Meyer Handelman Co. recently reduced its stake in Microsoft Corporation by 0.8%, selling 3,906 shares during the second quarter. Despite this decrease, Microsoft continues to be a significant part of the fund’s portfolio, taking up around 7.8% of its total holdings.

Oregon Pacific Wealth Management LLC has reduced its holdings in Microsoft by 1.7%, selling 225 shares during the second quarter. New SEC filings show that the firm now holds 13,298 shares, keeping Microsoft at about 6.3% of its portfolio.

BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.

Sageworth Trust Co recently acquired 19,895 shares of the iShares S&P Mid-Cap 400 Value ETF, valued at nearly $2.46 million. The move comes during the second quarter, reflecting greater interest in mid-cap value funds from multiple institutional investors.

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.

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.

Sowell Financial Services LLC has undergone a significant shift in its investment portfolio, reducing its stake in Vale S.A. by 77.5% during the second quarter. The firm now holds 17,045 shares of the basic materials company, valued at $166,000.

While Warren Buffett’s portfolio is known for its reliability, no investor is infallible. This brief look at three of his holdings reveals why two are likely to remain strong options, and why one may not be living up to its billing.

Shira Ridge Wealth Management has slightly reduced its position in Apple, selling 281 shares to decrease its overall stake by 0.9%. Despite this move, the firm continues to hold nearly 30,000 shares of the tech giant, demonstrating its lingering confidence in Apple’s performance.

Affinity Wealth Management LLC has expanded its interest in Linde PLC by 1.5%, adding 166 shares to its existing stake. This addition elevates Linde’s role in the firm’s overall portfolio, now accounting for 0.8% of its holdings.

BNC Wealth Management LLC recently reduced its stake in Exxon Mobil by 6.5% through the sale of 225 shares, finalizing a position of 3,256 shares. The move, disclosed in the firm’s latest 13F filing, signals a strategic adjustment to its portfolio during the second quarter.

Charter Capital Management LLC DE has acquired 9,043 shares of WEC Energy Group, valued at approximately $942,000. The utilities-focused investment represents 0.6% of the firm’s overall portfolio. This move takes place during the second quarter, according to recent disclosures.

Allegany Law Foundation will host estate planning clinics at three Allegany County libraries during September and October. This initiative aims to provide community members with accessible legal guidance on wills and other critical estate matters.

NS Partners Ltd increased its holdings in Microsoft Corporation by 0.7% this quarter, pushing its total share count to 531,365. The investment, now worth $199.47 million, comprises 8.8% of the fund’s portfolio. It reflects the continuing confidence in the tech giant’s performance.

The SALT deduction limit is set to rise to $40,000 in 2025. Experts say this could spell significant tax savings for many Americans, particularly those in high-tax states, and even present a rare chance for some to pay 0% capital gains.

For dividend-focused investors, the Schwab US Dividend Equity ETF offers a streamlined alternative to picking individual stocks. By delegating research and selection to a managed fund, investors can potentially save time and effort while still focusing on dividend income.

Tax season may be months away, but for those who pay quarterly estimated taxes, the September 30 deadline is critical. By acting now and considering deductions, there’s still time to reduce what you owe.

Year-round bookkeeping is the key to stress-free tax filing, explains Sandy Richard of S & A Bookkeeping in Worland, Wyoming. By maintaining steady communication with a bookkeeper and organizing records well in advance, small business owners can avoid unwelcome tax surprises and keep their finances on track.

TCM Advisors LLC recently increased its stake in Lockheed Martin Corporation by adding 300 shares, marking an 11% boost. This update, reflecting movements in the first quarter, brings the firm’s total Lockheed Martin holdings to 3,033 shares, or about 0.1% of TCM’s portfolio.

Investors looking to secure their financial future might consider four high-yield ETFs—FDVV, SCHD, VOO, and VYM—that aim to deliver both steady income and capital growth. With low cost, lower risk, and a balanced mix of holdings, these funds could support a long-term retirement strategy.

Roth IRAs are one of the nation’s most popular ways to save for retirement, offering unique tax advantages. However, as the name suggests, the 5-year rule can puzzle even the most diligent savers. Here’s a closer look at what you need to know.