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.
Rockville investment advisory firm, wealth management firm merge
Cerity Partners, a national wealth management firm, announced it merged with SOL Capital Management, a Rockville -based investment advisory firm. Founded in 1987, SOL Capital Management provides portfolio management services to individuals…
CrowdStrike $CRWD Holdings Lifted by Spire Wealth Management
Spire Wealth Management grew its holdings in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
AppLovin Corporation $APP Shares Bought by Spire Wealth Management
Spire Wealth Management grew its position in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 36.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,568 shares of the company's…
Spire Wealth Management Raises Holdings in Accenture PLC $ACN
Spire Wealth Management lifted its holdings in Accenture PLC (NYSE:ACN - Free Report) by 5,125.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…
Amphenol Corporation $APH Stake Boosted by Spire Wealth Management
Spire Wealth Management lifted its position in Amphenol Corporation (NYSE:APH - Free Report) by 34.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
PepsiCo, Inc. $PEP Shares Acquired by HB Wealth Management LLC
HB Wealth Management LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 11.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 143,700 shares of the company's stock after acquiring an…
Spire Wealth Management Boosts Stock Position in Robinhood Markets, Inc. $HOOD
Spire Wealth Management raised its position in Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 248.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Shopify Inc. $SHOP Shares Purchased by Spire Wealth Management
Spire Wealth Management grew its holdings in shares of Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 11.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned…
Mastercard Incorporated $MA Shares Bought by Spire Wealth Management
Spire Wealth Management boosted its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 7.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 33,238 shares of…
Spire Wealth Management Purchases 2,158 Shares of Caterpillar Inc. $CAT
Spire Wealth Management increased its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 20.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,888 shares of…
Linde PLC $LIN Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC trimmed its position in shares of Linde PLC (NASDAQ:LIN - Free Report) by 3.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 67,724…
HB Wealth Management LLC Boosts Holdings in Mastercard Incorporated $MA
HB Wealth Management LLC lifted its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 7.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 51,285…
Spire Wealth Management Grows Position in Costco Wholesale Corporation $COST
Spire Wealth Management raised its position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 6.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Institute for Wealth Management LLC. Trims Stake in NVIDIA Corporation $NVDA
Institute for Wealth Management LLC. lessened its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 763,512…
Garmin Ltd. $GRMN Shares Purchased by Moran Wealth Management LLC
Moran Wealth Management LLC raised its position in Garmin Ltd. (NYSE:GRMN - Free Report) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 192,113 shares of the scientific and…
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