Real-time context
Recent institutional portfolio disclosures and position changes.
Stairway Partners, LLC, a registered investment adviser, initiated a new position in iShares MSCI Canada ETF (AMEX:EWC) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Avantis Emerging Markets Equity ETF (AMEX:AVEM) during Q4 2025, according to its most…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) during Q4 2025, according to its most…
Read moreAspen Wealth Management LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (CBOE:QUAL) during Q4 2025, according to its most…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Avantis International Small Cap Value ETF (AMEX:AVDV) during Q4 2025, according to its…
Read moreANDERSON HOAGLAND & CO, 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 moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Fortinet, Inc. (NASDAQ:FTNT) during Q4 2025, according to its most recent 13F filing…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most recent 13F filing…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Intermediate Term Corporate Bond ETF (AMEX:SPIB) during Q4 2025, according to its…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (AMEX:LQD) during Q4 2025, according…
Read moreAspen Wealth Management 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 moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in BERKSHIRE HATHAWAY Class B (NYSE:BRK.B) during Q4 2025, according to its most recent…
Read moreLifeGuide Financial Advisors, LLC, a registered investment adviser, initiated a new position in Schwab U.S. TIPS ETF (AMEX:SCHP) during Q4 2025, according to its most recent 13F…
Read moreCoastline Trust Co, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with…
Read moreANDERSON HOAGLAND & 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…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Republic Services, Inc. (NYSE:RSG) during Q4 2025, according to its most recent 13F…
Read moreCoastline Trust Co, 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…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q4 2025, according to its most recent 13F filing with the…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Murphy USA Inc. (NYSE:MUSA) during Q4 2025, according to its most recent 13F filing…
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