Real-time context
Recent institutional portfolio disclosures and position changes.
Storen Legacy Partners, LLC, a registered investment adviser, initiated a new position in iShares MSCI EAFE ETF (AMEX:EFA) during Q4 2025, according to its most recent 13F filing…
Read moreNolet Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F…
Read moreNWF Advisory Services Inc., a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing…
Read moreSHP Wealth Management, a registered investment adviser, initiated a new position in JPMorgan Equity Premium Income ETF (AMEX:JEPI) during Q4 2025, according to its most recent 13F…
Read moreSTRATEGIC ADVISORY PARTNERS, LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Aon plc (NYSE:AON) during Q4 2025, according to its most recent 13F filing with the Securities and…
Read moreWick Capital Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Invesco S&P 500 Equal Weight ETF (AMEX:RSP) during Q4 2025, according to its most recent 13F filing…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Eversource Energy (NYSE:ES) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in American Express Company (NYSE:AXP) during Q4 2025, according to its most recent 13F filing with…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Applied Materials, Inc. (NASDAQ:AMAT) during Q4 2025, according to its most recent 13F filing with…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Robinhood Markets, Inc. (NASDAQ:HOOD) during Q4 2025, according to its most recent 13F filing with…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in AppLovin Corporation (NASDAQ:APP) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in PepsiCo, Inc. (NASDAQ:PEP) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in BorgWarner Inc. (NYSE:BWA) during Q4 2025, according to its most recent 13F filing with the…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in The Procter & Gamble Company (NYSE:PG) during Q4 2025, according to its most recent 13F filing with…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Norfolk Southern Corporation (NYSE:NSC) during Q4 2025, according to its most recent 13F filing…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in Bread Financial Holdings, Inc. (NYSE:BFH) during Q4 2025, according to its most recent 13F filing…
Read moreHSBC HOLDINGS PLC, a registered investment adviser, initiated a new position in GE Aerospace (NYSE:GE) during Q4 2025, according to its most recent 13F filing with the Securities…
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