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Sugarloaf Wealth Management

Latest statistics and disclosures from Sugarloaf Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DRSK, ACIO, JUCY, VIGI, SPLG, and represent 39.40% of Sugarloaf Wealth Management's stock portfolio.
Added to shares of these 10 stocks: HELO (+$9.4M), RSP (+$6.6M), DRSK (+$5.7M), SPLG (+$5.6M), VIGI, ACIO, SLYG, WMT, IDUB, JUCY.
Started 42 new stock positions in IUSB, Portman Ridge Finance Ord, BINC, WELL, RDW, BILS, EMXC, IXC, MU, VPL.
Reduced shares in these 10 stocks: INFL, KO, AVGO, VEA, STIP, VOO, ADME, JEPI, IEFA, COST.
Sold out of its positions in Aeva Technologies, BUD, APO, ARCC, ADSK, BSTZ, BIGZ, BCAT, ECAT, BN.
Sugarloaf Wealth Management was a net buyer of stock by $47M.
Sugarloaf Wealth Management has $483M in assets under management (AUM), dropping by 16.42%.
Central Index Key (CIK): 0001664864

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Portfolio Holdings for Sugarloaf Wealth Management

Sugarloaf Wealth Management holds 675 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Sugarloaf Wealth Management has 675 total positions. Only the first 250 positions are shown.

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Download the Sugarloaf Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Aptus Defined Risk Etf Etf (DRSK)	12.6	$61M	+10%	2.3M	26.66	View chart
Aptus Collared Investment Opportunity Etf Etf (ACIO)	7.8	$38M	+8%	1.0M	36.03	View chart
Aptus Enhanced Yield Etf Etf (JUCY)	7.6	$37M	+7%	1.6M	23.38	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	5.8	$28M	+15%	346k	81.53	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	5.6	$27M	+26%	437k	61.53	View chart
Opus Small Cap Value Etf Etf (OSCV)	5.4	$26M	+6%	732k	35.96	View chart
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)	4.1	$20M	+49%	118k	169.37	View chart
Aptus International Enhanced Yield Etf (IDUB)	4.1	$20M	+14%	956k	20.81	View chart
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)	3.9	$19M	+14%	647k	29.25	View chart
Apple Stock (AAPL)	2.0	$9.4M		55k	171.48	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)	1.9	$9.4M	NEW	168k	55.97	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.9	$9.1M		125k	72.63	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.7	$8.3M	+24%	229k	36.19	View chart
Microsoft Stock (MSFT)	1.4	$6.5M		16k	420.73	View chart
Home Depot Stock (HD)	1.4	$6.5M		17k	383.61	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.3M	+2%	22k	200.30	View chart
Walmart Stock (WMT)	0.8	$4.1M	+245%	68k	60.17	View chart
Progressive Corp Stock (PGR)	0.8	$4.0M		19k	206.82	View chart
Diamondback Energy Stock (FANG)	0.8	$3.9M	+10%	20k	198.17	View chart
Google Stock (GOOGL)	0.8	$3.9M	+4%	26k	150.93	View chart
Copart Stock (CPRT)	0.8	$3.9M	+4%	67k	57.92	View chart
Visa Stock (V)	0.8	$3.9M	+4%	14k	279.07	View chart
Southern Stock (SO)	0.7	$3.6M	+2%	50k	71.74	View chart
Chemed Corp Stock (CHE)	0.7	$3.6M	+5%	5.6k	641.98	View chart
Avago Technologies Stock (AVGO)	0.7	$3.4M	-16%	2.6k	1325.52	View chart
Broadridge Finl Solutions Stock (BR)	0.7	$3.4M	+7%	17k	204.86	View chart
Roper Industries Stock (ROP)	0.7	$3.4M	+6%	6.1k	560.83	View chart
American Tower Corp Reit (AMT)	0.7	$3.3M	+5%	17k	197.60	View chart
Unitedhealth Group Stock (UNH)	0.7	$3.2M	+10%	6.5k	494.72	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$3.1M		6.9k	443.99	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.6	$3.0M	+56820%	34k	87.23	View chart
Adobe Sys Stock (ADBE)	0.6	$2.9M	+6%	5.8k	504.64	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.6	$2.9M	+23%	59k	48.69	View chart
Aptus Drawdown Managed Equity Etf Etf (ADME)	0.5	$2.6M	-16%	61k	41.99	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$2.4M		29k	83.58	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.4	$2.0M	+7%	7.8k	259.91	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.4	$1.9M	+8%	40k	47.48	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.3	$1.6M	-4%	41k	39.11	View chart
Ishares S&p 500 Index Etf (IVV)	0.3	$1.6M	+18%	3.0k	525.69	View chart
Nvidia Corporation Stock (NVDA)	0.3	$1.5M	+5%	1.6k	903.54	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.3	$1.5M		15k	100.54	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$1.5M	-5%	3.7k	397.76	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.3	$1.4M		37k	37.49	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.3	$1.4M		30k	45.51	View chart
Ishares Dj Select Dividend Etf (DVY)	0.3	$1.3M		11k	123.18	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.3	$1.3M		11k	115.30	View chart
Bank America Corp Stock (BAC)	0.3	$1.2M		33k	37.92	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.2M	+6%	3.5k	344.17	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.2	$1.2M		33k	35.55	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.1M	+2%	2.1k	523.18	View chart
Powershares Hy Dividend Achievers Etf (PEY)	0.2	$1.1M		54k	20.65	View chart
Coca Cola Stock (KO)	0.2	$1.1M	-53%	18k	61.18	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.0M	-36%	21k	50.17	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.0M	-2%	6.4k	158.19	View chart
Blackrock Short Duration Bond Etf Etf (NEAR)	0.2	$983k		20k	50.46	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.2	$919k		27k	33.59	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$914k		4.3k	210.30	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.2	$905k	+17%	21k	43.58	View chart
Vanguard Value Etf Etf (VTV)	0.2	$902k	+7%	5.5k	162.87	View chart
Intl Business Machines Stock (IBM)	0.2	$901k	-2%	4.7k	190.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$898k	+3%	2.1k	420.52	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.2	$887k		24k	36.50	View chart
Costco Wholesale Corp Stock (COST)	0.2	$870k	-16%	1.2k	732.70	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.2	$796k	-11%	667.00	1193.74	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$773k	+8%	13k	60.30	View chart
Merck & Co Stock (MRK)	0.2	$749k	-2%	5.7k	131.95	View chart
Procter And Gamble Stock (PG)	0.1	$720k		4.4k	162.24	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$695k		8.5k	81.78	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$690k		3.7k	186.85	View chart
Srh Total Return Fund Cef (STEW)	0.1	$677k	-4%	45k	15.06	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$669k		18k	36.60	View chart
Amazon.com Stock (AMZN)	0.1	$645k	+5%	3.6k	180.37	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.1	$625k		16k	40.04	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$621k		5.6k	110.21	View chart
Travelers Companies Stock (TRV)	0.1	$603k		2.6k	230.18	View chart
Genuine Parts Stock (GPC)	0.1	$544k		313k	1.74	View chart
Abbvie Stock (ABBV)	0.1	$539k	-2%	3.0k	182.12	View chart
Acuity Brands Stock (AYI)	0.1	$538k		2.0k	268.73	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$536k		14k	37.98	View chart
Parker-hannifin Corp Stock (PH)	0.1	$530k	NEW	954.00	555.79	View chart
Target Corp Stock (TGT)	0.1	$528k	-3%	3.0k	177.18	View chart
Verizon Communications Stock (VZ)	0.1	$526k	-17%	13k	41.96	View chart
Caterpillar Stock (CAT)	0.1	$523k		1.4k	366.36	View chart
Automatic Data Processing Stock (ADP)	0.1	$521k	+92%	2.1k	249.74	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$520k		1.5k	337.05	View chart
United Community Banks Inc Blairsville Ga Stock (UCBI)	0.1	$510k		19k	26.32	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.1	$509k	-45%	8.8k	57.86	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$496k		2.7k	182.64	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$481k	+8%	2.1k	228.58	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$480k		10k	47.57	View chart
Proshares Tr S&p 500 Aristocrats Etf (NOBL)	0.1	$465k		4.6k	101.40	View chart
Ishares Tr S&p Aggressive Allocation Etf (AOA)	0.1	$462k		6.3k	73.45	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.1	$460k	+133%	13k	35.37	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$453k	+19%	5.0k	89.68	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$449k	+35%	3.9k	116.23	View chart
Pepsico Stock (PEP)	0.1	$446k	+5%	2.5k	174.98	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$442k	+96%	13k	34.16	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$437k		8.6k	50.56	View chart
Synovus Finl Corp Stock (SNV)	0.1	$430k	-4%	11k	40.06	View chart
Tesla Motors Stock (TSLA)	0.1	$409k		2.3k	175.79	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$398k	+438%	6.6k	60.74	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$393k	+69%	11k	36.81	View chart
Doubleline Commercial Real Estate Etf Etf (DCRE)	0.1	$381k	NEW	7.4k	51.25	View chart
Lowes Cos Stock (LOW)	0.1	$373k	+10%	1.5k	254.80	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.1	$372k		10k	35.61	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$349k	-60%	3.5k	99.43	View chart
Hartford Finl Svcs Group Stock (HIG)	0.1	$342k		3.3k	103.05	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.1	$337k		8.4k	40.33	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$331k	+22%	5.8k	57.41	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$315k	+8%	693.00	454.87	View chart
Intel Corp Stock (INTC)	0.1	$311k		7.0k	44.17	View chart
Fiserv Stock (FI)	0.1	$307k	+7%	1.9k	159.78	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.1	$300k	+17%	2.7k	110.53	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$294k		560.00	524.34	View chart
Qualcomm Stock (QCOM)	0.1	$292k	-3%	1.7k	169.30	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$289k		1.5k	187.35	View chart
At&t Stock (T)	0.1	$287k	-14%	16k	17.60	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$285k	+16%	1.5k	186.80	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$277k	+16%	4.0k	68.80	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.1	$271k		4.0k	67.39	View chart
Chevron Corp Stock (CVX)	0.1	$269k		1.7k	157.78	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$264k		1.3k	208.22	View chart
Ishares Russell 2000 Value Etf (IWN)	0.1	$251k		1.6k	158.85	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$251k	-6%	7.1k	35.38	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$247k	+190%	509.00	485.58	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$247k		6.6k	37.21	View chart
Disney Walt Stock (DIS)	0.1	$246k	-5%	2.0k	122.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$245k		3.1k	79.86	View chart
Allstate Corp Stock (ALL)	0.0	$239k		1.4k	172.95	View chart
Duke Energy Corp Stock (DUK)	0.0	$236k	-13%	2.4k	96.71	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$233k	+9%	2.3k	100.81	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$229k	-68%	477.00	480.70	View chart
Oreilly Automotive Stock (ORLY)	0.0	$227k	-2%	201.00	1128.88	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$224k	-60%	3.0k	74.22	View chart
Devon Energy Corp Stock (DVN)	0.0	$221k	-35%	4.4k	50.18	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$219k	+6%	4.9k	45.15	View chart
Primerica Stock (PRI)	0.0	$218k		862.00	252.96	View chart
Truist Finl Corp Stock (TFC)	0.0	$217k	-22%	5.6k	38.98	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$216k		1.7k	124.17	View chart
Intuitive Surgical Stock (ISRG)	0.0	$213k	+5%	534.00	399.09	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$209k	+39%	9.1k	22.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$208k		1.4k	152.26	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$208k	+7%	1.7k	120.97	View chart
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP)	0.0	$206k		6.2k	32.95	View chart
Philip Morris Intl Stock (PM)	0.0	$204k	-6%	2.2k	91.63	View chart
Danaher Corp Stock (DHR)	0.0	$202k		810.00	249.72	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$200k	+13%	577.00	346.49	View chart
Oracle Corporation Stock (ORCL)	0.0	$198k		1.6k	125.59	View chart
Ford Motor Company Stock (F)	0.0	$195k	-10%	15k	13.28	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$191k		1.1k	175.31	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$191k		638.00	299.94	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$191k		1.5k	129.38	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$190k		1.7k	114.14	View chart
Pulte Group Stock (PHM)	0.0	$190k	-8%	1.6k	120.59	View chart
Nextera Energy Stock (NEE)	0.0	$189k		3.0k	63.90	View chart
Vanguard Mid Cap Etf (VO)	0.0	$188k	+10%	752.00	249.94	View chart
Waters Cp Stock (WAT)	0.0	$186k		541.00	344.23	View chart
Abbott Labs Stock (ABT)	0.0	$184k		1.6k	113.66	View chart
Archer Daniels Midland Stock (ADM)	0.0	$184k	+79%	2.9k	62.82	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$183k	+6%	314.00	581.31	View chart
United Parcel Service Stock (UPS)	0.0	$183k		1.2k	148.63	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$182k		2.9k	62.06	View chart
Conocophillips Stock (COP)	0.0	$182k		1.4k	127.28	View chart
Quanta Svcs Stock (PWR)	0.0	$178k	NEW	686.00	259.80	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$176k		4.1k	43.35	View chart
Starbucks Corp Stock (SBUX)	0.0	$176k		1.9k	91.40	View chart
Global Pmts Stock (GPN)	0.0	$176k		1.3k	133.66	View chart
Virtus Dividend Interest & Pr Cef (NFJ)	0.0	$173k	-13%	14k	12.78	View chart
Taser International Stock (AXON)	0.0	$173k		553.00	312.71	View chart
Linde Stock (LIN)	0.0	$173k	+22%	372.00	464.32	View chart
Sherwin Williams Stock (SHW)	0.0	$172k	+8%	496.00	347.04	View chart
Cintas Corp Stock (CTAS)	0.0	$172k	+10%	250.00	687.49	View chart
General Mls Stock (GIS)	0.0	$171k		2.4k	69.96	View chart
Eli Lilly & Co Stock (LLY)	0.0	$171k	-48%	220.00	777.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$171k		952.00	179.11	View chart
Elevance Health Stock (ELV)	0.0	$168k	+16%	323.00	519.11	View chart
3M Stock (MMM)	0.0	$166k		1.6k	106.10	View chart
Pool Corp Stock (POOL)	0.0	$165k	+13%	409.00	403.96	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.0	$165k		5.9k	28.08	View chart
Innovator U.s. Equity Ultra Buffer Etf - August Etf (UAUG)	0.0	$165k		5.1k	32.65	View chart
Metlife Stock (MET)	0.0	$165k		2.2k	74.11	View chart
Mcdonalds Corp Stock (MCD)	0.0	$163k		577.00	281.89	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$157k	-24%	1.6k	100.86	View chart
Pfizer Stock (PFE)	0.0	$157k	-5%	5.7k	27.75	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.0	$156k		5.5k	28.47	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$155k	+71%	847.00	182.69	View chart
Innovator U.s. Equity Buffer Etf - January Etf (BJAN)	0.0	$152k	-18%	3.5k	43.54	View chart
Revvity Stock (RVTY)	0.0	$152k	-6%	1.4k	105.00	View chart
Aflac Stock (AFL)	0.0	$151k		1.8k	85.85	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$150k	NEW	3.3k	45.59	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$147k	+29%	1.9k	76.68	View chart
Altria Group Stock (MO)	0.0	$146k	-10%	3.3k	43.63	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$145k	-17%	2.7k	54.24	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$143k	+19%	1.8k	80.51	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$142k	-8%	3.0k	47.06	View chart
Citigroup Stock (C)	0.0	$142k		2.2k	63.24	View chart
Rtx Corporation Stock (RTX)	0.0	$141k		1.4k	97.51	View chart
Realty Income Corp Reit (O)	0.0	$139k	-33%	2.6k	54.10	View chart
Innovator U.s. Equity Buffer Etf - September Etf (BSEP)	0.0	$139k		3.5k	39.28	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$137k	NEW	1.4k	99.42	View chart
S&p Global Stock (SPGI)	0.0	$135k	+18%	316.00	425.52	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$131k		1.0k	125.33	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$129k	-55%	3.1k	41.77	View chart
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC)	0.0	$129k		3.9k	33.42	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$127k	NEW	397.00	320.59	View chart
Booking Holdings Stock (BKNG)	0.0	$127k	+20%	35.00	3628.09	View chart
Rayonier Reit (RYN)	0.0	$126k		3.8k	33.24	View chart
Centerpoint Energy Stock (CNP)	0.0	$125k		4.4k	28.49	View chart
Wells Fargo Stock (WFC)	0.0	$125k	-4%	2.1k	57.97	View chart
Emerson Elec Stock (EMR)	0.0	$121k		1.1k	113.45	View chart
Cvs Health Corp Stock (CVS)	0.0	$121k	-7%	1.5k	79.76	View chart
Cisco Sys Stock (CSCO)	0.0	$121k		2.4k	49.91	View chart
Innovator U.s. Equity Ultra Buffer Etf - October Etf (UOCT)	0.0	$120k		3.6k	33.59	View chart
Stryker Corp Stock (SYK)	0.0	$120k	+3622%	335.00	357.87	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$118k		2.3k	51.60	View chart
Marriott Intl Stock (MAR)	0.0	$117k		464.00	252.31	View chart
Oge Energy Corp Stock (OGE)	0.0	$113k		3.3k	34.30	View chart
Rayonier Advanced Matls Stock (RYAM)	0.0	$112k		23k	4.78	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$112k	+6%	1.6k	68.13	View chart
Sba Communications Cp Reit (SBAC)	0.0	$108k		500.00	216.70	View chart
Goldman Sachs Group Stock (GS)	0.0	$108k	-22%	258.00	416.91	View chart
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL)	0.0	$107k		3.4k	31.87	View chart
Innovator U.s. Equity Buffer Etf - November Etf (BNOV)	0.0	$107k		2.9k	36.49	View chart
Ishares Gold Trust Etf (IAU)	0.0	$105k		2.5k	42.01	View chart
Boeing Stock (BA)	0.0	$104k		538.00	192.99	View chart
Sprott Physical Gold Trust Cef (PHYS)	0.0	$104k		6.0k	17.30	View chart
Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR)	0.0	$102k		3.3k	31.16	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$99k		367.00	270.80	View chart
Ge Aerospace Stock (GE)	0.0	$99k	-7%	562.00	175.46	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$98k	+14%	850.00	114.96	View chart
Powershares Trust Ii Etf Etf (SPHD)	0.0	$96k		2.2k	44.40	View chart
Blackstone Group Stock (BX)	0.0	$93k		709.00	131.35	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$93k	+71%	1.9k	49.20	View chart
Canadian National Railway Stock (CNI)	0.0	$91k		692.00	131.71	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$91k		2.0k	45.41	View chart
Pioneer Natural Resources Stock (PXD)	0.0	$90k	-62%	344.00	262.17	View chart
Prudential Finl Stock (PRU)	0.0	$88k	-13%	751.00	117.33	View chart
Barrick Gold Corp F Stock (GOLD)	0.0	$88k	+20980%	5.3k	16.64	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$88k		2.7k	32.47	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$86k		1.1k	77.17	View chart
Motorola Solutions Stock (MSI)	0.0	$85k		238.00	354.98	View chart
Ppg Inds Stock (PPG)	0.0	$85k		583.00	144.90	View chart
Waste Management Stock (WM)	0.0	$83k		390.00	213.15	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$83k		1.4k	58.09	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$81k		737.00	110.20	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.0	$81k		888.00	91.25	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$79k		2.0k	39.02	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$77k	+11%	2.0k	39.28	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$77k		1.1k	67.75	View chart
Lincoln Natl Corp Ind Stock (LNC)	0.0	$77k	-10%	2.4k	31.94	View chart

Past Filings by Sugarloaf Wealth Management

SEC 13F filings are viewable for Sugarloaf Wealth Management going back to 2019

Sugarloaf Wealth Management 2024 Q1 filed April 23, 2024
Sugarloaf Wealth Management 2023 Q4 filed Jan. 10, 2024
Sugarloaf Wealth Management 2023 Q3 filed Nov. 13, 2023
Sugarloaf Wealth Management 2023 Q2 filed July 13, 2023
Sugarloaf Wealth Management 2023 Q1 filed April 26, 2023
Sugarloaf Wealth Management 2022 Q4 filed Feb. 3, 2023
Sugarloaf Wealth Management 2022 Q3 filed Oct. 11, 2022
Sugarloaf Wealth Management 2022 Q2 filed July 12, 2022
Sugarloaf Wealth Management 2022 Q1 filed April 25, 2022
Sugarloaf Wealth Management 2021 Q4 filed Jan. 20, 2022
Sugarloaf Wealth Management 2021 Q3 filed Oct. 20, 2021
Sugarloaf Wealth Management 2021 Q2 filed July 20, 2021
Sugarloaf Wealth Management 2021 Q1 filed April 19, 2021
Sugarloaf Wealth Management 2020 Q4 filed Feb. 3, 2021
Sugarloaf Wealth Management 2020 Q3 filed Nov. 3, 2020
Sugarloaf Wealth Management 2020 Q2 filed July 21, 2020

View all past filings

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