$427 Million is the total value of Sugarloaf Wealth Management, LLC's 691 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 22.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | APTUS INTERNATIONAL ENHANCED YIELDetf | $12,518,187 | -20.1% | 630,239 | -20.4% | 2.93% | -23.9% | |
| AAPL | Sell | APPLE INCstock | $11,676,043 | +17.1% | 60,195 | -0.4% | 2.73% | +11.6% |
| MSFT | Sell | MICROSOFTstock | $5,488,447 | +14.9% | 16,117 | -2.8% | 1.28% | +9.4% |
| GOOGL | Sell | GOOGLE INCstock | $3,316,518 | +13.4% | 27,707 | -1.7% | 0.78% | +7.9% |
| V | Sell | VISA INCstock | $3,285,638 | -0.4% | 13,835 | -5.4% | 0.77% | -5.1% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $2,995,621 | +1.9% | 8,109 | -11.5% | 0.70% | -2.9% |
| CPRT | Sell | COPART INC COMstock | $2,977,445 | +12.6% | 32,644 | -7.2% | 0.70% | +7.2% |
| ADME | Sell | APTUS DRAWDOWN MANAGED EQUITY ETFetf | $2,937,717 | -8.7% | 80,670 | -13.3% | 0.69% | -13.0% |
| UNH | Sell | UNITEDHEALTH GROUPstock | $2,676,706 | +1.0% | 5,569 | -0.7% | 0.63% | -3.7% |
| KO | Sell | COCA COLA CO COMstock | $2,414,613 | -3.1% | 40,097 | -0.2% | 0.56% | -7.8% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $2,341,219 | -0.1% | 31,498 | -2.2% | 0.55% | -4.9% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $2,307,234 | -7.9% | 6,710 | -10.9% | 0.54% | -12.2% |
| RSP | Sell | INVESCO ETF TRUST S&P 500 EQUAL WEIGHTetf | $1,425,417 | +1.0% | 9,526 | -2.4% | 0.33% | -3.7% |
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $1,215,957 | +4.6% | 5,520 | -3.0% | 0.28% | -0.3% |
| BACPRL | Sell | BK OF AMERICA CORP 7.25CNV PFD Lconvertible preferred | $1,212,834 | -3.5% | 1,035 | -3.8% | 0.28% | -8.1% |
| IVOL | Sell | QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETFetf | $985,806 | -49.2% | 47,901 | -43.9% | 0.23% | -51.6% |
| ITOT | Sell | ISHARES TR S&P 1500 INDEX FDetf | $981,653 | +3.7% | 10,033 | -4.0% | 0.23% | -1.3% |
| BAC | Sell | BANK AMERICA CORP COMstock | $970,942 | -10.4% | 33,843 | -10.7% | 0.23% | -14.7% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $958,496 | +4.0% | 2,162 | -4.0% | 0.22% | -1.3% |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $928,758 | -45.0% | 9,516 | -44.0% | 0.22% | -47.7% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $834,229 | +2.7% | 4,455 | -2.1% | 0.20% | -2.5% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $691,917 | -14.0% | 1,636 | -43.5% | 0.16% | -18.2% |
| MRK | Sell | MERCK & CO INCstock | $652,359 | +3.5% | 5,654 | -4.6% | 0.15% | -1.3% |
| IBM | Sell | INTL BUSINESS MACHINESstock | $631,203 | -0.4% | 4,717 | -2.4% | 0.15% | -5.1% |
| TSLA | Sell | TESLA MOTORS INCstock | $614,971 | +17.4% | 2,349 | -6.9% | 0.14% | +11.6% |
| VZ | Sell | VERIZON COMMUNICATIONSstock | $596,347 | -4.7% | 16,035 | -0.3% | 0.14% | -9.1% |
| BIF | Sell | SRH TOTAL RETURN FUND INC COMcef | $596,785 | -5.1% | 44,939 | -12.2% | 0.14% | -9.7% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $586,995 | -8.7% | 8,696 | -9.5% | 0.14% | -13.3% |
| ABBV | Sell | ABBVIE INC COMstock | $448,060 | -47.0% | 3,326 | -37.3% | 0.10% | -49.5% |
| AMZN | Sell | AMAZON.COM INCstock | $429,212 | +7.6% | 3,293 | -14.8% | 0.10% | +2.0% |
| NOBL | Sell | PROSHARES TR S&P 500 ARISTOCRATSetf | $427,443 | -7.0% | 4,534 | -10.0% | 0.10% | -11.5% |
| AOA | Sell | ISHARES TR S&P AGGRESSIVE ALLOCATION FDetf | $402,284 | +4.0% | 6,064 | -0.3% | 0.09% | -1.1% |
| T | Sell | AT&T INC COMstock | $356,451 | -23.7% | 22,348 | -7.9% | 0.08% | -27.8% |
| CAT | Sell | CATERPILLAR INC COMstock | $350,974 | -0.7% | 1,426 | -7.6% | 0.08% | -5.7% |
| DIS | Sell | DISNEY WALT CO COMstock | $288,999 | -16.7% | 3,237 | -6.6% | 0.07% | -20.0% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $279,208 | -7.4% | 1,068 | -11.3% | 0.06% | -12.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCstock | $261,764 | -26.0% | 1,460 | -19.9% | 0.06% | -29.9% |
| F | Sell | FORD MOTOR COMPANYstock | $248,392 | +2.2% | 16,417 | -14.8% | 0.06% | -3.3% |
| INTC | Sell | INTEL CORP COMstock | $241,142 | -9.5% | 7,211 | -11.6% | 0.06% | -15.2% |
| MUB | Sell | ISHARES AMT-FREE MUNI BOND ETFetf | $236,608 | -29.7% | 2,217 | -29.0% | 0.06% | -33.7% |
| PM | Sell | PHILIP MORRIS INTL INCstock | $236,926 | -3.3% | 2,427 | -3.7% | 0.06% | -8.3% |
| PFE | Sell | PFIZER INC COMstock | $229,345 | -16.7% | 6,253 | -7.3% | 0.05% | -20.6% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $222,249 | -10.4% | 2,477 | -3.6% | 0.05% | -14.8% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & PR COMcef | $218,727 | -18.3% | 17,914 | -21.3% | 0.05% | -22.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $215,529 | -17.3% | 3,370 | -10.3% | 0.05% | -21.9% |
| SBUX | Sell | STARBUCKS CORPstock | $207,955 | -16.2% | 2,099 | -11.9% | 0.05% | -19.7% |
| C | Sell | CITIGROUP INCstock | $207,270 | -27.9% | 4,502 | -26.6% | 0.05% | -31.0% |
| FITB | Sell | FIFTH THIRD BANCORPstock | $208,485 | -17.2% | 7,954 | -15.8% | 0.05% | -21.0% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $204,664 | -28.0% | 2,045 | -27.9% | 0.05% | -31.4% |
| QCOM | Sell | QUALCOMM INC COMstock | $205,582 | -18.4% | 1,727 | -12.5% | 0.05% | -22.6% |
| LOW | Sell | LOWES COS INC COMstock | $180,673 | +4.8% | 801 | -7.0% | 0.04% | 0.0% |
| CINF | Sell | CINCINNATI FINL CORP COMstock | $169,337 | -15.2% | 1,740 | -2.4% | 0.04% | -18.4% |
| GS | Sell | GOLDMAN SACHS GROUP INCstock | $167,601 | -58.2% | 520 | -57.5% | 0.04% | -60.2% |
| TFC | Sell | TRUIST FINL CORP COMstock | $167,174 | -20.7% | 5,508 | -10.9% | 0.04% | -25.0% |
| VXF | Sell | VANGUARD EXTENDED MARKET ETFetf | $161,808 | -24.3% | 1,087 | -28.7% | 0.04% | -28.3% |
| COP | Sell | CONOCOPHILLIPS COMstock | $148,162 | +3.8% | 1,430 | -0.6% | 0.04% | 0.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $148,027 | -1.4% | 1,511 | -1.4% | 0.04% | -5.4% |
| ALL | Sell | ALLSTATE CORPstock | $147,987 | -3.1% | 1,357 | -1.5% | 0.04% | -7.9% |
| ACWV | Sell | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $138,265 | -19.2% | 1,410 | -20.2% | 0.03% | -23.8% |
| CSCO | Sell | CISCO SYS INCstock | $137,880 | -29.2% | 2,665 | -28.4% | 0.03% | -33.3% |
| WMB | Sell | WILLIAMS COS INC COMstock | $136,061 | -24.3% | 4,170 | -30.7% | 0.03% | -27.3% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $116,499 | -4.5% | 1,189 | -2.9% | 0.03% | -10.0% |
| BA | Sell | BOEING CO COMstock | $113,604 | -33.5% | 538 | -33.0% | 0.03% | -35.7% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $110,824 | -15.1% | 2,248 | -15.9% | 0.03% | -18.8% |
| GOLD | Sell | BARRICK GOLD CORP Fstock | $87,861 | -11.8% | 5,190 | -3.2% | 0.02% | -12.5% |
| AZN | Sell | ASTRAZENECA PLC- SPONS ADRadr | $90,270 | -4.7% | 1,261 | -7.6% | 0.02% | -8.7% |
| ACWI | Sell | ISHARES TR MSCI ACWIINDEX FDetf | $83,655 | -40.6% | 872 | -43.6% | 0.02% | -42.9% |
| D | Sell | DOMINION RESOURCES INCstock | $77,685 | -10.1% | 1,500 | -2.9% | 0.02% | -14.3% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $72,298 | -44.5% | 1,322 | -44.8% | 0.02% | -46.9% |
| XLE | Sell | ENERGY SELECT SECTOR SPDRetf | $70,189 | -15.3% | 865 | -13.5% | 0.02% | -20.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $63,730 | +4.9% | 1,282 | -3.5% | 0.02% | 0.0% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $59,471 | -7.3% | 815 | -11.3% | 0.01% | -12.5% |
| PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $54,446 | -13.5% | 1,760 | -12.7% | 0.01% | -13.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $50,422 | +1.3% | 566 | -3.9% | 0.01% | 0.0% |
| FLOT | Sell | ISHARES FLOATING RATE BOND ETFetf | $53,164 | -52.7% | 1,046 | -53.1% | 0.01% | -57.1% |
| CHY | Sell | CALAMOS CONV & HIGH INCOME FD COM SHScef | $49,006 | -42.4% | 4,364 | -44.0% | 0.01% | -47.6% |
| GRX | Sell | GABELLI HLTHCARE & WELLNESS TR SHScef | $47,172 | -47.1% | 4,736 | -46.4% | 0.01% | -50.0% |
| GLD | Sell | SPDR GOLD ETFetf | $42,785 | -37.7% | 240 | -36.0% | 0.01% | -41.2% |
| ADI | Sell | ANALOG DEVICES INC COMstock | $37,404 | -26.8% | 192 | -25.9% | 0.01% | -30.8% |
| WHR | Sell | WHIRLPOOL CORP COMstock | $36,762 | -47.3% | 247 | -53.2% | 0.01% | -47.1% |
| DOW | Sell | DOW INC COMstock | $36,023 | -21.8% | 676 | -19.5% | 0.01% | -27.3% |
| NKE | Sell | NIKE INC CLASS Bstock | $33,762 | -38.3% | 306 | -31.2% | 0.01% | -38.5% |
| NCR | Sell | NCR CORPstock | $28,422 | -46.5% | 1,128 | -49.9% | 0.01% | -46.2% |
| IYF | Sell | ISHARES DJ U.S. FINANCIAL SECTOR ETFetf | $28,352 | -5.1% | 380 | -9.5% | 0.01% | 0.0% |
| VTRS | Sell | VIATRIS INC COMstock | $26,238 | -48.5% | 2,629 | -50.3% | 0.01% | -53.8% |
| BIPC | Sell | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $19,829 | -65.3% | 435 | -64.9% | 0.01% | -64.3% |
| PULS | Sell | PGIM ULTRA SHORT BOND ETFetf | $19,813 | -95.9% | 401 | -95.9% | 0.01% | -95.8% |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $21,915 | -15.5% | 174 | -14.7% | 0.01% | -16.7% |
| Sell | DISCOVERY HLDG COstock | $18,359 | -38.1% | 1,464 | -25.5% | 0.00% | -42.9% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $15,356 | -58.7% | 539 | -49.9% | 0.00% | -55.6% |
| IYR | Sell | ISHARES US REAL ESTATE ETFetf | $16,750 | -80.0% | 194 | -80.3% | 0.00% | -81.0% |
| DRI | Sell | DARDEN RESTAURANTS INC COMstock | $16,708 | -58.4% | 100 | -61.4% | 0.00% | -60.0% |
| GDX | Sell | MARKET VECTORS GOLD MINERS INDEX ETFetf | $15,301 | -54.0% | 508 | -50.5% | 0.00% | -50.0% |
| SCHW | Sell | CHARLES SCHWAB CORPstock | $18,729 | -70.6% | 330 | -72.8% | 0.00% | -75.0% |
| HON | Sell | HONEYWELL INTL INCstock | $15,978 | -20.3% | 77 | -26.0% | 0.00% | -20.0% |
| Sell | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $12,597 | -40.2% | 155 | -39.7% | 0.00% | -40.0% | |
| Sell | GSK PLC SPONSORED ADRadr | $13,740 | -7.7% | 386 | -7.7% | 0.00% | -25.0% | |
| TECL | Sell | DIREXION DAILY TECHNOLOGY BULL 3X SHARESetf | $8,779 | -10.0% | 163 | -37.8% | 0.00% | 0.0% |
| DFS | Sell | DISCOVER FINANCIAL SERVICES LLCstock | $9,238 | -76.9% | 79 | -80.4% | 0.00% | -80.0% |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $7,316 | -67.8% | 42 | -69.3% | 0.00% | -66.7% |
| ZBH | Sell | ZIMMER HLDGS INCstock | $6,843 | -24.3% | 47 | -32.9% | 0.00% | 0.0% |
| MCK | Sell | MCKESSON CORPstock | $7,692 | -98.3% | 18 | -98.5% | 0.00% | -98.2% |
| FCX | Sell | FREEPORT MCMORAN COPPERstock | $4,072 | -92.3% | 102 | -92.1% | 0.00% | -92.3% |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $5,025 | -54.3% | 65 | -56.4% | 0.00% | -66.7% |
| XRT | Sell | SPDR S&P RETAIL ETFetf | $2,168 | -5.0% | 34 | -5.6% | 0.00% | 0.0% |
| HBI | Sell | HANESBRANDS INCstock | $6,210 | -33.9% | 1,368 | -23.3% | 0.00% | -50.0% |
| HPI | Sell | HANCOCK JOHN PFD EQTY FD SH BEN INTcef | $5,857 | -82.8% | 385 | -81.9% | 0.00% | -87.5% |
| SNAP | Sell | SNAP INC CL Astock | $6,216 | +4.8% | 525 | -0.8% | 0.00% | 0.0% |
| STWD | Sell | STARWOOD PPTY TR INC COMreit | $2,549 | -33.7% | 131 | -39.6% | 0.00% | 0.0% |
| CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $3,954 | +78.7% | 210 | -3.7% | 0.00% | 0.0% |
| CII | Sell | BLACKROCK ENHANCD CAP & INM FD COMcef | $5,281 | -64.5% | 285 | -65.6% | 0.00% | -75.0% |
| BIIB | Sell | BIOGEN IDEC INCstock | $6,267 | -74.1% | 22 | -74.7% | 0.00% | -83.3% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $6,192 | -37.4% | 70 | -42.6% | 0.00% | -50.0% |
| NXPI | Sell | NXP SEMICONDUCTORS NV COMstock | $5,168 | -89.3% | 25 | -90.3% | 0.00% | -91.7% |
| AQN | Exit | ALGONQUIN PWR UTILS CORP COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
| Exit | GREENLANE HLDGS INC CL A NEWstock | $0 | – | -113 | -100.0% | 0.00% | – | |
| AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $1,823 | -98.3% | 16 | -98.5% | 0.00% | -100.0% |
| CGC | Sell | CANOPY GROWTH CORP COMstock | $116 | -78.3% | 300 | -1.6% | 0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD COM STKstock | $0 | – | -26 | -100.0% | 0.00% | – |
| UGI | Exit | UGI CORP NEW COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
| NEM | Exit | NEWMONT CORP COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| ENLC | Exit | ENLINK MIDSTREAM LLC COM UNIT REP LTDstock | $0 | – | -168 | -100.0% | 0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC COM NEWstock | $0 | – | -200 | -100.0% | 0.00% | – |
| REZI | Sell | RESIDEO TECHNOLOGIES INC COMstock | $159 | -33.2% | 9 | -30.8% | 0.00% | – |
| KMI | Sell | KINDER MORGAN INCstock | $792 | -96.7% | 46 | -96.6% | 0.00% | -100.0% |
| Sell | ZIMVIE INC COMstock | $22 | -24.1% | 2 | -50.0% | 0.00% | – | |
| SQ | Exit | BLOCK INC CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
| TMUS | Exit | T-MOBILE US INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| APEN | Exit | APOLLO ENDOSURGERY INC COMstock | $0 | – | -65 | -100.0% | 0.00% | – |
| GNRC | Sell | GENERAC HLDGS INC COMstock | $1,044 | -83.0% | 7 | -87.7% | 0.00% | -100.0% |
| Sell | ORION OFFICE REIT INC COMreit | $1,761 | -6.0% | 266 | -4.7% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC COMstock | $38 | -29.6% | 5 | -28.6% | 0.00% | – |
| AEG | Exit | AEGON N V NY REGISTRY SHSadr | $0 | – | -57 | -100.0% | 0.00% | – |
| JPS | Exit | NUVEEN PFD & INCOME SECS FD COMcef | $0 | – | -773 | -100.0% | -0.00% | – |
| IYT | Exit | ISHARES US TRANSPORTATION ETFetf | $0 | – | -15 | -100.0% | -0.00% | – |
| TEL | Exit | TE CONNECTIVITY LTD SHSstock | $0 | – | -37 | -100.0% | -0.00% | – |
| ARKG | Exit | ARK GENOMIC REVOLUTION ETFetf | $0 | – | -72 | -100.0% | -0.00% | – |
| IP | Exit | INTERNATIONAL PAPER CO COMstock | $0 | – | -111 | -100.0% | -0.00% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERSstock | $0 | – | -80 | -100.0% | -0.00% | – |
| EMN | Exit | EASTMAN CHEMICAL COstock | $0 | – | -48 | -100.0% | -0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP COMstock | $0 | – | -115 | -100.0% | -0.00% | – |
| OUST | Exit | OUSTER INC COM NEWstock | $0 | – | -7,793 | -100.0% | -0.00% | – |
| ICLN | Exit | ISHARES GLOBAL CLEAN ENERGY ETFetf | $0 | – | -312 | -100.0% | -0.00% | – |
| Exit | BLACKROCK INCOME TR INC COM NEWcef | $0 | – | -531 | -100.0% | -0.00% | – | |
| HPF | Exit | HANCOCK JOHN PFD INCOME FD II COMcef | $0 | – | -411 | -100.0% | -0.00% | – |
| ARCH | Exit | ARCH RESOURCES INC CL Astock | $0 | – | -80 | -100.0% | -0.00% | – |
| PI | Exit | IMPINJ INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| PEAK | Exit | HEALTH CARE PPTY INVS INCreit | $0 | – | -534 | -100.0% | -0.00% | – |
| Exit | PAYCOR HCM INC COMstock | $0 | – | -519 | -100.0% | -0.00% | – | |
| TTD | Exit | THE TRADE DESK INC COM CL Astock | $0 | – | -242 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -250 | -100.0% | -0.01% | – |
| ACV | Exit | VIRTUS DIVERSIFIED INCM & CONV COMcef | $0 | – | -1,785 | -100.0% | -0.01% | – |
| BG | Exit | BUNGE LIMITED Fstock | $0 | – | -321 | -100.0% | -0.01% | – |
| STK | Exit | COLUMBIA SELIGM PREM TECH GRW COMcef | $0 | – | -1,709 | -100.0% | -0.01% | – |
| VTEB | Exit | VANGUARD TAX-EXEMPT BOND ETFetf | $0 | – | -1,923 | -100.0% | -0.02% | – |
| SHV | Exit | ISHARES SHORT TREASURY BOND ETFetf | $0 | – | -1,067 | -100.0% | -0.03% | – |
| FTSM | Exit | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $0 | – | -2,138 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.