Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Spire Wealth Management Lowers Position in Chevron Corporation $CVX
Spire Wealth Management trimmed its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 36.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,396 shares…
TopBuild Corp. $BLD Shares Bought by Spire Wealth Management
Spire Wealth Management grew its holdings in shares of TopBuild Corp. (NYSE:BLD - Free Report) by 3,846.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Westwood Wealth Management Sells 10,728 Shares of Tesla, Inc. $TSLA
Westwood Wealth Management lessened its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 73.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,975 shares…
Oracle Corporation $ORCL Shares Sold by Spire Wealth Management
Spire Wealth Management reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 64.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,427 shares of the…
JGP Wealth Management LLC Grows Holdings in NVIDIA Corporation $NVDA
JGP Wealth Management LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 42.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,415…
Spire Wealth Management Acquires 9,207 Shares of Qualcomm Incorporated $QCOM
Spire Wealth Management lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 187.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Applied Materials, Inc. $AMAT Shares Sold by Spire Wealth Management
Spire Wealth Management reduced its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 31.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,805 shares of the…
Spire Wealth Management Grows Stake in EMCOR Group, Inc. $EME
Spire Wealth Management increased its stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 1,479.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,928…
Spire Wealth Management Boosts Holdings in The Walt Disney Company $DIS
Spire Wealth Management raised its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 72.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…
Spire Wealth Management Sells 15,821 Shares of Adobe Inc. $ADBE
Spire Wealth Management decreased its holdings in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 67.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Spire Wealth Management Buys 7,156 Shares of Chubb Limited $CB
Spire Wealth Management increased its stake in Chubb Limited (NYSE:CB - Free Report) by 490.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,615 shares of the financial…
Spire Wealth Management Sells 8,349 Shares of GE Vernova Inc. $GEV
Spire Wealth Management lessened its holdings in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 56.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,329 shares of the…
Alphabet Inc. $GOOG is Triangle Securities Wealth Management's 6th Largest Position
Triangle Securities Wealth Management cut its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Spire Wealth Management Acquires 1,876 Shares of Lockheed Martin Corporation $LMT
Spire Wealth Management boosted its holdings in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 36.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
NVIDIA Corporation $NVDA is Meadowbrook Wealth Management LLC's 5th Largest Position
Meadowbrook Wealth Management LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 23.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
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