Real-time context
Recent institutional portfolio disclosures and position changes.
CGN Advisors LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Value ETF (AMEX:SPYV) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in NextEra Energy, Inc. (NYSE:NEE) 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 Sixth Street Specialty Lending, Inc. (NYSE:TSLX) during Q4 2025, according to its most…
Read moreTrust Co of the South, 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 recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q4 2025, according to its most recent 13F filing…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES 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 moreCGN Advisors LLC, a registered investment adviser, initiated a new position in Avantis International Equity ETF (AMEX:AVDE) 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 S&P 500 Growth ETF (AMEX:SPYG) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Disciplined Volatility Equity Active ETF (NASDAQ:BDVL) during Q4 2025, according…
Read moreCGN Advisors LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Developed World ex-US ETF (AMEX:SPDW) during Q4 2025, according to its most recent…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during Q4 2025, according to its most recent…
Read moreCoastline Trust Co, 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…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Avantis U.S. Large Cap Value ETF (AMEX:AVLV) during Q4 2025, according to its most recent…
Read moreWALNUT PRIVATE EQUITY PARTNERS, LLC, a registered investment adviser, initiated a new position in Blackstone Inc. (NYSE:BX) during Q4 2025, according to its most recent 13F filing…
Read moreNEVILLE RODIE & SHAW INC, a registered investment adviser, initiated a new position in Quanta Services, Inc. (NYSE:PWR) during Q4 2025, according to its most recent 13F filing…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Dimensional International Small Cap ETF (CBOE:DFIS) during Q4 2025, according to its most…
Read moreAspen Wealth Management LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Golub Capital BDC, Inc. (NASDAQ:GBDC) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q4 2025, according to its most recent 13F…
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