Real-time context
Recent institutional portfolio disclosures and position changes.
PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Flexible Income Active ETF (NYSE:BINC) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, 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 moreUNIQUE WEALTH, 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 filing with…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with…
Read moreStairway Partners, LLC, 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 moreTrust Co of the South, a registered investment adviser, initiated a new position in Dimensional U.S. Targeted Value ETF (NYSE:DFAT) during Q4 2025, according to its most recent…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in HCA Healthcare, Inc. (NYSE:HCA) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares U.S. Aerospace & Defense ETF (CBOE:ITA) during Q4 2025, according to its most…
Read moreARGENT 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 morePARK AVENUE SECURITIES LLC, 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 recent…
Read moreARGENT CAPITAL MANAGEMENT LLC, 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 Applied Materials, Inc. (NASDAQ:AMAT) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares MBS ETF (NASDAQ:MBB) 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 iShares Gold Trust (AMEX:IAU) 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 S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F filing…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (AMEX:PYLD)…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q4 2025, according to its most…
Read moreStairway Partners, 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 filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with the…
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