Beacon Investment Advisory Services Inc. cut its holdings in Gilead Sciences, Inc. () by 0.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/10/03/beacon-investment-advisory-services-inc-has-5-70-million-holdings-in-gilead-sciences-inc-nasdaqgild/

Beacon Investment Advisory Services Inc. increased its holdings in shares of Microsoft Co. () by 1.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/01/11/beacon-investment-advisory-services-inc-boosts-stock-holdings-in-microsoft-co-nasdaqmsft/

Beacon Investment Advisory Services Inc. raised its position in Ulta Beauty, Inc. () by 0.6% during the second quarter, according to its most recent 13F filing with the SEC.

Source: https://www.etfdailynews.com/2023/10/03/beacon-investment-advisory-services-inc-purchases-217-shares-of-ulta-beauty-inc-nasdaqulta/

Capital Investment Advisory Services LLC bought a new position in shares of iShares 0-5 Year TIPS Bond ETF in the fourth quarter worth $28,000.

Source: https://www.americanbankingnews.com/2023/06/16/46390-shares-in-ishares-0-5-year-tips-bond-etf-nysearcastip-acquired-by-ddfg-inc.html

Capital Investment Advisory Services LLC’s holdings in Invesco BulletShares 2028 Corporate Bond ETF were worth $227,000 at the end of the most recent reporting period.

Source: https://www.americanbankingnews.com/2023/01/07/capital-investment-advisory-services-llc-has-227000-holdings-in-invesco-bulletshares-2028-corporate-bond-etf-nysearcabscs.html

Cary Street Partners Investment Advisory LLC now owns 4,188 shares of the financial services provider’s stock worth $331,000 after acquiring an additional 114 shares during the last quarter.

Source: https://www.americanbankingnews.com/2023/03/31/boston-trust-walden-corp-makes-new-investment-in-morgan-stanley-nysems.html

CFS Investment Advisory Services LLC boosted its holdings in ProShares Russell 2000 Dividend Growers ETF by 5,539.6% during the third quarter.

Source: https://www.etfdailynews.com/2023/04/01/arlington-partners-llc-sells-531-shares-of-proshares-russell-2000-dividend-growers-etf-batssmdv/

CFS Investment Advisory Services LLC now owns 1,644,137 shares of the oil and gas company’s stock worth $34,000 after acquiring an additional 1,624,980 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/01/09/bard-financial-services-inc-grows-stock-holdings-in-exxon-mobil-co-nysexom/

CFS Investment Advisory Services LLC now owns 1,884,648 shares of the company’s stock valued at $77,836,000 after acquiring an additional 7,117 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/10/23/janney-montgomery-scott-llc-sells-2554-shares-of-pacer-trendpilot-us-large-cap-etf-batsptlc.html

CFS Investment Advisory Services LLC purchased a new position in Microsoft Co. () during the 2nd quarter, reports.

Source: https://www.americanbankingnews.com/2023/10/21/10375-shares-in-microsoft-co-nasdaqmsft-acquired-by-cfs-investment-advisory-services-llc.html

CFS Investment Advisory Services LLC raised its holdings in Vanguard Growth ETF by 21,145.2% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/03/19/capital-investment-advisors-llc-has-813000-stock-position-in-vanguard-growth-etf-nysearcavug/

Charles Schwab Investment Advisory Inc. grew its holdings in shares of Schwab US Small-Cap ETF by 109.5% during the first quarter.

Source: https://www.americanbankingnews.com/2023/07/23/avantax-advisory-services-inc-cuts-position-in-schwab-us-small-cap-etf-nysearcascha.html

Charles Schwab Investment Advisory Inc. increased its stake in Vanguard Tax-Exempt Bond ETF by 1.5% in the second quarter.

Source: https://www.etfdailynews.com/2023/12/26/hanlon-investment-management-inc-has-2-45-million-stake-in-vanguard-tax-exempt-bond-etf-nysearcavteb/

Citadel Investment Advisory Inc. increased its stake in Alphabet by 1,900.0% during the 3rd quarter.

Source: https://www.etfdailynews.com/2023/01/07/alphabet-inc-nasdaqgoog-shares-purchased-by-mason-associates-inc/

Finally, Cary Street Partners Investment Advisory LLC boosted its holdings in VMware by 16.7% in the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/05/15/eversource-wealth-advisors-llc-buys-706-shares-of-vmware-inc-nysevmw.html

Finally, Goodwin Investment Advisory grew its position in Amazon.com by 1,225.8% in the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/12/11/2849-shares-in-amazon-com-inc-nasdaqamzn-purchased-by-woodley-farra-manion-portfolio-management-inc.html

Finally, Goodwin Investment Advisory lifted its position in Amazon.com by 1,225.8% during the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/12/11/fullerton-fund-management-co-ltd-purchases-new-position-in-amazon-com-inc-nasdaqamzn.html

Finally, Harbor Investment Advisory LLC bought a new position in ZTO Express (Cayman) during the 3rd quarter valued at $30,000.

Source: https://www.etfdailynews.com/2023/02/08/creative-planning-purchases-shares-of-8557-zto-express-cayman-inc-nysezto/

Finally, Harbor Investment Advisory LLC grew its holdings in shares of CoStar Group by 39.0% during the third quarter.

Source: https://www.etfdailynews.com/2023/04/21/kestra-advisory-services-llc-has-2-29-million-stake-in-costar-group-inc-nasdaqcsgp/

Finally, Harbor Investment Advisory LLC increased its holdings in shares of Twilio by 47.9% during the second quarter.

Source: https://www.etfdailynews.com/2023/01/01/cambridge-investment-research-advisors-inc-decreases-stock-holdings-in-twilio-inc-nysetwlo/