Real-time context
Recent institutional portfolio disclosures and position changes.
CAHABA WEALTH MANAGEMENT, INC., a registered investment adviser, initiated a new position in VictoryShares ESG Core Plus Bond ETF (NASDAQ:UBND) during Q4 2025, according to its…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its most recent 13F filing…
Read moreHARBOR INVESTMENT ADVISORY, LLC, a registered investment adviser, initiated a new position in Marriott International, Inc. (NASDAQ:MAR) during Q4 2025, according to its most…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Lamar Advertising Company (NASDAQ:LAMR) during Q4 2025, according to its most recent…
Read moreHenrickson Nauta Wealth Advisors, Inc., a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q4 2025, according to…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) during Q4 2025, according to its most…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in SLB N.V. (NYSE:SLB) during Q4 2025, according to its most recent 13F filing with the…
Read moreMassMutual Private Wealth & Trust, FSB, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most…
Read moreSAGESPRING WEALTH PARTNERS, 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 moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Public Service Enterprise Group Incorporated (NYSE:PEG) during Q4 2025, according to…
Read moreCWA Asset Management Group, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreMassMutual Private Wealth & Trust, FSB, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F…
Read moreGilbert & Cook, Inc., 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 filing with…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Avnet, Inc. (NASDAQ:AVT) during Q4 2025, according to its most recent 13F filing with the…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in TCW ETF Trust - TCW Transform Systems ETF (NASDAQ:PWRD) during Q4 2025, according to…
Read moreMassMutual Private Wealth & Trust, FSB, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in CME Group Inc. (NASDAQ:CME) during Q4 2025, according to its most recent 13F filing…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Lear Corporation (NYSE:LEA) during Q4 2025, according to its most recent 13F filing with…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Baxter International Inc. (NYSE:BAX) during Q4 2025, according to its most recent 13F…
Read moreCovea Finance, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with the…
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