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.

marketbeat.com - Spire Wealth Management Lowers Position in Chevron Corporation $CVX
Spire Wealth Management Lowers Position in Chevron Corporation $CVX
MarketBeat

Spire Wealth Management trimmed its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 36.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,396 shares…

marketbeat.com - TopBuild Corp. $BLD Shares Bought by Spire Wealth Management
TopBuild Corp. $BLD Shares Bought by Spire Wealth Management
MarketBeat

Spire Wealth Management grew its holdings in shares of TopBuild Corp. (NYSE:BLD - Free Report) by 3,846.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…

marketbeat.com - Westwood Wealth Management Sells 10,728 Shares of Tesla, Inc. $TSLA
Westwood Wealth Management Sells 10,728 Shares of Tesla, Inc. $TSLA
MarketBeat

Westwood Wealth Management lessened its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 73.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,975 shares…

marketbeat.com - Oracle Corporation $ORCL Shares Sold by Spire Wealth Management
Oracle Corporation $ORCL Shares Sold by Spire Wealth Management
MarketBeat

Spire Wealth Management reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 64.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,427 shares of the…

marketbeat.com - JGP Wealth Management LLC Grows Holdings in NVIDIA Corporation $NVDA
JGP Wealth Management LLC Grows Holdings in NVIDIA Corporation $NVDA
MarketBeat

JGP Wealth Management LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 42.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,415…

marketbeat.com - Spire Wealth Management Acquires 9,207 Shares of Qualcomm Incorporated $QCOM
Spire Wealth Management Acquires 9,207 Shares of Qualcomm Incorporated $QCOM
MarketBeat

Spire Wealth Management lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 187.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…

marketbeat.com - Applied Materials, Inc. $AMAT Shares Sold by Spire Wealth Management
Applied Materials, Inc. $AMAT Shares Sold by Spire Wealth Management
MarketBeat

Spire Wealth Management reduced its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 31.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,805 shares of the…

marketbeat.com - Spire Wealth Management Grows Stake in EMCOR Group, Inc. $EME
Spire Wealth Management Grows Stake in EMCOR Group, Inc. $EME
MarketBeat

Spire Wealth Management increased its stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 1,479.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,928…

marketbeat.com - Spire Wealth Management Boosts Holdings in The Walt Disney Company $DIS
Spire Wealth Management Boosts Holdings in The Walt Disney Company $DIS
MarketBeat

Spire Wealth Management raised its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 72.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund…

marketbeat.com - Spire Wealth Management Sells 15,821 Shares of Adobe Inc. $ADBE
Spire Wealth Management Sells 15,821 Shares of Adobe Inc. $ADBE
MarketBeat

Spire Wealth Management decreased its holdings in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 67.0% 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 - Spire Wealth Management Buys 7,156 Shares of Chubb Limited $CB
Spire Wealth Management Buys 7,156 Shares of Chubb Limited $CB
MarketBeat

Spire Wealth Management increased its stake in Chubb Limited (NYSE:CB - Free Report) by 490.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,615 shares of the financial…

marketbeat.com - Spire Wealth Management Sells 8,349 Shares of GE Vernova Inc. $GEV
Spire Wealth Management Sells 8,349 Shares of GE Vernova Inc. $GEV
MarketBeat

Spire Wealth Management lessened its holdings in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 56.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,329 shares of the…

marketbeat.com - Alphabet Inc. $GOOG is Triangle Securities Wealth Management's 6th Largest Position
Alphabet Inc. $GOOG is Triangle Securities Wealth Management's 6th Largest Position
MarketBeat

Triangle Securities Wealth Management cut its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

marketbeat.com - Spire Wealth Management Acquires 1,876 Shares of Lockheed Martin Corporation $LMT
Spire Wealth Management Acquires 1,876 Shares of Lockheed Martin Corporation $LMT
MarketBeat

Spire Wealth Management boosted its holdings in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 36.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).

marketbeat.com - NVIDIA Corporation $NVDA is Meadowbrook Wealth Management LLC's 5th Largest Position
NVIDIA Corporation $NVDA is Meadowbrook Wealth Management LLC's 5th Largest Position
MarketBeat

Meadowbrook Wealth Management LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 23.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…

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