• Financial Network Wealth Management LLC Sells 68 Shares of Waste Management, Inc. (NYSE:WM)

    Financial Network Wealth Management LLC lessened its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,107 shares of the business services provider’s stock after selling 68 shares […]

  • Trueblood Wealth Management LLC Makes New $301,000 Investment in Ares Management Co. (NYSE:ARES)

    Trueblood Wealth Management LLC purchased a new position in Ares Management Co. (NYSE:ARES – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 2,533 shares of the asset manager’s stock, valued at approximately $301,000. Several other hedge funds also recently made changes to […]

  • Voyant Adds Retirement Planning Tools to Wealth Management Software

    Voyant has added three new financial planning and modeling tools focused on retirement planning to its financial wellness and wealth management software. These retirement planning simulations are designed to help financial advisors illustrate complex solutions with the click of a button, providing greater visibility and clarity and helping their clients make informed decisions, the company […]

  • Amgen Inc. (NASDAQ:AMGN) Shares Sold by HB Wealth Management LLC

    HB Wealth Management LLC cut its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 36,428 shares of the medical research company’s stock after selling 1,327 shares during the period. HB Wealth Management LLC’s holdings in Amgen […]

  • JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Marion Wealth Management

    Marion Wealth Management lowered its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,816 shares of the financial services provider’s stock after selling 102 shares during the period. Marion Wealth Management’s holdings […]

  • Triangle Securities Wealth Management Grows Position in PepsiCo, Inc. (NASDAQ:PEP)

    Triangle Securities Wealth Management grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 19,414 shares of the company’s stock after purchasing an additional 205 shares during the period. PepsiCo comprises approximately 1.0% of Triangle Securities Wealth Management’s holdings, making the stock its […]

  • Marion Wealth Management Increases Position in UnitedHealth Group Incorporated (NYSE:UNH)

    Marion Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,651 shares of the healthcare conglomerate’s stock after buying an additional 88 shares during the […]

  • Accel Wealth Management Purchases New Stake in UnitedHealth Group Incorporated (NYSE:UNH)

    Accel Wealth Management bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 415 shares of the healthcare conglomerate’s stock, valued at approximately $219,000. Several other institutional […]

  • Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by Accel Wealth Management

    Accel Wealth Management grew its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 557 shares of the exchange traded fund’s stock after purchasing an additional 26 shares during the quarter. […]

  • 1,568 Shares in Lennar Co. (NYSE:LEN) Bought by Accel Wealth Management

    Accel Wealth Management bought a new position in shares of Lennar Co. (NYSE:LEN – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,568 shares of the construction company’s stock, valued at approximately $234,000. A number of other institutional […]

  • 4,437 Shares in ATI Inc. (NYSE:ATI) Purchased by Accel Wealth Management

    Accel Wealth Management acquired a new position in shares of ATI Inc. (NYSE:ATI – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,437 shares of the basic materials company’s stock, valued at approximately $202,000. Other large investors […]

  • Accel Wealth Management Invests $208,000 in Eaton Co. plc (NYSE:ETN)

    Accel Wealth Management bought a new position in shares of Eaton Co. plc (NYSE:ETN – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 865 shares of the industrial products company’s stock, valued at approximately $208,000. Several other institutional investors […]