Real-time context
Recent institutional portfolio disclosures and position changes.
CGN Advisors LLC, a registered investment adviser, initiated a new position in JPMorgan Core Plus Bond ETF (CBOE:JCPB) 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 Hercules Capital, Inc. (NYSE:HTGC) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Blackstone Inc. (NYSE:BX) 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 Avantis U.S. Equity ETF (AMEX:AVUS) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in TransDigm Group Incorporated (NYSE:TDG) during Q4 2025, according to its most recent…
Read moreStairway Partners, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE Europe ETF (AMEX:VGK) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Visa Inc. (NYSE:V) 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 Netflix, Inc. (NASDAQ:NFLX) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Dimensional US High Profitability ETF (AMEX:DUHP) during Q4 2025, according to its most…
Read moreCoastline Trust Co, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F filing with the…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Dynamic Equity Active ETF (NASDAQ:BDYN) during Q4 2025, according to its most…
Read morePARK AVENUE SECURITIES 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 morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Core International Aggregate Bond ETF (CBOE:IAGG) during Q4 2025, according to its…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) 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 Nasdaq, Inc. (NASDAQ:NDAQ) during Q4 2025, according to its most recent 13F filing with…
Read moreStephens Group, LLC, a registered investment adviser, initiated a new position in Energy Transfer LP (NYSE:ET) 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 Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in United Rentals, Inc. (NYSE:URI) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent 13F filing…
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