Opal Wealth Advisors LLC raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,353 shares of the oil and gas company’s stock after purchasing an additional […]

Roberts Wealth Advisors LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,497 shares of the biopharmaceutical company’s stock after buying an additional 1,589 shares during the […]

Opal Wealth Advisors LLC decreased its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 10.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 469 shares of the aerospace company’s stock after selling 56 shares during the period. Opal Wealth […]

Opal Wealth Advisors LLC trimmed its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 14.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,442 shares of the pharmacy operator’s stock after selling 769 shares during the quarter. Opal Wealth […]

Clearview Wealth Advisors LLC raised its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 11.3% during the third quarter, HoldingsChannel reports. The firm owned 17,947 shares of the company’s stock after purchasing an additional 1,826 shares during the period. iShares MBS ETF comprises 1.3% of Clearview Wealth Advisors LLC’s portfolio, making […]

Foster Victor Wealth Advisors LLC grew its holdings in Garmin Ltd. (NYSE:GRMN – Free Report) by 1.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 74,962 shares of the scientific and technical instruments company’s stock after purchasing an additional 1,172 shares […]

Foster Victor Wealth Advisors LLC lifted its holdings in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 3.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 258,734 shares of the pipeline company’s stock after purchasing an additional […]