Twelve Points Wealth Management Q2 Portfolio Shifts: Focus on Growth SectorsInsiderSet·Aug 10, 2026SGOVBIL
Ridgecrest Wealth Partners Increases Position in HDV ETF, Sells Broadcom SharesInsiderSet·Aug 9, 2026AAPLGOOGL
Seven Springs Wealth Group Q2 2026 Portfolio Activity: Focus on ETFs, Minor Individual Stock ChangesInsiderSet·Aug 8, 2026ISTBFNDF
Autumn Glory Partners, Llc Portfolio Shifts: Major Buys and Sells in Q2 2026InsiderSet·Aug 6, 2026SPYVTI
Fft Wealth Management Llc Q2 2026 Portfolio Activity: Heavy Focus on S&P 500 & Growth ETFsInsiderSet·Jul 28, 2026QQQIJR
Gratus Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 22, 2026QQQMGK
Pfs Partners Q2 Portfolio Activity: Strategic Buys, Sells & Top HoldingsInsiderSet·Jul 22, 2026JAAALMBS
Alhambra Investment Management Llc Portfolio Shifts: Q2 2026 InsightsInsiderSet·Jul 18, 2026AAPLGOOGL
Wolff Financial Management Llc Portfolio Activity: Significant Purchases in Q2 2026InsiderSet·Jul 18, 2026VUGVEA
Ledyard National Bank Portfolio Shifts in Q2 2026: Focus on Dividend Growth, Tech & Consumer DefensiveInsiderSet·Jul 17, 2026MSFTAAPL
Churchill Financial Advisors Q2 2026 Portfolio Activity: New Positions and Increased Holdings in FocusInsiderSet·Jul 17, 2026AMATAAPL
Ritter Daniher Financial Advisory Llc/De Portfolio Shifts in Q2 2026: Focus on Growth and TechnologyInsiderSet·Jul 16, 2026IEFAIJH
Presidio Capital Management Q2 2026 Portfolio Activity: Major Buys and Sells ObservedInsiderSet·Jul 16, 2026BRK-BQQQ
Adirondack Capital Advisors Increases Holdings in Top ETFs During Q2 2026InsiderSet·Jul 13, 2026IVVVIG
Regent Peak Wealth Advisors Llc Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 13, 2026AAPLVTI
Hf Advisory Group LLC Q2 2026 Portfolio Activity: Strategic Shifts in Energy and Consumer SectorsInsiderSet·Jul 12, 2026MSFTGOOG
Alliance Wealth Advisors LLC: Significant Portfolio Adjustments in Q2 2026InsiderSet·Jul 12, 2026QQQVTV
Lifegoal Investments Llc Activity in Q2 2026: Significant Purchases and Strategic AdjustmentsInsiderSet·Jul 10, 2026VUGBND
Jgp Wealth Management Llc Portfolio Shifts in Q2 2026: Major KLAC Purchase, ETF FlowsInsiderSet·Jul 9, 2026MSFTAAPL
Avior Wealth Management Q2 2026 Portfolio Activity: Focus on Vanguard ETFs and Select SectorsInsiderSet·Jul 9, 2026JAVAVUG