Real-time context
Recent institutional portfolio disclosures and position changes.
Peterson Wealth Advisors, 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 moreSTEPHENS GROUP ASSET MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Vanguard Value Index Fund (AMEX:VTV) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Ciena Corporation (NYSE:CIEN) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Russell 1000 ETF (AMEX:IWB) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Value ETF (AMEX:SCHV) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q4 2025, according to its most recent 13F…
Read moreSTEPHENS GROUP ASSET MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Vanguard Mid-Cap Value Index Fund (AMEX:VOE) during Q4 2025, according to its…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Merck & Co., Inc. (NYSE:MRK) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Abbott Laboratories (NYSE:ABT) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in GE Aerospace (NYSE:GE) during Q4 2025, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in AppLovin Corporation (NASDAQ:APP) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Chevron Corporation (NYSE:CVX) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q4 2025, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The Home Depot, Inc. (NYSE:HD) during Q4 2025, according to its most recent…
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