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.

fool.com - Jake Lerch - Wealth Manager Builds Position in Fixed-Income ETF, According to Latest SEC Filing
Wealth Manager Builds Position in Fixed-Income ETF, According to Latest SEC Filing
The Motley Fool

On April 15, 2026, Gradient Capital Advisors, LLC disclosed a purchase of 52,666 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP 0.20%), an estimated $2.87 million trade based on quarterly average pricing. According to an SEC filing…

marketbeat.com - Whalen Wealth Management Inc. Grows Holdings in Apple Inc. $AAPL
Whalen Wealth Management Inc. Grows Holdings in Apple Inc. $AAPL
MarketBeat

Whalen Wealth Management Inc. boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 57.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor…

marketbeat.com - ServiceNow, Inc. $NOW Shares Purchased by Smith Salley Wealth Management
ServiceNow, Inc. $NOW Shares Purchased by Smith Salley Wealth Management
MarketBeat

Smith Salley Wealth Management boosted its position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 388.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm…

marketbeat.com - TriaGen Wealth Management LLC Invests $915,000 in Ciena Corporation $CIEN
TriaGen Wealth Management LLC Invests $915,000 in Ciena Corporation $CIEN
MarketBeat

TriaGen Wealth Management LLC bought a new position in Ciena Corporation (NYSE:CIEN - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 3,914 shares of…

marketbeat.com - AMETEK, Inc. $AME Shares Sold by Smith Salley Wealth Management
AMETEK, Inc. $AME Shares Sold by Smith Salley Wealth Management
MarketBeat

Smith Salley Wealth Management lowered its position in AMETEK, Inc. (NYSE:AME - Free Report) by 17.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned…

marketbeat.com - Cummins Inc. $CMI Shares Bought by Smith Salley Wealth Management
Cummins Inc. $CMI Shares Bought by Smith Salley Wealth Management
MarketBeat

Smith Salley Wealth Management grew its stake in Cummins Inc. (NYSE:CMI - Free Report) by 1,381.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor…

marketbeat.com - 49,516 Shares in Alcoa $AA Acquired by Moran Wealth Management LLC
49,516 Shares in Alcoa $AA Acquired by Moran Wealth Management LLC
MarketBeat

Moran Wealth Management LLC bought a new position in shares of Alcoa (NYSE:AA - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 49,516…

marketbeat.com - Moran Wealth Management LLC Buys New Shares in Gartner, Inc. $IT
Moran Wealth Management LLC Buys New Shares in Gartner, Inc. $IT
MarketBeat

Moran Wealth Management LLC purchased a new position in Gartner, Inc. (NYSE:IT - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 13,938 shares…

marketbeat.com - Revisor Wealth Management LLC Boosts Holdings in Enbridge Inc $ENB
Revisor Wealth Management LLC Boosts Holdings in Enbridge Inc $ENB
MarketBeat

Revisor Wealth Management LLC grew its position in Enbridge Inc (NYSE:ENB - Free Report) TSE: ENB by 96.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned…

marketbeat.com - Smith Salley Wealth Management Invests $12.13 Million in Amphenol Corporation $APH
Smith Salley Wealth Management Invests $12.13 Million in Amphenol Corporation $APH
MarketBeat

Smith Salley Wealth Management acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired…

marketbeat.com - 3,364 Shares in AppLovin Corporation $APP Purchased by TriaGen Wealth Management LLC
3,364 Shares in AppLovin Corporation $APP Purchased by TriaGen Wealth Management LLC
MarketBeat

TriaGen Wealth Management LLC purchased a new stake in AppLovin Corporation (NASDAQ:APP - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,364…

marketbeat.com - Smith Salley Wealth Management Increases Stock Holdings in Brookfield Corporation $BN
Smith Salley Wealth Management Increases Stock Holdings in Brookfield Corporation $BN
MarketBeat

Smith Salley Wealth Management raised its position in shares of Brookfield Corporation (NYSE:BN - Free Report) by 48.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm…

marketbeat.com - TriaGen Wealth Management LLC Purchases Shares of 25,186 Medtronic PLC $MDT
TriaGen Wealth Management LLC Purchases Shares of 25,186 Medtronic PLC $MDT
MarketBeat

TriaGen Wealth Management LLC acquired a new position in shares of Medtronic PLC (NYSE:MDT - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 25,186 shares…

marketbeat.com - Smith Salley Wealth Management Buys 23,304 Shares of Netflix, Inc. $NFLX
Smith Salley Wealth Management Buys 23,304 Shares of Netflix, Inc. $NFLX
MarketBeat

Smith Salley Wealth Management raised its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 908.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…

marketbeat.com - Palantir Technologies Inc. $PLTR Shares Bought by TriaGen Wealth Management LLC
Palantir Technologies Inc. $PLTR Shares Bought by TriaGen Wealth Management LLC
MarketBeat

TriaGen Wealth Management LLC grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 126.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…

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