Accel Wealth Management’s holdings in Vanguard Consumer Staples ETF were worth $1,616,000 as of its most recent filing with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/10/05/accel-wealth-management-buys-579-shares-of-vanguard-consumer-staples-etf-nysearcavdc/

Alphabet accounts for approximately 0.9% of Founders Capital Management’s portfolio, making the stock its 27th largest holding.

Source: https://www.etfdailynews.com/2023/06/25/alphabet-inc-nasdaqgoog-shares-sold-by-founders-capital-management/

Amazon.com makes up approximately 1.1% of Aries Wealth Management’s investment portfolio, making the stock its 25th largest position.

Source: https://www.etfdailynews.com/2023/04/01/amazon-com-inc-nasdaqamzn-shares-acquired-by-aries-wealth-management/

Amazon.com makes up approximately 1.4% of Vigilare Wealth Management’s holdings, making the stock its 9th biggest holding.

Source: https://www.etfdailynews.com/2023/03/21/amazon-com-inc-nasdaqamzn-stock-position-trimmed-by-vigilare-wealth-management/

And a search of Texas corporate records shows that CSMS Management’s leadership includes Arch “Beaver” Aplin, IIIpresident of Buc-ee’s stores.

Source: https://arktimes.com/arkansas-blog/2023/07/27/mega-travel-center-buc-ees-is-apparently-coming-to-benton

Apart from representing extreme levels of concentration in the U.S. stock market, the companies’ earnings multiples appear comparable, Apollo Global Management’s Torsten Slok recently showed.

Source: https://biztoc.com/x/14d6f88b2f1ada97?ref=ff

Apple makes up 3.1% of Bar Harbor Wealth Management’s investment portfolio, making the stock its 4th largest position.

Source: https://www.etfdailynews.com/2023/04/06/apple-inc-nasdaqaapl-shares-sold-by-bar-harbor-wealth-management/

At Collins Park on Saturday night, J and D Weed Management’s skipper Luke Meppem won the toss and chose to bat first against WTC Group.

Source: https://narrabricourier.com.au/2023/01/17/three-teams-remain-in-the-super-slog-grand-final-hunt-going-into-the-final-round/

Atlas Private Wealth Management’s holdings in Verisk Analytics were worth $921,000 at the end of the most recent reporting period.

Source: https://www.americanbankingnews.com/2023/07/11/atlas-private-wealth-management-has-921000-stock-holdings-in-verisk-analytics-inc-nasdaqvrsk.html

Bar Harbor Wealth Management’s holdings in Exxon Mobil were worth $20,529,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/03/30/bar-harbor-wealth-management-has-20-53-million-holdings-in-exxon-mobil-co-nysexom/

Brookstone Capital Management’s holdings in iShares Core MSCI EAFE ETF were worth $5,458,000 as of its most recent filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/03/18/brookstone-capital-management-sells-11165-shares-of-ishares-core-msci-eafe-etf-batsiefa.html

Brookstone Capital Management’s holdings in Linde were worth $1,642,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/03/20/brookstone-capital-management-buys-610-shares-of-linde-plc-nyselin/

Busey Wealth Management’s holdings in AT&T were worth $2,290,000 at the end of the most recent quarter.

Source: https://www.americanbankingnews.com/2023/01/01/busey-wealth-management-has-2-29-million-stake-in-att-inc-nyset.html

Busey Wealth Management’s holdings in Vanguard Health Care ETF were worth $243,000 at the end of the most recent reporting period.

Source: https://www.americanbankingnews.com/2023/07/12/busey-wealth-management-sells-107-shares-of-vanguard-health-care-etf-nysearcavht.html

Comcast comprises approximately 1.9% of Brookmont Capital Management’s holdings, making the stock its 19th biggest holding.

Source: https://www.dailypolitical.com/2023/04/28/brookmont-capital-management-cuts-stock-position-in-comcast-co-nasdaqcmcsa.html

Derbend Asset Management’s holdings in JPMorgan Chase & Co. were worth $519,000 as of its most recent SEC filing.

Source: https://www.etfdailynews.com/2023/07/01/derbend-asset-management-decreases-stock-holdings-in-jpmorgan-chase-co-nysejpm/

Destination Wealth Management’s holdings in Microsoft were worth $40,695,000 at the end of the most recent reporting period.

Source: https://www.etfdailynews.com/2023/06/10/destination-wealth-management-has-40-70-million-stake-in-microsoft-co-nasdaqmsft/

Evan Harp sat down with Main Management’s founding partner Kim Arthur to discuss the broader market situation going into 2024.

Source: https://www.etftrends.com/etf-strategist-channel/meet-strategist-main-managements-arthur-looks-ahead/

GDS Wealth Management’s holdings in Walmart were worth $11,090,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/12/28/gds-wealth-management-boosts-stock-position-in-walmart-inc-nysewmt/

Hoffman Alan N Investment Management’s holdings in Alphabet were worth $5,866,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/03/20/alphabet-inc-nasdaqgoogl-shares-bought-by-hoffman-alan-n-investment-management/