Real-time context
Recent institutional portfolio disclosures and position changes.
Fragasso Financial Advisors Inc, a registered investment adviser, initiated a new position in Fidelity Enhanced Large Cap Core ETF (AMEX:FELC) during Q4 2025, according to its…
Read moreEverhart Financial Group, Inc., a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Global X U.S. Preferred ETF (AMEX:PFFD) during Q4 2025, according to its most recent 13F…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Visa Inc. (NYSE:V) during Q4 2025, according to its most recent 13F filing with the…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F filing with…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q4 2025, according to its…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Deere & Company (NYSE:DE) during Q4 2025, according to its most recent 13F filing with the…
Read moreCovea Finance, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q4 2025, according to its most recent 13F…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in MercadoLibre, Inc. (NASDAQ:MELI) during Q4 2025, according to its most recent 13F filing with…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Kimberly-Clark Corporation (NASDAQ:KMB) during Q4 2025, according to its most recent 13F…
Read moreCAHABA WEALTH MANAGEMENT, INC., a registered investment adviser, initiated a new position in iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) during Q4 2025,…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in IQVIA Holdings Inc. (NYSE:IQV) during Q4 2025, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Mid-Cap Value Index Fund (AMEX:VOE) during Q4 2025, according to its most…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in DICK'S Sporting Goods, Inc. (NYSE:DKS) during Q4 2025, according to its most recent…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in Zebra Technologies Corporation (NASDAQ:ZBRA) during Q4 2025, according to its most…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in Fidelity Total Bond ETF (AMEX:FBND) during Q4 2025, according to its most recent 13F…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in iShares Flexible Income Active ETF (NYSE:BINC) during Q4 2025, according to its most…
Read moreMassMutual Private Wealth & Trust, FSB, a registered investment adviser, initiated a new position in Vanguard Mid Cap Index Fund (AMEX:VO) during Q4 2025, according to its most…
Read moreCWA Asset Management Group, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with…
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