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Intel Co. (NASDAQ:INTC) Stock Holdings Cut by Annex Advisory Services LLC

Intel Co. (NASDAQ:INTC) Stock Holdings Cut by Annex Advisory Services LLC

Annex Advisory Services LLC reduced its position in shares of Intel Co. (NASDAQ:INTC) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,065 shares... 
Alphabet Inc. (NASDAQ:GOOGL) Shares Bought by Sequoia Financial Advisors LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Bought by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 2.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
Annex Advisory Services LLC Acquires New Shares in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Annex Advisory Services LLC Acquires New Shares in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Annex Advisory Services LLC bought a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 4,999... 
Annex Advisory Services LLC Purchases Shares of 6,113 Pfizer Inc. (NYSE:PFE)

Annex Advisory Services LLC Purchases Shares of 6,113 Pfizer Inc. (NYSE:PFE)

Annex Advisory Services LLC acquired a new stake in Pfizer Inc. (NYSE:PFE) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 6,113 shares of the biopharmaceutical... 
Intel Co. (NASDAQ:INTC) Shares Purchased by SOL Capital Management CO

Intel Co. (NASDAQ:INTC) Shares Purchased by SOL Capital Management CO

SOL Capital Management CO increased its holdings in shares of Intel Co. (NASDAQ:INTC) by 3.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 41,186 shares... 
180 Wealth Advisors LLC Has $1.47 Million Stock Position in salesforce.com, inc. (NYSE:CRM)

180 Wealth Advisors LLC Has $1.47 Million Stock Position in salesforce.com, inc. (NYSE:CRM)

180 Wealth Advisors LLC reduced its holdings in shares of salesforce.com, inc. (NYSE:CRM) by 1.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... 
Bell & Brown Wealth Advisors LLC Buys 200 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Bell & Brown Wealth Advisors LLC Buys 200 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Bell & Brown Wealth Advisors LLC grew its stake in SPDR Gold Shares (NYSEARCA:GLD) by 16.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... 
Invesco QQQ Trust (NASDAQ:QQQ) Shares Sold by SOL Capital Management CO

Invesco QQQ Trust (NASDAQ:QQQ) Shares Sold by SOL Capital Management CO

SOL Capital Management CO reduced its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 4.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,133 shares... 
Sequoia Financial Advisors LLC Decreases Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Sequoia Financial Advisors LLC Decreases Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Sequoia Financial Advisors LLC cut its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 0.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned... 
Abbott Laboratories (NYSE:ABT) Stock Position Raised by FLC Capital Advisors

Abbott Laboratories (NYSE:ABT) Stock Position Raised by FLC Capital Advisors

FLC Capital Advisors lifted its stake in shares of Abbott Laboratories (NYSE:ABT) by 5.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Sequoia Financial Advisors LLC Has $3.72 Million Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Sequoia Financial Advisors LLC Has $3.72 Million Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Sequoia Financial Advisors LLC cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 0.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,846 shares of... 
FLC Capital Advisors Has $5.37 Million Stock Holdings in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

FLC Capital Advisors Has $5.37 Million Stock Holdings in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

FLC Capital Advisors decreased its position in shares of Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) by 5.0% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 40,496 shares... 
Annex Advisory Services LLC Makes New $251,000 Investment in Lowe's Companies, Inc. (NYSE:LOW)

Annex Advisory Services LLC Makes New $251,000 Investment in Lowe's Companies, Inc. (NYSE:LOW)

Annex Advisory Services LLC acquired a new position in shares of Lowe's Companies, Inc. (NYSE:LOW) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... 
International Business Machines Co. (NYSE:IBM) Stake Raised by 180 Wealth Advisors LLC

International Business Machines Co. (NYSE:IBM) Stake Raised by 180 Wealth Advisors LLC

180 Wealth Advisors LLC boosted its holdings in International Business Machines Co. (NYSE:IBM) by 7.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... 
Sippican Capital Advisors Purchases 4,463 Shares of AT&T Inc. (NYSE:T)

Sippican Capital Advisors Purchases 4,463 Shares of AT&T Inc. (NYSE:T)

Sippican Capital Advisors boosted its position in AT&T Inc. (NYSE:T) by 11.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor... 
180 Wealth Advisors LLC Has $1.77 Million Position in AT&T Inc. (NYSE:T)

180 Wealth Advisors LLC Has $1.77 Million Position in AT&T Inc. (NYSE:T)

180 Wealth Advisors LLC boosted its holdings in shares of AT&T Inc. (NYSE:T) by 3.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Facebook, Inc. (NASDAQ:FB) Shares Sold by Sequoia Financial Advisors LLC

Facebook, Inc. (NASDAQ:FB) Shares Sold by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lowered its position in Facebook, Inc. (NASDAQ:FB) by 2.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... 
FLC Capital Advisors Reduces Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

FLC Capital Advisors Reduces Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

FLC Capital Advisors decreased its position in Invesco QQQ Trust (NASDAQ:QQQ) by 25.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,250... 
Sequoia Financial Advisors LLC Has $8.32 Million Stake in salesforce.com, inc. (NYSE:CRM)

Sequoia Financial Advisors LLC Has $8.32 Million Stake in salesforce.com, inc. (NYSE:CRM)

Sequoia Financial Advisors LLC decreased its stake in shares of salesforce.com, inc. (NYSE:CRM) by 25.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 33,107 shares of the... 
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Purchased by Sequoia Financial Advisors LLC

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Purchased by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 3.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... 
Sequoia Financial Advisors LLC Purchases 1,775 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Sequoia Financial Advisors LLC Purchases 1,775 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Sequoia Financial Advisors LLC boosted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD) by 5.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 36,400 shares of the... 
Sequoia Financial Advisors LLC Has $15.41 Million Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sequoia Financial Advisors LLC Has $15.41 Million Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sequoia Financial Advisors LLC increased its position in Invesco QQQ Trust (NASDAQ:QQQ) by 30.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... 
Alphabet Inc. (NASDAQ:GOOGL) is Bell & Brown Wealth Advisors LLC’s 4th Largest Position

Alphabet Inc. (NASDAQ:GOOGL) is Bell & Brown Wealth Advisors LLC’s 4th Largest Position

Bell & Brown Wealth Advisors LLC decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 0.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Sequoia Financial Advisors LLC Has $15.41 Million Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sequoia Financial Advisors LLC Has $15.41 Million Position in Invesco QQQ Trust (NASDAQ:QQQ)

Sequoia Financial Advisors LLC increased its position in Invesco QQQ Trust (NASDAQ:QQQ) by 30.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... 
180 Wealth Advisors LLC Raises Holdings in Starbucks Co. (NASDAQ:SBUX)

180 Wealth Advisors LLC Raises Holdings in Starbucks Co. (NASDAQ:SBUX)

180 Wealth Advisors LLC lifted its holdings in shares of Starbucks Co. (NASDAQ:SBUX) by 0.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,688... 
Intel Co. (NASDAQ:INTC) Holdings Raised by 180 Wealth Advisors LLC

Intel Co. (NASDAQ:INTC) Holdings Raised by 180 Wealth Advisors LLC

180 Wealth Advisors LLC grew its position in Intel Co. (NASDAQ:INTC) by 4.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,203 shares of the chip maker’s... 
Visa Inc (NYSE:V) Shares Bought by Sequoia Financial Advisors LLC

Visa Inc (NYSE:V) Shares Bought by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC increased its holdings in Visa Inc (NYSE:V) by 31.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,838 shares of the credit-card... 
Sequoia Financial Advisors LLC Sells 872 Shares of Starbucks Co. (NASDAQ:SBUX)

Sequoia Financial Advisors LLC Sells 872 Shares of Starbucks Co. (NASDAQ:SBUX)

Sequoia Financial Advisors LLC reduced its stake in shares of Starbucks Co. (NASDAQ:SBUX) by 3.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... 
iShares S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Sequoia Financial Advisors LLC

iShares S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC raised its holdings in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 4.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 24,752 shares of the company’s stock after buying... 
AT&T Inc. (NYSE:T) Shares Sold by Keating Investment Counselors Inc.

AT&T Inc. (NYSE:T) Shares Sold by Keating Investment Counselors Inc.

Keating Investment Counselors Inc. lowered its holdings in AT&T Inc. (NYSE:T) by 8.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,840 shares of the technology... 
Sequoia Financial Advisors LLC Increases Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Sequoia Financial Advisors LLC Increases Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Sequoia Financial Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Sequoia Financial Advisors LLC Increases Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Sequoia Financial Advisors LLC Increases Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Sequoia Financial Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
FLC Capital Advisors Lowers Holdings in NVIDIA Co. (NASDAQ:NVDA)

FLC Capital Advisors Lowers Holdings in NVIDIA Co. (NASDAQ:NVDA)

FLC Capital Advisors decreased its position in shares of NVIDIA Co. (NASDAQ:NVDA) by 8.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,027 shares... 
Sequoia Financial Advisors LLC Boosts Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Sequoia Financial Advisors LLC Boosts Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Sequoia Financial Advisors LLC grew its position in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 4.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Bell & Brown Wealth Advisors LLC Sells 70 Shares of Facebook, Inc. (NASDAQ:FB)

Bell & Brown Wealth Advisors LLC Sells 70 Shares of Facebook, Inc. (NASDAQ:FB)

Bell & Brown Wealth Advisors LLC decreased its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
FLC Capital Advisors Sells 1,100 Shares of salesforce.com, inc. (NYSE:CRM)

FLC Capital Advisors Sells 1,100 Shares of salesforce.com, inc. (NYSE:CRM)

FLC Capital Advisors cut its holdings in salesforce.com, inc. (NYSE:CRM) by 20.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
JMG Financial Group Ltd. Increases Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

JMG Financial Group Ltd. Increases Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

JMG Financial Group Ltd. lifted its position in Invesco QQQ Trust (NASDAQ:QQQ) by 2.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,065 shares of the exchange traded fund’s... 
FLC Capital Advisors Sells 43 Shares of Alphabet Inc. (NASDAQ:GOOGL)

FLC Capital Advisors Sells 43 Shares of Alphabet Inc. (NASDAQ:GOOGL)

FLC Capital Advisors lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,284 shares of the... 
The Walt Disney Company (NYSE:DIS) Shares Sold by Callan Capital LLC

The Walt Disney Company (NYSE:DIS) Shares Sold by Callan Capital LLC

Callan Capital LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS) by 13.9% in the third quarter, Holdings Channel.com reports. The firm owned 3,507 shares of the entertainment giant’s stock after selling... 
SOL Capital Management CO Purchases 150 Shares of The Walt Disney Company (NYSE:DIS)

SOL Capital Management CO Purchases 150 Shares of The Walt Disney Company (NYSE:DIS)

SOL Capital Management CO boosted its position in shares of The Walt Disney Company (NYSE:DIS) by 1.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... 
American Trust Investment Advisors LLC Sells 65 Shares of Paypal Holdings Inc (NASDAQ:PYPL)

American Trust Investment Advisors LLC Sells 65 Shares of Paypal Holdings Inc (NASDAQ:PYPL)

American Trust Investment Advisors LLC decreased its position in shares of Paypal Holdings Inc (NASDAQ:PYPL) by 0.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... 
180 Wealth Advisors LLC Decreases Stock Holdings in Paypal Holdings Inc (NASDAQ:PYPL)

180 Wealth Advisors LLC Decreases Stock Holdings in Paypal Holdings Inc (NASDAQ:PYPL)

180 Wealth Advisors LLC trimmed its holdings in shares of Paypal Holdings Inc (NASDAQ:PYPL) by 11.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,978... 
180 Wealth Advisors LLC Trims Holdings in Lowe's Companies, Inc. (NYSE:LOW)

180 Wealth Advisors LLC Trims Holdings in Lowe's Companies, Inc. (NYSE:LOW)

180 Wealth Advisors LLC trimmed its position in Lowe's Companies, Inc. (NYSE:LOW) by 4.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... 
Comcast Co. (NASDAQ:CMCSA) Shares Bought by 180 Wealth Advisors LLC

Comcast Co. (NASDAQ:CMCSA) Shares Bought by 180 Wealth Advisors LLC

180 Wealth Advisors LLC boosted its holdings in shares of Comcast Co. (NASDAQ:CMCSA) by 2.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,255 shares... 
180 Wealth Advisors LLC Buys 301 Shares of Pfizer Inc. (NYSE:PFE)

180 Wealth Advisors LLC Buys 301 Shares of Pfizer Inc. (NYSE:PFE)

180 Wealth Advisors LLC lifted its holdings in Pfizer Inc. (NYSE:PFE) by 0.7% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 45,925 shares of the biopharmaceutical company’s... 
Sequoia Financial Advisors LLC Has $2.52 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sequoia Financial Advisors LLC Has $2.52 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sequoia Financial Advisors LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 34.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... 
180 Wealth Advisors LLC Lowers Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

180 Wealth Advisors LLC Lowers Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

180 Wealth Advisors LLC reduced its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 4.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... 
Sequoia Financial Advisors LLC Acquires 301 Shares of United Parcel Service, Inc. (NYSE:UPS)

Sequoia Financial Advisors LLC Acquires 301 Shares of United Parcel Service, Inc. (NYSE:UPS)

Sequoia Financial Advisors LLC increased its holdings in United Parcel Service, Inc. (NYSE:UPS) by 2.1% in the third quarter, HoldingsChannel reports. The firm owned 14,529 shares of the transportation company’s stock after... 
Sequoia Financial Advisors LLC Acquires 2,757 Shares of Palo Alto Networks, Inc. (NYSE:PANW)

Sequoia Financial Advisors LLC Acquires 2,757 Shares of Palo Alto Networks, Inc. (NYSE:PANW)

Sequoia Financial Advisors LLC grew its holdings in Palo Alto Networks, Inc. (NYSE:PANW) by 11.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,895... 
Annex Advisory Services LLC Takes $193,000 Position in Enterprise Products Partners L.P. (NYSE:EPD)

Annex Advisory Services LLC Takes $193,000 Position in Enterprise Products Partners L.P. (NYSE:EPD)

Annex Advisory Services LLC bought a new stake in Enterprise Products Partners L.P. (NYSE:EPD) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The...