Sugarloaf Wealth Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $435 Million distributed in 675 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Define with a value of $60.8M, Genuine Parts CO with a value of $48.5M, ETF Ser Solutions Aptus Collar with a value of $37.5M, Vanguard Whitehall Fds Intl Di with a value of $28.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $26.9M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $398M to 435M.

Below you can find more details about Sugarloaf Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
ETFs: $272 Million
Consumer Cyclical: $62.2 Million
Technology: $30.6 Million
Financial Services: $20.2 Million
Healthcare: $11.6 Million
Consumer Defensive: $9.08 Million
Industrials: $8.39 Million
Communication Services: $5.66 Million
Other: $14.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 675
  • Current Value $435 Million
  • Prior Value $398 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 42 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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