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 - Corning Incorporated $GLW Shares Bought by Apollon Wealth Management LLC
Corning Incorporated $GLW Shares Bought by Apollon Wealth Management LLC
MarketBeat

Apollon Wealth Management LLC boosted its holdings in shares of Corning Incorporated (NYSE:GLW - Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…

marketbeat.com - Apollon Wealth Management LLC Boosts Stake in GE Aerospace $GE
Apollon Wealth Management LLC Boosts Stake in GE Aerospace $GE
MarketBeat

Apollon Wealth Management LLC grew its stake in GE Aerospace (NYSE:GE - Free Report) by 52.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,846…

marketbeat.com - Netflix, Inc. $NFLX Stake Boosted by Apollon Wealth Management LLC
Netflix, Inc. $NFLX Stake Boosted by Apollon Wealth Management LLC
MarketBeat

Apollon Wealth Management LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 890.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor…

marketbeat.com - Tesla, Inc. $TSLA Shares Purchased by Apollon Wealth Management LLC
Tesla, Inc. $TSLA Shares Purchased by Apollon Wealth Management LLC
MarketBeat

Apollon Wealth Management LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,645…

marketbeat.com - Regeneron Pharmaceuticals, Inc. $REGN Stake Raised by Bar Harbor Wealth Management
Regeneron Pharmaceuticals, Inc. $REGN Stake Raised by Bar Harbor Wealth Management
MarketBeat

Bar Harbor Wealth Management boosted its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN - Free Report) by 19.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.

marketbeat.com - Apollon Wealth Management LLC Sells 8,563 Shares of PepsiCo, Inc. $PEP
Apollon Wealth Management LLC Sells 8,563 Shares of PepsiCo, Inc. $PEP
MarketBeat

Apollon Wealth Management LLC cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,070 shares of…

marketbeat.com - Apollon Wealth Management LLC Purchases 2,176 Shares of Mastercard Incorporated $MA
Apollon Wealth Management LLC Purchases 2,176 Shares of Mastercard Incorporated $MA
MarketBeat

Apollon Wealth Management LLC grew its position in Mastercard Incorporated (NYSE:MA - Free Report) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,223 shares…

marketbeat.com - Apollon Wealth Management LLC Has $13.28 Million Position in Caterpillar Inc. $CAT
Apollon Wealth Management LLC Has $13.28 Million Position in Caterpillar Inc. $CAT
MarketBeat

Apollon Wealth Management LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,188 shares of the…

marketbeat.com - Apollon Wealth Management LLC Purchases 29,932 Shares of AbbVie Inc. $ABBV
Apollon Wealth Management LLC Purchases 29,932 Shares of AbbVie Inc. $ABBV
MarketBeat

Apollon Wealth Management LLC increased its stake in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 36.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 111,977 shares of the…

marketbeat.com - Apollon Wealth Management LLC Acquires 15,174 Shares of Rockwell Automation, Inc. $ROK
Apollon Wealth Management LLC Acquires 15,174 Shares of Rockwell Automation, Inc. $ROK
MarketBeat

Apollon Wealth Management LLC increased its holdings in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 119.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…

marketbeat.com - Bar Harbor Wealth Management Sells 4,670 Shares of Union Pacific Corporation $UNP
Bar Harbor Wealth Management Sells 4,670 Shares of Union Pacific Corporation $UNP
MarketBeat

Bar Harbor Wealth Management trimmed its position in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 10.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.

marketbeat.com - Apollon Wealth Management LLC Increases Stake in Advanced Micro Devices, Inc. $AMD
Apollon Wealth Management LLC Increases Stake in Advanced Micro Devices, Inc. $AMD
MarketBeat

Apollon Wealth Management LLC grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 84,712 shares of the semiconductor manufacturer's…

marketbeat.com - Apollon Wealth Management LLC Trims Position in T-Mobile US, Inc. $TMUS
Apollon Wealth Management LLC Trims Position in T-Mobile US, Inc. $TMUS
MarketBeat

Apollon Wealth Management LLC trimmed its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 29.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 43,599 shares of the Wireless communications…

marketbeat.com - Apollon Wealth Management LLC Sells 30,921 Shares of Waste Management, Inc. $WM
Apollon Wealth Management LLC Sells 30,921 Shares of Waste Management, Inc. $WM
MarketBeat

Apollon Wealth Management LLC lowered its stake in Waste Management, Inc. (NYSE:WM - Free Report) by 32.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 64,883 shares of…

marketbeat.com - Bar Harbor Wealth Management Has $14.72 Million Stock Position in Danaher Corporation $DHR
Bar Harbor Wealth Management Has $14.72 Million Stock Position in Danaher Corporation $DHR
MarketBeat

Bar Harbor Wealth Management lifted its stake in Danaher Corporation (NYSE:DHR - Free Report) by 144.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned…

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