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.
Florida Trust Wealth Management Co Trims Position in Cigna Group $CI
Florida Trust Wealth Management Co trimmed its holdings in Cigna Group (NYSE:CI - Free Report) by 36.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,748 shares of the health…
Amazon.com, Inc. $AMZN Stake Raised by Spire Wealth Management
Spire Wealth Management increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 332,348 shares of the…
Perigon Wealth Management LLC Acquires New Position in Alcoa $AA
Perigon Wealth Management LLC bought a new position in Alcoa (NYSE:AA - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 21,256 shares of the industrial products…
Perigon Wealth Management LLC Boosts Position in Johnson & Johnson $JNJ
Perigon Wealth Management LLC grew its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 19.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 87,721 shares of…
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Reduces Stock Holdings in Invesco QQQ $QQQ
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lessened its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 85.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 751 shares of…
Cooke Wealth Management LLC Takes Position in Stryker Corporation $SYK
Cooke Wealth Management LLC bought a new position in Stryker Corporation (NYSE:SYK - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 13,200 shares of the medical technology company's…
Integris Wealth Management LLC Increases Position in Oracle Corporation $ORCL
Integris Wealth Management LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 1,954.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The…
Dakota Wealth Management Buys 61,670 Shares of Apple Inc. $AAPL
Dakota Wealth Management grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 10.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 641,622 shares of the iPhone maker's…
MOR Wealth Management LLC Invests $3.08 Million in Alphabet Inc. $GOOGL
MOR Wealth Management LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 9,838 shares of the…
Florida Trust Wealth Management Co Buys 10,683 Shares of The Charles Schwab Corporation $SCHW
Florida Trust Wealth Management Co grew its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 41.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The…
Meta Platforms, Inc. $META Stock Holdings Raised by Heirloom Wealth Management
Heirloom Wealth Management increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 40.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 27,986 shares of the…
Exxon Mobil Corporation $XOM Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC boosted its stake in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 8.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Florida Trust Wealth Management Co Has $6.88 Million Holdings in Netflix, Inc. $NFLX
Florida Trust Wealth Management Co grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,547.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 73,398 shares…
Cooke Wealth Management LLC Acquires New Shares in Oracle Corporation $ORCL
Cooke Wealth Management LLC purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased…
9,501 Shares in Apple Inc. $AAPL Bought by Sherman Wealth Management LLC
Sherman Wealth Management LLC purchased a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 9,501 shares of the iPhone…
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