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 Increases Holdings in Apple Inc. $AAPL
Western Wealth Management LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 32.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 348,678 shares of the iPhone…
Whitaker Myers Wealth Managers LTD. Increases Stock Position in Alphabet Inc. $GOOGL
Whitaker Myers Wealth Managers LTD. grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 398.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.
BKM Wealth Management LLC Takes Position in Intel Corporation $INTC
BKM Wealth Management LLC acquired a new position in Intel Corporation (NASDAQ:INTC - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor…
Apple Inc. $AAPL Shares Sold by Positano Wealth Management Ltd
Positano Wealth Management Ltd lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 31.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Starbucks Corporation $SBUX Shares Acquired by Ascentis Wealth Management LLC
Ascentis Wealth Management LLC grew its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 7,944.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 666,201 shares of the…
Meta Platforms, Inc. $META Shares Sold by Spire Wealth Management
Spire Wealth Management cut its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 19.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor…
Arista Wealth Management LLC Lowers Holdings in Alphabet Inc. $GOOGL
Arista Wealth Management LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 7.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…
Eli Lilly and Company $LLY Shares Bought by BCGM Wealth Management LLC
BCGM Wealth Management LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 82.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,946…
Johnson Wealth Management LLC Makes New $2.41 Million Investment in Gilead Sciences, Inc. $GILD
Johnson Wealth Management LLC acquired a new stake in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 19,097 shares of the…
Amazon.com, Inc. $AMZN Shares Bought by Grant Private Wealth Management Inc
Grant Private Wealth Management Inc increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 17.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).
Diversify Wealth Management LLC Buys 3,686 Shares of McDonald's Corporation $MCD
Diversify Wealth Management LLC raised its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 12.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor…
Avior Wealth Management LLC Sells 16,671 Shares of Amazon.com, Inc. $AMZN
Avior Wealth Management LLC lessened its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 17.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 80,017 shares of the e-commerce giant's stock after…
Centric Wealth Management Acquires 3,415 Shares of Valero Energy Corporation $VLO
Centric Wealth Management increased its holdings in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 124.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The…
Factor Wealth Management LTD Buys 2,255 Shares of NVIDIA Corporation $NVDA
Factor Wealth Management LTD grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.4% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 26,140 shares of the computer hardware…
Arista Networks, Inc. $ANET Shares Sold by Moran Wealth Management LLC
Moran Wealth Management LLC decreased its holdings in Arista Networks, Inc. (NYSE:ANET - Free Report) by 5.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 172,638…
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