Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ETF SER SOLUTIONS | 19 | Q2 2024 | 20.5% |
ETF SER SOLUTIONS | 19 | Q2 2024 | 12.4% |
ETF SER SOLUTIONS | 19 | Q2 2024 | 9.1% |
OPUS SMALL CAP VALUE ETF | 19 | Q2 2024 | 7.3% |
APPLE INC | 19 | Q2 2024 | 2.7% |
ISHARES TR | 19 | Q2 2024 | 5.6% |
ISHARES TR S&P 1500 INDEX FD | 19 | Q2 2024 | 4.6% |
INVESCO EXCHANGE TRADED FD T | 19 | Q2 2024 | 4.1% |
HOME DEPOT INC | 19 | Q2 2024 | 2.5% |
ISHARES TR | 19 | Q2 2024 | 6.4% |
View Sugarloaf Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-08 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-10 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-03 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-25 |
View Sugarloaf Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.