AbbVie comprises 2.3% of Schrum Private Wealth Management LLC’s investment portfolio, making the stock its 8th biggest holding.

Source: https://www.americanbankingnews.com/2023/01/06/abbvie-inc-nyseabbv-shares-sold-by-schrum-private-wealth-management-llc.html

Atlas Private Wealth Management now owns 8,661 shares of the home improvement retailer’s stock valued at $2,690,000 after acquiring an additional 937 shares in the last quarter.

Source: https://www.dailypolitical.com/2023/09/23/crescent-grove-advisors-llc-sells-40-shares-of-the-home-depot-inc-nysehd.html

Blue Bell Private Wealth Management LLC now owns 3,547 shares of the company’s stock valued at $117,000 after acquiring an additional 2,339 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/08/20/ft-cboe-vest-u-s-equity-buffer-etf-october-batsfoct-shares-sold-by-resources-investment-advisors-llc.html

Blue Bell Private Wealth Management LLC’s holdings in Alphabet were worth $528,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/02/19/blue-bell-private-wealth-management-llc-has-528000-holdings-in-alphabet-inc-nasdaqgoog/

Finally, Blue Bell Private Wealth Management LLC increased its stake in shares of Union Pacific by 6.3% in the second quarter.

Source: https://www.dailypolitical.com/2023/12/25/douglas-lane-associates-llc-increases-stock-position-in-union-pacific-co-nyseunp.html

Finally, Highland Private Wealth Management raised its position in Progressive by 5.1% during the third quarter.

Source: https://www.americanbankingnews.com/2023/03/13/bnp-paribas-arbitrage-snc-has-28-80-million-position-in-the-progressive-co-nysepgr.html

Oakwell Private Wealth Management LLC now owns 4,518 shares of the energy producer’s stock valued at $468,000 after purchasing an additional 99 shares during the period.

Source: https://www.etfdailynews.com/2023/10/17/daiwa-securities-group-inc-boosts-holdings-in-conocophillips-nysecop/

Paragon Private Wealth Management LLC now owns 22,358 shares of the utilities provider’s stock valued at $643,000 after buying an additional 383 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/08/08/commerce-bank-boosts-stock-holdings-in-the-aes-co-nyseaes/

PFG Private Wealth Management LLC now owns 1,805 shares of the auto manufacturer’s stock valued at $27,000 after purchasing an additional 1,156 shares during the period.

Source: https://www.dailypolitical.com/2023/12/13/bnp-paribas-lowers-ford-motor-nysef-to-neutral.html