Real-time context
Recent institutional portfolio disclosures and position changes.
Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in AutoZone, Inc. (NYSE:AZO) during Q4 2025, according to its most recent 13F filing with…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) 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 SPDR Gold Shares (AMEX:GLD) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Waste Connections, Inc. (NYSE:WCN) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to its most recent 13F…
Read moreStephens Group, LLC, a registered investment adviser, initiated a new position in CS Disco, Inc. (NYSE:LAW) during Q4 2025, according to its most recent 13F filing with the…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Trinity Capital Inc. (NASDAQ:TRIN) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing with…
Read moreLegacy Wealth Management, LLC / MS, 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…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q4 2025, according to its most…
Read moreLifeGuide Financial Advisors, LLC, a registered investment adviser, initiated a new position in Dimensional Global Real Estate ETF (AMEX:DFGR) during Q4 2025, according to its…
Read moreANDERSON HOAGLAND & CO, a registered investment adviser, initiated a new position in iShares Gold Trust (AMEX:IAU) during Q4 2025, according to its most recent 13F filing with the…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Intuit Inc. (NASDAQ:INTU) during Q4 2025, according to its most recent 13F filing with…
Read moreLegacy Wealth Management, LLC / MS, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q4 2025, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q4 2025, according to its most recent…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in Vanguard Small Cap Index Fund (AMEX:VB) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT 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 moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in The Progressive Corporation (NYSE:PGR) during Q4 2025, according to its most recent 13F…
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