Wilson & Boucher Capital Management Q2 Portfolio Changes: Focus on Growth ETFsInsiderSet·6d agoAAPLVTI
Compass Financial Group Q2 2026 Portfolio Activity: Major Increases in VANGUARD Funds, Smaller AdjustmentsInsiderSet·Aug 9, 2026VTIVOO
Evergreen Advisors LLC Q2 2026 Portfolio Activity: Significant Increases Across HoldingsInsiderSet·Aug 8, 2026SCHDVCIT
Hanson & Doremus Investment Management Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Jul 31, 2026TSMVEA
Seed Wealth Management Inc. Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 29, 2026AVUVSCHP
Bouchey Financial Group Ltd Q2 2026 Portfolio Activity: Strategic Buys and Sells ObservedInsiderSet·Jul 28, 2026AAPLQQQ
Asset Advisors Investment Management Q2 2026 Portfolio Activity: Strategic Shifts in TechnologyInsiderSet·Jul 26, 2026MSFTGOOGL
Trunorth Capital Management Q2 Portfolio Changes: Focus on Schwab and Dimensional ETFsInsiderSet·Jul 25, 2026SCHOSCHF
Strid Group LLC Q2 2026 Portfolio Activity: Focus on Specific ETFs and Stock HoldingsInsiderSet·Jul 25, 2026VEAVEU
Carlton Hofferkamp & Jenks Wealth Management: Active Portfolio Adjustments in Q2 2026InsiderSet·Jul 25, 2026AAPLSPY
Evensky & Katz LLC Portfolio Activity: Significant Changes Observed in Q2 2026InsiderSet·Jul 25, 2026AVUVITOT
Global Wealth Management LLC Portfolio Shifts: Significant Buys & ETF Flows in Q2InsiderSet·Jul 22, 2026SCHDVUSB
Manchester Financial Inc Portfolio Changes Q2 2026: Focus on ETFs and TechInsiderSet·Jul 19, 2026SCHXIDMO
Bond & Devick Financial Network Inc.: Significant Portfolio Changes in Q2 2026InsiderSet·Jul 18, 2026JCPBSCHZ
Davis Capital Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF Holdings and Individual StocksInsiderSet·Jul 18, 2026AAPLGOOG
Ht Partners Llc Portfolio Shifts in Q2 2026: Focus on Emerging Markets and Technology ETFsInsiderSet·Jul 18, 2026VTIVEA
Hengehold Capital Management Q2 2026 Portfolio Activity: Significant Purchases and Sales ObservedInsiderSet·Jul 18, 2026SPYPG
Cfg Wealth Portfolio Analysis: Heavy Bond Concentration as of June 2026InsiderSet·Jul 18, 2026BNDSCHF
Boyum Wealth Architects Llc Portfolio Update: Strategic Shifts in Q3 2026InsiderSet·Jul 18, 2026AVDEDYNF
Davidson Kahn Capital Management Q2 2026: Strategic Stock Purchases and Portfolio AdjustmentsInsiderSet·Jul 18, 2026AMZNQQQ
Walker Financial Services Inc.: Key Purchases and Sales in Q2 2026 Portfolio ActivityInsiderSet·Jul 16, 2026SCHDSTIP
<strong>Hhm Wealth Advisors</strong> Portfolio Shifts: Strategic Adjustments in Q3 2026InsiderSet·Jul 15, 2026SCHDSCHG
Juncture Wealth Strategies Q2 2026 Portfolio Activity: Significant Purchases & Sales ObservedInsiderSet·Jul 11, 2026SCHDRSP
Wynn Capital's Q2 2026 Portfolio Activity: Strategic Buys in Growth SectorsInsiderSet·Jul 10, 2026MSFTAAPL
Beacon Wealthcare Llc Portfolio Changes in Q2 2026: Focus on Treasury ETFs and TechnologyInsiderSet·Jul 5, 2026VTIIEF