Real-time context
Recent institutional portfolio disclosures and position changes.
Modera Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q4 2025, according to its…
Read moreCCLA Investment Management, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreModera Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most…
Read moreBIP Wealth, 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 with the…
Read moreSJS Investment Consulting Inc., 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 morePrime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its…
Read moreYOUSIF CAPITAL MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Abbott Laboratories (NYSE:ABT) during Q4 2025, according to its…
Read moreCLIFTONLARSONALLEN WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Aggregate Bond ETF (AMEX:SPAB) during Q4 2025, according to…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Edwards Lifesciences Corporation (NYSE:EW) during Q4 2025,…
Read moreYOUSIF 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 moreCCLA Investment Management, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q4 2025, according to its most recent 13F filing with…
Read moreGREENLEAF TRUST, 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 filing with…
Read moreCOUNTRY TRUST BANK, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most recent 13F…
Read moreYOUSIF CAPITAL MANAGEMENT, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to…
Read moreWELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Linde plc (NASDAQ:LIN) during Q4 2025, according to its most…
Read moreOFI INVEST ASSET MANAGEMENT, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F filing…
Read moreOFI INVEST ASSET MANAGEMENT, 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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