SEC Filing Articles

Wealth Advisors Inc. Invests $2.11 Million in Johnson & Johnson (NYSE:JNJ)

Wealth Advisors Inc. acquired a new position in Johnson & Johnson (NYSE:JNJ) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 14,157 shares of the company’s stock, valued at approximately $2,111,000. Johnson & Johnson makes up 1.2% of Wealth Advisors Inc.’s holdings, making […]

Sowa Financial Group Inc. Makes New Investment in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Sowa Financial Group Inc. acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 1,394 shares of the exchange traded fund’s stock, valued at approximately $129,000. A number of other institutional investors also recently bought and sold […]

Tempus Wealth Planning LLC Makes New $220,000 Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Tempus Wealth Planning LLC purchased a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,344 shares of the company’s stock, valued at approximately $220,000. Several other hedge funds have also recently added to […]

Magnolia Capital Advisors LLC Takes Position in AT&T Inc. (NYSE:T)

Magnolia Capital Advisors LLC bought a new position in AT&T Inc. (NYSE:T) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 31,052 shares of the technology company’s stock, valued at approximately $1,213,000. AT&T comprises approximately 1.2% of Magnolia Capital Advisors LLC’s holdings, making the […]

Westshore Wealth LLC Makes New $352,000 Investment in AT&T Inc. (NYSE:T)

Westshore Wealth LLC acquired a new position in AT&T Inc. (NYSE:T) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 9,018 shares of the technology company’s stock, valued at approximately $352,000. A number of other hedge funds also recently made changes to […]

4,932 Shares in Gilead Sciences, Inc. (NASDAQ:GILD) Purchased by Westshore Wealth LLC

Westshore Wealth LLC bought a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,932 shares of the biopharmaceutical company’s stock, valued at approximately $320,000. Other institutional investors and hedge funds have also made […]

Westshore Wealth LLC Makes New $564,000 Investment in Medtronic PLC (NYSE:MDT)

Westshore Wealth LLC bought a new position in Medtronic PLC (NYSE:MDT) in the 4th quarter, HoldingsChannel.com reports. The fund bought 4,970 shares of the medical technology company’s stock, valued at approximately $564,000. Medtronic makes up approximately 0.6% of Westshore Wealth LLC’s investment portfolio, making the stock its 29th largest position. Other institutional investors and hedge […]

Magnolia Capital Advisors LLC Takes Position in Medtronic PLC (NYSE:MDT)

Magnolia Capital Advisors LLC acquired a new stake in Medtronic PLC (NYSE:MDT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,918 shares of the medical technology company’s stock, valued at approximately $331,000. Other institutional investors and hedge funds also recently […]

Trivest Advisors Ltd Takes $9.41 Million Position in NVIDIA Co. (NASDAQ:NVDA)

Trivest Advisors Ltd purchased a new stake in NVIDIA Co. (NASDAQ:NVDA) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 40,000 shares of the computer hardware maker’s stock, valued at approximately $9,412,000. NVIDIA comprises approximately 2.6% of Trivest Advisors Ltd’s portfolio, making the stock […]

Tempus Wealth Planning LLC Makes New $410,000 Investment in Chevron Co. (NYSE:CVX)

Tempus Wealth Planning LLC acquired a new position in shares of Chevron Co. (NYSE:CVX) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,404 shares of the oil and gas company’s stock, valued at approximately $410,000. A number of other large investors also […]

Tempus Wealth Planning LLC Buys Shares of 5,260 Waste Management, Inc. (NYSE:WM)

Tempus Wealth Planning LLC bought a new stake in shares of Waste Management, Inc. (NYSE:WM) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 5,260 shares of the business services provider’s stock, valued at approximately $599,000. Several other hedge funds and other institutional investors […]

Tempus Wealth Planning LLC Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

Tempus Wealth Planning LLC purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 4,510 shares of the financial services provider’s stock, valued at approximately $629,000. Several other institutional investors and hedge funds […]

Westshore Wealth LLC Makes New $344,000 Investment in Facebook, Inc. (NASDAQ:FB)

Westshore Wealth LLC purchased a new position in shares of Facebook, Inc. (NASDAQ:FB) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,674 shares of the social networking company’s stock, valued at approximately $344,000. Other large investors have also modified their holdings of the company. TFO […]

Magnolia Capital Advisors LLC Invests $299,000 in Facebook, Inc. (NASDAQ:FB)

Magnolia Capital Advisors LLC bought a new position in shares of Facebook, Inc. (NASDAQ:FB) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,461 shares of the social networking company’s stock, valued at approximately $299,000. Several other institutional investors also recently made changes to their […]

Magnolia Capital Advisors LLC Buys Shares of 7,448 Cisco Systems, Inc. (NASDAQ:CSCO)

Magnolia Capital Advisors LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,448 shares of the network equipment provider’s stock, valued at approximately $357,000. Several other […]

Wealth Advisors Inc. Makes New $6.95 Million Investment in Invesco QQQ Trust (NASDAQ:QQQ)

Wealth Advisors Inc. purchased a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ) in the fourth quarter, Holdings Channel reports. The fund purchased 29,601 shares of the exchange traded fund’s stock, valued at approximately $6,948,000. Invesco QQQ Trust comprises 4.0% of Wealth Advisors Inc.’s holdings, making the stock its 9th largest holding. A number […]

Sowa Financial Group Inc. Makes New $210,000 Investment in Intel Co. (NASDAQ:INTC)

Sowa Financial Group Inc. purchased a new position in shares of Intel Co. (NASDAQ:INTC) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,500 shares of the chip maker’s stock, valued at approximately $210,000. Other institutional investors also recently […]

Sowa Financial Group Inc. Acquires Shares of 148 Alphabet Inc (NASDAQ:GOOG)

Sowa Financial Group Inc. acquired a new stake in Alphabet Inc (NASDAQ:GOOG) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 148 shares of the information services provider’s stock, valued at approximately $198,000. Several other institutional investors have also added to or reduced their stakes […]

2,404 Shares in Oracle Co. (NYSE:ORCL) Bought by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in shares of Oracle Co. (NYSE:ORCL) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,404 shares of the enterprise software provider’s stock, valued at approximately $127,000. Several other large investors have also added to or […]

Tempus Wealth Planning LLC Purchases New Shares in AbbVie Inc (NYSE:ABBV)

Tempus Wealth Planning LLC purchased a new stake in AbbVie Inc (NYSE:ABBV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 3,788 shares of the company’s stock, valued at approximately $335,000. Several other large investors also recently added to or reduced their […]

1,871 Shares in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC purchased a new position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,871 shares of the company’s stock, valued at approximately $233,000. Several other large investors also recently bought and sold […]

Sowa Financial Group Inc. Takes $412,000 Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Sowa Financial Group Inc. bought a new stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,305 shares of the company’s stock, valued at approximately $412,000. Several other hedge funds have also recently […]

Tempus Wealth Planning LLC Takes $855,000 Position in Boeing Co (NYSE:BA)

Tempus Wealth Planning LLC purchased a new stake in shares of Boeing Co (NYSE:BA) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 2,624 shares of the aircraft producer’s stock, valued at approximately $855,000. Boeing comprises approximately 0.8% of Tempus Wealth Planning LLC’s […]

Magnolia Capital Advisors LLC Acquires Shares of 534 Amazon.com, Inc. (NASDAQ:AMZN)

Magnolia Capital Advisors LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 534 shares of the e-commerce giant’s stock, valued at approximately $986,000. Amazon.com comprises 0.9% of Magnolia Capital Advisors LLC’s investment […]

Magnolia Capital Advisors LLC Invests $584,000 in Verizon Communications Inc. (NYSE:VZ)

Magnolia Capital Advisors LLC purchased a new position in shares of Verizon Communications Inc. (NYSE:VZ) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 9,511 shares of the cell phone carrier’s stock, valued at approximately $584,000. Several other large investors have also modified their holdings […]

Magnolia Capital Advisors LLC Buys Shares of 1,781 iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Magnolia Capital Advisors LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 1,781 shares of the exchange traded fund’s stock, valued at approximately $313,000. Several other hedge funds have also […]

Wealth Advisors Inc. Takes Position in Walt Disney Co (NYSE:DIS)

Wealth Advisors Inc. acquired a new stake in Walt Disney Co (NYSE:DIS) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,515 shares of the entertainment giant’s stock, valued at approximately $767,000. Several other institutional investors have also recently […]

Westshore Wealth LLC Buys Shares of 1,796 NVIDIA Co. (NASDAQ:NVDA)

Westshore Wealth LLC bought a new stake in NVIDIA Co. (NASDAQ:NVDA) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 1,796 shares of the computer hardware maker’s stock, valued at approximately $423,000. Other institutional investors and hedge funds also recently bought and […]

TFG Advisers LLC Acquires New Position in Lockheed Martin Co. (NYSE:LMT)

TFG Advisers LLC purchased a new position in Lockheed Martin Co. (NYSE:LMT) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 1,612 shares of the aerospace company’s stock, valued at approximately $627,000. Other hedge funds have also bought and sold shares of the company. Private Ocean LLC increased its stake in Lockheed Martin […]

Westshore Wealth LLC Makes New $419,000 Investment in Philip Morris International Inc. (NYSE:PM)

Westshore Wealth LLC acquired a new position in shares of Philip Morris International Inc. (NYSE:PM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,924 shares of the company’s stock, valued at approximately $419,000. Other institutional investors and hedge funds also […]

Magnolia Capital Advisors LLC Takes $2.86 Million Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Magnolia Capital Advisors LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 9,665 shares of the company’s stock, valued at approximately $2,858,000. Vanguard S&P 500 ETF makes up approximately 2.7% of Magnolia […]

5,627 Shares in Bristol-Myers Squibb Co (NYSE:BMY) Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC bought a new stake in Bristol-Myers Squibb Co (NYSE:BMY) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 5,627 shares of the biopharmaceutical company’s stock, valued at approximately $361,000. Several other hedge funds have also modified their holdings of BMY. Stonebridge […]

Tempus Wealth Planning LLC Makes New Investment in Merck & Co., Inc. (NYSE:MRK)

Tempus Wealth Planning LLC purchased a new position in shares of Merck & Co., Inc. (NYSE:MRK) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,542 shares of the company’s stock, valued at approximately $686,000. Merck & Co., Inc. accounts for about 0.6% […]

11,601 Shares in Intel Co. (NASDAQ:INTC) Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC acquired a new position in shares of Intel Co. (NASDAQ:INTC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,601 shares of the chip maker’s stock, valued at approximately $694,000. Intel makes up about 0.6% […]

Magnolia Capital Advisors LLC Buys Shares of 1,383 Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Magnolia Capital Advisors LLC bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,383 shares of the company’s stock, valued at approximately $226,000. Several other institutional investors and hedge funds have also […]

1,349 Shares in Estee Lauder Companies Inc (NYSE:EL) Acquired by Magnolia Capital Advisors LLC

Magnolia Capital Advisors LLC bought a new stake in Estee Lauder Companies Inc (NYSE:EL) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,349 shares of the company’s stock, valued at approximately $278,000. A number of other large investors also recently modified their […]

Magnolia Capital Advisors LLC Invests $273,000 in The Coca-Cola Co (NYSE:KO)

Magnolia Capital Advisors LLC acquired a new stake in shares of The Coca-Cola Co (NYSE:KO) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,939 shares of the company’s stock, valued at approximately $273,000. A number of other hedge funds have also […]

2,560 Shares in Union Pacific Co. (NYSE:UNP) Bought by Magnolia Capital Advisors LLC

Magnolia Capital Advisors LLC purchased a new position in Union Pacific Co. (NYSE:UNP) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,560 shares of the railroad operator’s stock, valued at approximately $462,000. A number of other hedge funds have also recently modified […]

Magnolia Capital Advisors LLC Acquires Shares of 4,807 iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Magnolia Capital Advisors LLC acquired a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 4,807 shares of the company’s stock, valued at approximately $989,000. iShares Core S&P Mid-Cap ETF makes up approximately 0.9% of […]

Westshore Wealth LLC Makes New $393,000 Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Westshore Wealth LLC bought a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,329 shares of the company’s stock, valued at approximately $393,000. A number of other institutional investors and hedge […]

Westshore Wealth LLC Invests $206,000 in Tesla Inc (NASDAQ:TSLA)

Westshore Wealth LLC purchased a new position in shares of Tesla Inc (NASDAQ:TSLA) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 492 shares of the electric vehicle producer’s stock, valued at approximately $206,000. Several other institutional investors also recently made changes to their […]

Westshore Wealth LLC Takes Position in Pfizer Inc. (NYSE:PFE)

Westshore Wealth LLC acquired a new position in Pfizer Inc. (NYSE:PFE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 21,948 shares of the biopharmaceutical company’s stock, valued at approximately $860,000. Pfizer makes up about 0.9% of Westshore Wealth […]

11,004 Shares in Verizon Communications Inc. (NYSE:VZ) Purchased by Westshore Wealth LLC

Westshore Wealth LLC acquired a new position in Verizon Communications Inc. (NYSE:VZ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 11,004 shares of the cell phone carrier’s stock, valued at approximately $676,000. Verizon Communications comprises about 0.7% of Westshore Wealth LLC’s holdings, making the […]

Wealth Advisors Inc. Takes Position in Alphabet Inc (NASDAQ:GOOGL)

Wealth Advisors Inc. bought a new stake in shares of Alphabet Inc (NASDAQ:GOOGL) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,797 shares of the information services provider’s stock, valued at approximately $8,808,000. Alphabet accounts for about 5.0% of Wealth Advisors […]

Westshore Wealth LLC Makes New Investment in Johnson & Johnson (NYSE:JNJ)

Westshore Wealth LLC bought a new position in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 6,350 shares of the company’s stock, valued at approximately $926,000. Johnson & Johnson accounts for approximately 1.0% of Westshore Wealth LLC’s holdings, making […]

Wealth Advisors Inc. Invests $1.01 Million in Bank of America Corp (NYSE:BAC)

Wealth Advisors Inc. bought a new position in shares of Bank of America Corp (NYSE:BAC) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 29,460 shares of the financial services provider’s stock, valued at approximately $1,010,000. Bank of America […]

Sowa Financial Group Inc. Makes New Investment in SPDR Gold Shares (NYSEARCA:GLD)

Sowa Financial Group Inc. bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD) during the 4th quarter, Holdings Channel.com reports. The firm bought 1,031 shares of the exchange traded fund’s stock, valued at approximately $147,000. Other institutional investors have also bought and sold shares of the company. Macquarie Group Ltd. boosted its holdings […]

4,040 Shares in Walmart Inc (NYSE:WMT) Acquired by Magnolia Capital Advisors LLC

Magnolia Capital Advisors LLC bought a new position in Walmart Inc (NYSE:WMT) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 4,040 shares of the retailer’s stock, valued at approximately $480,000. Other large investors have also recently added to or reduced their stakes in […]

Magnolia Capital Advisors LLC Buys New Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Magnolia Capital Advisors LLC bought a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 2,072 shares of the company’s stock, valued at approximately $343,000. Several other institutional investors have also made changes to their positions in the stock. Mine & Arao Wealth Creation & […]

7,644 Shares in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Acquired by Wealth Advisors Inc.

Wealth Advisors Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 7,644 shares of the exchange traded fund’s stock, valued at approximately $636,000. A number of other hedge funds have also […]