A4 Wealth Advisors reveals latest holdings in SEC filing
A4 Wealth Advisors LLC discloses its latest investment holdings, showcasing a diverse portfolio with significant stakes in major tech companies.
Cushing Capital Partners reports $163 million in holdings
Cushing Capital Partners, LLC reveals $163 million in holdings in its latest 13F-HR filing, showcasing investments in major companies like Apple and Amazon.
Benchmark Financial Wealth Advisors Reports $419M in Holdings
Benchmark Financial Wealth Advisors, LLC files 13F-HR, revealing $419.15 million in investments, emphasizing its strategic focus in the financial advisory sector.
Advus Financial Partners reveals $354.76M in holdings
Advus Financial Partners, LLC reports $354.76 million in holdings as of September 30, 2026, showcasing its investment strategies in the financial services sector.
HT Partners LLC reveals quarterly holdings in latest filing
HT Partners LLC discloses its quarterly holdings, showcasing major investments in tech and healthcare companies, reflecting strategic portfolio management.
Greenhouse Wealth Management files latest 13F-HR report
Greenhouse Wealth Management's recent 13F-HR filing shows $145.45 million in holdings, reflecting its investment strategies as of September 30, 2026.
Asset Advisory Group reports Q3 holdings of $231.7 million
Asset Advisory Group, Inc. reveals its Q3 2026 holdings totaling $231.7 million, showcasing its investment strategy amid competitive market conditions.
Robinswood Financial reports $324M in Q3 2026 holdings
Robinswood Financial LLC files 13F-HR, reporting $324 million in assets as of September 30, 2026, showcasing its investment strategies and portfolio diversity.
Strategy Inc Updates Shareholders on Upcoming Meeting
Strategy Inc has released new information regarding its Special Meeting of Shareholders, including a video guide on voting procedures.
Harfst & Associates reports quarterly holdings of $667 million
Harfst & Associates, Inc. reveals its quarterly holdings, totaling approximately $667 million as of September 30, 2026, reflecting a diverse investment strategy.
Jessup Wealth Management reveals latest investment holdings
Jessup Wealth Management's recent 13F filing shows significant investments in major firms, including Apple and Microsoft, impacting the financial services sector.
Harmony Asset Management reveals $397.8M in holdings
Harmony Asset Management LLC discloses $397.8 million in holdings as of September 30, 2026, highlighting key investments in major companies.
Brown Wealth Management reveals latest investment holdings
Brown Wealth Management, LLC's recent SEC filing discloses significant investments in major companies, showcasing its strategic positioning in the financial services sector.
Wealth Quarterback LLC Reports $328 Million in Holdings
Wealth Quarterback LLC disclosed $328 million in investments in its latest SEC filing, reflecting its active management strategy in the investment sector.
Bernardo Wealth Planning reveals $1.18B in latest filing
Bernardo Wealth Planning LLC's recent 13F-HR filing shows $1.18 billion in assets under management, reflecting a diversified investment strategy.
Retirement Financial Solutions reports $422.99 million in assets
Retirement Financial Solutions, LLC discloses $422.99 million in assets in its latest 13F-HR filing, reflecting its investment strategies and market positioning.
Instrumental Wealth reports $205.97M in 13F holdings
Instrumental Wealth, LLC's latest 13F filing shows $205.97 million in assets, reflecting strategic investments across various sectors.
VanEck Funds files summary prospectus for new ETF
VanEck Funds has filed a summary prospectus for its new ETF, the VanEck Pivotal Trends ETF, aiming for long-term capital appreciation.
TCFG Investment Advisors Reports $292.7M in Holdings
TCFG Investment Advisors, LLC discloses $292.7 million in holdings as of September 30, 2026, reflecting its investment strategy and market positioning.
VanEck Funds launches Wealth Builder ETF with new filing
VanEck Funds introduces the Wealth Builder ETF, aiming for long-term capital appreciation and income, as detailed in its recent SEC filing.