Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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Concurrent Investment Advisors Increases Stake in Amazon.com, Inc.
Concurrent Investment Advisors has boosted its stake in Amazon by 252,417 shares.
Concurrent Investment Advisors Increases Stake in iShares Core Universal USD Bond ETF
The firm boosts its position significantly in the iShares Core Universal USD Bond ETF, reflecting a notable shift in its portfolio strategy.
Concurrent Investment Advisors Increases Stake in Vanguard Information Technology ETF
Concurrent Investment Advisors adds 536,168 shares to its position in the Vanguard Information Technology Index Fund ETF Shares, bringing its total to 763,152…
Concurrent Investment Advisors Takes New Position in ExxonMobil (XOM)
Concurrent Investment Advisors has opened a new stake in ExxonMobil Holdings, purchasing 509,579 shares valued at about $82.9 million.
Concurrent Investment Advisors Grows Apple Inc. Stake
Concurrent Investment Advisors expanded its investment in Apple Inc. by 23.8%, according to a recent regulatory filing.
Concurrent Investment Advisors Increases NVIDIA Holdings
Concurrent Investment Advisors has boosted its stake in NVIDIA Corporation, increasing its holdings to over 1.9 million shares.
Concurrent Investment Advisors Increases iShares Core S&P 500 ETF Stake
Concurrent Investment Advisors boosts its position in the iShares Core S&P 500 ETF by 92.2% in a recent filing.
Cache Advisors Boosts Position in Alphabet Inc. (GOOG)
Cache Advisors added 76,187 shares of Alphabet Inc., increasing its total stake to 185,417 shares valued at about $63.2 million.
Smead Capital Management Boosts Stake in Zoetis Inc. (ZTS)
Smead Capital Management increased its position in Zoetis Inc. by 28.2%, now holding over 1.58 million shares valued at approximately $110.4 million.
Smead Capital Management Increases Stake in Crocs, Inc.
Smead Capital Management has boosted its stake in Crocs, Inc. by over 220,000 shares.
Smead Capital Management Cuts Target Corporation Position
Smead Capital Management has reduced its stake in Target Corporation by 176,556 shares, bringing its total ownership to 1.23 million shares.
Smead Capital Management Reduces Stake in Amgen Inc.
Smead Capital Management has trimmed its position in Amgen Inc. by over 72,000 shares.
Financial Synergies Wealth Advisors Sells Entire Stake in Home Depot
Financial Synergies Wealth Advisors completely exited its investment in Home Depot as of October 16, 2026.
Financial Synergies Wealth Advisors Sells Out of Philip Morris International Inc.
Financial Synergies Wealth Advisors has completely exited its position in Philip Morris International Inc. as of its latest 13F filing.
Financial Synergies Wealth Advisors Sells Out of Vanguard ETF (VIG)
Financial Synergies Wealth Advisors sold its entire position in Vanguard Dividend Appreciation ETF Shares, cutting 861 shares in a filing on October 16, 2026.
Financial Synergies Wealth Advisors Takes New Position in AMD
The firm acquired 340 shares of AMD valued at approximately $208,000 in a recent filing.
Financial Synergies Wealth Advisors Takes Position in Palo Alto Networks
Financial Synergies Wealth Advisors has opened a new position in Palo Alto Networks, acquiring 538 shares valued at $213,753.
Financial Synergies Wealth Advisors Takes Position in Coca-Cola Company
Financial Synergies Wealth Advisors initiated a new position in The Coca-Cola Company, acquiring 2,681 shares valued at about $230,819.
Financial Synergies Wealth Advisors Takes Position in iShares Core S&P Small-Cap ETF
The firm has opened a new stake in the small-cap ETF, marking its first holdings.
Financial Synergies Wealth Advisors Takes New Position in DFIC
The firm has opened a new stake in the Dimensional International Core Equity 2 ETF.
Financial Synergies Wealth Advisors Opens New Position in Meta Platforms, Inc.
A recent regulatory filing shows Financial Synergies Wealth Advisors took a brand-new stake in Meta Platforms, Inc.
Financial Synergies Wealth Advisors Takes New Stake in SpaceX
Financial Synergies Wealth Advisors has made its first investment in SpaceX by acquiring over 4,300 shares.
Financial Synergies Wealth Advisors Takes New Position in VCIT
The firm opened a new stake in the Vanguard Intermediate-Term Corporate Bond ETF.
Saratoga Research Cuts Entire Stake in Altria Group, Inc. (MO)
Saratoga Research & Investment Management has sold its entire stake in Altria Group as of its latest 13F filing.
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