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.
Straight Path Wealth Management Adds 53K Shares of Dimensional Global Core Plus Fixed Income ETF
Straight Path Wealth Management increased its holding in Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF (DFGP 0.35%), according to an April 22, 2026, SEC filing. Added 53,257 shares with an estimated transaction value…
HB Wealth Management LLC Trims Position in Southern Company (The) $SO
HB Wealth Management LLC cut its holdings in shares of Southern Company (The) (NYSE:SO - Free Report) by 8.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 192,433 shares of the utilities…
Chevron Corporation $CVX Holdings Cut by HB Wealth Management LLC
HB Wealth Management LLC lowered its holdings in Chevron Corporation (NYSE:CVX - Free Report) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 186,022 shares…
Oracle Corporation $ORCL Stake Lowered by HB Wealth Management LLC
HB Wealth Management LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 183,745 shares of…
Marietta Wealth Management LLC Raises Holdings in Netflix, Inc. $NFLX
Marietta Wealth Management LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 917.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
CocaCola Company (The) $KO Stock Holdings Increased by HB Wealth Management LLC
HB Wealth Management LLC boosted its position in CocaCola Company (The) (NYSE:KO - Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
EPG Wealth Management LLC Makes New Investment in Astrazeneca Plc $AZN
EPG Wealth Management LLC bought a new position in Astrazeneca Plc (NYSE:AZN - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 10,933 shares of the company's stock…
HB Wealth Management LLC Cuts Stock Position in Albemarle Corporation $ALB
HB Wealth Management LLC lessened its holdings in Albemarle Corporation (NYSE:ALB - Free Report) by 8.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 402,083 shares of the specialty…
HB Wealth Management LLC Increases Stock Position in AbbVie Inc. $ABBV
HB Wealth Management LLC raised its position in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 6.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 135,025 shares of the…
EPG Wealth Management LLC Acquires 18,245 Shares of Netflix, Inc. $NFLX
EPG Wealth Management LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 948.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
HB Wealth Management LLC Decreases Holdings in Procter & Gamble Company (The) $PG
HB Wealth Management LLC cut its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 3.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 266,689 shares…
DeLarme Wealth Management Inc. Acquires New Stake in Broadcom Inc. $AVGO
DeLarme Wealth Management Inc. bought a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional…
Kingsman Wealth Management Inc. Purchases 5,649 Shares of Alphabet Inc. $GOOGL
Kingsman Wealth Management Inc. increased its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 82.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,502 shares of the…
HB Wealth Management LLC Buys 20,069 Shares of Bank of America Corporation $BAC
HB Wealth Management LLC lifted its stake in shares of Bank of America Corporation (NYSE:BAC - Free Report) by 5.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Modera Wealth Management LLC Sells 7,486 Shares of Microsoft Corporation $MSFT
Modera Wealth Management LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The…
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