Real-time context
Recent institutional portfolio disclosures and position changes.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI Intl Momentum Factor ETF (AMEX:IMTM) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) during Q4 2025,…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) during Q4 2025,…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q4 2025, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, 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…
Read moreNORDEA INVESTMENT MANAGEMENT AB, a registered investment adviser, initiated a new position in MercadoLibre, Inc. (NASDAQ:MELI) during Q4 2025, according to its most recent 13F…
Read moreGREENHAVEN ASSOCIATES INC, a registered investment adviser, initiated a new position in Millrose Properties, Inc. (NYSE:MRP) during Q4 2025, according to its most recent 13F…
Read moreFragasso Financial Advisors Inc, a registered investment adviser, initiated a new position in Fidelity Enhanced Large Cap Core ETF (AMEX:FELC) during Q4 2025, according to its…
Read moreEverhart Financial Group, Inc., a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, initiated a new position in Global X U.S. Preferred ETF (AMEX:PFFD) during Q4 2025, according to its most recent 13F…
Read moreNORDEA INVESTMENT MANAGEMENT AB, 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 moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F filing with…
Read moreSAGESPRING WEALTH PARTNERS, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q4 2025, according to its…
Read moreSarasin & Partners LLP, a registered investment adviser, initiated a new position in Deere & Company (NYSE:DE) during Q4 2025, according to its most recent 13F filing with the…
Read moreCovea Finance, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
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