AAFMAA Wealth Management & Trust LLC’s holdings in Apple were worth $2,767,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/04/29/apple-inc-nasdaqaapl-shares-sold-by-aafmaa-wealth-management-trust-llc/

AAFMAA Wealth Management & Trust LLC’s holdings in Invesco QQQ were worth $3,491,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/07/13/aafmaa-wealth-management-trust-llc-has-3-49-million-stock-holdings-in-invesco-qqq-nasdaqqqq/

AAFMAA Wealth Management & Trust LLC’s holdings in JPMorgan Chase & Co. were worth $3,826,000 as of its most recent filing with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/04/16/jpmorgan-chase-co-nysejpm-stake-lowered-by-aafmaa-wealth-management-trust-llc/

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

Aberdeen Wealth Management LLC trimmed its stake in shares of AbbVie Inc. () by 0.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.dailypolitical.com/2023/09/12/abbvie-inc-nyseabbv-shares-sold-by-aberdeen-wealth-management-llc.html

Absher Wealth Management LLC boosted its holdings in Tapestry by 1.6% during the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/04/09/baldwin-brothers-llc-ma-buys-shares-of-2400-tapestry-inc-nysetpr.html

Absher Wealth Management LLC’s holdings in Johnson & Johnson were worth $19,046,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/07/02/absher-wealth-management-llc-buys-42865-shares-of-johnson-johnson-nysejnj/

Absher Wealth Management LLC’s holdings in Meta Platforms were worth $1,509,000 at the end of the most recent quarter.

Source: https://www.americanbankingnews.com/2023/06/26/absher-wealth-management-llc-trims-holdings-in-meta-platforms-inc-nasdaqmeta.html

Accel Wealth Management boosted its stake in Vanguard Consumer Staples ETF () by 7.5% in the 2nd quarter, according to the company in its most recent 13F 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/

Accel Wealth Management increased its holdings in Johnson & Johnson () by 7.2% during the first quarter, reports.

Source: https://www.etfdailynews.com/2023/07/09/accel-wealth-management-boosts-holdings-in-johnson-johnson-nysejnj/

Accel Wealth Management increased its stake in shares of ) by 6.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/04/18/accel-wealth-management-buys-1614-shares-of-amazon-com-inc-nasdaqamzn/

Accel Wealth Management now owns 6,219 shares of the company’s stock worth $1,483,000 after acquiring an additional 42 shares during the period.

Source: https://www.etfdailynews.com/2023/09/17/compass-financial-group-inc-sd-acquires-145-shares-of-vanguard-health-care-etf-nysearcavht/

Accel Wealth Management raised its position in Johnson & Johnson by 2.2% in the 4th quarter.

Source: https://www.etfdailynews.com/2023/04/14/catalyst-wealth-management-llc-invests-1-43-million-in-johnson-johnson-nysejnj/

Accel Wealth Management raised its position in shares of Cheniere Energy by 100.0% during the 1st quarter.

Source: https://www.dailypolitical.com/2023/09/13/border-to-coast-pensions-partnership-ltd-buys-shares-of-285000-cheniere-energy-inc-nyseamericanlng.html

Accenture plc (NYSE:ACN) Shares Sold by Institute for Wealth Management LLC.

Source: https://www.dailypolitical.com/2023/10/09/fiserv-inc-nasdaqfisv-shares-sold-by-institute-for-wealth-management-llc-2.html

Accurate Wealth Management LLC acquired a new position in Paycom Software in the 4th quarter valued at about $29,000.

Source: https://www.etfdailynews.com/2023/06/17/kovack-advisors-inc-purchases-100-shares-of-paycom-software-inc-nysepayc/

Accurate Wealth Management LLC boosted its stake in shares of NVIDIA Co. () by 29.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/06/27/accurate-wealth-management-llc-buys-1531-shares-of-nvidia-co-nasdaqnvda/

Accurate Wealth Management LLC bought a new position in shares of Royal Caribbean Cruises in the fourth quarter worth about $38,000.

Source: https://www.etfdailynews.com/2023/07/02/ae-wealth-management-llc-boosts-stake-in-royal-caribbean-cruises-ltd-nysercl/

Accurate Wealth Management LLC now owns 63,080 shares of the oil and gas company’s stock worth $6,944,000 after purchasing an additional 2,859 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/04/07/milestone-advisory-partners-invests-234000-in-exxon-mobil-co-nysexom/

Accurate Wealth Management LLC purchased a new position in EPR Properties during the fourth quarter valued at approximately $25,000.

Source: https://www.etfdailynews.com/2023/07/01/epr-properties-nyseepr-price-target-raised-to-50-00-at-stifel-nicolaus/