Real-time context
Recent institutional portfolio disclosures and position changes.
GREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Arrow Electronics, Inc. (NYSE:ARW) during Q4 2025, according to its most recent 13F filing…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in AbbVie Inc. (NYSE:ABBV) during Q4 2025, according to its most recent 13F filing with…
Read moreAvior Wealth Management, LLC, 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 moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Old Republic International Corporation (NYSE:ORI) during Q4 2025, according to its…
Read moreBoston Standard Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard International High Dividend Yield Fund (NASDAQ:VYMI) during Q4 2025, according…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Avantor, Inc. (NYSE:AVTR) during Q4 2025, according to its most recent 13F filing with the…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Cummins Inc. (NYSE:CMI) during Q4 2025, according to its most recent 13F filing with…
Read moreHamlin Capital Management, LLC, a registered investment adviser, initiated a new position in Morgan Stanley (NYSE:MS) 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 JPMorgan Active Value ETF (AMEX:JAVA) during Q4 2025, according to its most recent…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in Abacus FCF Leaders ETF (CBOE:ABFL) during Q4 2025, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares National Muni Bond ETF (AMEX:MUB) during Q4 2025, according to its most recent…
Read moreFragasso Financial Advisors 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…
Read moreSAGESPRING WEALTH 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 moreARMSTRONG HENRY H ASSOCIATES INC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Oshkosh Corporation (NYSE:OSK) 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 Fidelity Blue Chip Growth ETF (CBOE:FBCG) during Q4 2025, according to its most…
Read moreOrgel 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 moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Growth ETF (AMEX:SPYG) during Q4 2025, according to its most…
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