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Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) is MFA Wealth Advisors LLC’s Largest Position

Posted by Matthew Jenks on Feb 11th, 2025

MFA Wealth Advisors LLC grew its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »

Livforsakringsbolaget Skandia Omsesidigt Raises Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Posted by Matthew Jenks on Feb 11th, 2025

Livforsakringsbolaget Skandia Omsesidigt lifted its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.1% in the fourth quarter, HoldingsChannel reports. The fund owned 222,363 shares of the semiconductor manufacturer’s... More of this article »

Wilsey Asset Management Inc. Has $919,000 Stock Position in Valero Energy Co. (NYSE:VLO)

Posted by Matthew Jenks on Feb 11th, 2025

Wilsey Asset Management Inc. cut its holdings in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »

Apollon Financial LLC Buys 74 Shares of Eli Lilly and Company (NYSE:LLY)

Posted by Matthew Jenks on Feb 10th, 2025

Apollon Financial LLC boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »

Western Digital Co. (NASDAQ:WDC) Shares Sold by Cidel Asset Management Inc.

Posted by Matthew Jenks on Feb 10th, 2025

Cidel Asset Management Inc. cut its position in shares of Western Digital Co. (NASDAQ:WDC – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,847 shares... More of this article »