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.
Hohimer Wealth Management LLC Purchases New Stake in CNH Industrial N.V. $CNH
Hohimer Wealth Management LLC acquired a new stake in CNH Industrial N.V. (NYSE:CNH - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 314,742 shares of…
Amazon.com, Inc. $AMZN Stock Purchased by Gibbs Wealth Management
Gibbs Wealth Management boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 43.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 60,912 shares of the e-commerce giant's…
Snowflake Inc. $SNOW Position Cut by Brickley Wealth Management
Brickley Wealth Management cut its holdings in Snowflake Inc. (NYSE:SNOW - Free Report) by 26.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,792…
Chevron Corporation $CVX Stock Bought by Elite Wealth Management Inc.
Elite Wealth Management Inc. boosted its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 2,170.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
Palantir Technologies Inc. $PLTR Shares Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 35.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 89,558…
5,524 Caterpillar Inc. $CAT Shares Bought by Elite Wealth Management Inc.
Elite Wealth Management Inc. boosted its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 113.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm…
Elite Wealth Management Inc. Buys 12,707 Shares of FedEx Corporation $FDX
Elite Wealth Management Inc. grew its stake in shares of FedEx Corporation (NYSE:FDX - Free Report) by 262.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,542 shares of the…
Alphabet Inc. $GOOGL Stock Holdings Lifted by Kassira Wealth Management LLC
Kassira Wealth Management LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 12.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 34,819 shares of…
GE Vernova Inc. $GEV Stock Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. raised its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 115.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned…
Western Digital Corporation $WDC Shares Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. raised its holdings in Western Digital Corporation (NASDAQ:WDC - Free Report) by 118.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,441 shares…
Elite Wealth Management Inc. Acquires 12,875 Shares of Argan, Inc. $AGX
Elite Wealth Management Inc. increased its holdings in shares of Argan, Inc. (NYSE:AGX - Free Report) by 135.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The…
Entergy Corporation $ETR Stock Position Lifted by Elite Wealth Management Inc.
Elite Wealth Management Inc. lifted its position in Entergy Corporation (NYSE:ETR - Free Report) by 116.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
18,484 Bloom Energy Corporation $BE Shares Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. lifted its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 195.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional…
12,651 KLA Corporation $KLAC Shares Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. boosted its position in KLA Corporation (NASDAQ:KLAC - Free Report) by 37.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund…
23,106 Shares in Johnson & Johnson $JNJ Purchased by Elite Wealth Management Inc.
Elite Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 23,106 shares…
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