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Secure Asset Management LLC Has $2 43 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Secure Asset Management LLC decreased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,504 shares of the company’s stock after selling 258 shares during the quarter. […]

Tesla, Inc (NASDAQ:TSLA) Shares Bought by Everhart Financial Group Inc

Everhart Financial Group Inc. lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.8% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,259 shares of the electric vehicle producer’s stock after acquiring an additional 1,699 shares during the quarter. Tesla comprises 1.2% of Everhart Financial Group Inc.’s holdings, making the […]

Secure Asset Management LLC Has $437,000 Position in PepsiCo, Inc (NASDAQ:PEP)

Secure Asset Management LLC lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 2,361 shares of the company’s stock after purchasing an additional 72 shares during the quarter. Secure Asset Management LLC’s holdings in PepsiCo were worth $437,000 at the end of […]

Secure Asset Management LLC Raises Position in AbbVie Inc (NYSE:ABBV)

Secure Asset Management LLC boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 17,966 shares of the company’s stock after buying an additional 274 shares during the quarter. AbbVie comprises 0.7% of Secure Asset Management LLC’s holdings, making the stock its 28th […]

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