Real-time context
Recent institutional portfolio disclosures and position changes.
Union Bancaire Privee, UBP SA, 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 moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Capital Group Dividend Growers (AMEX:CGDG) during Q4 2025, according to its most…
Read moreUnion Bancaire Privee, UBP SA, 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 moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q4 2025, according to its most recent 13F…
Read moreStairway 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 most…
Read morePARK AVENUE SECURITIES 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 moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q4 2025, according to its most recent 13F filing…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q4 2025, according to its most recent 13F…
Read moreFIRST HAWAIIAN BANK, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F filing with…
Read moreARGENT CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) 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 Broadcom Inc. (NASDAQ:AVGO) during Q4 2025, according to its most recent 13F filing…
Read moreStairway Partners, 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 recent…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Vanguard Core Bond ETF (NASDAQ:VCRB) during Q4 2025, according to its most recent…
Read moreStairway Partners, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F filing…
Read moreStairway Partners, LLC, a registered investment adviser, initiated a new position in iShares Russell 1000 Value ETF (AMEX:IWD) during Q4 2025, according to its most recent 13F…
Read moreUnion Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) 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 Amazon.com, Inc. (NASDAQ:AMZN) 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 Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with…
Read moreAdvance Capital Management, Inc., a registered investment adviser, initiated a new position in Capital Group Core Balanced ETF (AMEX:CGBL) during Q4 2025, according to its most…
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