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.
This wealth manager went all in on golf, but not in the way you think
Julie Cassidy has played golf since she was a young girl. Her first club was a junior 5-iron bought by her father, Don, which she played every single shot with for two years. “I grew up in a very underprivileged area,” she says.
Perigon Wealth Management LLC Reduces Position in Invesco QQQ $QQQ
Perigon Wealth Management LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…
Apple Inc. $AAPL Shares Sold by Legacy Wealth Management Inc
Legacy Wealth Management Inc decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 74.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 975 shares of the iPhone maker's stock after selling…
Perigon Wealth Management LLC Boosts Stake in Salesforce Inc. $CRM
Perigon Wealth Management LLC increased its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 6.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
AppLovin Corporation $APP Holdings Decreased by Perigon Wealth Management LLC
Perigon Wealth Management LLC lowered its stake in AppLovin Corporation (NASDAQ:APP - Free Report) by 41.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,336 shares of…
Perigon Wealth Management LLC Raises Stake in RTX Corporation $RTX
Perigon Wealth Management LLC raised its position in RTX Corporation (NYSE:RTX - Free Report) by 12.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…
Apollon Wealth Management LLC Grows Position in Shopify Inc. $SHOP
Apollon Wealth Management LLC grew its position in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 17.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund…
Perigon Wealth Management LLC Raises Position in Wells Fargo & Company $WFC
Perigon Wealth Management LLC raised its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 8.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 146,457…
Perigon Wealth Management LLC Purchases 16,171 Shares of Citigroup Inc. $C
Perigon Wealth Management LLC increased its holdings in shares of Citigroup Inc. (NYSE:C - Free Report) by 27.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 75,566 shares…
Parisi Gray Wealth Management Decreases Stake in UnitedHealth Group Incorporated $UNH
Parisi Gray Wealth Management reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 65.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned…
VCI Wealth Management LLC Invests $4.02 Million in Visa Inc. $V
VCI Wealth Management LLC purchased a new stake in shares of Visa Inc. (NYSE:V - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 11,772 shares…
NextEra Energy, Inc. $NEE Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 85.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…
Perigon Wealth Management LLC Grows Holdings in The Walt Disney Company $DIS
Perigon Wealth Management LLC boosted its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 6.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).
Apollon Wealth Management LLC Increases Stake in GE Aerospace $GE
Apollon Wealth Management LLC lifted its stake in shares of GE Aerospace (NYSE:GE - Free Report) by 17.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,421 shares of…
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