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.
Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up, From a Wealth Manager
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Chevron Corporation $CVX Shares Purchased by Modern Wealth Management LLC
Modern Wealth Management LLC raised its holdings in Chevron Corporation (NYSE:CVX - Free Report) by 4.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 121,469 shares of…
Modern Wealth Management LLC Purchases 4,451 Shares of Tesla, Inc. $TSLA
Modern Wealth Management LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 21.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned…
Modern Wealth Management LLC Boosts Position in American Express Company $AXP
Modern Wealth Management LLC raised its stake in American Express Company (NYSE:AXP - Free Report) by 755.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 45,591…
Modern Wealth Management LLC Purchases 11,181 Shares of NextEra Energy, Inc. $NEE
Modern Wealth Management LLC lifted its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 4.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 257,199 shares of the utilities provider's…
Modern Wealth Management LLC Buys 3,471 Shares of Costco Wholesale Corporation $COST
Modern Wealth Management LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 40.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 12,008…
Modern Wealth Management LLC Takes Position in British American Tobacco p.l.c. $BTI
Modern Wealth Management LLC bought a new stake in shares of British American Tobacco p.l.c. (NYSE:BTI - Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 278,285 shares of the company's stock…
Modern Wealth Management LLC Has $127.76 Million Holdings in Invesco QQQ $QQQ
Modern Wealth Management LLC lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 7.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 212,798…
Angeles Wealth Management LLC Raises Position in GE Aerospace $GE
Angeles Wealth Management LLC lifted its position in shares of GE Aerospace (NYSE:GE - Free Report) by 212.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
Intuit Inc. $INTU Shares Bought by Angeles Wealth Management LLC
Angeles Wealth Management LLC increased its position in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 367.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Modern Wealth Management LLC Purchases 118,700 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Modern Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1,066.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange…
Bright Futures Wealth Management LLC. Purchases New Position in JPMorgan Chase & Co. $JPM
Bright Futures Wealth Management LLC. purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 3,486 shares of…
Kingsview Wealth Management LLC Sells 12,473 Shares of The Allstate Corporation $ALL
Kingsview Wealth Management LLC lowered its holdings in shares of The Allstate Corporation (NYSE:ALL - Free Report) by 75.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,055 shares of the…
Angeles Wealth Management LLC Purchases 5,583 Shares of Cigna Group $CI
Angeles Wealth Management LLC grew its position in shares of Cigna Group (NYSE:CI - Free Report) by 233.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,972 shares…
Kingsview Wealth Management LLC Sells 66,218 Shares of D.R. Horton, Inc. $DHI
Kingsview Wealth Management LLC reduced its stake in D.R. Horton, Inc. (NYSE:DHI - Free Report) by 91.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
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