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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, SPLG, JUCY, VIGI, and represent 38.20% of Sugarloaf Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, HD, VIGI, DRSK, HELO, ACIO, IDUB, CHE, UNH, KAUG.
Started 50 new stock positions in WFG, RDVY, NAUG, QCLN, ALLY, HQY, BTC, APTV, ZAUG, RKT.
Reduced shares in these 10 stocks: AVGO (-$5.5M), WMT, JUCY, USMV, JPM, PGR, DIA, STEW, AMZN, LCTU.
Sold out of its positions in AMD, A, ARW, BHF, Brookfield Infrastructure, CDNS, LNG, CRUS, DG, SIXG.
Sugarloaf Wealth Management was a net buyer of stock by $5.6M.
Sugarloaf Wealth Management has $529M in assets under management (AUM), dropping by -0.01%.
Central Index Key (CIK): 0001664864

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Portfolio Holdings for Sugarloaf Wealth Management

Sugarloaf Wealth Management holds 686 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Sugarloaf Wealth Management has 686 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sugarloaf Wealth Management Dec. 31, 2024 positions
Download the Sugarloaf Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Aptus Defined Risk Etf Etf (DRSK)	12.4	$65M		2.4M	27.43	View chart
Aptus Collared Investment Opportunity Etf Etf (ACIO)	8.5	$45M	+2%	1.1M	40.24	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	6.0	$32M		456k	68.94	View chart
Aptus Enhanced Yield Etf Etf (JUCY)	5.7	$30M	-2%	1.3M	22.77	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	5.7	$30M	+3%	374k	79.99	View chart
Opus Small Cap Value Etf Etf (OSCV)	5.3	$28M		760k	36.99	View chart
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)	4.1	$22M		677k	32.29	View chart
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)	4.1	$22M	+2%	124k	175.23	View chart
Aptus International Enhanced Yield Etf (IDUB)	4.0	$21M	+3%	1.1M	20.09	View chart
Apple Stock (AAPL)	2.6	$14M		56k	250.42	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	2.4	$13M	+8%	209k	62.04	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.9	$9.9M	+3%	137k	71.91	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.7	$9.1M	+2%	238k	38.37	View chart
Home Depot Stock (HD)	1.6	$8.2M	+21%	21k	388.99	View chart
Microsoft Stock (MSFT)	1.3	$6.8M		16k	421.49	View chart
Nvidia Corporation Stock (NVDA)	1.0	$5.3M	+131%	40k	134.29	View chart
Walmart Stock (WMT)	1.0	$5.2M	-18%	57k	90.35	View chart
Amazon.com Stock (AMZN)	0.9	$4.8M	-9%	22k	219.39	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.5M	-13%	19k	239.71	View chart
Visa Stock (V)	0.8	$4.4M	-4%	14k	316.05	View chart
Unitedhealth Group Stock (UNH)	0.8	$4.0M	+17%	8.0k	505.83	View chart
Southern Stock (SO)	0.8	$4.0M	-2%	48k	82.32	View chart
Broadridge Finl Solutions Stock (BR)	0.7	$3.9M		17k	226.09	View chart
Diamondback Energy Stock (FANG)	0.7	$3.8M	+15%	23k	163.83	View chart
Progressive Corp Stock (PGR)	0.7	$3.8M	-14%	16k	239.61	View chart
Chemed Corp Stock (CHE)	0.7	$3.8M	+21%	7.2k	529.83	View chart
Roper Industries Stock (ROP)	0.7	$3.7M	+13%	7.2k	519.83	View chart
Copart Stock (CPRT)	0.7	$3.7M	-5%	65k	57.39	View chart
Quanta Svcs Stock (PWR)	0.7	$3.7M	-6%	12k	316.05	View chart
American Tower Corp Reit (AMT)	0.7	$3.6M	+14%	20k	183.41	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.6	$3.0M		34k	90.35	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$3.0M		5.9k	511.27	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.6	$3.0M	+4%	63k	48.10	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.5	$2.5M	+4%	8.5k	289.81	View chart
Aptus Drawdown Managed Equity Etf Etf (ADME)	0.4	$2.2M	-7%	48k	46.71	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.4	$2.2M	-3%	48k	46.79	View chart
Bank America Corp Stock (BAC)	0.3	$1.8M		42k	43.95	View chart
Ishares S&p 500 Index Etf (IVV)	0.3	$1.8M		3.0k	588.70	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.3	$1.7M		33k	50.39	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.3	$1.7M	-4%	39k	42.25	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.3	$1.6M	-31%	18k	88.79	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.5M	-8%	3.8k	410.46	View chart
Ishares Dj Select Dividend Etf (DVY)	0.3	$1.4M		11k	131.29	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.3	$1.3M	+74%	48k	27.46	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.2	$1.3M	+6%	35k	37.87	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.2	$1.3M	-2%	9.8k	128.62	View chart
Coca Cola Stock (KO)	0.2	$1.2M	+10%	20k	62.26	View chart
Powershares Hy Dividend Achievers Etf (PEY)	0.2	$1.1M		54k	21.26	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.2	$1.1M		30k	36.70	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.1M		1.2k	916.03	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.1M		1.9k	586.16	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.2	$1.1M		28k	39.08	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.1M	-6%	22k	47.82	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.2	$1.1M	+16%	11k	100.34	View chart
Tesla Motors Stock (TSLA)	0.2	$1.0M		2.6k	403.85	View chart
Vanguard Value Etf Etf (VTV)	0.2	$1.0M	-8%	6.1k	169.31	View chart
Intl Business Machines Stock (IBM)	0.2	$1.0M		4.7k	219.85	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$1.0M	+24%	17k	58.93	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.2	$983k	+16%	25k	39.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$962k		4.4k	220.95	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.2	$951k	-4%	20k	48.09	View chart
Johnson & Johnson Stock (JNJ)	0.2	$941k		6.5k	144.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$925k	+4%	2.0k	453.28	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$886k	+7%	8.2k	107.57	View chart
United Community Banks Inc Blairsville Ga Stock (UCB)	0.2	$853k	+36%	26k	32.31	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.1	$792k		3.7k	212.64	View chart
Google Stock (GOOGL)	0.1	$788k	+2%	4.2k	189.30	View chart
Procter And Gamble Stock (PG)	0.1	$783k	+3%	4.7k	167.64	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$780k	+24%	20k	38.42	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$766k		19k	41.17	View chart
Doubleline Commercial Real Estate Etf Etf (DCRE)	0.1	$754k	+7%	15k	51.46	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$704k	-7%	577.00	1219.25	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.1	$691k		16k	44.31	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.1	$662k	-47%	1.6k	425.50	View chart
Avago Technologies Stock (AVGO)	0.1	$648k	-89%	2.8k	231.83	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$645k	+27%	13k	51.34	View chart
Genuine Parts Stock (GPC)	0.1	$641k		467k	1.37	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$633k		5.6k	112.26	View chart
Travelers Companies Stock (TRV)	0.1	$632k		2.6k	240.93	View chart
Parker-hannifin Corp Stock (PH)	0.1	$607k		954.00	636.03	View chart
Acuity Brands Stock (AYI)	0.1	$585k		2.0k	292.16	View chart
At&t Stock (T)	0.1	$582k		26k	22.77	View chart
Innovator Us Small Cap Power Buffer Etf - August Etf (KAUG)	0.1	$571k	NEW	23k	25.14	View chart
Verizon Communications Stock (VZ)	0.1	$553k	+9%	14k	39.99	View chart
Synovus Finl Corp Stock (SNV)	0.1	$550k		11k	51.23	View chart
Merck & Co Stock (MRK)	0.1	$547k	-3%	5.5k	99.47	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.1	$543k		19k	29.43	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$537k		14k	38.50	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$531k		2.2k	240.32	View chart
Abbvie Stock (ABBV)	0.1	$528k		3.0k	177.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$524k		2.7k	195.80	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$519k		1.3k	401.58	View chart
Devon Energy Corp Stock (DVN)	0.1	$514k	+158%	16k	32.73	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$509k	+2%	10k	50.50	View chart
Ishares Tr S&p Aggressive Allocation Etf (AOA)	0.1	$481k		6.3k	76.61	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.1	$477k		13k	37.35	View chart
Proshares Tr S&p 500 Aristocrats Etf (NOBL)	0.1	$456k		4.6k	99.55	View chart
Innovator U.s. Equity Buffer Etf - July Etf (BJUL)	0.1	$452k		10k	44.56	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$451k	-4%	5.1k	89.04	View chart
Pepsico Stock (PEP)	0.1	$438k	+5%	2.9k	152.05	View chart
Innovator Equity Managed Floor Etf Etf (SFLR)	0.1	$437k	+71%	13k	32.65	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$436k		12k	36.80	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.1	$436k	+52%	8.6k	50.43	View chart
Chevron Corp Stock (CVX)	0.1	$433k		3.0k	144.84	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$431k	+3%	2.0k	210.42	View chart
Fiserv Stock (FI)	0.1	$424k	+2%	2.1k	205.37	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.1	$420k	+150%	14k	30.57	View chart
Lowes Cos Stock (LOW)	0.1	$411k	+4%	1.7k	246.76	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$407k		10k	40.19	View chart
Target Corp Stock (TGT)	0.1	$398k		2.9k	135.18	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$398k	+3%	6.4k	62.31	View chart
United Parcel Service Stock (UPS)	0.1	$387k	+150%	3.1k	126.10	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$375k	+4%	772.00	486.02	View chart
Caterpillar Stock (CAT)	0.1	$372k		1.0k	362.69	View chart
Hartford Finl Svcs Group Stock (HIG)	0.1	$363k		3.3k	109.40	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$361k	+2%	11k	33.21	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$348k		560.00	621.84	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$348k	+22%	594.00	585.56	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$347k	+27%	5.1k	67.88	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$344k	-18%	6.0k	57.53	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$330k	+5%	1.6k	206.91	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$314k		1.4k	232.46	View chart
Intuitive Surgical Stock (ISRG)	0.1	$314k	+5%	602.00	521.96	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$310k		4.9k	62.78	View chart
Taser International Stock (AXON)	0.1	$304k	-7%	511.00	593.96	View chart
Truist Finl Corp Stock (TFC)	0.1	$297k	+23%	6.8k	43.38	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$296k		1.6k	190.84	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$290k	+201%	12k	23.68	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.1	$281k	-6%	2.4k	115.21	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$276k		6.5k	42.28	View chart
Philip Morris Intl Stock (PM)	0.1	$273k		2.3k	120.37	View chart
Nextera Energy Stock (NEE)	0.1	$271k	+9%	3.8k	71.69	View chart
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL)	0.1	$271k		7.9k	34.49	View chart
Innovator Growth-100 Power Buffer Etf - August Etf (NAUG)	0.1	$268k	NEW	10k	25.76	View chart
Disney Walt Stock (DIS)	0.1	$267k	+29%	2.4k	111.35	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$267k	-9%	3.3k	81.98	View chart
Oracle Corporation Stock (ORCL)	0.0	$263k		1.6k	166.62	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$262k	+8%	745.00	351.68	View chart
Innovator Equity Defined Protection Etf - 1 Yr August Etf (ZAUG)	0.0	$261k	NEW	11k	24.88	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$253k		1.3k	190.44	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$250k		1.7k	143.70	View chart
Archer Daniels Midland Stock (ADM)	0.0	$249k	+20%	4.9k	50.52	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.0	$247k		2.3k	106.55	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$239k	+2%	699.00	342.16	View chart
Oreilly Automotive Stock (ORLY)	0.0	$238k		201.00	1185.80	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$237k	+8%	1.9k	127.57	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$233k		1.4k	164.13	View chart
Booking Holdings Stock (BKNG)	0.0	$229k	+6%	46.00	4969.93	View chart
Allstate Corp Stock (ALL)	0.0	$229k	-4%	1.2k	192.82	View chart
Automatic Data Processing Stock (ADP)	0.0	$227k		774.00	292.73	View chart
Primerica Stock (PRI)	0.0	$226k	-3%	831.00	271.42	View chart
Linde Stock (LIN)	0.0	$221k	+9%	528.00	418.83	View chart
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP)	0.0	$220k		6.2k	35.20	View chart
Cintas Corp Stock (CTAS)	0.0	$213k	+7%	1.2k	182.71	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$212k		3.0k	70.28	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$211k		1.7k	126.75	View chart
Vanguard Mid Cap Etf (VO)	0.0	$210k	+10%	794.00	264.15	View chart
Pulte Group Stock (PHM)	0.0	$208k	+10%	1.9k	108.93	View chart
Sherwin Williams Stock (SHW)	0.0	$208k	+9%	613.00	339.82	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$205k	-4%	613.00	334.45	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$204k	+200%	8.8k	23.18	View chart
S&p Global Stock (SPGI)	0.0	$204k	+6%	409.00	498.25	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$204k		2.7k	75.61	View chart
3M Stock (MMM)	0.0	$203k		1.6k	129.05	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$202k		1.1k	189.90	View chart
Pool Corp Stock (POOL)	0.0	$197k	+10%	579.00	340.79	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$194k		1.5k	131.08	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$190k	+34%	2.4k	80.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$187k		347.00	538.81	View chart
Danaher Corp Stock (DHR)	0.0	$186k		810.00	229.55	View chart
Duke Energy Corp Stock (DUK)	0.0	$185k	-7%	1.7k	107.74	View chart
Adobe Sys Stock (ADBE)	0.0	$184k	+5%	414.00	444.68	View chart
Innovator Equity Defined Protection Etf - 6mo Jan/jul Etf (JAJL)	0.0	$183k	NEW	6.7k	27.27	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$183k	+53%	1.7k	106.33	View chart
Qualcomm Stock (QCOM)	0.0	$183k		1.2k	153.62	View chart
Abbott Labs Stock (ABT)	0.0	$183k	-3%	1.6k	113.11	View chart
Aflac Stock (AFL)	0.0	$183k		1.8k	103.47	View chart
Innovator U.s. Equity Ultra Buffer Etf - August Etf (UAUG)	0.0	$179k		5.1k	35.51	View chart
Stryker Corp Stock (SYK)	0.0	$179k	+11%	496.00	360.14	View chart
Altria Group Stock (MO)	0.0	$178k	+2%	3.4k	52.29	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$176k		952.00	185.13	View chart
Virtus Dividend Interest & Pr Cef (NFJ)	0.0	$173k		14k	12.63	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$172k	-8%	331.00	520.40	View chart
Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR)	0.0	$172k		5.3k	32.70	View chart
Waters Cp Stock (WAT)	0.0	$172k	-5%	463.00	370.98	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$170k	-20%	3.9k	44.04	View chart
Eli Lilly & Co Stock (LLY)	0.0	$170k		220.00	772.00	View chart
Mcdonalds Corp Stock (MCD)	0.0	$168k		580.00	289.89	View chart
Innovator U.s. Equity Buffer Etf - January Etf (BJAN)	0.0	$168k		3.5k	47.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$167k		4.4k	37.53	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.0	$163k	+10%	2.7k	60.51	View chart
Innovator Equity Defined Protection Etf - 1 Yr July Etf (ZJUL)	0.0	$162k	NEW	6.0k	27.05	View chart
Revvity Stock (RVTY)	0.0	$161k		1.4k	111.61	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$159k	-29%	2.1k	77.28	View chart
General Mls Stock (GIS)	0.0	$157k		2.5k	63.77	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$155k	+3%	2.7k	56.57	View chart
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC)	0.0	$154k	+14%	4.4k	35.09	View chart
Goldman Sachs Group Stock (GS)	0.0	$147k		257.00	573.40	View chart
Global Pmts Stock (GPN)	0.0	$147k		1.3k	112.06	View chart
Innovator U.s. Small Cap Power Buffer Etf - September Etf (KSEP)	0.0	$146k		5.7k	25.70	View chart
Starbucks Corp Stock (SBUX)	0.0	$146k	+4%	1.6k	91.25	View chart
Wells Fargo Stock (WFC)	0.0	$144k	-4%	2.1k	70.23	View chart
Cisco Sys Stock (CSCO)	0.0	$143k		2.4k	59.19	View chart
Conocophillips Stock (COP)	0.0	$142k		1.4k	99.17	View chart
Centerpoint Energy Stock (CNP)	0.0	$139k		4.4k	31.73	View chart
Metlife Stock (MET)	0.0	$138k	-23%	1.7k	81.88	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$137k		1.4k	99.15	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.0	$135k		1.0k	129.34	View chart
Emerson Elec Stock (EMR)	0.0	$134k		1.1k	123.96	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$134k	-14%	3.0k	45.20	View chart
Ishares Gold Trust Etf (IAU)	0.0	$131k	+5%	2.6k	49.51	View chart
Intel Corp Stock (INTC)	0.0	$130k	-2%	6.5k	20.05	View chart
Rtx Corporation Stock (RTX)	0.0	$130k		1.1k	115.76	View chart
Marriott Intl Stock (MAR)	0.0	$129k		464.00	278.94	View chart
Innovator U.s. Equity Buffer Etf - September Etf (BSEP)	0.0	$127k	-5%	3.0k	42.90	View chart
Blackstone Group Stock (BX)	0.0	$125k		722.00	172.39	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$121k	-3%	1.2k	101.49	View chart
Sprott Physical Gold Trust Cef (PHYS)	0.0	$121k		6.0k	20.14	View chart
Mastercard Stock (MA)	0.0	$120k	+62%	228.00	526.57	View chart
Innovator U.s. Equity Buffer Etf - November Etf (BNOV)	0.0	$115k		2.9k	39.27	View chart
Oge Energy Corp Stock (OGE)	0.0	$115k	-15%	2.8k	41.24	View chart
Sba Communications Cp Reit (SBAC)	0.0	$114k		558.00	203.90	View chart
Royal Caribbean Group Stock (RCL)	0.0	$113k		492.00	230.51	View chart
Ford Motor Company Stock (F)	0.0	$113k		11k	9.90	View chart
Motorola Solutions Stock (MSI)	0.0	$110k		238.00	462.23	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$108k		1.7k	62.65	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$106k		367.00	287.82	View chart
Powershares Trust Ii Etf Etf (SPHD)	0.0	$104k		2.2k	48.31	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$104k	-40%	2.1k	49.06	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$103k		1.0k	99.89	View chart
Mercadolibre Stock (MELI)	0.0	$102k	+1900%	60.00	1700.43	View chart
Prudential Finl Stock (PRU)	0.0	$102k	-41%	860.00	118.56	View chart
Srh Total Return Fund Cef (STEW)	0.0	$102k	-85%	6.3k	16.02	View chart
Elevance Health Stock (ELV)	0.0	$100k	-27%	272.00	368.31	View chart
Rayonier Reit (RYN)	0.0	$99k		3.8k	26.10	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.0	$97k		2.7k	35.91	View chart
American Elec Pwr Stock (AEP)	0.0	$92k		993.00	92.26	View chart
Ge Aerospace Stock (GE)	0.0	$89k		534.00	166.64	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$86k		1.5k	58.19	View chart
Barrick Gold Corp F Stock (GOLD)	0.0	$83k		5.3k	15.50	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$83k	NEW	1.5k	56.38	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$82k		700.00	117.53	View chart
Dominion Resources Stock (D)	0.0	$81k		1.5k	53.86	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.0	$81k		888.00	90.93	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$80k		682.00	117.50	View chart
Graniteshares Gold Shares Etf (BAR)	0.0	$80k		3.1k	25.89	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$79k		1.8k	43.07	View chart
Waste Management Stock (WM)	0.0	$79k		390.00	201.79	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$77k		265.00	289.36	View chart
Rayonier Advanced Matls Stock (RYAM)	0.0	$77k	-51%	9.3k	8.25	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 Q4 filed Jan. 10, 2025
Sugarloaf Wealth Management 2024 Q3 filed Oct. 8, 2024
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

View all past filings

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