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.

marketbeat.com - Western Wealth Management LLC Raises Holdings in ExxonMobil Corporation $XOM
Western Wealth Management LLC Raises Holdings in ExxonMobil Corporation $XOM
MarketBeat

Western Wealth Management LLC lifted its position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 40.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 82,480 shares of the oil and gas…

marketbeat.com - Western Wealth Management LLC Increases Position in GE Aerospace $GE
Western Wealth Management LLC Increases Position in GE Aerospace $GE
MarketBeat

Western Wealth Management LLC raised its holdings in GE Aerospace (NYSE:GE - Free Report) by 36.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 19,591 shares of…

marketbeat.com - Western Wealth Management LLC Raises Position in Chevron Corporation $CVX
Western Wealth Management LLC Raises Position in Chevron Corporation $CVX
MarketBeat

Western Wealth Management LLC lifted its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 72.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,135…

marketbeat.com - Western Wealth Management LLC Increases Position in AbbVie Inc. $ABBV
Western Wealth Management LLC Increases Position in AbbVie Inc. $ABBV
MarketBeat

Western Wealth Management LLC lifted its stake in AbbVie Inc. (NYSE:ABBV - Free Report) by 54.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned…

marketbeat.com - Netflix, Inc. $NFLX Shares Bought by Western Wealth Management LLC
Netflix, Inc. $NFLX Shares Bought by Western Wealth Management LLC
MarketBeat

Western Wealth Management LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 39.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 74,925 shares…

marketbeat.com - Western Wealth Management LLC Buys 2,064 Shares of BlackRock $BLK
Western Wealth Management LLC Buys 2,064 Shares of BlackRock $BLK
MarketBeat

Western Wealth Management LLC raised its position in shares of BlackRock (NYSE:BLK - Free Report) by 65.6% in the first quarter, according to its most recent filing with the SEC. The firm owned 5,211 shares of the asset manager's stock after…

marketbeat.com - Johnson & Johnson $JNJ Shares Bought by Western Wealth Management LLC
Johnson & Johnson $JNJ Shares Bought by Western Wealth Management LLC
MarketBeat

Western Wealth Management LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 79.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,555 shares of the company's…

marketbeat.com - Western Wealth Management LLC Grows Stock Holdings in Caterpillar Inc. $CAT
Western Wealth Management LLC Grows Stock Holdings in Caterpillar Inc. $CAT
MarketBeat

Western Wealth Management LLC grew its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 66.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned…

marketbeat.com - Eli Lilly and Company $LLY Stake Boosted by Western Wealth Management LLC
Eli Lilly and Company $LLY Stake Boosted by Western Wealth Management LLC
MarketBeat

Western Wealth Management LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 54.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.

marketbeat.com - Meta Platforms, Inc. $META Stake Boosted by Western Wealth Management LLC
Meta Platforms, Inc. $META Stake Boosted by Western Wealth Management LLC
MarketBeat

Western Wealth Management LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 20.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - Western Wealth Management LLC Purchases 17,419 Shares of Qualcomm Incorporated $QCOM
Western Wealth Management LLC Purchases 17,419 Shares of Qualcomm Incorporated $QCOM
MarketBeat

Western Wealth Management LLC lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 84.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional…

marketbeat.com - Palantir Technologies Inc. $PLTR Shares Purchased by Western Wealth Management LLC
Palantir Technologies Inc. $PLTR Shares Purchased by Western Wealth Management LLC
MarketBeat

Western Wealth Management LLC boosted its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 10.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 56,801 shares of the…

marketbeat.com - Western Wealth Management LLC Boosts Stake in Verizon Communications Inc. $VZ
Western Wealth Management LLC Boosts Stake in Verizon Communications Inc. $VZ
MarketBeat

Western Wealth Management LLC boosted its holdings in Verizon Communications Inc. (NYSE:VZ - Free Report) by 101.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,719…

marketbeat.com - Western Wealth Management LLC Grows Position in JPMorgan Chase & Co. $JPM
Western Wealth Management LLC Grows Position in JPMorgan Chase & Co. $JPM
MarketBeat

Western Wealth Management LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 49.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,689 shares of…

marketbeat.com - Western Wealth Management LLC Purchases 7,148 Shares of Visa Inc. $V
Western Wealth Management LLC Purchases 7,148 Shares of Visa Inc. $V
MarketBeat

Western Wealth Management LLC raised its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 22.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…

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