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.
IBD Elite 2026: Download FP's list of the largest independent brokerages in wealth management
Financial Planning's IBD Elite study ranks the largest independent brokerages in wealth management each year, based on the firms' reported annual revenue. The document includes multiple tables that break down the 37 firms' advisory fees…
Perigon Wealth Management LLC Takes $2.20 Million Position in Valmont Industries, Inc. $VMI
Perigon Wealth Management LLC acquired a new position in Valmont Industries, Inc. (NYSE:VMI - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 3,812…
Activest Wealth Management Trims Holdings in Tesla, Inc. $TSLA
Activest Wealth Management trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 25.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor…
Apollon Wealth Management LLC Trims Position in Invesco QQQ $QQQ
Apollon Wealth Management LLC decreased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 95,002 shares of the exchange traded…
Maridea Wealth Management LLC Takes Position in Uber Technologies, Inc. $UBER
Maridea Wealth Management LLC purchased a new position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Palantir Technologies Inc. $PLTR Shares Bought by Mindset Wealth Management LLC
Mindset Wealth Management LLC grew its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 29.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Able Wealth Management LLC Invests $709,000 in Intel Corporation $INTC
Able Wealth Management LLC bought a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional…
Perigon Wealth Management LLC Takes Position in Heico Corporation $HEI
Perigon Wealth Management LLC purchased a new stake in Heico Corporation (NYSE:HEI - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 4,665…
Perigon Wealth Management LLC Takes Position in Fastenal Company $FAST
Perigon Wealth Management LLC purchased a new position in shares of Fastenal Company (NASDAQ:FAST - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 46,764 shares of the company's…
Abbott Laboratories $ABT Shares Purchased by Mission Wealth Management LP
Mission Wealth Management LP boosted its holdings in Abbott Laboratories (NYSE:ABT - Free Report) by 100.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 48,849…
BCS Wealth Management Invests $564,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
BCS Wealth Management acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.
Perigon Wealth Management LLC Invests $3.39 Million in AECOM $ACM
Perigon Wealth Management LLC acquired a new position in AECOM (NYSE:ACM - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 48,622 shares of the construction…
Aegis Wealth Management LLC Invests $3.33 Million in Dyne Therapeutics, Inc. $DYN
Aegis Wealth Management LLC acquired a new stake in Dyne Therapeutics, Inc. (NASDAQ:DYN - Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 150,030 shares of the company's stock, valued at…
Apollon Wealth Management LLC Has $40.96 Million Position in Johnson & Johnson $JNJ
Apollon Wealth Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 20.3% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 161,278 shares of the…
Perigon Wealth Management LLC Takes Position in W.W. Grainger, Inc. $GWW
Perigon Wealth Management LLC acquired a new position in W.W. Grainger, Inc. (NYSE:GWW - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 3,390 shares…
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