Real-time context
Recent institutional portfolio disclosures and position changes.
CGN Advisors LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most recent 13F filing…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Janus Henderson AAA CLO ETF (AMEX:JAAA) during Q4 2025, according to its most recent…
Read moreTrust Co of the South, 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 filing with…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Medpace Holdings, Inc. (NASDAQ:MEDP) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Ecolab Inc. (NYSE:ECL) during Q4 2025, according to its most recent 13F filing with the…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Quanta Services, Inc. (NYSE:PWR) during Q4 2025, according to its most recent 13F…
Read moreStairway Partners, LLC, a registered investment adviser, initiated a new position in iShares MSCI Canada ETF (AMEX:EWC) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Avantis Emerging Markets Equity ETF (AMEX:AVEM) during Q4 2025, according to its most…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) during Q4 2025, according to its most…
Read moreAspen 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 morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Avantis International Small Cap Value ETF (AMEX:AVDV) during Q4 2025, according to its…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in iShares Russell 2000 ETF (AMEX:IWM) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Fortinet, Inc. (NASDAQ:FTNT) 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 ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most recent 13F filing…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Intermediate Term Corporate Bond ETF (AMEX:SPIB) during Q4 2025, according to its…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (AMEX:LQD) during Q4 2025, according…
Read moreAspen Wealth Management LLC, a registered investment adviser, initiated a new position in Dimensional International Core Equity 2 ETF (CBOE:DFIC) during Q4 2025, according to its…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in BERKSHIRE HATHAWAY Class B (NYSE:BRK.B) during Q4 2025, according to its most recent…
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