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Yoder Wealth Management Inc. Takes $460,000 Position in Visa Inc. (NYSE:V)

Posted by Darlene League on Apr 27th, 2024

Yoder Wealth Management Inc. purchased a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »

KFA Private Wealth Group LLC Purchases 21 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Posted by Phillip Gast on Apr 27th, 2024

KFA Private Wealth Group LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Truist Financial Corp

Posted by Phillip Gast on Apr 27th, 2024

Truist Financial Corp trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »

Truist Financial Corp Has $245.22 Million Holdings in United Parcel Service, Inc. (NYSE:UPS)

Posted by Phillip Gast on Apr 27th, 2024

Truist Financial Corp trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »

Truist Financial Corp Has $219.07 Million Stock Position in Costco Wholesale Co. (NASDAQ:COST)

Posted by Phillip Gast on Apr 27th, 2024

Truist Financial Corp cut its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 10.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 331,886 shares of the retailer’s... More of this article »

Truist Financial Corp Raises Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Posted by Phillip Gast on Apr 27th, 2024

Truist Financial Corp boosted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 16.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »

Chevron Co. (NYSE:CVX) Shares Bought by Rather & Kittrell Inc.

Posted by Suzanne Cooper on Apr 27th, 2024

Rather & Kittrell Inc. increased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »

Alesco Advisors LLC Invests $244,000 in Broadcom Inc. (NASDAQ:AVGO)

Posted by Emily Schoerning on Apr 27th, 2024

Alesco Advisors LLC acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »

KFA Private Wealth Group LLC Purchases Shares of 181 Broadcom Inc. (NASDAQ:AVGO)

Posted by Darlene League on Apr 27th, 2024

KFA Private Wealth Group LLC purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »

Truist Financial Corp Sells 96,735 Shares of Abbott Laboratories (NYSE:ABT)

Posted by Dee Baugher on Apr 27th, 2024

Truist Financial Corp trimmed its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 3.3% in the 4th quarter, HoldingsChannel reports. The firm owned 2,839,281 shares of the healthcare product maker’s stock after... More of this article »

KFA Private Wealth Group LLC Raises Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Posted by Darlene League on Apr 27th, 2024

KFA Private Wealth Group LLC lifted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 13.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »

Advanced Micro Devices, Inc. (NASDAQ:AMD) Stock Position Increased by KFA Private Wealth Group LLC

Posted by Darlene League on Apr 27th, 2024

KFA Private Wealth Group LLC boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 16.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »

KFA Private Wealth Group LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Posted by Anthony Bellafiore on Apr 27th, 2024

KFA Private Wealth Group LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »

Truist Financial Corp Purchases 108,826 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Posted by Anthony Bellafiore on Apr 27th, 2024

Truist Financial Corp lifted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »

Truist Financial Corp Sells 35,961 Shares of Oracle Co. (NYSE:ORCL)

Posted by Anthony Bellafiore on Apr 27th, 2024

Truist Financial Corp decreased its stake in Oracle Co. (NYSE:ORCL – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,919,593 shares of the enterprise... More of this article »