Sugarloaf Wealth Management

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

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Positions held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sugarloaf Wealth Management

Sugarloaf Wealth Management holds 784 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Sugarloaf Wealth Management has 784 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aptus Defined Risk Etf Etf (DRSK) 14.1 $56M -28% 2.2M 25.60
Aptus Collared Income Opportunity Etf Etf (ACIO) 11.5 $46M +10% 1.6M 28.83
Aptus Drawdown Managed Equity Etf Etf (ADME) 7.7 $31M +2% 918k 33.59
Aptus Enhanced Yield Etf Etf 7.7 $31M NEW 1.2M 25.07
Opus Small Cap Value Etf Etf (OSCV) 6.8 $27M +42% 874k 30.98
Vanguard International Dividend Appreciation Etf Etf (VIGI) 4.3 $17M +5% 249k 69.63
Spdr Portfolio S&p 500 Etf Etf (SPLG) 4.0 $16M +20% 357k 44.98
International Drawdown Managed Equity Etf Etf (IDME) 3.8 $15M -8% 791k 19.02
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 2.6 $10M -7% 329k 31.48
Apple Stock (AAPL) 2.0 $7.9M -4% 61k 129.93
Home Depot Stock (HD) 1.5 $6.1M -26% 19k 315.86
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.2 $4.6M -31% 140k 32.96
Pimco Enhanced Short Maturity Etf Etf (MINT) 1.0 $3.9M -15% 40k 98.65
Microsoft Stock (MSFT) 0.9 $3.7M +107% 16k 239.83

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Southern Stock (SO) 0.9 $3.6M -7% 50k 71.41
Visa Stock (V) 0.8 $3.2M 15k 207.76
Unitedhealth Group Stock (UNH) 0.7 $2.8M -8% 5.4k 530.16
Jpmorgan Chase & Co Stock (JPM) 0.7 $2.6M -7% 20k 134.10
Coca Cola Stock (KO) 0.7 $2.6M -10% 41k 63.61
Spdr Dow Jones Industrial Etf Etf (DIA) 0.6 $2.5M 7.5k 331.33
Powershares Qqq Tr Etf (QQQ) 0.6 $2.4M -9% 9.2k 266.28
Nvidia Corporation Stock (NVDA) 0.6 $2.4M +6% 17k 146.14
Google Stock (GOOGL) 0.6 $2.4M +31% 27k 88.23
Roper Industries Stock (ROP) 0.6 $2.4M 5.5k 432.07
Dollar Gen Corp Stock (DG) 0.6 $2.3M -6% 9.5k 246.24
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.6 $2.3M -2% 32k 72.10
Copart Stock (CPRT) 0.6 $2.3M +91% 38k 60.89
Pioneer Natural Resources Stock (PXD) 0.6 $2.3M -2% 10k 228.39
Chemed Corp Stock (CHE) 0.6 $2.3M 4.5k 510.46
Adobe Sys Stock (ADBE) 0.6 $2.3M +24% 6.7k 336.51
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.6 $2.3M -11% 45k 50.04
Broadridge Finl Solutions Stock (BR) 0.6 $2.2M +6% 17k 134.13
Pulte Group Stock (PHM) 0.6 $2.2M +16% 49k 45.53
American Tower Corp Reit (AMT) 0.5 $2.0M +1513% 9.6k 211.86
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.4 $1.6M +89% 20k 81.17
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP) 0.4 $1.5M -89% 11k 141.25
Ishares Dj Select Dividend Etf (DVY) 0.4 $1.4M -6% 12k 120.60
Vanguard Energy Etf Etf (VDE) 0.3 $1.3M NEW 11k 121.28
Bank America Corp Stock (BAC) 0.3 $1.2M -50% 38k 33.12
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $1.2M -46% 11k 113.96
Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $1.2M -3% 14k 84.80
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.3 $1.2M +184% 37k 31.51
Abbvie Stock (ABBV) 0.3 $1.1M -16% 6.9k 161.62
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.3 $1.1M +15% 35k 30.07
Vanguard Total Stk Mkt Etf (VTI) 0.3 $1.0M -8% 5.5k 191.18
Johnson & Johnson Stock (JNJ) 0.3 $1.0M -5% 5.8k 176.64
Ishares S&p 500 Index Etf (IVV) 0.2 $975k -7% 2.5k 384.17
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.2 $975k NEW 32k 30.19
United Community Banks Inc Blairsville Ga Stock (UCBI) 0.2 $955k -3% 28k 33.80
Powershares Hy Dividend Achievers Etf (PEY) 0.2 $894k 43k 20.69
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $888k +12% 18k 49.27
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $867k -6% 2.3k 382.50
Ishares Russell 2000 Etf Etf (IWM) 0.2 $812k 4.7k 174.38
Walmart Stock (WMT) 0.2 $741k -10% 5.2k 141.79
Srh Total Return Fund Cef (STEW) 0.2 $718k -5% 57k 12.70
Intl Business Machines Stock (IBM) 0.2 $716k -12% 5.1k 140.88
Merck & Co Stock (MRK) 0.2 $689k -2% 6.2k 110.94
Verizon Communications Stock (VZ) 0.2 $666k -13% 17k 39.40
Exxon Mobil Corp Stock (XOM) 0.2 $664k -54% 6.0k 110.31
Virtus Dividend Interest & Pr Cef (NFJ) 0.2 $642k -8% 57k 11.28
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $622k -2% 10k 61.64
Chevron Corp Stock (CVX) 0.2 $615k -16% 3.4k 179.49
Costco Wholesale Corp Stock (COST) 0.2 $610k -6% 1.3k 456.57
Ishares Tr High Divid Equity Etf (HDV) 0.1 $588k -7% 5.6k 104.24
Procter And Gamble Stock (PG) 0.1 $584k -9% 3.9k 151.56
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $582k 1.9k 308.90
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $573k -13% 3.8k 151.85
Vanguard Mega Cap 300 Etf Etf (MGC) 0.1 $572k 4.3k 132.41
Genuine Parts Stock (GPC) 0.1 $572k +20771% 313k 1.83
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.1 $568k -15% 19k 29.25
Schwab Us Tips Etf Etf (SCHP) 0.1 $540k NEW 10k 51.79
Ishares International Select Dividend Etf Etf (IDV) 0.1 $519k 19k 27.16
Mckesson Corp Stock (MCK) 0.1 $516k -9% 1.4k 375.24
Target Corp Stock (TGT) 0.1 $513k 3.4k 149.02
At&t Stock (T) 0.1 $495k -20% 27k 18.41
Travelers Companies Stock (TRV) 0.1 $492k 2.6k 187.52
Goldman Sachs Group Stock (GS) 0.1 $487k -17% 1.4k 343.44
Innovator U.s. Equity Buffer Etf - April Etf (BAPR) 0.1 $465k 15k 31.03
Proshares Tr S&p 500 Aristocrats Etf (NOBL) 0.1 $462k -10% 5.1k 89.99
Vanguard Long-term Treasury Etf Etf (VGLT) 0.1 $447k NEW 7.3k 61.62
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.1 $441k -41% 4.2k 105.51
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB) 0.1 $435k NEW 20k 21.70
Synovus Finl Corp Stock (SNV) 0.1 $422k 11k 37.55
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN) 0.1 $402k NEW 12k 34.47
Amazon.com Stock (AMZN) 0.1 $401k -78% 4.8k 84.00
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $388k +12% 7.5k 51.72
Caterpillar Stock (CAT) 0.1 $373k -6% 1.6k 239.52
Ishares Tr S&p Aggressive Allocation Etf (AOA) 0.1 $363k -12% 6.1k 59.75
Pfizer Stock (PFE) 0.1 $353k -13% 6.9k 51.24
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $351k +45% 12k 30.19
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.1 $350k +83% 12k 29.89
United Parcel Service Stock (UPS) 0.1 $336k -3% 1.9k 173.82
Acuity Brands Stock (AYI) 0.1 $331k -50% 2.0k 165.61
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $331k 1.5k 214.24
Pepsico Stock (PEP) 0.1 $328k -42% 1.8k 180.68
Newmont Corp Stock (NEM) 0.1 $326k -9% 6.9k 47.20
Bristol-myers Squibb Stock (BMY) 0.1 $326k -16% 4.5k 71.95
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $317k 1.3k 241.93
Hartford Finl Svcs Group Stock (HIG) 0.1 $311k -9% 4.1k 75.83
Tesla Motors Stock (TSLA) 0.1 $309k -20% 2.5k 123.19
Pimco Dynamic Income Cef (PDI) 0.1 $307k -10% 17k 18.48
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.1 $298k 6.4k 46.70
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.1 $282k -7% 2.8k 99.69
Realty Income Corp Reit (O) 0.1 $277k -10% 4.4k 63.43
Truist Finl Corp Stock (TFC) 0.1 $268k -48% 6.2k 43.03
3M Stock (MMM) 0.1 $266k -8% 2.2k 119.93
Duke Energy Corp Stock (DUK) 0.1 $264k -51% 2.6k 103.00
Philip Morris Intl Stock (PM) 0.1 $263k +3% 2.6k 101.22
Automatic Data Processing Stock (ADP) 0.1 $259k 1.1k 238.86
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.1 $258k 6.1k 42.20
Disney Walt Stock (DIS) 0.1 $254k -33% 2.9k 86.89
Pgim Ultra Short Bond Etf Etf (PULS) 0.1 $254k +321% 5.2k 49.10
Danaher Corp Stock (DHR) 0.1 $252k 950.00 265.42
Starbucks Corp Stock (SBUX) 0.1 $235k 2.4k 99.22
Vanguard S&p 500 Etf Etf (VOO) 0.1 $231k +51% 657.00 351.38
Perkinelmer Stock (PKI) 0.1 $230k 1.6k 140.23
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $224k 1.5k 145.97
Ford Motor Company Stock (F) 0.1 $224k -6% 19k 11.63
Fifth Third Bancorp Stock (FITB) 0.1 $220k -90% 6.7k 32.81
Lockheed Martin Corp Stock (LMT) 0.1 $216k -34% 445.00 486.31
Intel Corp Stock (INTC) 0.1 $216k 8.2k 26.43
Mcdonalds Corp Stock (MCD) 0.1 $209k 794.00 263.59
Ishares Msci Eafe Etf Etf (EFA) 0.1 $206k 3.1k 65.64
Kimberly-clark Corp Stock (KMB) 0.1 $205k 1.5k 135.76
General Mls Stock (GIS) 0.1 $203k 2.4k 83.85
Cisco Sys Stock (CSCO) 0.1 $203k 4.3k 47.64
Vanguard Extended Market Etf Etf (VXF) 0.1 $202k 1.5k 132.86
Qualcomm Stock (QCOM) 0.1 $201k 1.8k 109.94
Allstate Corp Stock (ALL) 0.0 $186k -10% 1.4k 135.65
Waters Cp Stock (WAT) 0.0 $185k 541.00 342.58
Boeing Stock (BA) 0.0 $185k 973.00 190.47
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $183k 1.3k 145.13
Cincinnati Finl Corp Stock (CINF) 0.0 $183k 1.8k 102.39
Metlife Stock (MET) 0.0 $182k +2% 2.5k 72.37
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $180k 2.5k 71.79
Vanguard Information Technology Etf Etf (VGT) 0.0 $179k 560.00 319.41
Abbott Labs Stock (ABT) 0.0 $177k -13% 1.6k 109.79
Conocophillips Stock (COP) 0.0 $176k -52% 1.5k 118.02
Vanguard Growth Etf Etf (VUG) 0.0 $176k 825.00 213.05
Oreilly Automotive Stock (ORLY) 0.0 $174k 206.00 844.03
Altria Group Stock (MO) 0.0 $173k -2% 3.8k 45.71
Vanguard Mid Cap Etf (VO) 0.0 $173k 848.00 203.71
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.0 $172k 6.1k 28.07
Lowes Cos Stock (LOW) 0.0 $171k -21% 859.00 199.20
Raytheon Technologies Corp Stock (RTX) 0.0 $171k +10% 1.7k 100.90
Ishares Gold Trust Etf (IAU) 0.0 $168k -25% 4.9k 34.59
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $168k -16% 1.8k 95.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $165k -26% 1.9k 88.73
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP) 0.0 $165k 6.2k 26.40
Oge Energy Corp Stock (OGE) 0.0 $161k 4.1k 39.55
Vanguard High Dividend Yield Etf (VYM) 0.0 $154k +53% 1.4k 108.24
Nextera Energy Stock (NEE) 0.0 $151k -8% 1.8k 83.61
Primerica Stock (PRI) 0.0 $151k 1.1k 141.82
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $148k 4.8k 30.66
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $144k 952.00 151.65
Cvs Health Corp Stock (CVS) 0.0 $141k +3% 1.5k 93.17
Sba Communications Cp Reit (SBAC) 0.0 $140k 500.00 280.31
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $140k +19% 1.4k 99.55
Ishares Russell Midcap Growth Etf Etf (IWP) 0.0 $139k 1.7k 83.60
Comcast Corp New Cl A Stock (CMCSA) 0.0 $139k -41% 4.0k 34.97
Fidelity Natl Information Svcs Stock (FIS) 0.0 $139k -90% 2.0k 67.84
Ishares Russell 3000 Etf Etf (IWV) 0.0 $138k 627.00 220.72
Graniteshares Gold Shares Etf (BAR) 0.0 $138k -53% 7.6k 18.05
Oracle Corporation Stock (ORCL) 0.0 $137k 1.7k 81.72
Gilead Sciences Stock (GILD) 0.0 $136k 1.6k 85.88
Centerpoint Energy Stock (CNP) 0.0 $136k 4.5k 29.99
American Elec Pwr Stock (AEP) 0.0 $133k 1.4k 94.93
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $133k 2.9k 45.15
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.0 $132k -10% 4.3k 30.72
Aflac Stock (AFL) 0.0 $132k 1.8k 71.95
Ishares Tr Msci Acwiindex Etf (ACWI) 0.0 $131k 1.5k 84.89
Global Pmts Stock (GPN) 0.0 $131k 1.3k 99.32
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $128k +343% 2.2k 59.58
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.0 $126k 2.1k 59.43
Rayonier Reit (RYN) 0.0 $125k 3.8k 32.96
Rayonier Advanced Matls Stock (RYAM) 0.0 $124k -47% 13k 9.60
Freeport Mcmoran Copper Stock (FCX) 0.0 $120k +123% 3.2k 38.00
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $119k 1.3k 94.65
Ishares Aggregate Bond Etf Etf (AGG) 0.0 $119k -8% 1.2k 97.01
Ishares Short Treasury Bond Etf Etf (SHV) 0.0 $117k 1.1k 109.87
Calamos Conv & High Income Cef (CHY) 0.0 $117k -39% 11k 10.55
Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.0 $116k NEW 3.5k 33.04
Vanguard Small Cap Etf Etf (VB) 0.0 $114k 621.00 183.56
Ishares Floating Rate Bond Etf Etf (FLOT) 0.0 $112k 2.2k 50.33
Citigroup Stock (C) 0.0 $112k -37% 2.5k 45.23
Ishares Russell Midcap Value Index Etf (IWS) 0.0 $110k 1.0k 105.34
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $104k 1.2k 84.75
Thermo Fisher Scientific Stock (TMO) 0.0 $102k +6% 186.00 550.74
Emerson Elec Stock (EMR) 0.0 $102k -14% 1.1k 96.04
Wells Fargo Stock (WFC) 0.0 $101k -25% 2.4k 41.29
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $99k +307% 1.8k 54.48
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $99k 3.0k 32.88
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT) 0.0 $98k NEW 2.8k 35.05
Innovator U.s. Equity Ultra Buffer Etf - October Etf (UOCT) 0.0 $98k 3.6k 27.28
Royal Dutch Shell Plc- Adr (SHEL) 0.0 $98k -5% 1.7k 56.95
Intuitive Surgical Stock (ISRG) 0.0 $97k -9% 364.00 265.51
Gabelli Hlthcare & Wellness Tr Cef (GRX) 0.0 $96k 9.4k 10.28
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR) 0.0 $95k 2.8k 34.06
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $95k 1.9k 49.49
Dominion Resources Stock (D) 0.0 $95k 1.5k 61.32
Union Pac Corp Stock (UNP) 0.0 $94k +2% 456.00 206.96
Powershares Trust Ii Etf Etf (SPHD) 0.0 $94k 2.2k 43.83
Dow Stock (DOW) 0.0 $93k -11% 1.8k 50.40
Prudential Finl Stock (PRU) 0.0 $93k -6% 933.00 99.44
Astrazeneca Plc- Spons Adr (AZN) 0.0 $93k +8% 1.4k 67.78
Taser International Stock (AXON) 0.0 $92k -9% 553.00 165.84
Barrick Gold Corp F Stock (GOLD) 0.0 $92k +4% 5.3k 17.18
Accenture Ltd Bermuda Cl A Stock (ACN) 0.0 $92k 343.00 267.08
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $90k 1.7k 54.27
Ishares Russell 2000 Value Etf (IWN) 0.0 $88k 634.00 138.67
Energy Select Sector Spdr Etf (XLE) 0.0 $87k -9% 999.00 87.48
Viatris Stock (VTRS) 0.0 $87k -9% 7.8k 11.13
Innovator U.s. Equity Buffer Etf - November Etf (BNOV) 0.0 $87k +629% 2.9k 29.78
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL) 0.0 $87k -36% 3.4k 25.75
Asml Holding N V N Y Registry Adr (ASML) 0.0 $86k 157.00 546.06
Sprott Physical Gold Trust Cef (PHYS) 0.0 $85k 6.0k 14.10
Health Care Select Sector Spdr Etf (XLV) 0.0 $83k -32% 613.00 135.81
Ishares Us Real Estate Etf Etf (IYR) 0.0 $83k 984.00 84.15
Canadian National Railway Stock (CNI) 0.0 $82k 692.00 118.88
Whirlpool Corp Stock (WHR) 0.0 $82k -57% 580.00 141.47
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $82k 1.9k 42.42
Lilly Eli & Co Stock (LLY) 0.0 $81k -57% 220.00 365.84
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $79k 367.00 214.52
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $78k 3.5k 22.30
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $78k 1.2k 65.74
Omega Healthcare Investors Reit (OHI) 0.0 $77k -6% 2.8k 27.95
Renasant Corp Stock (RNST) 0.0 $76k 2.0k 37.59
Marriott Intl Stock (MAR) 0.0 $75k 504.00 148.89
Williams Cos Stock (WMB) 0.0 $74k +170% 2.3k 32.91
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $74k -2% 167.00 443.06
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $74k 1.6k 46.71
Ppg Inds Stock (PPG) 0.0 $73k 583.00 125.74
Digi Intl Stock (DGII) 0.0 $73k 2.0k 36.55
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $72k NEW 2.5k 28.89
John Hancock Patriot Premium Div. Fnd. Ii Cef (PDT) 0.0 $72k -24% 5.6k 12.94
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN) 0.0 $72k NEW 2.4k 29.91
Sanofi Sa Adr (SNY) 0.0 $71k 1.5k 48.43
Cohen & Steers Infrastructure Fund Cef (UTF) 0.0 $70k -46% 2.9k 23.99
Intercontinental Exchange Stock (ICE) 0.0 $70k -2% 678.00 102.61
Vanguard Value Etf Etf (VTV) 0.0 $68k -33% 482.00 140.29
Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.0 $67k -23% 236.00 283.70
Delta Air Lines Inc Del Cmn Stock (DAL) 0.0 $67k +57% 2.0k 32.86
Ishares Tips Bond Etf Etf (TIP) 0.0 $66k -30% 624.00 106.44
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) 0.0 $66k 1.7k 38.90
Blackrock Multi Sector Inc Tr Cef (BIT) 0.0 $66k 4.7k 14.21
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $65k 981.00 66.62
Schwab International Equity Etf Etf (SCHF) 0.0 $65k 2.0k 32.21
Archer Daniels Midland Stock (ADM) 0.0 $65k -29% 697.00 92.91
Charles Riv Labs Intl Stock (CRL) 0.0 $64k -3% 294.00 217.73
Innovator U.s. Equity Buffer Etf - September Etf (BSEP) 0.0 $64k 2.1k 30.33

Past Filings by Sugarloaf Wealth Management

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