Founders Capital Management has drastically reduced its stake in PepsiCo during the second quarter, selling 5,260 shares according to its latest SEC filing. The firm now holds 3,730 shares, valued at approximately $493,000, representing a 58.5% cut in its position.

Lowery Thomas LLC has marginally increased its stake in the iShares Russell 1000 ETF, purchasing an additional 36 shares in the second quarter. The ETF now accounts for 3.3% of the firm’s total portfolio, underscoring its continued confidence in large-cap U.S. equities.

Deltec Asset Management LLC has expanded its stake in Ocular Therapeutix by 2.9% during the second quarter. In total, the firm owns 2,794,892 shares after purchasing an additional 78,519 shares, reflecting the importance of the biopharmaceutical company in Deltec’s overall portfolio.

LexAurum Advisors LLC has increased its holdings in the SPDR Portfolio S&P 600 Small Cap ETF by 4.1%, reflecting a continued focus on small-cap equities. The recent purchase of 607 additional shares brings the firm’s total to 15,245 shares, valued at around $649,000.

Jasper Therapeutics, Inc. is under legal scrutiny following a class action lawsuit filed by DJS Law Group. The case alleges the company violated key provisions of the Securities Exchange Act, potentially impacting the rights and investments of shareholders.

Claris Advisors LLC MO recently increased its investment in PepsiCo, Inc. by 14.1%, adding 308 shares in the second quarter. The firm now owns 2,490 shares of the global snack-and-beverage giant, valued at $329,000.

Silver may be on track for a cycle low this October, according to Gann and Fibonacci analysis. Market watchers are closely following these technical indicators to gauge potential pricing shifts in the commodity sector.

As AI continues to reshape the technology sector, a Barron’s report suggests that the key to navigating concerns about a possible market bubble lies in direct ownership. While the full text remains behind a paywall, the premise is clear: owning AI may safeguard against future volatility.

Bourgeon Capital Management LLC recently reduced its shareholding in Analog Devices, Inc. by 4.2% during the second quarter. The firm sold 502 shares, leaving it with 11,357 shares in the semiconductor company, according to a filing with the Securities and Exchange Commission.

Refined Wealth Management has taken a new position in Tesla, acquiring 668 shares during the second quarter. Valued at about $212,000, this investment represents around 0.1% of the firm’s holdings, according to its filing with the SEC.

First County Bank CT reduced its holdings in Walmart Inc. by 7.7%, selling 444 shares in the second quarter. Despite the decrease, the institutional investor still retains 5,317 shares worth about $520,000.

Fifth Third Securities Inc. sold a portion of its position in the VanEck Fallen Angel High Yield Bond ETF, reducing its holdings by 19.4%. The institution still holds 74,048 shares, valued at approximately $2.17 million.

One Wealth Advisors LLC reduced its position in the Vanguard Tax-Exempt Bond ETF by 8.5% during the second quarter of this year. The sale of 46,816 shares leaves the firm holding 502,680 shares, comprising 3.4% of its overall portfolio. This shift underscores a notable update in the firm’s investment strategy.

Trivium Point Advisory LLC has reduced its stake in Zoetis Inc. by 8.1% during the second quarter, selling 1,318 shares. Filings with the Securities & Exchange Commission indicate the firm now holds 14,997 shares of the company’s stock.

Trivium Point Advisory LLC reduced its holdings of Lockheed Martin by 7.3% in the second quarter, according to an SEC filing. The move, which involved selling 323 shares, leaves the firm with 4,073 shares of the aerospace giant.

Northwest Wealth Management LLC has deepened its position in Avantis U.S. Small Cap Equity ETF, raising its overall stake in the fund by 8.6% during the second quarter of 2025. This move adds 8,405 new shares to bring the firm’s total holdings to 105,753.

Northwest Wealth Management LLC recently reduced its stake in Avantis International Equity ETF. According to an SEC filing, the fund sold 372 shares, representing a 0.3% cut in its total holdings. The move leaves the firm with 130,155 shares heading into the year’s second half.

SummerHaven Investment Management LLC has expanded its stake in G-III Apparel Group, LTD. by 1.9% this quarter, purchasing an additional 562 shares to bring its total to 30,415. This move underscores a steady but measured show of confidence in the textile maker as reported in the latest SEC filing.

Harbour Capital Advisors LLC decreased its Microsoft stake by 0.3% in the 2nd quarter, according to a recent SEC filing. The firm sold 78 shares, leaving it with 29,167, while Microsoft continues to account for a significant 3% share of its portfolio.

Farther Finance Advisors LLC significantly increased its stake in Apple Inc. during the second quarter, boosting its holdings by 17.4%. According to the latest SEC filing, the firm now owns 573,665 shares, representing a total position valued at $117.70 million.

Park Avenue Securities LLC has boosted its holdings in Sensata Technologies Holding N.V. by 5.1% in the second quarter. According to a recent SEC filing, the fund purchased 690 shares, bringing its total to 14,315 shares in the scientific and technical instruments company.