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.
29,928 Shares in ConocoPhillips $COP Purchased by McAlvany Wealth Management LLC
McAlvany Wealth Management LLC bought a new stake in shares of ConocoPhillips (NYSE:COP - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 29,928 shares of the…
2,478 Shares in Qualcomm Incorporated $QCOM Purchased by SHP Wealth Management
SHP Wealth Management acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 2,478 shares of the wireless…
Sheets Smith Wealth Management Sells 6,570 Shares of Ecolab Inc. $ECL
Sheets Smith Wealth Management decreased its stake in Ecolab Inc. (NYSE:ECL - Free Report) by 15.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 36,211 shares of…
9,655 Shares in AbbVie Inc. $ABBV Purchased by SHP Wealth Management
SHP Wealth Management purchased a new stake in AbbVie Inc. (NYSE:ABBV - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,655 shares of the…
Sheets Smith Wealth Management Sells 3,746 Shares of Intuit Inc. $INTU
Sheets Smith Wealth Management trimmed its holdings in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 23.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned…
SHP Wealth Management Buys Shares of 9,983 Walmart Inc. $WMT
SHP Wealth Management bought a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,983…
7,833 Shares in Broadcom Inc. $AVGO Bought by SHP Wealth Management
SHP Wealth Management acquired a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 7,833 shares of the semiconductor manufacturer's…
SHP Wealth Management Invests $1.50 Million in Johnson & Johnson $JNJ
SHP Wealth Management purchased a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 7,226 shares of…
SHP Wealth Management Acquires New Stake in Tesla, Inc. $TSLA
SHP Wealth Management bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,280 shares of the electric vehicle…
McAlvany Wealth Management LLC Purchases Shares of 27,154 Newmont Corporation $NEM
McAlvany Wealth Management LLC acquired a new position in Newmont Corporation (NYSE:NEM - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
SHP Wealth Management Makes New Investment in Eli Lilly and Company $LLY
SHP Wealth Management bought a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 2,508 shares of the…
SHP Wealth Management Invests $1.22 Million in Costco Wholesale Corporation $COST
SHP Wealth Management acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 1,416 shares of the…
Nolet Wealth Management LLC Makes New Investment in Alphabet Inc. $GOOGL
Nolet Wealth Management LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,816 shares of the information services…
SHP Wealth Management Takes $4.14 Million Position in Alphabet Inc. $GOOG
SHP Wealth Management bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 13,202 shares…
SHP Wealth Management Purchases New Stake in JPMorgan Chase & Co. $JPM
SHP Wealth Management acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 10,660 shares of…
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