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Investing
Parsons Capital Management Inc. RI Has $240,000 Stock Position in iShares Russell Mid-Cap Growth ETF $IWP

Parsons Capital Management Inc. RI has reduced its holdings in the iShares Russell Mid-Cap Growth ETF by 42.3% during the second quarter, according to a recent SEC filing. The fund sold 1,268 shares, leaving it with 1,731 shares worth about $240,000.

ETFs

Stock Market

 Parsons Capital Management Inc. RI Has $240,000 Stock Position in iShares Russell Mid-Cap Growth ETF $IWP
Teradyne, Inc. $TER Shares Sold by State of Alaska Department of Revenue

The State of Alaska Department of Revenue has reduced its position in Teradyne, Inc. by 5.5%, selling over a thousand shares. The transaction leaves the Department with 18,023 shares worth an estimated $1,620,000.

Stock Market

 Teradyne, Inc. $TER Shares Sold by State of Alaska Department of Revenue
Signaturefd LLC Has $135,000 Holdings in CNH Industrial N.V. $CNH

Signaturefd LLC recently sold 1,694 shares of CNH Industrial, reducing its stake by 14%. According to SEC filings, the firm now holds 10,435 shares, worth $135,000 as of the latest quarter. This transaction highlights a noteworthy portfolio adjustment for the financial firm.

Stock Market

 Signaturefd LLC Has $135,000 Holdings in CNH Industrial N.V. $CNH
Signaturefd LLC Purchases 946 Shares of Hims & Hers Health, Inc. $HIMS

Signaturefd LLC recently increased its holding in Hims & Hers Health, Inc. by 36.6% during the second quarter, according to regulatory disclosures. The move involved the purchase of an additional 946 shares, bringing the fund’s total to 3,532 shares.

Stock Market

 Signaturefd LLC Purchases 946 Shares of Hims & Hers Health, Inc. $HIMS
OLD Second National Bank of Aurora Has $6.12 Million Stock Position in Eli Lilly and Company $LLY

Old Second National Bank of Aurora has raised its holdings in Eli Lilly and Company, now possessing a $6.12 million position. According to its latest SEC filing, the bank increased its stake by 11.5% in the second quarter, reaching 7,856 shares in total.

Stock Market

 OLD Second National Bank of Aurora Has $6.12 Million Stock Position in Eli Lilly and Company $LLY
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Holdings in Eli Lilly and Company $LLY

Empirical Financial Services LLC d.b.a. Empirical Wealth Management expanded its investment in Eli Lilly and Company (NYSE:LLY) by 6.9% in the second quarter, accumulating an additional 887 shares. By quarter’s end, the fund owned a total of 13,747 shares, reflecting continued confidence in the pharmaceutical leader.

Stock Market

 Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Holdings in Eli Lilly and Company $LLY
A $19 Billion Reason to Buy Nebius Stock Today

There is a buzz around the $19 billion figure tied to Nebius stock, prompting technology investors to take note. Meanwhile, Barchart Premier’s suite of tools, including a free 30-day trial, is spotlighted as a method to track investments in this emerging space.

Stock Market

 A $19 Billion Reason to Buy Nebius Stock Today
Could a Rotation Into Staples Stocks Be Next? What the Charts Say About 3 Dividend Payers.

A recent report suggests that consumer-staples stocks might be gaining attention as markets look for more defensive positions. Three dividend-paying companies, highlighted in the analysis, could be pivotal as investors weigh where to park their money next.

Stock Market

Hilltop National Bank Takes Position in Caterpillar Inc. $CAT

Hilltop National Bank recently revealed a new stake in Caterpillar, acquiring 3,141 shares valued at about $1.2 million. The move, disclosed in a 13F SEC filing, reflects continued confidence in the industrial giant’s prospects and places Caterpillar under an ever-growing spotlight among institutional investors.

Stock Market

 Hilltop National Bank Takes Position in Caterpillar Inc. $CAT
Trust Co. of Vermont Has $233,000 Stock Position in iShares Russell 1000 ETF $IWB

Trust Co. of Vermont recently expanded its stake in iShares Russell 1000 ETF by 26.5%, reflecting the firm’s growing investment in large-cap equities. Its latest regulatory filing highlights a total holding of 687 shares, now valued at $233,000.

ETFs

Stock Market

 Trust Co. of Vermont Has $233,000 Stock Position in iShares Russell 1000 ETF $IWB
Janney Montgomery Scott LLC Lowers Stock Position in Prudential Financial, Inc. $PRU

Janney Montgomery Scott LLC lowered its stake in Prudential Financial during the second quarter, selling over 14,000 shares. This 8.8% reduction leaves the firm with a total of 146,883 shares according to its most recent SEC filing.

Stock Market

 Janney Montgomery Scott LLC Lowers Stock Position in Prudential Financial, Inc. $PRU
HB Wealth Management LLC Cuts Stock Holdings in Take-Two Interactive Software, Inc. $TTWO

HB Wealth Management LLC has reduced its shares in Take-Two Interactive Software by 11.4% during the second quarter. According to a recent filing with the Securities & Exchange Commission, the firm sold 761 shares and now holds 5,898 shares of the gaming giant’s stock.

Stock Market

 HB Wealth Management LLC Cuts Stock Holdings in Take-Two Interactive Software, Inc. $TTWO
Northwest Wealth Management LLC Boosts Holdings in Broadcom Inc. $AVGO

Northwest Wealth Management LLC recently increased its holdings in Broadcom by 15.6%, reflecting continued institutional interest in the semiconductor industry. According to the company’s latest Form 13F filing with the SEC, the firm gained an additional 294 shares, bringing its total holdings to 2,175.

Stock Market

 Northwest Wealth Management LLC Boosts Holdings in Broadcom Inc. $AVGO
Greenleaf Trust Sells 1,098 Shares of General Mills, Inc. $GIS

Greenleaf Trust sold 1,098 shares of General Mills in the second quarter, reducing its stake by 6.7%. The fund now holds 15,274 shares valued at $791,000. This move highlights a strategic shift in its investment choices.

Stock Market

 Greenleaf Trust Sells 1,098 Shares of General Mills, Inc. $GIS
Consolidated Portfolio Review Corp Raises Stock Position in MetLife, Inc. $MET

Consolidated Portfolio Review Corp signaled its continued interest in MetLife, Inc. by raising its stake in the second quarter. A recent SEC filing reports a 6.8% increase, reflecting a strategic investment in the financial services giant.

Stock Market

 Consolidated Portfolio Review Corp Raises Stock Position in MetLife, Inc. $MET
Consolidated Portfolio Review Corp Takes $338,000 Position in iShares MBS ETF $MBB

Consolidated Portfolio Review Corp has taken a new position in iShares MBS ETF, acquiring 3,602 shares valued at approximately $338,000. The move, disclosed in a filing with the Securities and Exchange Commission, indicates the firm’s participation in the mortgage-backed securities market.

Bonds

ETFs

Stock Market

 Consolidated Portfolio Review Corp Takes $338,000 Position in iShares MBS ETF $MBB
Citadel Bumps Stake in SPAC by 1,300% Days Before SEC Approved Its Merger With Nuclear Plant Developer

Citadel Advisors increased its position in a blank check company by 1,300% just before the U.S. Securities and Exchange Commission approved a merger with a nuclear technology developer. The move stands out both for its timing and for the considerable stake in a sector poised for growth.

Stock Market

 Citadel Bumps Stake in SPAC by 1,300% Days Before SEC Approved Its Merger With Nuclear Plant Developer
Humana provides a peek into its Medicare Advantage plan ratings, and the stock jumps

Humana’s shares surged after the company disclosed select details from the government’s Star Ratings for its 2026 Medicare Advantage plans. The market responded swiftly, reflecting investor optimism about the insurer’s potential performance.

Stock Market

 Humana provides a peek into its Medicare Advantage plan ratings, and the stock jumps
$100 Invested In American Express 5 Years Ago Would Be Worth This Much Today

American Express (NYSE: AXP) has surpassed broader market gains over the last five years, posting an 11.5% annualized lead. With an average yearly return of 26.33%, the financial titan has shown that even a small investment could have reaped notable rewards during this period.

Stock Market

 $100 Invested In American Express 5 Years Ago Would Be Worth This Much Today
Clarity Financial LLC Has $14.97 Million Holdings in ONEOK, Inc. $OKE

Clarity Financial LLC has increased its holdings in ONEOK, Inc. by more than a third, reflecting the firm’s confidence in the utilities provider. This move brings its total investment to $14.97 million and highlights ONEOK’s heightened importance within Clarity’s portfolio.

Stock Market

 Clarity Financial LLC Has $14.97 Million Holdings in ONEOK, Inc. $OKE
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Bought by Cantor Fitzgerald Investment Advisors L.P.

Cantor Fitzgerald Investment Advisors L.P. recently boosted its stake in Vanguard Short-Term Corporate Bond ETF (VCSH) by 3.5%. According to its latest SEC filing, the firm added nearly 200 shares during the second quarter, bringing its total to over 5,700 shares.

Bonds

ETFs

 Vanguard Short-Term Corporate Bond ETF $VCSH Shares Bought by Cantor Fitzgerald Investment Advisors L.P.
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