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.
Alphabet Inc. $GOOGL Shares Acquired by Spire Wealth Management
Spire Wealth Management boosted its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 199,451…
FedEx Corporation $FDX Shares Purchased by Xcel Wealth Management LLC
Xcel Wealth Management LLC increased its position in shares of FedEx Corporation (NYSE:FDX - Free Report) by 110.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,096…
Xcel Wealth Management LLC Boosts Stake in The Boeing Company $BA
Xcel Wealth Management LLC raised its stake in The Boeing Company (NYSE:BA - Free Report) by 12.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,230 shares of the…
Xcel Wealth Management LLC Increases Stock Position in Caterpillar Inc. $CAT
Xcel Wealth Management LLC lifted its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 65.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,545 shares of the…
Apple Inc. $AAPL Shares Purchased by Crowley Wealth Management Inc.
Crowley Wealth Management Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 4.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 51,146 shares of the iPhone maker's stock after…
Xcel Wealth Management LLC Boosts Holdings in Palantir Technologies Inc. $PLTR
Xcel Wealth Management LLC grew its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 20.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Signature Wealth Management Group Grows Stock Position in Valero Energy Corporation $VLO
Signature Wealth Management Group lifted its position in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 30.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…
Moran Wealth Management LLC Sells 1,590 Shares of Alphabet Inc. $GOOGL
Moran Wealth Management LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Oracle Corporation $ORCL Holdings Reduced by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
QUALCOMM Incorporated $QCOM Shares Acquired by Florida Trust Wealth Management Co
Florida Trust Wealth Management Co boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 5.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Elite Wealth Management Inc. Decreases Stock Position in Alphabet Inc. $GOOG
Elite Wealth Management Inc. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Tesla, Inc. $TSLA Shares Purchased by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
Ritholtz Wealth Management Increases Stake in Johnson & Johnson $JNJ
Ritholtz Wealth Management grew its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 15.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Signature Wealth Management Group Sells 9,562 Shares of International Business Machines Corporation $IBM
Signature Wealth Management Group reduced its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 53.0% during the third quarter, according to the company in its most recent 13F filing with the Securities &…
Florida Trust Wealth Management Co Sells 2,544 Shares of Salesforce Inc. $CRM
Florida Trust Wealth Management Co reduced its holdings in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned…
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