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Image about HB Wealth Management LLC Acquires 91 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

HB Wealth Management LLC Acquires 91 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

HB Wealth Management LLC lifted its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 4.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,221 shares... More of this article »
Image about Welltower Inc. (NYSE:WELL) Shares Purchased by HB Wealth Management LLC

Welltower Inc. (NYSE:WELL) Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC lifted its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 11.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,621 shares of... More of this article »
Image about iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by HB Wealth Management LLC

iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by HB Wealth Management LLC

HB Wealth Management LLC decreased its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 7.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image about HB Wealth Management LLC Sells 1,316 Shares of Monster Beverage Co. (NASDAQ:MNST)

HB Wealth Management LLC Sells 1,316 Shares of Monster Beverage Co. (NASDAQ:MNST)

HB Wealth Management LLC lowered its holdings in Monster Beverage Co. (NASDAQ:MNST – Free Report) by 13.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about HB Wealth Management LLC Grows Stock Position in IQVIA Holdings Inc. (NYSE:IQV)

HB Wealth Management LLC Grows Stock Position in IQVIA Holdings Inc. (NYSE:IQV)

HB Wealth Management LLC boosted its stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 38.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 2,202 shares of the medical... More of this article »
Image about HB Wealth Management LLC Has $512,000 Stock Position in Lennar Co. (NYSE:LEN)

HB Wealth Management LLC Has $512,000 Stock Position in Lennar Co. (NYSE:LEN)

HB Wealth Management LLC lifted its stake in Lennar Co. (NYSE:LEN – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,438 shares of the... More of this article »
Image about HB Wealth Management LLC Acquires 2,522 Shares of Loews Co. (NYSE:L)

HB Wealth Management LLC Acquires 2,522 Shares of Loews Co. (NYSE:L)

HB Wealth Management LLC lifted its holdings in shares of Loews Co. (NYSE:L – Free Report) by 51.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Carnival Co. & plc (NYSE:CCL) Shares Purchased by HB Wealth Management LLC

Carnival Co. & plc (NYSE:CCL) Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC grew its stake in shares of Carnival Co. & plc (NYSE:CCL – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about Royal Bank of Canada (NYSE:RY) Shares Acquired by HB Wealth Management LLC

Royal Bank of Canada (NYSE:RY) Shares Acquired by HB Wealth Management LLC

HB Wealth Management LLC lifted its holdings in shares of Royal Bank of Canada (NYSE:RY – Free Report) (TSE:RY) by 9.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about HB Wealth Management LLC Lowers Stock Position in Laboratory Co. of America Holdings (NYSE:LH)

HB Wealth Management LLC Lowers Stock Position in Laboratory Co. of America Holdings (NYSE:LH)

HB Wealth Management LLC trimmed its position in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image about Mutual Advisors LLC Sells 95 Shares of The Progressive Co. (NYSE:PGR)

Mutual Advisors LLC Sells 95 Shares of The Progressive Co. (NYSE:PGR)

Mutual Advisors LLC reduced its holdings in shares of The Progressive Co. (NYSE:PGR – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image about Mutual Advisors LLC Makes New $507,000 Investment in BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU)

Mutual Advisors LLC Makes New $507,000 Investment in BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU)

Mutual Advisors LLC purchased a new position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image about Mutual Advisors LLC Invests $494,000 in Carlisle Companies Incorporated (NYSE:CSL)

Mutual Advisors LLC Invests $494,000 in Carlisle Companies Incorporated (NYSE:CSL)

Mutual Advisors LLC acquired a new position in Carlisle Companies Incorporated (NYSE:CSL – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image about Mutual Advisors LLC Decreases Stock Holdings in United Natural Foods, Inc. (NYSE:UNFI)

Mutual Advisors LLC Decreases Stock Holdings in United Natural Foods, Inc. (NYSE:UNFI)

Mutual Advisors LLC lowered its stake in shares of United Natural Foods, Inc. (NYSE:UNFI – Free Report) by 12.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image about Vanguard Group Inc. Sells 34,457 Shares of Shoals Technologies Group, Inc. (NASDAQ:SHLS)

Vanguard Group Inc. Sells 34,457 Shares of Shoals Technologies Group, Inc. (NASDAQ:SHLS)

Vanguard Group Inc. lessened its holdings in Shoals Technologies Group, Inc. (NASDAQ:SHLS – Free Report) by 0.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »