St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF AdjustmentsInsiderSet·Aug 8, 2026AAPLSPY
CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Aug 4, 2026VUGSCHG
Seneca Financial Advisors Llc Q2 2026 Portfolio Adjustments: Focus on Schwab and Vanguard FundsInsiderSet·Jul 30, 2026SCHGSCHP
Horizon Financial Services LLC Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Jul 21, 2026SPYGSPYV
White & Co Financial Planning Inc Portfolio Concentration Analysis: High Allocation in SCHWab ETFsInsiderSet·Jul 18, 2026SCHXSCHF
Blue Square Asset Management Q2 2026: Focus on US Equities and ETF GrowthInsiderSet·Jul 16, 2026QQQNVDA
Curbstone Financial Management Corp Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 16, 2026AAPLSCHD
Triangle Securities Wealth Management Portfolio Update: Q2 2026 Focus on GrowthInsiderSet·Jul 16, 2026GOOGJAVA
Fragasso Financial Advisors Q2 2026 Investment Activity: Focus on ETFs and TechnologyInsiderSet·Jul 11, 2026IEFAIVV