Carlson Capital Management has current portfolio value of $244 million and its top 10 holdings account for 83.45% of its overall portfolio. UnitedHealth Group Inc. (NYSE:UNH), Main Street Capital Corporation (NYSE:MAIN), Wells Fargo & Co (NYSE:WFC) are among the primary stock holdings of Carlson Capital Management, as per its recent SEC 13F filing. UnitedHealth Group…
CVS Health Corp (CVS), UnitedHealth Group Inc. (UNH), Iconix Brand Group Inc (ICON): Top Stock Holdings of Hays Advisory, LLC
Hays Advisory is a management firm that focuses on an assortment of investment portfolios including domestic, international, and global equities. The firm also invests in specific portfolios that seek regular shareholder returns and downside protection. This is achieved by investing across multiple asset classes as a way to spread the risk. The firm’s SEC 13F…