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 683 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Sugarloaf Wealth Management has 683 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) 12.6 $52M -7% 2.1M 25.20
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Aptus Enhanced Yield Etf Etf (JUCY) 8.4 $35M -6% 1.5M 23.66
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Aptus Collared Investment Opportunity Etf Etf (ACIO) 7.6 $32M -4% 955k 33.16
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Vanguard International Dividend Appreciation Etf Etf (VIGI) 5.7 $24M -2% 301k 79.34
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Opus Small Cap Value Etf Etf (OSCV) 5.6 $23M 690k 33.57
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 4.7 $19M -2% 347k 55.90
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Aptus International Enhanced Yield Etf (IDUB) 4.0 $17M 835k 19.99
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Aptus Large Cap Enhanced Yield Etf Etf (DUBS) 3.6 $15M 563k 26.71
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Invesco Etf Trust S&p 500 Equal Weight Etf (RSP) 3.0 $13M +2% 79k 157.80
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Apple Stock (AAPL) 2.6 $11M 55k 192.53
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Vanguard Total Bond Market Etf Etf (BND) 2.2 $9.2M 125k 73.55
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.6 $6.5M +3% 184k 35.41
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Home Depot Stock (HD) 1.5 $6.0M -12% 17k 346.54
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Microsoft Stock (MSFT) 1.4 $5.8M 15k 376.04
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Jpmorgan Chase & Co Stock (JPM) 0.9 $3.6M +2% 21k 170.10
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Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.9 $3.5M -2% 112k 31.47
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Avago Technologies Stock (AVGO) 0.8 $3.5M -2% 3.1k 1116.33
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Visa Stock (V) 0.8 $3.5M +3% 13k 260.35
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Google Stock (GOOGL) 0.8 $3.4M +2% 25k 139.69
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Southern Stock (SO) 0.8 $3.4M 49k 70.12
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American Tower Corp Reit (AMT) 0.8 $3.4M 16k 215.88
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Adobe Sys Stock (ADBE) 0.8 $3.2M 5.4k 596.65
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Broadridge Finl Solutions Stock (BR) 0.8 $3.2M +2% 16k 205.75
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Copart Stock (CPRT) 0.8 $3.1M 64k 49.00
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Roper Industries Stock (ROP) 0.8 $3.1M +2% 5.7k 545.14
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Unitedhealth Group Stock (UNH) 0.8 $3.1M +2% 5.9k 526.44
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Walmart Stock (WMT) 0.7 $3.1M +8% 20k 157.65
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Chemed Corp Stock (CHE) 0.7 $3.1M +2% 5.3k 584.70
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Progressive Corp Stock (PGR) 0.7 $3.0M +2% 19k 159.28
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Powershares Qqq Tr Etf (QQQ) 0.7 $2.8M 6.9k 409.50
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Aptus Drawdown Managed Equity Etf Etf (ADME) 0.7 $2.8M 73k 38.44
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Diamondback Energy Stock (FANG) 0.7 $2.8M +2375% 18k 155.08
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Doubleline Mortgage Etf Etf (DMBS) 0.6 $2.4M +32% 48k 49.49
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.5 $2.3M -8% 29k 78.03
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Coca Cola Stock (KO) 0.5 $2.2M -5% 38k 58.93
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Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.4 $1.8M -20% 37k 48.13
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Vanguard Total Stk Mkt Etf (VTI) 0.4 $1.7M +20% 7.2k 237.21
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Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) 0.4 $1.6M +3% 43k 37.24
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $1.5M +262% 32k 47.90
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Spdr Dow Jones Industrial Etf Etf (DIA) 0.4 $1.5M -41% 3.9k 376.87
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Pimco Enhanced Short Maturity Etf Etf (MINT) 0.4 $1.5M -52% 15k 99.79
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Innovator Growth-100 Power Buffer Etf - April Etf (NAPR) 0.3 $1.3M -4% 30k 44.48
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Innovator U.s. Equity Power Buffer Etf - October Etf (POCT) 0.3 $1.3M +3% 37k 36.12
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Ishares Dj Select Dividend Etf (DVY) 0.3 $1.2M -8% 11k 117.22
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Ishares S&p 500 Index Etf (IVV) 0.3 $1.2M -2% 2.6k 477.66
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Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $1.2M +5% 12k 105.23
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Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV) 0.3 $1.1M +8% 33k 34.44
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Powershares Hy Dividend Achievers Etf (PEY) 0.3 $1.1M 53k 21.14
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Bank America Corp Stock (BAC) 0.3 $1.1M 33k 33.67
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Vanguard Growth Etf Etf (VUG) 0.2 $1.0M +316% 3.3k 310.85
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Johnson & Johnson Stock (JNJ) 0.2 $1.0M +6% 6.6k 156.75
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Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $989k -2% 2.1k 475.30
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Blackrock Short Duration Bond Etf Etf (NEAR) 0.2 $984k -20% 20k 50.52
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Costco Wholesale Corp Stock (COST) 0.2 $941k 1.4k 659.89
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Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 0.2 $904k -25% 750.00 1205.28
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Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.2 $895k -3% 27k 32.69
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $883k +176% 16k 54.98
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Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.2 $873k -26% 8.9k 98.59
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $872k -2% 4.3k 200.72
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Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP) 0.2 $844k 24k 34.76
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Intl Business Machines Stock (IBM) 0.2 $794k +2% 4.9k 163.54
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Nvidia Corporation Stock (NVDA) 0.2 $768k +6% 1.6k 495.21
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Vanguard Value Etf Etf (VTV) 0.2 $767k +945% 5.1k 149.49
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Innovator Growth-100 Power Buffer Etf - January Etf (NJAN) 0.2 $739k +18% 18k 41.69
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $738k 2.1k 356.66
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.2 $697k -47% 8.5k 82.04
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Vanguard Total International Stock Etf Etf (VXUS) 0.2 $685k +3% 12k 57.96
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Vanguard S&p 500 Etf Etf (VOO) 0.2 $672k +17% 1.5k 436.91
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Srh Total Return Fund Cef (STEW) 0.2 $656k +5% 47k 13.87
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Procter And Gamble Stock (PG) 0.2 $646k +2% 4.4k 146.53
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Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC) 0.2 $642k +56% 18k 35.10
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Merck & Co Stock (MRK) 0.2 $632k +2% 5.8k 109.01
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Vanguard Mega Cap 300 Etf Etf (MGC) 0.2 $623k 3.7k 169.29
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Innovator U.s. Equity Buffer Etf - April Etf (BAPR) 0.1 $596k 16k 38.21
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Tesla Motors Stock (TSLA) 0.1 $578k 2.3k 248.48
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Ishares Tr High Divid Equity Etf (HDV) 0.1 $575k 5.6k 101.99
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Verizon Communications Stock (VZ) 0.1 $574k -8% 15k 37.70
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United Community Banks Inc Blairsville Ga Stock (UCBI) 0.1 $566k -31% 19k 29.26
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $538k -4% 7.6k 70.35
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Genuine Parts Stock (GPC) 0.1 $519k 313k 1.66
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Amazon.com Stock (AMZN) 0.1 $516k 3.4k 151.93
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Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $511k 14k 36.19
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Travelers Companies Stock (TRV) 0.1 $499k 2.6k 190.52
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Abbvie Stock (ABBV) 0.1 $470k +10% 3.0k 154.99
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $468k 1.5k 303.17
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Innovator Growth-100 Power Buffer Etf- October Etf (NOCT) 0.1 $462k +132% 10k 45.80
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $461k -46% 2.7k 170.38
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Target Corp Stock (TGT) 0.1 $438k -7% 3.1k 142.40
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Proshares Tr S&p 500 Aristocrats Etf (NOBL) 0.1 $435k 4.6k 95.20
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Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.1 $435k -73% 8.6k 50.36
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Ishares Tr S&p Aggressive Allocation Etf (AOA) 0.1 $435k 6.3k 69.05
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Caterpillar Stock (CAT) 0.1 $422k 1.4k 295.74
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Synovus Finl Corp Stock (SNV) 0.1 $422k 11k 37.65
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Vanguard Small Cap Etf Etf (VB) 0.1 $414k +391% 1.9k 213.33
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Pepsico Stock (PEP) 0.1 $411k +2% 2.4k 169.82
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Acuity Brands Stock (AYI) 0.1 $410k 2.0k 204.83
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Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.1 $376k -4% 4.2k 89.07
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Intel Corp Stock (INTC) 0.1 $358k 7.1k 50.25
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Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.1 $352k +2% 10k 33.73
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $337k 1.2k 277.12
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At&t Stock (T) 0.1 $322k -9% 19k 16.78
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Innovator U.s. Equity Buffer Etf - July Etf (BJUL) 0.1 $314k 8.4k 37.63
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Devon Energy Corp Stock (DVN) 0.1 $311k +11928% 6.9k 45.30
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Lowes Cos Stock (LOW) 0.1 $295k +6% 1.3k 222.63
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Lockheed Martin Corp Stock (LMT) 0.1 $289k 638.00 453.24
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $287k +96% 7.0k 41.10
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Exxon Mobil Corp Stock (XOM) 0.1 $285k -54% 2.9k 99.98
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Duke Energy Corp Stock (DUK) 0.1 $274k +13% 2.8k 97.04
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Vanguard Information Technology Etf Etf (VGT) 0.1 $271k 560.00 484.00
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Hartford Finl Svcs Group Stock (HIG) 0.1 $267k 3.3k 80.38
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Truist Finl Corp Stock (TFC) 0.1 $265k +30% 7.2k 36.92
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Qualcomm Stock (QCOM) 0.1 $259k +3% 1.8k 144.63
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Chevron Corp Stock (CVX) 0.1 $253k -45% 1.7k 149.13
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Automatic Data Processing Stock (ADP) 0.1 $253k 1.1k 232.97
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Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) 0.1 $252k 7.6k 33.37
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Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $250k 2.3k 108.24
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Eli Lilly & Co Stock (LLY) 0.1 $250k +7% 428.00 582.92
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.1 $248k 4.0k 61.94
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Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.1 $246k 4.7k 52.34
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Ishares Russell 2000 Value Etf (IWN) 0.1 $245k 1.6k 155.33
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Technology Select Sector Spdr Fund Etf (XLK) 0.1 $243k 1.3k 192.50
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $242k 1.5k 156.87
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Fiserv Stock (FI) 0.1 $237k +7% 1.8k 132.81
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $231k 3.1k 75.35
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $230k 3.5k 66.48
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Fifth Third Bancorp Stock (FITB) 0.1 $229k 6.6k 34.49
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $227k 1.3k 173.95
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Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) 0.1 $224k -20% 6.3k 35.62
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Philip Morris Intl Stock (PM) 0.1 $224k -2% 2.4k 94.10
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Realty Income Corp Reit (O) 0.1 $223k +13% 3.9k 57.43
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Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.1 $215k 6.6k 32.65
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Pioneer Natural Resources Stock (PXD) 0.0 $205k -92% 911.00 224.76
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Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $205k +32% 2.1k 99.74
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Ford Motor Company Stock (F) 0.0 $201k 17k 12.19
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Virtus Dividend Interest & Pr Cef (NFJ) 0.0 $196k 16k 12.60
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Oreilly Automotive Stock (ORLY) 0.0 $196k 206.00 950.08
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Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP) 0.0 $195k 6.2k 31.32
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Union Pac Corp Stock (UNP) 0.0 $194k +4% 788.00 245.53
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United Parcel Service Stock (UPS) 0.0 $193k -10% 1.2k 157.23
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Allstate Corp Stock (ALL) 0.0 $192k 1.4k 139.96
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $192k -7% 1.4k 140.93
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Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $192k 2.1k 91.05
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Disney Walt Stock (DIS) 0.0 $192k -14% 2.1k 90.30
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Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN) 0.0 $191k +132% 5.6k 34.31
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Danaher Corp Stock (DHR) 0.0 $187k -10% 810.00 231.34
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Starbucks Corp Stock (SBUX) 0.0 $184k -4% 1.9k 96.03
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Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $182k 4.6k 39.82
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Cincinnati Finl Corp Stock (CINF) 0.0 $180k 1.7k 103.46
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Vanguard Extended Market Etf Etf (VXF) 0.0 $179k 1.1k 164.46
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Kimberly-clark Corp Stock (KMB) 0.0 $179k -2% 1.5k 121.48
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Accenture Ltd Bermuda Cl A Stock (ACN) 0.0 $179k +4% 510.00 350.60
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Vanguard High Dividend Yield Etf (VYM) 0.0 $179k 1.6k 111.61
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Waters Cp Stock (WAT) 0.0 $178k 541.00 329.23
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Pulte Group Stock (PHM) 0.0 $178k 1.7k 103.24
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Abbott Labs Stock (ABT) 0.0 $178k 1.6k 110.07
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Primerica Stock (PRI) 0.0 $177k 862.00 205.76
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $177k 4.0k 43.85
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Nextera Energy Stock (NEE) 0.0 $177k +7% 2.9k 60.75
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Innovator U.s. Equity Buffer Etf - January Etf (BJAN) 0.0 $176k 4.3k 40.86
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.0 $174k 1.7k 104.46
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Ishares Russell 3000 Etf Etf (IWV) 0.0 $174k 636.00 273.78
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Pfizer Stock (PFE) 0.0 $172k 6.0k 28.79
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Mcdonalds Corp Stock (MCD) 0.0 $171k -4% 576.00 296.45
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3M Stock (MMM) 0.0 $171k -7% 1.6k 109.32
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Intuitive Surgical Stock (ISRG) 0.0 $170k +3% 505.00 337.36
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Revvity Stock (RVTY) 0.0 $168k 1.5k 109.30
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Bristol-myers Squibb Stock (BMY) 0.0 $167k -3% 3.3k 51.31
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Global Pmts Stock (GPN) 0.0 $167k 1.3k 127.00
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Oracle Corporation Stock (ORCL) 0.0 $166k 1.6k 105.42
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Conocophillips Stock (COP) 0.0 $166k 1.4k 116.07
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $166k 2.9k 56.40
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Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.0 $159k 5.9k 27.08
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General Mls Stock (GIS) 0.0 $159k 2.4k 65.15
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Vanguard Mid Cap Etf (VO) 0.0 $158k 678.00 232.61
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Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $157k 952.00 165.25
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $157k 3.3k 47.74
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Thermo Fisher Scientific Stock (TMO) 0.0 $156k +6% 294.00 530.87
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Innovator U.s. Equity Ultra Buffer Etf - August Etf (UAUG) 0.0 $155k 5.1k 30.74
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Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $152k 6.5k 23.27
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Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT) 0.0 $151k +603% 5.5k 27.52
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Altria Group Stock (MO) 0.0 $151k 3.7k 40.34
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Metlife Stock (MET) 0.0 $147k 2.2k 66.13
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Intercontinental Exchange Stock (ICE) 0.0 $147k +5% 1.1k 128.40
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Aflac Stock (AFL) 0.0 $146k 1.8k 82.50
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Pool Corp Stock (POOL) 0.0 $143k +5% 359.00 399.13
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Taser International Stock (AXON) 0.0 $143k 553.00 258.19
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Sherwin Williams Stock (SHW) 0.0 $142k +4% 456.00 312.23
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Boeing Stock (BA) 0.0 $140k 538.00 260.66
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Cintas Corp Stock (CTAS) 0.0 $137k +5% 227.00 602.98
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Elevance Health Stock (ELV) 0.0 $131k +8% 277.00 472.02
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Innovator U.s. Equity Buffer Etf - September Etf (BSEP) 0.0 $130k 3.5k 36.68
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Cvs Health Corp Stock (CVS) 0.0 $129k +9% 1.6k 78.95
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Goldman Sachs Group Stock (GS) 0.0 $129k +28% 334.00 385.21
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Sba Communications Cp Reit (SBAC) 0.0 $127k 500.00 253.69
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Rayonier Reit (RYN) 0.0 $126k 3.8k 33.41
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Centerpoint Energy Stock (CNP) 0.0 $125k 4.4k 28.57
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Linde Stock (LIN) 0.0 $125k +16% 304.00 410.71
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Sun Cmntys Reit (SUI) 0.0 $124k +9% 927.00 133.70
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Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) 0.0 $123k +250% 3.9k 32.04
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Rtx Corporation Stock (RTX) 0.0 $123k 1.5k 84.16
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Cisco Sys Stock (CSCO) 0.0 $122k -2% 2.4k 50.53
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Ishares Russell Midcap Value Index Etf (IWS) 0.0 $121k 1.0k 116.29
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $121k 1.5k 81.26
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Ishares Aggregate Bond Etf Etf (AGG) 0.0 $118k 1.2k 99.22
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Archer Daniels Midland Stock (ADM) 0.0 $118k +18% 1.6k 72.23
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S&p Global Stock (SPGI) 0.0 $118k +16% 267.00 440.57
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Innovator U.s. Equity Ultra Buffer Etf - October Etf (UOCT) 0.0 $116k 3.6k 32.37
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Ishares Core Msci Emerging Mkts Etf (IEMG) 0.0 $116k 2.3k 50.58
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Citigroup Stock (C) 0.0 $115k -60% 2.2k 51.44
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Oge Energy Corp Stock (OGE) 0.0 $115k 3.3k 34.93
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Vanguard Short-term Bond Etf Etf (BSV) 0.0 $114k +85% 1.5k 77.02
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Wells Fargo Stock (WFC) 0.0 $111k +4% 2.2k 49.23
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Dow Stock (DOW) 0.0 $105k -29% 1.9k 54.83
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Marriott Intl Stock (MAR) 0.0 $105k 464.00 225.51
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Emerson Elec Stock (EMR) 0.0 $104k 1.1k 97.36
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Booking Holdings Stock (BKNG) 0.0 $103k +16% 29.00 3547.21
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Innovator U.s. Equity Buffer Etf - November Etf (BNOV) 0.0 $102k 2.9k 34.91
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Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL) 0.0 $102k 3.4k 30.30
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Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $98k 1.5k 63.88
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Ishares Gold Trust Etf (IAU) 0.0 $98k 2.5k 39.03
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Sprott Physical Gold Trust Cef (PHYS) 0.0 $96k 6.0k 15.93
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Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR) 0.0 $95k 3.3k 29.17
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Rayonier Advanced Matls Stock (RYAM) 0.0 $95k +14% 23k 4.05
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American Elec Pwr Stock (AEP) 0.0 $94k -18% 1.2k 81.20
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $93k 367.00 252.22
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Blackstone Group Stock (BX) 0.0 $92k 704.00 130.85
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Omega Healthcare Investors Reit (OHI) 0.0 $91k 3.0k 30.66
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Powershares Trust Ii Etf Etf (SPHD) 0.0 $91k 2.2k 42.41
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Prudential Finl Stock (PRU) 0.0 $90k 864.00 103.74
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Shopify Inc Cl A Stock (SHOP) 0.0 $87k 1.1k 77.90
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Ppg Inds Stock (PPG) 0.0 $87k 583.00 149.55
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Canadian National Railway Stock (CNI) 0.0 $87k 692.00 125.63
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Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY) 0.0 $85k 2.7k 31.47
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $83k NEW 493.00 168.54
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $83k 1.4k 58.33
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $78k 743.00 104.92
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General Electric Stock (GE) 0.0 $77k +12% 606.00 127.53
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Astrazeneca Plc- Spons Adr (AZN) 0.0 $77k -9% 1.1k 67.35
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Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.0 $75k 1.7k 43.26
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Ishares Tr Msci Acwiindex Etf (ACWI) 0.0 $75k -15% 737.00 101.83
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Ppl Corp Stock (PPL) 0.0 $75k +63% 2.8k 27.10
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Schwab International Equity Etf Etf (SCHF) 0.0 $75k 2.0k 36.96
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Motorola Solutions Stock (MSI) 0.0 $75k 238.00 313.09
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Carrier Global Corporation Stock (CARR) 0.0 $74k 1.3k 57.47
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Sanofi Sa Adr (SNY) 0.0 $73k 1.5k 49.73
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Energy Select Sector Spdr Etf (XLE) 0.0 $72k 864.00 83.83
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Lincoln Natl Corp Ind Stock (LNC) 0.0 $72k -2% 2.7k 26.97
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Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $71k 2.0k 35.25
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Ishares S&p Midcap 400 Growth Index Etf (IJK) 0.0 $70k 888.00 79.22
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Waste Management Stock (WM) 0.0 $70k 390.00 179.10
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Past Filings by Sugarloaf Wealth Management

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