Advisors in a sentence

Advisors Asset Management Inc. purchased a new stake in shares of Confluent in the first quarter valued at $30,000.

Alphabet comprises approximately 0.8% of Five Oceans Advisors’ holdings, making the stock its 26th largest holding.

Aaron Wealth Advisors LLC’s holdings in Apple were worth $29,650,000 at the end of the most recent reporting period.

Alphabet makes up about 1.3% of Capital Impact Advisors LLC’s portfolio, making the stock its 2nd biggest holding.

Advisors Capital Management LLC’s holdings in Amazon.com were worth $33,775,000 as of its most recent SEC filing.

All Terrain Financial Advisors LLC boosted its stake in Johnson & Johnson () by 3.8% during the 2nd quarter, reports.

Amazon.com comprises about 1.1% of My Legacy Advisors LLC’s holdings, making the stock its 17th largest position.

Aptus Capital Advisors LLC lifted its stake in shares of Cornerstone Strategic Value Fund by 7.4% in the 3rd quarter.

Arbor Trust Wealth Advisors LLC lifted its position in shares of Merck & Co., Inc. by 1.9% in the fourth quarter.

Advisors Asset Management Inc. boosted its stake in Arrowhead Pharmaceuticals by 94.6% during the first quarter.

Advisors Asset Management Inc.’s holdings in Arcosa were worth $1,016,000 at the end of the most recent quarter.

Alphabet comprises 1.3% of Bristlecone Advisors LLC’s investment portfolio, making the stock its 19th largest position.

Argent Advisors Inc.’s holdings in Alphabet were worth $553,000 at the end of the most recent reporting period.

As advisors look to diversify client portfolios, a concentrated active international equity ETF is worth consideration.

Advisors Asset Management Inc. lifted its holdings in shares of Marriott International by 28.2% during the third quarter.

Amazon.com makes up about 3.0% of Callahan Advisors LLC’s holdings, making the stock its 5th biggest holding.

Amplius Wealth Advisors LLC’s holdings in Pfizer were worth $1,164,000 at the end of the most recent quarter.

According to the civil rights leaders, only about 1 percent of 18,000 tenured Morgan Stanley Financial advisors are Black.

Addison Advisors LLC raised its position in shares of Pinnacle West Capital by 27.7% during the 4th quarter.

Alphabet accounts for approximately 0.7% of Latitude Advisors LLC’s portfolio, making the stock its 24th largest position.