<strong>Topel & Distasi Wealth Management LLC</strong> Portfolio Shifts in Q2 2026InsiderSet·6d agoVTVVUG
Ccg Wealth Management Llc Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales ObservedInsiderSet·6d agoQQQSPYG
Centerpoint Advisors LLC Activity Analysis Q1 2026: New Purchases & SalesInsiderSet·Aug 8, 2026IJHIVV
Trifecta Capital Advisors Q2 2026 Portfolio Activity: Notable Purchases and SalesInsiderSet·Aug 6, 2026AAPLAMZN
Oakwell Private Wealth Management Q2 2026 Portfolio Activity: Focus on ETFs and TechnologyInsiderSet·Aug 5, 2026VTIVEA
Fulton Breakefield Broenniman Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 5, 2026AAPLGOOGL
Jhp Wealth Management Llc Portfolio Activity: Significant Buys & Sells in Q2 2026InsiderSet·Aug 4, 2026VOOVEA
Cahaba Wealth Management: Significant Purchases & Sales Observed for Q2 2026 PortfolioInsiderSet·Aug 3, 2026IXUSIJH
Arrow Financial Corp Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 3, 2026QQQIJH
Lgl Partners LLC Portfolio Adjustments in Q2 2026: Focus on ETF Sales and PurchasesInsiderSet·Jul 28, 2026SPYQQQ
Fft Wealth Management Llc Q2 2026 Portfolio Activity: Heavy Focus on S&P 500 & Growth ETFsInsiderSet·Jul 28, 2026QQQIVV
Wilshire Advisors Llc Portfolio Analysis for Q2 2026: Major Holdings and Allocation InsightsInsiderSet·Jul 28, 2026IEFAIJH
Investor Activity Report: Wealth Architects LLC's Significant Changes in Portfolio Holdings During Q2 2026InsiderSet·Jul 25, 2026IVVLRCX
Sage Financial Group Q2 Portfolio Activity: Strategic Shifts and Significant Holdings ChangesInsiderSet·Jul 22, 2026VTVIJH
Fiduciary Alliance Llc Portfolio Shifts in Q2 2026: Strategic Buys and SellsInsiderSet·Jul 22, 2026MSFTAAPL
Venturi Wealth Management Increases Portfolio Exposure with Major ETF PurchasesInsiderSet·Jul 21, 2026AAPLIEFA
Cjm Wealth Advisers Q2 Portfolio Shift: Focus on Dividend & Tech, Minor Adjustments in IndicesInsiderSet·Jul 19, 2026QQQVTV
Amplius Wealth Advisors Q2 2026: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 19, 2026RECSPVAL
Ironwood Financial Investor Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Jul 19, 2026AAPLIJH
Global Trust Wealth Management Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 19, 2026SPYQQQ
Single Point Partners Q2 2026: Major Purchases in Vanguard ETFs and iShares Core FundsInsiderSet·Jul 18, 2026IEFAIJH
Berman Mcaleer Llc Q2 2026 Portfolio Activity: Significant Purchases ObservedInsiderSet·Jul 18, 2026VOEDFAI
Cooke Wealth Management Q2 Portfolio Activity: ETF Rebalances & Minor AdjustmentsInsiderSet·Jul 18, 2026VTISCHR
City National Bank Of Florida Portfolio Shift: Concentrated in US Equities & Emerging MarketsInsiderSet·Jul 17, 2026AAPLNVDA
Nestegg Advisors Inc Q2 2026 Portfolio Activity: Significant Increases in ETF HoldingsInsiderSet·Jul 16, 2026SCHGIWD
Southern Capital Advisors LLC Q2 2026 Portfolio Activity: Focus on Growth ETFsInsiderSet·Jul 16, 2026IEFAIVV
Ironwood Wealth Management Top Holdings Analysis: June 2026 Portfolio SnapshotInsiderSet·Jul 16, 2026IVVIUSV
Fort Henry Capital Portfolio Analysis: Concentration in Broad ETF HoldingsInsiderSet·Jul 16, 2026IVVAGG
Roth Financial Partners Portfolio Analysis: Concentration in ETFs Dominates HoldingsInsiderSet·Jul 16, 2026SPYIEFA
Blue Square Asset Management Q2 2026: Focus on US Equities and ETF GrowthInsiderSet·Jul 16, 2026QQQNVDA
Neumann Capital Management Q2 2026: Strategic ETF Purchases and Minor AdjustmentsInsiderSet·Jul 15, 2026IJHVNQ
Park Capital Management Q2 2026 Portfolio Activity: Focus on SPY, QQQ and New Small-Cap HoldingsInsiderSet·Jul 14, 2026AAPLSPY
Holland Advisory Services Inc Investment Activity Analysis: Q2 Changes DetailedInsiderSet·Jul 14, 2026AAPLVTI
RTD Financial Advisors Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 14, 2026IJHIVV
Abound Wealth Management Q2 2026 Portfolio Activity: Focus on Tech Buys, Financial SellsInsiderSet·Jul 13, 2026VEAIVV
G&S Capital Llc Investment Activity in Q2 2026: New Purchases and Significant ReductionsInsiderSet·Jul 13, 2026SPYQQQ
Afg Fiduciary Services Portfolio Shifts: Heavy S&P 500 ETF Sales, Focus on GrowthInsiderSet·Jul 12, 2026SPYAMD
Melone Private Wealth Q2 2026 Filing: Munis, ETFs Dominate Portfolio ActivityInsiderSet·Jul 12, 2026CGDVUSFR
Valeo Financial Advisors Portfolio Shifts in Q1 2026: Focus on Emerging Markets and TechnologyInsiderSet·Jul 10, 2026SPYIJH
Twin Cities Retirement Group Portfolio Concentration Analysis: Heavy Exposure in Vanguard FundsInsiderSet·Jul 10, 2026VEAVCIT
Baron Wealth Management Llc Activity in Q2 2026: Significant Buys & Sells ObservedInsiderSet·Jul 9, 2026AAPLSNA