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.
As AI Commoditizes Wealth Management, Real Value Becomes Clearer
Alex Shahidi, JD, CFA, CFP, ChFC, CIMA, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Artificial intelligence is beginning to touch nearly every corner of wealth management. Automated portfolios…
Microsoft Corporation $MSFT Shares Purchased by McNaughton Wealth Management LLC
McNaughton Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Invesco QQQ $QQQ Stock Holdings Lessened by MBE Wealth Management LLC
MBE Wealth Management LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 3.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned…
Venturi Wealth Management LLC Sells 1,991 Shares of Tesla, Inc. $TSLA
Venturi Wealth Management LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 8.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,826 shares of the electric…
Pioneer Wealth Management Group Purchases 6,640 Shares of Apple Inc. $AAPL
Pioneer Wealth Management Group increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 99.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm…
Centurion Wealth Management LLC Sells 10,285 Shares of NVIDIA Corporation $NVDA
Centurion Wealth Management LLC decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 22.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned…
Centric Wealth Management Purchases New Position in Procter & Gamble Company (The) $PG
Centric Wealth Management acquired a new stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm…
Alphabet Inc. $GOOG Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned…
Grant Private Wealth Management Inc Grows Stock Position in Microsoft Corporation $MSFT
Grant Private Wealth Management Inc lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
Microsoft Corporation $MSFT Shares Bought by Baron Wealth Management LLC
Baron Wealth Management LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,478…
Jupiter Wealth Management LLC Invests $889,000 in ExxonMobil Corporation $XOM
Jupiter Wealth Management LLC purchased a new position in ExxonMobil Corporation (NYSE:XOM - Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 6,500 shares of the…
CocaCola Company (The) $KO Shares Acquired by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC lifted its position in CocaCola Company (The) (NYSE:KO - Free Report) by 7.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned…
3,643 Shares in Eli Lilly and Company $LLY Purchased by Bellars Harris Wealth Management LLC
Bellars Harris Wealth Management LLC acquired a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,643 shares of the…
Cannon Wealth Management Services LLC Acquires New Position in The Sherwin-Williams Company $SHW
Cannon Wealth Management Services LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm…
Ascentis Wealth Management LLC Purchases 2,515,867 Shares of Caterpillar Inc. $CAT
Ascentis Wealth Management LLC raised its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 110,539.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,518,143…
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