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.
Decker Wealth Management LLC Purchases New Position in Amgen Inc. $AMGN
Decker Wealth Management LLC purchased a new stake in Amgen Inc. (NASDAQ:AMGN - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 15,840 shares of…
Decker Wealth Management LLC Invests $1.52 Million in Abbott Laboratories $ABT
Decker Wealth Management LLC bought a new stake in Abbott Laboratories (NYSE:ABT - Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 14,786 shares of…
Decker Wealth Management LLC Invests $6.74 Million in Nucor Corporation $NUE
Decker Wealth Management LLC acquired a new stake in shares of Nucor Corporation (NYSE:NUE - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired…
Decker Wealth Management LLC Takes Position in Bank of America Corporation $BAC
Decker Wealth Management LLC bought a new position in shares of Bank of America Corporation (NYSE:BAC) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 38,925 shares of the financial services provider's…
Decker Wealth Management LLC Invests $5.08 Million in Medtronic PLC $MDT
Decker Wealth Management LLC bought a new position in shares of Medtronic PLC (NYSE:MDT - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional…
Decker Wealth Management LLC Takes Position in HCA Healthcare, Inc. $HCA
Decker Wealth Management LLC purchased a new position in HCA Healthcare, Inc. (NYSE:HCA - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional…
Decker Wealth Management LLC Invests $5.98 Million in Visa Inc. $V
Decker Wealth Management LLC bought a new position in Visa Inc. (NYSE:V - Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 19,791 shares of the credit-card…
Have Wealth Advisors Lost The Plot On Active Management?
Brian is WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Teams. There was a time when active management was not some niche corner of the investing world. Investors knew…
Decker Wealth Management LLC Purchases New Shares in Cisco Systems, Inc. $CSCO
Decker Wealth Management LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 11,934 shares of the network…
Decker Wealth Management LLC Purchases New Position in Waste Management, Inc. $WM
Decker Wealth Management LLC purchased a new stake in Waste Management, Inc. (NYSE:WM - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 28,304 shares of…
27,759 Shares in Ryder System, Inc. $R Acquired by Decker Wealth Management LLC
Decker Wealth Management LLC acquired a new stake in Ryder System, Inc. (NYSE:R - Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired…
Axxcess Wealth Management LLC Decreases Stake in Amazon.com, Inc. $AMZN
Axxcess Wealth Management LLC cut its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 327,700…
Modera Wealth Management LLC Purchases Shares of 12,020 RH $RH
Modera Wealth Management LLC bought a new position in shares of RH (NYSE:RH - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 12,020…
Morgan Stanley $MS Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. trimmed its holdings in Morgan Stanley (NYSE:MS - Free Report) by 93.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Decker Wealth Management LLC Makes New Investment in International Business Machines Corporation $IBM
Decker Wealth Management LLC acquired a new position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The…
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