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.
Western Wealth Management LLC Raises Holdings in ExxonMobil Corporation $XOM
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…
Western Wealth Management LLC Increases Position in GE Aerospace $GE
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…
Western Wealth Management LLC Raises Position in Chevron Corporation $CVX
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…
Western Wealth Management LLC Increases Position in AbbVie Inc. $ABBV
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…
Netflix, Inc. $NFLX Shares Bought by Western Wealth Management LLC
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…
Western Wealth Management LLC Buys 2,064 Shares of BlackRock $BLK
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…
Johnson & Johnson $JNJ Shares Bought by Western Wealth Management LLC
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…
Western Wealth Management LLC Grows Stock Holdings in Caterpillar Inc. $CAT
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…
Eli Lilly and Company $LLY Stake Boosted by Western Wealth Management LLC
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.
Meta Platforms, Inc. $META Stake Boosted by Western Wealth Management LLC
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…
Western Wealth Management LLC Purchases 17,419 Shares of Qualcomm Incorporated $QCOM
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…
Palantir Technologies Inc. $PLTR Shares Purchased by Western Wealth Management LLC
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…
Western Wealth Management LLC Boosts Stake in Verizon Communications Inc. $VZ
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…
Western Wealth Management LLC Grows Position in JPMorgan Chase & Co. $JPM
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…
Western Wealth Management LLC Purchases 7,148 Shares of Visa Inc. $V
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…
Receive a Daily briefing on Wealth Management Industry News
Get Started