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.
ConocoPhillips $COP Shares Purchased by Smith Salley Wealth Management
Smith Salley Wealth Management raised its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 175.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,254 shares of the energy…
Smith Salley Wealth Management Increases Position in Caterpillar Inc. $CAT
Smith Salley Wealth Management raised its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 16.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional…
Accenture PLC $ACN Shares Sold by Marietta Wealth Management LLC
Marietta Wealth Management LLC lowered its position in Accenture PLC (NYSE:ACN - Free Report) by 92.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,871…
Chemed Corporation $CHE Holdings Reduced by Smith Salley Wealth Management
Smith Salley Wealth Management lessened its stake in shares of Chemed Corporation (NYSE:CHE - Free Report) by 17.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Smith Salley Wealth Management Increases Stake in UnitedHealth Group Incorporated $UNH
Smith Salley Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 89.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Kingsman Wealth Management Inc. Has $275,000 Stake in CrowdStrike $CRWD
Kingsman Wealth Management Inc. lowered its position in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 83.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 560 shares of…
AbbVie Inc. $ABBV Shares Acquired by Smith Salley Wealth Management
Smith Salley Wealth Management grew its stake in AbbVie Inc. (NYSE:ABBV - Free Report) by 3.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 158,917…
Marietta Wealth Management LLC Sells 4,008 Shares of Adobe Inc. $ADBE
Marietta Wealth Management LLC decreased its stake in Adobe Inc. (NASDAQ:ADBE - Free Report) by 18.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Howmet Aerospace Inc. $HWM Shares Sold by Kingsman Wealth Management Inc.
Kingsman Wealth Management Inc. decreased its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM - Free Report) by 30.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
Kingsman Wealth Management Inc. Invests $1.82 Million in Citigroup Inc. $C
Kingsman Wealth Management Inc. purchased a new position in shares of Citigroup Inc. (NYSE:C - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Marriott International, Inc. $MAR Shares Acquired by Marietta Wealth Management LLC
Marietta Wealth Management LLC grew its holdings in shares of Marriott International, Inc. (NASDAQ:MAR - Free Report) by 22.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Kingsman Wealth Management Inc. Purchases New Stake in RTX Corporation $RTX
Kingsman Wealth Management Inc. acquired a new position in RTX Corporation (NYSE:RTX - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 17,670 shares of the…
Smith Salley Wealth Management Boosts Stake in Colgate-Palmolive Company $CL
Smith Salley Wealth Management raised its holdings in Colgate-Palmolive Company (NYSE:CL - Free Report) by 698.5% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…
Smith Salley Wealth Management Raises Stake in Micron Technology, Inc. $MU
Smith Salley Wealth Management lifted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 462.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Elevance Health, Inc. $ELV Shares Bought by Smith Salley Wealth Management
Smith Salley Wealth Management lifted its holdings in Elevance Health, Inc. (NYSE:ELV - Free Report) by 26.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 39,852 shares of the company's…
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