Sugarloaf Wealth Management LLC grew its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 7.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 8,233 shares of the oil and gas company’s stock after buying an additional 598 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in Exxon […]

Sugarloaf Wealth Management LLC increased its position in Cintas Co. (NASDAQ:CTAS – Free Report) by 7.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,165 shares of the business services provider’s stock after buying an additional 80 shares during the quarter. Sugarloaf […]

Sugarloaf Wealth Management LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,381 shares of the company’s stock after buying an additional 192 shares during the […]

Sugarloaf Wealth Management LLC grew its stake in shares of Chemed Co. (NYSE:CHE – Free Report) by 21.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 7,150 shares of the company’s stock after acquiring an additional 1,285 shares during the period. Chemed makes up about 0.7% of Sugarloaf Wealth Management LLC’s holdings, […]

Sugarloaf Wealth Management LLC raised its holdings in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 23.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,848 shares of the insurance provider’s stock after acquiring an additional […]

Sugarloaf Wealth Management LLC boosted its stake in shares of Pool Co. (NASDAQ:POOL – Free Report) by 10.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 579 shares of the specialty retailer’s stock after buying an additional 53 shares during the quarter. […]