SEC Filing Articles

2,649 Shares in Dollar General Corp. (NYSE:DG) Bought by Westshore Wealth LLC

Westshore Wealth LLC acquired a new position in shares of Dollar General Corp. (NYSE:DG) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,649 shares of the company’s stock, valued at approximately $413,000. A number of other hedge funds have also recently modified their holdings […]

Westshore Wealth LLC Buys Shares of 7,783 The Coca-Cola Co (NYSE:KO)

Westshore Wealth LLC bought a new stake in The Coca-Cola Co (NYSE:KO) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 7,783 shares of the company’s stock, valued at approximately $431,000. Several other hedge funds also recently made changes to their positions in KO. Wealth […]

Westshore Wealth LLC Makes New Investment in Fiserv Inc (NASDAQ:FISV)

Westshore Wealth LLC acquired a new stake in Fiserv Inc (NASDAQ:FISV) during the fourth quarter, HoldingsChannel reports. The firm acquired 4,000 shares of the business services provider’s stock, valued at approximately $463,000. Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Braun Bostich & Associates Inc. purchased […]

Westshore Wealth LLC Buys Shares of 17,046 iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Westshore Wealth LLC purchased a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 17,046 shares of the exchange traded fund’s stock, valued at approximately $765,000. iShares MSCI Emerging Markets ETF accounts for 0.8% of Westshore Wealth LLC’s […]

5,205 Shares in Alibaba Group Holding Ltd (NYSE:BABA) Bought by Wealth Advisors Inc.

Wealth Advisors Inc. acquired a new position in shares of Alibaba Group Holding Ltd (NYSE:BABA) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 5,205 shares of the specialty retailer’s stock, valued at approximately $1,148,000. Alibaba Group comprises 0.7% of Wealth Advisors Inc.’s holdings, making the […]

Wealth Advisors Inc. Invests $1.62 Million in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Wealth Advisors Inc. purchased a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,402 shares of the company’s stock, valued at approximately $1,616,000. Vanguard Dividend Appreciation ETF makes up 0.9% of Wealth […]

SVB Wealth Advisory Inc. Takes $161,000 Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

SVB Wealth Advisory Inc. acquired a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) during the 4th quarter, Holdings Channel.com reports. The fund acquired 1,697 shares of the company’s stock, valued at approximately $161,000. A number of other hedge funds and other institutional investors have also recently made changes to their positions in the […]

SVB Wealth Advisory Inc. Takes $1.76 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

SVB Wealth Advisory Inc. acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 5,441 shares of the company’s stock, valued at approximately $1,759,000. iShares Core S&P 500 ETF makes up about 1.7% of SVB Wealth Advisory Inc.’s investment portfolio, making the stock […]

Westshore Wealth LLC Acquires New Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Westshore Wealth LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 18,760 shares of the network equipment provider’s stock, valued at approximately $900,000. Cisco Systems accounts for approximately 1.0% of Westshore […]

Wealth Advisors Inc. Invests $870,000 in Home Depot Inc (NYSE:HD)

Wealth Advisors Inc. purchased a new position in Home Depot Inc (NYSE:HD) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 3,565 shares of the home improvement retailer’s stock, valued at approximately $870,000. Other large investors also recently bought and sold shares of the company. Ballentine Partners LLC lifted its holdings in shares […]

SVB Wealth Advisory Inc. Takes Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

SVB Wealth Advisory Inc. bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 393 shares of the company’s stock, valued at approximately $51,000. Other institutional investors have also recently added to or reduced their […]

Westshore Wealth LLC Invests $1.74 Million in iShares Cohen & Steers REIT ETF (BATS:ICF)

Westshore Wealth LLC purchased a new position in iShares Cohen & Steers REIT ETF (BATS:ICF) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 14,842 shares of the company’s stock, valued at approximately $1,736,000. iShares Cohen & Steers REIT ETF comprises 1.9% of Westshore […]

Westshore Wealth LLC Acquires Shares of 164,786 United Parcel Service, Inc. (NYSE:UPS)

Westshore Wealth LLC acquired a new stake in shares of United Parcel Service, Inc. (NYSE:UPS) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 164,786 shares of the transportation company’s stock, valued at approximately $19,290,000. United Parcel Service makes up about 21.2% of Westshore Wealth LLC’s portfolio, making […]

Sowa Financial Group Inc. Invests $475,000 in AT&T Inc. (NYSE:T)

Sowa Financial Group Inc. purchased a new stake in shares of AT&T Inc. (NYSE:T) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 12,144 shares of the technology company’s stock, valued at approximately $475,000. A number of other hedge funds also recently made changes to […]

Sowa Financial Group Inc. Buys New Shares in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Sowa Financial Group Inc. bought a new stake in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 19,482 shares of the company’s stock, valued at approximately $1,137,000. Invesco S&P 500 Low Volatility ETF […]

Sowa Financial Group Inc. Takes Position in Consolidated Edison, Inc. (NYSE:ED)

Sowa Financial Group Inc. purchased a new stake in shares of Consolidated Edison, Inc. (NYSE:ED) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,000 shares of the utilities provider’s stock, valued at approximately $543,000. Several other institutional investors and hedge […]

Sowa Financial Group Inc. Makes New $254,000 Investment in Deere & Company (NYSE:DE)

Sowa Financial Group Inc. purchased a new position in shares of Deere & Company (NYSE:DE) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,466 shares of the industrial products company’s stock, valued at approximately $254,000. Several other hedge funds have also […]

Magnolia Capital Advisors LLC Invests $469,000 in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Magnolia Capital Advisors LLC acquired a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 10,565 shares of the exchange traded fund’s stock, valued at approximately $469,000. Other hedge funds also […]

Magnolia Capital Advisors LLC Invests $1.20 Million in Southern Co (NYSE:SO)

Magnolia Capital Advisors LLC acquired a new position in shares of Southern Co (NYSE:SO) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 18,844 shares of the utilities provider’s stock, valued at approximately $1,200,000. Southern comprises 1.1% of Magnolia Capital Advisors LLC’s portfolio, making the stock its 21st largest position. Other institutional investors […]

Magnolia Capital Advisors LLC Makes New Investment in Merck & Co., Inc. (NYSE:MRK)

Magnolia Capital Advisors LLC bought a new position in Merck & Co., Inc. (NYSE:MRK) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 6,500 shares of the company’s stock, valued at approximately $591,000. A number of other hedge funds have also recently added to or reduced their stakes in the business. Ilmarinen Mutual […]

Westshore Wealth LLC Acquires Shares of 5,336 Eaton Co. PLC (NYSE:ETN)

Westshore Wealth LLC acquired a new stake in Eaton Co. PLC (NYSE:ETN) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 5,336 shares of the industrial products company’s stock, valued at approximately $505,000. Other hedge funds have also made changes to their positions in […]

17,055 Shares in Facebook, Inc. (NASDAQ:FB) Acquired by Wealth Advisors Inc.

Wealth Advisors Inc. bought a new position in shares of Facebook, Inc. (NASDAQ:FB) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 17,055 shares of the social networking company’s stock, valued at approximately $3,715,000. Facebook accounts for about 2.1% of Wealth Advisors […]

Sowa Financial Group Inc. Buys Shares of 199 Lockheed Martin Co. (NYSE:LMT)

Sowa Financial Group Inc. acquired a new position in shares of Lockheed Martin Co. (NYSE:LMT) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 199 shares of the aerospace company’s stock, valued at approximately $77,000. Other hedge funds and […]

Westshore Wealth LLC Makes New Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Westshore Wealth LLC acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) during the 4th quarter, Holdings Channel reports. The firm acquired 6,227 shares of the exchange traded fund’s stock, valued at approximately $1,032,000. iShares Russell 2000 ETF makes up 1.1% of Westshore Wealth LLC’s holdings, making the stock its 12th biggest […]

28,792 Shares in iShares Russell 1000 Value ETF (NYSEARCA:IWD) Purchased by Westshore Wealth LLC

Westshore Wealth LLC acquired a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 28,792 shares of the exchange traded fund’s stock, valued at approximately $3,930,000. iShares Russell 1000 Value ETF accounts for approximately 4.3% of […]

Sowa Financial Group Inc. Buys New Holdings in Procter & Gamble Co (NYSE:PG)

Sowa Financial Group Inc. bought a new stake in Procter & Gamble Co (NYSE:PG) during the fourth quarter, HoldingsChannel reports. The fund bought 785 shares of the company’s stock, valued at approximately $98,000. A number of other hedge funds and other institutional investors have also recently modified their holdings of PG. Norges Bank purchased a […]

SVB Wealth Advisory Inc. Invests $86,000 in iShares Gold Trust (NYSEARCA:IAU)

SVB Wealth Advisory Inc. bought a new position in iShares Gold Trust (NYSEARCA:IAU) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 5,922 shares of the exchange traded fund’s stock, valued at approximately $86,000. Several other institutional investors have also bought and sold shares of IAU. Charles […]

SVB Wealth Advisory Inc. Invests $74,000 in iShares Russell 2000 ETF (NYSEARCA:IWM)

SVB Wealth Advisory Inc. purchased a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 444 shares of the exchange traded fund’s stock, valued at approximately $74,000. Other hedge funds have also modified their […]

194,991 Shares in iShares US Preferred Stock ETF (NASDAQ:PFF) Purchased by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in shares of iShares US Preferred Stock ETF (NASDAQ:PFF) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 194,991 shares of the company’s stock, valued at approximately $7,330,000. iShares US Preferred Stock ETF makes up approximately 6.0% […]

Sowa Financial Group Inc. Acquires New Shares in Caterpillar Inc. (NYSE:CAT)

Sowa Financial Group Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 685 shares of the industrial products company’s stock, valued at approximately $101,000. Several other hedge funds have also recently added to or […]

Sowa Financial Group Inc. Invests $116,000 in Bank of America Corp (NYSE:BAC)

Sowa Financial Group Inc. bought a new stake in Bank of America Corp (NYSE:BAC) during the fourth quarter, HoldingsChannel reports. The fund bought 3,289 shares of the financial services provider’s stock, valued at approximately $116,000. Other hedge funds and other institutional investors have also recently modified their holdings of the company. Asset Advisors Investment Management […]

35,953 Shares in iShares MSCI EAFE ETF (NYSEARCA:EFA) Acquired by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 35,953 shares of the exchange traded fund’s stock, valued at approximately $2,497,000. iShares MSCI EAFE ETF makes up […]

Sowa Financial Group Inc. Acquires New Shares in Philip Morris International Inc. (NYSE:PM)

Sowa Financial Group Inc. acquired a new stake in Philip Morris International Inc. (NYSE:PM) in the 4th quarter, Holdings Channel reports. The firm acquired 2,204 shares of the company’s stock, valued at approximately $188,000. A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the […]

Tempus Wealth Planning LLC Acquires New Holdings in ConocoPhillips (NYSE:COP)

Tempus Wealth Planning LLC acquired a new stake in ConocoPhillips (NYSE:COP) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,450 shares of the energy producer’s stock, valued at approximately $354,000. Several other hedge funds also recently modified their holdings of COP. Executive Wealth Management LLC […]

Sowa Financial Group Inc. Invests $959,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sowa Financial Group Inc. acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 2,966 shares of the company’s stock, valued at approximately $959,000. A number of other institutional investors have also modified their holdings of IVV. First Bank & Trust bought a […]

Tempus Wealth Planning LLC Makes New Investment in Eli Lilly And Co (NYSE:LLY)

Tempus Wealth Planning LLC purchased a new position in Eli Lilly And Co (NYSE:LLY) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,110 shares of the company’s stock, valued at approximately $277,000. Several other large investors have also recently modified their […]

Tempus Wealth Planning LLC Buys Shares of 43,542 iShares US Real Estate ETF (NYSEARCA:IYR)

Tempus Wealth Planning LLC purchased a new position in iShares US Real Estate ETF (NYSEARCA:IYR) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 43,542 shares of the real estate investment trust’s stock, valued at approximately $4,053,000. iShares US Real Estate ETF […]

Magnolia Capital Advisors LLC Buys Shares of 28,101 iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Magnolia Capital Advisors LLC bought a new stake in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 28,101 shares of the company’s stock, valued at approximately $1,843,000. iShares Edge MSCI Min […]

Magnolia Capital Advisors LLC Invests $291,000 in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Magnolia Capital Advisors LLC acquired a new position in SPDR S&P Dividend ETF (NYSEARCA:SDY) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 2,710 shares of the company’s stock, valued at approximately $291,000. Other institutional investors and hedge funds have also recently bought […]

Magnolia Capital Advisors LLC Buys New Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Magnolia Capital Advisors LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 7,214 shares of the company’s stock, valued at approximately $317,000. Several other hedge funds and other institutional investors have also recently […]

Westshore Wealth LLC Makes New $626,000 Investment in 3M Co (NYSE:MMM)

Westshore Wealth LLC bought a new position in 3M Co (NYSE:MMM) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,547 shares of the conglomerate’s stock, valued at approximately $626,000. 3M accounts for approximately 0.7% of Westshore Wealth LLC’s portfolio, making the stock its 23rd […]

Wealth Advisors Inc. Makes New $1.80 Million Investment in NVIDIA Co. (NASDAQ:NVDA)

Wealth Advisors Inc. purchased a new position in shares of NVIDIA Co. (NASDAQ:NVDA) in the fourth quarter, Holdings Channel reports. The fund purchased 6,070 shares of the computer hardware maker’s stock, valued at approximately $1,800,000. NVIDIA comprises 1.0% of Wealth Advisors Inc.’s holdings, making the stock its 19th largest holding. Other hedge funds have also […]

Westshore Wealth LLC Takes $442,000 Position in SPDR Gold Shares (NYSEARCA:GLD)

Westshore Wealth LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 3,092 shares of the exchange traded fund’s stock, valued at approximately $442,000. Several other institutional investors and hedge funds have also bought and sold shares […]

Westshore Wealth LLC Purchases Shares of 65,417 iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Westshore Wealth LLC bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 65,417 shares of the company’s stock, valued at approximately $3,900,000. iShares Russell Mid-Cap ETF makes up approximately 4.3% of Westshore Wealth […]

SVB Wealth Advisory Inc. Invests $276,000 in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

SVB Wealth Advisory Inc. purchased a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,163 shares of the company’s stock, valued at approximately $276,000. Several other large investors have also […]

SVB Wealth Advisory Inc. Takes $253,000 Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

SVB Wealth Advisory Inc. bought a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,548 shares of the company’s stock, valued at approximately $253,000. Other institutional investors have also recently […]

SVB Wealth Advisory Inc. Buys Shares of 274 iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

SVB Wealth Advisory Inc. bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 274 shares of the company’s stock, valued at approximately $33,000. A number of other institutional investors and hedge funds […]

Sowa Financial Group Inc. Invests $171,000 in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Sowa Financial Group Inc. purchased a new position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,554 shares of the exchange traded fund’s stock, valued at approximately $171,000. Other hedge funds […]

18,008 Shares in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Acquired by Sowa Financial Group Inc.

Sowa Financial Group Inc. purchased a new position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 18,008 shares of the company’s stock, valued at approximately $1,707,000. iShares Russell Mid-Cap Value ETF comprises approximately […]

22,965 Shares in Visa Inc (NYSE:V) Acquired by Sowa Financial Group Inc.

Sowa Financial Group Inc. bought a new position in Visa Inc (NYSE:V) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 22,965 shares of the credit-card processor’s stock, valued at approximately $4,315,000. Visa accounts for approximately 3.5% of Sowa Financial Group Inc.’s portfolio, making the […]