Real-time context
Recent institutional portfolio disclosures and position changes.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Chevron Corporation (NYSE:CVX) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The Home Depot, Inc. (NYSE:HD) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The Procter & Gamble Company (NYSE:PG) during Q4 2025, according to its…
Read moreNorthCrest Asset Manangement, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in International Business Machines Corporation (NYSE:IBM) during Q4 2025,…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Total Intl Stock Idx Fund (NASDAQ:VXUS) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Momentum Factor ETF (CBOE:MTUM) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Franklin International Aggregate Bond ETF (CBOE:FLIA) during Q4 2025,…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Value ETF (AMEX:SPYV) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q4 2025, according to its…
Read moreWedmont Private Capital, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Alpha Architect 1-3 Month Box ETF (CBOE:BOXX) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in JPMorgan Ultra-Short Income ETF (AMEX:JPST) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most…
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