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.
Invesco QQQ $QQQ Shares Sold by WJ Wealth Management LLC
WJ Wealth Management LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 38.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
WJ Wealth Management LLC Sells 8,889 Shares of Alphabet Inc. $GOOG
WJ Wealth Management LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 50.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,873 shares of the…
WJ Wealth Management LLC Has $703,000 Stake in Broadcom Inc. $AVGO
WJ Wealth Management LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 48.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned…
MP Materials Corp. $MP Position Increased by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC lifted its position in MP Materials Corp. (NYSE:MP - Free Report) by 54.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Verizon Communications Inc. $VZ Shares Sold by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC lowered its stake in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 60.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
52,211 Shares in Starbucks Corporation $SBUX Purchased by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC acquired a new position in Starbucks Corporation (NASDAQ:SBUX - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional…
Tcfg Wealth Management LLC Invests $12.53 Million in Intuit Inc. $INTU
Tcfg Wealth Management LLC purchased a new position in shares of Intuit Inc. (NASDAQ:INTU - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased…
Tcfg Wealth Management LLC Buys New Holdings in Invesco QQQ $QQQ
Tcfg Wealth Management LLC purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Tcfg Wealth Management LLC Buys New Shares in Fair Isaac Corporation $FICO
Tcfg Wealth Management LLC acquired a new stake in shares of Fair Isaac Corporation (NYSE:FICO - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 13,614 shares of…
Tcfg Wealth Management LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH
Tcfg Wealth Management LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 2,463.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
10,968 Shares in The TJX Companies, Inc. $TJX Purchased by Tcfg Wealth Management LLC
Tcfg Wealth Management LLC purchased a new stake in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 10,968 shares of the…
Peterson Wealth Management Sells 2,364 Shares of CrowdStrike $CRWD
Peterson Wealth Management trimmed its position in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 43.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,032 shares…
WJ Wealth Management LLC Lowers Stock Holdings in Costco Wholesale Corporation $COST
WJ Wealth Management LLC cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 58.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
Tcfg Wealth Management LLC Invests $1.77 Million in Duke Energy Corporation $DUK
Tcfg Wealth Management LLC purchased a new stake in shares of Duke Energy Corporation (NYSE:DUK - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Tcfg Wealth Management LLC Has $2.08 Million Holdings in Helmerich & Payne, Inc. $HP
Tcfg Wealth Management LLC increased its position in shares of Helmerich & Payne, Inc. (NYSE:HP - Free Report) by 85.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…
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