$223 Million is the total value of Sugarloaf Wealth Management, LLC's 746 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 30.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,827,000 | -35.6% | 119,335 | -18.2% | 3.06% | -32.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $6,787,000 | -18.4% | 68,574 | -16.2% | 3.04% | -14.0% |
| SO | Sell | SOUTHERN CO | $2,848,000 | -20.0% | 52,610 | -5.9% | 1.28% | -15.7% |
| USMV | Sell | ISHARES TRmsci min vol etf | $2,112,000 | -27.5% | 39,097 | -12.0% | 0.95% | -23.6% |
| KO | Sell | COCA COLA CO | $1,837,000 | -20.8% | 41,509 | -0.9% | 0.82% | -16.6% |
| ICSH | Sell | ISHARES TRultr sh trm bd | $1,827,000 | -67.2% | 36,568 | -67.0% | 0.82% | -65.5% |
| BAC | Sell | BK OF AMERICA CORP | $1,656,000 | -40.7% | 78,025 | -1.5% | 0.74% | -37.5% |
| DVY | Sell | ISHARES TRselect divid etf | $1,030,000 | -32.3% | 14,011 | -2.7% | 0.46% | -28.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $991,000 | -15.4% | 18,436 | -3.3% | 0.44% | -10.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $986,000 | -18.0% | 9,539 | -1.1% | 0.44% | -13.7% |
| T | Sell | AT&T INC | $928,000 | -34.8% | 31,820 | -12.7% | 0.42% | -31.4% |
| PG | Sell | PROCTER &GAMBLE CO | $829,000 | -13.0% | 7,534 | -1.3% | 0.37% | -8.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $798,000 | -87.5% | 11,154 | -82.8% | 0.36% | -86.8% |
| WMT | Sell | WALMART INC | $607,000 | -5.7% | 5,341 | -1.4% | 0.27% | -0.7% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $606,000 | -70.8% | 12,437 | -69.5% | 0.27% | -69.3% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $595,000 | -51.1% | 10,321 | -35.9% | 0.27% | -48.5% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $576,000 | -50.8% | 6,358 | -31.6% | 0.26% | -48.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $561,000 | -17.6% | 5,056 | -0.4% | 0.25% | -13.1% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $547,000 | -54.8% | 8,739 | -42.7% | 0.24% | -52.3% |
| DIS | Sell | DISNEY WALT CO | $538,000 | -50.4% | 5,569 | -25.7% | 0.24% | -47.7% |
| MTUM | Sell | ISHARES TRusa momentum fct | $522,000 | -50.8% | 4,901 | -42.0% | 0.23% | -48.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $443,000 | -21.7% | 2,425 | -3.0% | 0.20% | -17.8% |
| TGT | Sell | TARGET CORP | $417,000 | -28.2% | 4,486 | -0.9% | 0.19% | -24.3% |
| ACWV | Sell | ISHARES INCmin vol gbl etf | $414,000 | -49.0% | 5,154 | -39.2% | 0.18% | -46.4% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $403,000 | -49.3% | 4,037 | -48.9% | 0.18% | -46.7% |
| PFE | Sell | PFIZER INC | $352,000 | -20.7% | 10,777 | -5.0% | 0.16% | -16.4% |
| TFC | Sell | TRUIST FINL CORP | $303,000 | -45.6% | 9,810 | -0.8% | 0.14% | -42.6% |
| CVX | Sell | CHEVRON CORP NEW | $286,000 | -74.2% | 3,943 | -57.1% | 0.13% | -72.8% |
| IYR | Sell | ISHARES TRu.s. real es etf | $280,000 | -79.1% | 4,020 | -72.1% | 0.12% | -78.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $273,000 | -72.1% | 1,899 | -60.0% | 0.12% | -70.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $271,000 | -20.8% | 3,717 | -7.7% | 0.12% | -16.6% |
| D | Sell | DOMINION ENERGY INC | $267,000 | -17.3% | 3,702 | -5.1% | 0.12% | -12.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $235,000 | -19.5% | 1,558 | -6.0% | 0.10% | -15.3% |
| DUK | Sell | DUKE ENERGY CORP NEW | $228,000 | -15.6% | 2,825 | -4.5% | 0.10% | -11.3% |
| MO | Sell | ALTRIA GROUP INC | $222,000 | -34.7% | 5,731 | -16.0% | 0.10% | -31.7% |
| PEP | Sell | PEPSICO INC | $209,000 | -13.3% | 1,742 | -1.2% | 0.09% | -7.8% |
| SBUX | Sell | STARBUCKS CORP | $207,000 | -25.8% | 3,152 | -0.6% | 0.09% | -21.8% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $200,000 | -72.1% | 1,297 | -58.5% | 0.09% | -70.5% |
| KMB | Sell | KIMBERLY CLARK CORP | $188,000 | -7.8% | 1,473 | -0.7% | 0.08% | -3.4% |
| CAT | Sell | CATERPILLAR INC DEL | $176,000 | -80.6% | 1,518 | -75.2% | 0.08% | -79.5% |
| GE | Sell | GENERAL ELECTRIC CO | $158,000 | -30.7% | 19,864 | -2.7% | 0.07% | -26.8% |
| HYZD | Sell | WISDOMTREE TRhedged hi yld bd | $150,000 | -80.6% | 8,046 | -75.9% | 0.07% | -79.6% |
| F | Sell | FORD MTR CO DEL | $143,000 | -54.9% | 29,518 | -13.3% | 0.06% | -52.6% |
| ABT | Sell | ABBOTT LABS | $139,000 | -17.8% | 1,760 | -9.8% | 0.06% | -13.9% |
| GIS | Sell | GENERAL MLS INC | $137,000 | -16.0% | 2,603 | -14.2% | 0.06% | -11.6% |
| CSCO | Sell | CISCO SYS INC | $133,000 | -18.9% | 3,376 | -5.5% | 0.06% | -14.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $131,000 | -82.9% | 2,330 | -74.5% | 0.06% | -81.8% |
| SHV | Sell | ISHARES TRshort treas bd | $127,000 | -75.2% | 1,142 | -75.4% | 0.06% | -73.9% |
| XOP | Sell | SPDR SERIES TRUSTs&p oilgas exp | $127,000 | -77.1% | 3,862 | -83.5% | 0.06% | -75.8% |
| DBEM | Sell | DBX ETF TRxtrack msci emrg | $123,000 | -58.0% | 6,446 | -47.7% | 0.06% | -56.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $113,000 | -25.2% | 1,407 | -11.7% | 0.05% | -20.3% |
| TIP | Sell | ISHARES TRtips bd etf | $113,000 | -15.0% | 961 | -15.5% | 0.05% | -10.5% |
| NVDA | Sell | NVIDIA CORP | $107,000 | -2.7% | 407 | -13.0% | 0.05% | +2.1% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $105,000 | -36.0% | 762 | -24.5% | 0.05% | -32.9% |
| C | Sell | CITIGROUP INC | $106,000 | -50.0% | 2,520 | -5.0% | 0.05% | -47.8% |
| FDL | Sell | FIRST TR MORNINGSTAR DIV LEA | $105,000 | -42.0% | 4,707 | -15.4% | 0.05% | -39.0% |
| GPC | Sell | GENUINE PARTS CO | $101,000 | -38.8% | 1,500 | -3.7% | 0.04% | -35.7% |
| WFC | Sell | WELLS FARGO CO NEW | $81,000 | -49.1% | 2,830 | -1.3% | 0.04% | -47.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $77,000 | -22.2% | 1,581 | -21.0% | 0.03% | -19.0% |
| GRX | Sell | GABELLI HLTHCARE &WELLNESS | $77,000 | -23.8% | 8,094 | -7.6% | 0.03% | -20.9% |
| KR | Sell | KROGER CO | $71,000 | -12.3% | 2,373 | -15.3% | 0.03% | -5.9% |
| LOW | Sell | LOWES COS INC | $66,000 | -38.3% | 770 | -13.9% | 0.03% | -33.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $64,000 | -98.7% | 664 | -98.5% | 0.03% | -98.6% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $60,000 | -88.5% | 694 | -86.8% | 0.03% | -87.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $59,000 | -49.6% | 1,860 | -40.2% | 0.03% | -48.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $59,000 | -43.3% | 51 | -34.6% | 0.03% | -40.9% |
| EMR | Sell | EMERSON ELEC CO | $57,000 | -47.2% | 1,195 | -15.4% | 0.03% | -43.5% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $56,000 | -26.3% | 683 | -15.2% | 0.02% | -21.9% |
| PFXF | Sell | VANECK VECTORS ETF TRUSTpfd secs ex finl | $54,000 | -38.6% | 3,254 | -24.8% | 0.02% | -35.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $52,000 | -58.1% | 199 | -39.7% | 0.02% | -56.6% |
| ENB | Sell | ENBRIDGE INC | $50,000 | -50.5% | 1,727 | -31.8% | 0.02% | -48.8% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $44,000 | -35.3% | 1,634 | -6.3% | 0.02% | -31.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $42,000 | -89.6% | 440 | -85.8% | 0.02% | -88.9% |
| AMGN | Sell | AMGEN INC | $41,000 | -28.1% | 200 | -16.0% | 0.02% | -25.0% |
| FB | Sell | FACEBOOK INCcl a | $37,000 | -39.3% | 221 | -25.8% | 0.02% | -34.6% |
| MA | Sell | MASTERCARD INCcl a | $34,000 | -57.0% | 140 | -47.0% | 0.02% | -55.9% |
| DD | Sell | DUPONT DE NEMOURS INC | $32,000 | -55.6% | 952 | -19.0% | 0.01% | -54.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $26,000 | -43.5% | 570 | -43.0% | 0.01% | -40.0% |
| KMX | Sell | CARMAX INC | $27,000 | -44.9% | 500 | -10.1% | 0.01% | -42.9% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $27,000 | -34.1% | 267 | -3.6% | 0.01% | -29.4% |
| KBE | Sell | SPDR SERIES TRUSTs&p bk etf | $25,000 | -49.0% | 915 | -11.8% | 0.01% | -47.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $23,000 | -93.8% | 141 | -92.7% | 0.01% | -93.7% |
| TECL | Sell | DIREXION SHS ETF TRdly tech bull 3x | $22,000 | -56.9% | 190 | -9.5% | 0.01% | -54.5% |
| BCE | Sell | BCE INC | $22,000 | -46.3% | 550 | -24.9% | 0.01% | -41.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $23,000 | -23.3% | 120 | -14.3% | 0.01% | -23.1% |
| RYAM | Sell | RAYONIER ADVANCED MATLS INC | $21,000 | -74.1% | 20,016 | -4.8% | 0.01% | -73.5% |
| PTY | Sell | PIMCO CORPORATE &INCOME OPP | $20,000 | -60.0% | 1,564 | -40.5% | 0.01% | -57.1% |
| CTVA | Sell | CORTEVA INC | $18,000 | -25.0% | 769 | -4.6% | 0.01% | -20.0% |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $17,000 | -84.1% | 263 | -77.3% | 0.01% | -82.2% |
| LUMN | Sell | CENTURYLINK INC | $18,000 | -35.7% | 1,857 | -13.1% | 0.01% | -33.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $17,000 | -65.3% | 301 | -60.2% | 0.01% | -61.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $15,000 | -48.3% | 257 | -28.0% | 0.01% | -41.7% |
| HBI | Sell | HANESBRANDS INC | $16,000 | -77.5% | 2,053 | -57.8% | 0.01% | -76.7% |
| KHC | Sell | KRAFT HEINZ CO | $16,000 | -30.4% | 667 | -7.1% | 0.01% | -30.0% |
| RSX | Sell | VANECK VECTORS ETF TRUSTrussia etf | $16,000 | -44.8% | 979 | -17.0% | 0.01% | -41.7% |
| AYX | Sell | ALTERYX INC | $14,000 | -17.6% | 150 | -11.8% | 0.01% | -14.3% |
| OEF | Sell | ISHARES TRs&p 100 etf | $14,000 | -74.1% | 116 | -69.1% | 0.01% | -73.9% |
| GDX | Sell | VANECK VECTORS ETF TRUSTgold miners etf | $14,000 | -96.9% | 600 | -96.2% | 0.01% | -96.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $13,000 | -35.0% | 386 | -15.5% | 0.01% | -33.3% |
| VRSK | Sell | VERISK ANALYTICS INC | $14,000 | -48.1% | 100 | -44.8% | 0.01% | -45.5% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $11,000 | -38.9% | 250 | -16.4% | 0.01% | -37.5% |
| FE | Sell | FIRSTENERGY CORP | $12,000 | -55.6% | 308 | -44.7% | 0.01% | -54.5% |
| URA | Sell | GLOBAL X FDSglobal x uranium | $10,000 | -78.3% | 1,159 | -72.1% | 0.00% | -80.0% |
| IYE | Sell | ISHARES TRu.s. energy etf | $9,000 | -77.5% | 602 | -51.6% | 0.00% | -76.5% |
| BIIB | Sell | BIOGEN INC | $7,000 | -41.7% | 22 | -45.0% | 0.00% | -40.0% |
| PCY | Sell | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $6,000 | -73.9% | 250 | -67.6% | 0.00% | -70.0% |
| WAB | Sell | WABTEC CORP | $7,000 | -56.2% | 146 | -30.8% | 0.00% | -57.1% |
| MDT | Sell | MEDTRONIC PLC | $6,000 | -68.4% | 66 | -60.0% | 0.00% | -62.5% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $5,000 | -66.7% | 52 | -70.9% | 0.00% | -66.7% |
| PHM | Sell | PULTE GROUP INC | $4,000 | -95.4% | 173 | -88.6% | 0.00% | -94.6% |
| VER | Sell | VEREIT INC | $3,000 | -91.4% | 520 | -86.2% | 0.00% | -93.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| NVTA | Sell | INVITAE CORP | $1,000 | -50.0% | 100 | -9.1% | 0.00% | -100.0% |
| Sell | MICRO FOCUS INTERNATIONAL PLspon adr new | $1,000 | -97.5% | 103 | -78.2% | 0.00% | -100.0% | |
| PHB | Sell | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $1,000 | -83.3% | 52 | -83.1% | 0.00% | -100.0% |
| MDB | Sell | MONGODB INCcl a | $1,000 | -93.8% | 10 | -91.7% | 0.00% | -100.0% |
| OMC | Sell | OMNICOM GROUP INC | $0 | -100.0% | 8 | -89.6% | 0.00% | -100.0% |
| FSM | Sell | FORTUNA SILVER MINES INC | $1,000 | -75.0% | 600 | -33.3% | 0.00% | -100.0% |
| WIP | Sell | SPDR SERIES TRUSTftse int gvt etf | $0 | – | 1 | -50.0% | 0.00% | – |
| Exit | INNOVATIVE INDL PPTYS INCcall | $0 | – | -5 | -100.0% | 0.00% | – | |
| BCS | Sell | BARCLAYS PLCadr | $0 | -100.0% | 26 | -98.7% | 0.00% | -100.0% |
| AEG | Sell | AEGON N V | $0 | -100.0% | 41 | -88.9% | 0.00% | -100.0% |
| HEAR | Exit | TURTLE BEACH CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| PKDC | Exit | PARKER DRILLING CO | $0 | – | -7 | -100.0% | 0.00% | – |
| Exit | VISA INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | PFIZER INCcall | $0 | – | -10 | -100.0% | 0.00% | – | |
| Exit | CARVANA COcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | VISA INCcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | SPDR GOLD TRUSTcall | $0 | – | -2 | -100.0% | 0.00% | – | |
| GNSS | Exit | LRAD CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| BHTG | Exit | BIOHITECH GLOBAL INC | $0 | – | -155 | -100.0% | 0.00% | – |
| JCPNQ | Exit | PENNEY J C CORP INC | $0 | – | -100 | -100.0% | 0.00% | – |
| EUFN | Sell | ISHARES TRmsci euro fl etf | $1,000 | -75.0% | 64 | -66.7% | 0.00% | -100.0% |
| ORG | Exit | JANUS DETROIT STR TRorganics etf | $0 | – | -53 | -100.0% | 0.00% | – |
| AOBC | Exit | AMERICAN OUTDOOR BRANDS CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| LB | Exit | L BRANDS INC | $0 | – | -188 | -100.0% | -0.00% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -102 | -100.0% | -0.00% | – |
| PAGP | Exit | PLAINS GP HLDGS L Pltd partnr int a | $0 | – | -230 | -100.0% | -0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -76 | -100.0% | -0.00% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -62 | -100.0% | -0.00% | – |
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -60 | -100.0% | -0.00% | – |
| S | Exit | SPRINT CORPORATION | $0 | – | -750 | -100.0% | -0.00% | – |
| APA | Exit | APACHE CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| EWY | Exit | ISHARES INCmsci sth kor etf | $0 | – | -100 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -185 | -100.0% | -0.00% | – |
| FSTA | Exit | FIDELITY COVINGTON TRconsmr staples | $0 | – | -204 | -100.0% | -0.00% | – |
| LYFT | Exit | LYFT INC | $0 | – | -136 | -100.0% | -0.00% | – |
| PJP | Exit | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $0 | – | -100 | -100.0% | -0.00% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -111 | -100.0% | -0.00% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -154 | -100.0% | -0.00% | – |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -188 | -100.0% | -0.00% | – |
| SRC | Exit | SPIRIT RLTY CAP INC NEW | $0 | – | -180 | -100.0% | -0.00% | – |
| NEM | Exit | NEWMONT GOLDCORP CORPORATION | $0 | – | -200 | -100.0% | -0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -31 | -100.0% | -0.00% | – |
| FNB | Exit | FNB CORP PA | $0 | – | -1,186 | -100.0% | -0.01% | – |
| EXC | Exit | EXELON CORP | $0 | – | -277 | -100.0% | -0.01% | – |
| TBT | Exit | PROSHARES TR | $0 | – | -503 | -100.0% | -0.01% | – |
| TRP | Exit | TC ENERGY CORP | $0 | – | -293 | -100.0% | -0.01% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -126 | -100.0% | -0.01% | – |
| WW | Exit | WW INTL INC | $0 | – | -495 | -100.0% | -0.01% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -700 | -100.0% | -0.01% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -379 | -100.0% | -0.01% | – |
| AXL | Exit | AMERICAN AXLE &MFG HLDGS IN | $0 | – | -3,000 | -100.0% | -0.01% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -1,305 | -100.0% | -0.01% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -1,000 | -100.0% | -0.02% | – |
| DWX | Exit | SPDR INDEX SHS FDSs&p intl etf | $0 | – | -1,949 | -100.0% | -0.03% | – |
| GYLD | Exit | ARROW ETF TRarrow dj glb yld | $0 | – | -5,461 | -100.0% | -0.04% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -773 | -100.0% | -0.05% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -2,399 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETF SER SOLUTIONS | 16 | Q3 2023 | 20.5% |
| ETF SER SOLUTIONS | 16 | Q3 2023 | 12.4% |
| ETF SER SOLUTIONS | 16 | Q3 2023 | 9.1% |
| OPUS SMALL CAP VALUE ETF | 16 | Q3 2023 | 7.3% |
| ISHARES TR | 16 | Q3 2023 | 5.6% |
| ISHARES TR S&P 1500 INDEX FD | 16 | Q3 2023 | 4.6% |
| APPLE INC | 16 | Q3 2023 | 2.7% |
| HOME DEPOT INC | 16 | Q3 2023 | 2.5% |
| INVESCO EXCHANGE TRADED FD T | 16 | Q3 2023 | 3.2% |
| ISHARES TR | 16 | Q3 2023 | 6.4% |
View Sugarloaf Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-20 |
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.