Real-time context
Recent institutional portfolio disclosures and position changes.
Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Intuit Inc. (NASDAQ:INTU) during Q4 2025, according to its most recent 13F filing with…
Read moreLegacy Wealth Management, LLC / MS, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES 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…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q4 2025, according to its most recent…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Vanguard Small Cap Index Fund (AMEX:VB) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in The Progressive Corporation (NYSE:PGR) during Q4 2025, according to its most recent 13F…
Read moreFIRST HAWAIIAN BANK, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q4 2025, according to its most…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in iShares Russell 1000 ETF (AMEX:IWB) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, 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…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in JOYY Inc. (NASDAQ:JOYY) during Q4 2025, according to its most recent 13F filing with…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Developed World ex-US ETF (AMEX:SPDW) during Q4 2025, according to its most…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Exxon Mobil Corporation (NYSE:XOM) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in S&P Global Inc. (NYSE:SPGI) during Q4 2025, according to its most recent 13F filing…
Read moreTrust Co of the South, a registered investment adviser, initiated a new position in Dimensional US Marketwide Value ETF (AMEX:DFUV) during Q4 2025, according to its most recent…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Oracle Corporation (NYSE:ORCL) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Danaher Corporation (NYSE:DHR) during Q4 2025, according to its most recent 13F filing…
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