of 2,585 iShares MSCI EAFE ETF (NYSEARCA:EFA)

PrairieView Partners LLC Purchases Shares of 2,585 iShares MSCI EAFE ETF (NYSEARCA:EFA)

PrairieView Partners LLC purchased a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) in the first quarter, HoldingsChannel reports. The institutional investor purchased 2,585 shares of the exchange traded fund’s... 
Adviser Investments LLC Trims Stock Position in Marriott International Inc (NASDAQ:MAR)

Adviser Investments LLC Trims Stock Position in Marriott International Inc (NASDAQ:MAR)

Adviser Investments LLC cut its position in shares of Marriott International Inc (NASDAQ:MAR) by 1.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... 
Merck & Co., Inc. (NYSE:MRK) Shares Acquired by Adviser Investments LLC

Merck & Co., Inc. (NYSE:MRK) Shares Acquired by Adviser Investments LLC

Adviser Investments LLC increased its stake in Merck & Co., Inc. (NYSE:MRK) by 32.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,599 shares of the company’s... 
Adviser Investments LLC Cuts Position in Alphabet Inc (NASDAQ:GOOGL)

Adviser Investments LLC Cuts Position in Alphabet Inc (NASDAQ:GOOGL)

Adviser Investments LLC lessened its holdings in Alphabet Inc (NASDAQ:GOOGL) by 2.7% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,458 shares... 
Apple Inc. (NASDAQ:AAPL) Shares Sold by BEAM Asset Management LLC

Apple Inc. (NASDAQ:AAPL) Shares Sold by BEAM Asset Management LLC

BEAM Asset Management LLC lessened its position in Apple Inc. (NASDAQ:AAPL) by 3.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 7,677 shares of the iPhone maker’s stock after selling... 
Adviser Investments LLC Purchases 677 Shares of United Parcel Service, Inc. (NYSE:UPS)

Adviser Investments LLC Purchases 677 Shares of United Parcel Service, Inc. (NYSE:UPS)

Adviser Investments LLC grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 1.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
iShares Gold Trust (NYSEARCA:IAU) Stock Holdings Increased by Tsfg LLC

iShares Gold Trust (NYSEARCA:IAU) Stock Holdings Increased by Tsfg LLC

Tsfg LLC boosted its position in iShares Gold Trust (NYSEARCA:IAU) by 34.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,397... 
Altria Group Inc (NYSE:MO) Shares Sold by Tsfg LLC

Altria Group Inc (NYSE:MO) Shares Sold by Tsfg LLC

Tsfg LLC decreased its stake in shares of Altria Group Inc (NYSE:MO) by 6.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,353 shares of the company’s stock after selling... 
Lockheed Martin Co. (NYSE:LMT) Shares Sold by Modus Advisors LLC

Lockheed Martin Co. (NYSE:LMT) Shares Sold by Modus Advisors LLC

Modus Advisors LLC lowered its position in shares of Lockheed Martin Co. (NYSE:LMT) by 47.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,071... 
Investment House LLC Sells 2,050 Shares of Nike Inc (NYSE:NKE)

Investment House LLC Sells 2,050 Shares of Nike Inc (NYSE:NKE)

Investment House LLC reduced its position in shares of Nike Inc (NYSE:NKE) by 2.2% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 92,759 shares of the... 
1,697 Shares in Alibaba Group Holding Ltd (NYSE:BABA) Bought by Modus Advisors LLC

1,697 Shares in Alibaba Group Holding Ltd (NYSE:BABA) Bought by Modus Advisors LLC

Modus Advisors LLC bought a new position in shares of Alibaba Group Holding Ltd (NYSE:BABA) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The...