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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 39.45% of Sugarloaf Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, DRSK, VIGI, HELO, ACIO, QLTA, XOM, BAC, SPLG, DCRE.
Started 19 new stock positions in LH, SOLV, MUB, AIQ, MLR, GEV, TLH, XLY, ARKW, SUB. SMR, Nikola Corp, D, Saba Capital Income & Opportun, ARM, Trivago N V spon ads a, SFLR, PRG, ANET.
Reduced shares in these 10 stocks: JUCY, POCT, SHY, ADME, MINT, ADP, NEAR, QQQ, USMV, STIP.
Sold out of its positions in AMRN, AVA, BHC, BTI, CRNC, ENPH, EPD, FL, HTLD, HIMX.
Sugarloaf Wealth Management was a net buyer of stock by $6.2M.
Sugarloaf Wealth Management has $494M in assets under management (AUM), dropping by 2.24%.
Central Index Key (CIK): 0001664864

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Portfolio Holdings for Sugarloaf Wealth Management

Sugarloaf Wealth Management holds 663 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Sugarloaf Wealth Management has 663 total positions. Only the first 250 positions are shown.

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Download the Sugarloaf Wealth Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Aptus Defined Risk Etf Etf (DRSK)	12.6	$62M		2.3M	27.03	View chart
Aptus Collared Investment Opportunity Etf Etf (ACIO)	8.0	$40M		1.1M	37.63	View chart
Aptus Enhanced Yield Etf Etf (JUCY)	7.2	$36M	-2%	1.5M	23.13	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	5.8	$29M	+2%	354k	81.28	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	5.7	$28M		443k	64.00	View chart
Opus Small Cap Value Etf Etf (OSCV)	5.1	$25M		737k	34.50	View chart
Aptus International Enhanced Yield Etf (IDUB)	4.0	$20M		972k	20.56	View chart
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)	4.0	$20M		654k	30.36	View chart
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)	4.0	$20M		119k	164.28	View chart
Apple Stock (AAPL)	2.4	$12M		55k	210.62	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	2.1	$10M	+5%	178k	58.56	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.9	$9.3M	+2%	129k	72.05	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.8	$8.7M		231k	37.67	View chart
Microsoft Stock (MSFT)	1.4	$7.0M		16k	446.94	View chart
Home Depot Stock (HD)	1.2	$5.8M		17k	344.24	View chart
Walmart Stock (WMT)	1.0	$4.8M	+3%	71k	67.71	View chart
Google Stock (GOOGL)	0.9	$4.7M		26k	182.15	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.4M		22k	202.26	View chart
Avago Technologies Stock (AVGO)	0.9	$4.3M	+2%	2.7k	1605.79	View chart
Diamondback Energy Stock (FANG)	0.8	$4.0M		20k	200.19	View chart
Progressive Corp Stock (PGR)	0.8	$4.0M		19k	207.71	View chart
Southern Stock (SO)	0.8	$3.9M		50k	77.57	View chart
Visa Stock (V)	0.7	$3.7M		14k	262.46	View chart
Copart Stock (CPRT)	0.7	$3.6M		67k	54.16	View chart
Roper Industries Stock (ROP)	0.7	$3.5M		6.2k	563.66	View chart
Unitedhealth Group Stock (UNH)	0.7	$3.4M	+2%	6.7k	509.25	View chart
Broadridge Finl Solutions Stock (BR)	0.7	$3.3M		17k	197.00	View chart
Adobe Sys Stock (ADBE)	0.7	$3.3M	+4%	6.0k	555.58	View chart
American Tower Corp Reit (AMT)	0.7	$3.3M		17k	194.38	View chart
Chemed Corp Stock (CHE)	0.6	$3.1M	+2%	5.7k	542.57	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$3.1M	-7%	6.4k	479.08	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.6	$3.0M	+5%	62k	48.25	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.6	$2.9M		34k	85.86	View chart
Aptus Drawdown Managed Equity Etf Etf (ADME)	0.5	$2.3M	-14%	53k	43.74	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.5	$2.3M	+21%	49k	46.86	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$2.2M	-7%	27k	83.96	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.4	$2.1M		7.9k	267.50	View chart
Nvidia Corporation Stock (NVDA)	0.4	$2.0M	+901%	16k	123.54	View chart
Ishares S&p 500 Index Etf (IVV)	0.3	$1.7M	+2%	3.1k	547.15	View chart
Bank America Corp Stock (BAC)	0.3	$1.7M	+29%	42k	39.77	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.3	$1.7M		41k	40.23	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.3	$1.5M	+7%	32k	47.63	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.3	$1.5M		3.7k	391.13	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.4M	+7%	3.8k	373.98	View chart
Ishares Dj Select Dividend Etf (DVY)	0.3	$1.3M		11k	120.98	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.2	$1.2M		33k	36.30	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.2	$1.2M	-11%	9.9k	118.78	View chart
Coca Cola Stock (KO)	0.2	$1.2M	+4%	18k	63.65	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.2	$1.1M	-22%	11k	100.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.1M	+9%	23k	49.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.1M	-8%	2.0k	544.35	View chart
Powershares Hy Dividend Achievers Etf (PEY)	0.2	$1.1M		54k	19.64	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.2	$1.1M	+10%	30k	34.66	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.0M		1.2k	849.83	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$998k	+13%	4.9k	202.90	View chart
Vanguard Value Etf Etf (VTV)	0.2	$978k	+10%	6.1k	160.42	View chart
Amazon.com Stock (AMZN)	0.2	$953k	+37%	4.9k	193.24	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.2	$942k		21k	45.35	View chart
Johnson & Johnson Stock (JNJ)	0.2	$908k	-3%	6.2k	146.16	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.2	$883k	-3%	24k	37.47	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$871k		2.1k	406.80	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$842k	+89%	7.3k	115.12	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.2	$813k	-42%	21k	38.29	View chart
Intl Business Machines Stock (IBM)	0.2	$804k		4.7k	172.94	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$796k	+2%	13k	60.30	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.2	$750k	-5%	627.00	1196.16	View chart
Procter And Gamble Stock (PG)	0.1	$733k		4.4k	164.93	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$728k		3.7k	197.27	View chart
Blackrock Short Duration Bond Etf Etf (NEAR)	0.1	$725k	-26%	14k	50.33	View chart
Doubleline Commercial Real Estate Etf Etf (DCRE)	0.1	$707k	+85%	14k	51.39	View chart
Merck & Co Stock (MRK)	0.1	$704k		5.7k	123.81	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$686k		18k	37.51	View chart
Genuine Parts Stock (GPC)	0.1	$673k	+49%	467k	1.44	View chart
Srh Total Return Fund Cef (STEW)	0.1	$655k		45k	14.55	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.1	$647k		16k	41.49	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$637k	+16%	16k	38.85	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$613k		5.6k	108.70	View chart
Verizon Communications Stock (VZ)	0.1	$567k	+9%	14k	41.24	View chart
Travelers Companies Stock (TRV)	0.1	$533k		2.6k	203.37	View chart
Abbvie Stock (ABBV)	0.1	$509k		3.0k	171.52	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$507k		8.9k	56.68	View chart
At&t Stock (T)	0.1	$503k	+61%	26k	19.11	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$495k		2.7k	182.58	View chart
United Community Banks Inc Blairsville Ga Stock (UCBI)	0.1	$494k		19k	25.46	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$484k	+8%	5.5k	88.49	View chart
Acuity Brands Stock (AYI)	0.1	$483k		2.0k	241.46	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$483k	-2%	9.9k	49.03	View chart
Parker-hannifin Corp Stock (PH)	0.1	$483k		954.00	505.81	View chart
Ishares Tr S&p Aggressive Allocation Etf (AOA)	0.1	$472k		6.3k	74.77	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$471k	-16%	1.3k	364.51	View chart
Chevron Corp Stock (CVX)	0.1	$467k	+75%	3.0k	156.42	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$466k		2.1k	218.03	View chart
Tesla Motors Stock (TSLA)	0.1	$460k		2.3k	197.88	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$454k		13k	35.13	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.1	$454k		13k	34.91	View chart
Target Corp Stock (TGT)	0.1	$442k		3.0k	148.05	View chart
Proshares Tr S&p 500 Aristocrats Etf (NOBL)	0.1	$441k		4.6k	96.12	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$436k		8.6k	50.53	View chart
Synovus Finl Corp Stock (SNV)	0.1	$432k		11k	40.19	View chart
Pepsico Stock (PEP)	0.1	$421k		2.6k	164.93	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$405k		11k	37.92	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$366k		10k	35.03	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$362k	-5%	6.2k	58.52	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.1	$349k		8.4k	41.78	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$346k	+107%	1.8k	197.14	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$342k		5.8k	59.41	View chart
Caterpillar Stock (CAT)	0.1	$341k	-28%	1.0k	333.12	View chart
Hartford Finl Svcs Group Stock (HIG)	0.1	$334k		3.3k	100.54	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$324k		694.00	466.89	View chart
Lowes Cos Stock (LOW)	0.1	$324k		1.5k	220.48	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$323k		560.00	576.59	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.1	$323k	+98%	12k	27.64	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$305k	+6%	1.3k	226.30	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$301k		1.5k	194.91	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$292k	-57%	3.6k	81.64	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$287k	+3%	4.2k	68.52	View chart
Fiserv Stock (FI)	0.1	$286k		1.9k	149.00	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$282k		1.6k	182.06	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.1	$277k	-4%	2.6k	106.64	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$269k		4.0k	66.98	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$261k	NEW	2.4k	106.55	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$259k		7.1k	36.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$250k		1.4k	183.44	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$243k		3.1k	78.33	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$242k		6.6k	36.49	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$240k		2.3k	103.85	View chart
Intuitive Surgical Stock (ISRG)	0.0	$238k		534.00	444.85	View chart
Qualcomm Stock (QCOM)	0.0	$237k	-31%	1.2k	199.18	View chart
Philip Morris Intl Stock (PM)	0.0	$227k		2.2k	101.34	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$226k		4.9k	46.58	View chart
Oracle Corporation Stock (ORCL)	0.0	$223k		1.6k	141.16	View chart
Allstate Corp Stock (ALL)	0.0	$221k		1.4k	159.69	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$219k		3.0k	72.64	View chart
Truist Finl Corp Stock (TFC)	0.0	$216k		5.5k	38.85	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$215k	-10%	1.4k	152.27	View chart
Oreilly Automotive Stock (ORLY)	0.0	$212k		201.00	1056.06	View chart
Intel Corp Stock (INTC)	0.0	$212k	-2%	6.8k	30.97	View chart
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP)	0.0	$211k		6.2k	33.78	View chart
Nextera Energy Stock (NEE)	0.0	$210k		3.0k	70.80	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$208k	+2%	1.8k	118.62	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$207k		9.1k	22.72	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$207k	-19%	410.00	504.23	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$206k		1.7k	118.10	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$205k		1.5k	138.20	View chart
Primerica Stock (PRI)	0.0	$204k		862.00	236.58	View chart
Danaher Corp Stock (DHR)	0.0	$202k		810.00	249.85	View chart
Eli Lilly & Co Stock (LLY)	0.0	$199k		220.00	905.38	View chart
Archer Daniels Midland Stock (ADM)	0.0	$198k	+11%	3.3k	60.46	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$197k		639.00	308.82	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$189k		2.9k	64.25	View chart
Duke Energy Corp Stock (DUK)	0.0	$188k	-22%	1.9k	100.25	View chart
Automatic Data Processing Stock (ADP)	0.0	$185k	-62%	774.00	238.69	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$184k		1.1k	168.83	View chart
Disney Walt Stock (DIS)	0.0	$184k	-7%	1.9k	99.26	View chart
Devon Energy Corp Stock (DVN)	0.0	$184k	-11%	3.9k	47.40	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$184k		1.7k	110.35	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$182k	+23%	2.4k	76.71	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$176k		580.00	303.49	View chart
Elevance Health Stock (ELV)	0.0	$176k		324.00	542.61	View chart
Cintas Corp Stock (CTAS)	0.0	$175k		250.00	700.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$175k		316.00	553.13	View chart
Altria Group Stock (MO)	0.0	$175k	+14%	3.8k	45.55	View chart
Quanta Svcs Stock (PWR)	0.0	$174k		686.00	254.09	View chart
Pulte Group Stock (PHM)	0.0	$173k		1.6k	110.09	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$173k	-50%	1.7k	99.49	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$173k	+27%	3.9k	43.76	View chart
Prudential Finl Stock (PRU)	0.0	$171k	+94%	1.5k	117.17	View chart
Innovator U.s. Equity Ultra Buffer Etf - August Etf (UAUG)	0.0	$170k		5.1k	33.65	View chart
United Parcel Service Stock (UPS)	0.0	$168k		1.2k	136.85	View chart
Abbott Labs Stock (ABT)	0.0	$168k		1.6k	103.91	View chart
Ford Motor Company Stock (F)	0.0	$168k	-8%	13k	12.54	View chart
Virtus Dividend Interest & Pr Cef (NFJ)	0.0	$167k		14k	12.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$166k		952.00	174.47	View chart
Vanguard Mid Cap Etf (VO)	0.0	$165k	-9%	680.00	242.19	View chart
Linde Stock (LIN)	0.0	$164k		373.00	438.84	View chart
Conocophillips Stock (COP)	0.0	$164k		1.4k	114.38	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$163k	+14%	2.0k	79.93	View chart
Taser International Stock (AXON)	0.0	$163k		553.00	294.08	View chart
Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR)	0.0	$162k	+61%	5.3k	30.80	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$161k	+59%	1.4k	119.32	View chart
3M Stock (MMM)	0.0	$160k		1.6k	102.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$160k	-32%	320.00	500.13	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$159k		4.1k	39.16	View chart
Innovator U.s. Equity Buffer Etf - January Etf (BJAN)	0.0	$158k		3.5k	45.10	View chart
Aflac Stock (AFL)	0.0	$158k		1.8k	89.33	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.0	$157k		5.5k	28.59	View chart
Metlife Stock (MET)	0.0	$156k		2.2k	70.19	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$156k		1.6k	100.06	View chart
General Mls Stock (GIS)	0.0	$155k		2.5k	63.25	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$155k		404.00	383.19	View chart
Revvity Stock (RVTY)	0.0	$151k		1.4k	104.86	View chart
Pfizer Stock (PFE)	0.0	$150k	-5%	5.4k	27.98	View chart
Sherwin Williams Stock (SHW)	0.0	$148k		497.00	298.25	View chart
Mcdonalds Corp Stock (MCD)	0.0	$147k		578.00	254.84	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$144k	-3%	3.2k	45.22	View chart
S&p Global Stock (SPGI)	0.0	$142k		319.00	446.11	View chart
Citigroup Stock (C)	0.0	$142k		2.2k	63.46	View chart
Waters Cp Stock (WAT)	0.0	$142k	-9%	489.00	290.12	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$141k		3.0k	46.61	View chart
Starbucks Corp Stock (SBUX)	0.0	$140k	-6%	1.8k	77.84	View chart
Booking Holdings Stock (BKNG)	0.0	$139k		35.00	3962.17	View chart
Realty Income Corp Reit (O)	0.0	$138k		2.6k	52.81	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$137k		1.4k	99.37	View chart
Centerpoint Energy Stock (CNP)	0.0	$136k		4.4k	30.98	View chart
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC)	0.0	$132k		3.9k	34.29	View chart
Innovator U.s. Equity Buffer Etf - September Etf (BSEP)	0.0	$130k	-9%	3.2k	40.67	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$128k	+39%	2.6k	48.68	View chart
Wells Fargo Stock (WFC)	0.0	$128k		2.2k	59.38	View chart
Global Pmts Stock (GPN)	0.0	$127k		1.3k	96.70	View chart
Rayonier Advanced Matls Stock (RYAM)	0.0	$127k		23k	5.44	View chart
Pool Corp Stock (POOL)	0.0	$127k		412.00	307.03	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$126k		1.0k	120.74	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$125k	+432%	1.7k	72.19	View chart
Emerson Elec Stock (EMR)	0.0	$118k		1.1k	110.20	View chart
Oge Energy Corp Stock (OGE)	0.0	$117k		3.3k	35.70	View chart
Goldman Sachs Group Stock (GS)	0.0	$116k		257.00	452.94	View chart
Cisco Sys Stock (CSCO)	0.0	$115k		2.4k	47.52	View chart
Stryker Corp Stock (SYK)	0.0	$114k		336.00	340.29	View chart
Rtx Corporation Stock (RTX)	0.0	$112k	-22%	1.1k	100.38	View chart
Marriott Intl Stock (MAR)	0.0	$112k		464.00	241.77	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$110k		2.7k	41.53	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$110k		1.6k	67.43	View chart
Rayonier Reit (RYN)	0.0	$110k		3.8k	29.09	View chart
Ishares Gold Trust Etf (IAU)	0.0	$110k		2.5k	43.93	View chart
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL)	0.0	$109k		3.4k	32.54	View chart
Innovator U.s. Equity Buffer Etf - November Etf (BNOV)	0.0	$109k		2.9k	37.38	View chart
Sprott Physical Gold Trust Cef (PHYS)	0.0	$108k		6.0k	18.06	View chart
Whirlpool Corp Stock (WHR)	0.0	$108k	+282%	1.1k	102.16	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.0	$107k	+499%	1.8k	59.46	View chart
Sba Communications Cp Reit (SBAC)	0.0	$98k		500.00	196.30	View chart
Boeing Stock (BA)	0.0	$98k		538.00	182.01	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$97k	+15%	1.1k	92.50	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$96k		367.00	262.53	View chart
Powershares Trust Ii Etf Etf (SPHD)	0.0	$96k		2.2k	44.43	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$92k		2.7k	34.11	View chart
Motorola Solutions Stock (MSI)	0.0	$92k		238.00	386.05	View chart
Cvs Health Corp Stock (CVS)	0.0	$90k		1.5k	59.08	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$89k		1.1k	77.99	View chart
Blackstone Group Stock (BX)	0.0	$88k		714.00	123.77	View chart
Barrick Gold Corp F Stock (GOLD)	0.0	$88k		5.3k	16.68	View chart
American Elec Pwr Stock (AEP)	0.0	$87k	+35%	987.00	87.77	View chart
Ge Aerospace Stock (GE)	0.0	$86k	-3%	540.00	158.99	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$84k		1.4k	58.01	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$83k		742.00	112.45	View chart
Waste Management Stock (WM)	0.0	$83k		390.00	213.34	View chart
Canadian National Railway Stock (CNI)	0.0	$82k		692.00	118.13	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$80k		2.0k	40.64	View chart
Royal Caribbean Group Stock (RCL)	0.0	$78k		491.00	159.43	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.0	$78k		888.00	88.11	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$78k		2.0k	38.42	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 Q2 filed July 8, 2024
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

View all past filings

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