Real-time context
Recent institutional portfolio disclosures and position changes.
CAHABA WEALTH MANAGEMENT, 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 moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Short-Term Treasury Index Fund (NASDAQ:VGSH) during Q4 2025, according to its…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in D.R. Horton, Inc. (NYSE:DHI) during Q4 2025, according to its most recent 13F filing with…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (CBOE:QUAL) during Q4 2025, according to its most…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in PulteGroup, Inc. (NYSE:PHM) during Q4 2025, according to its most recent 13F filing with…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Toll Brothers, Inc. (NYSE:TOL) during Q4 2025, according to its most recent 13F filing with…
Read moreTETRAD CORP, a registered investment adviser, initiated a new position in BERKSHIRE HATHAWAY Class B (NYSE:BRK.B) during Q4 2025, according to its most recent 13F filing with the…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Lennar Corporation (NYSE:LEN) during Q4 2025, according to its most recent 13F filing with…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Eaton Corporation plc (NYSE:ETN) during Q4 2025, according to its most recent 13F…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q4 2025, according to its most recent…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Micron Technology, Inc. (NASDAQ:MU) during Q4 2025, according to its most recent 13F…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in Janus Henderson Mortgage-Backed Securities ETF (AMEX:JMBS) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Home Depot, Inc. (NYSE:HD) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Houlihan Lokey, Inc. (NYSE:HLI) during Q4 2025, according to its most recent 13F filing…
Read moreGoalVest Advisory 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 filing…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent 13F filing with…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its most recent 13F filing…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Shopify Inc. (NASDAQ:SHOP) during Q4 2025, according to its most recent 13F filing with…
Read more
