Sugarloaf Wealth Management, LLC Purchases in Q4 2024

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.5K
+ 131.66%
$117.0 - $148.88 $2.63M - $3.35M
39.6K $5.32M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
22.3K
+ 2.04%
$39.5 - $41.38 $881K - $923K
1.12M $45M
HD
Home Depot, Inc.

Consumer Cyclical
3.74K
+ 21.58%
$385.02 - $431.37 $1.44M - $1.61M
21.1K $8.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.09K
+ 1.58%
$66.77 - $71.52 $474K - $507K
456K $31.5M
AAPL
Apple Inc.

Technology
117
+ 0.21%
$221.69 - $259.02 $25.9K - $30.3K
55.6K $13.9M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 0.54%
$213.65 - $479.86 $2.99K - $6.72K
2.59K $1.05M
FANG
Diamondback Energy, Inc.

Energy
3.18K
+ 15.72%
$153.06 - $199.5 $486K - $633K
23.4K $3.83M
DVN
Devon Energy Corp

Energy
9.65K
+ 158.97%
$30.52 - $42.96 $294K - $414K
15.7K $514K
CHE
Chemed Corp

Healthcare
1.29K
+ 21.91%
$517.44 - $613.19 $665K - $788K
7.15K $3.79M
ROP
Roper Technologies Inc

Industrials
868
+ 13.74%
$519.85 - $575.95 $451K - $500K
7.19K $3.74M
UCBI
United Community Banks Inc

Financial Services
7K
+ 36.1%
N/A
26.4K $772K
BR
Broadridge Financial Solutions, Inc.

Technology
27
+ 0.16%
$209.64 - $236.44 $5.66K - $6.38K
17.3K $3.91M
OSCV
Opus Small Cap Value ETF

ETFs
13.7K
+ 1.83%
$36.89 - $40.88 $504K - $558K
760K $28.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
3.59K
+ 16.89%
$38.63 - $40.03 $139K - $144K
24.8K $982K
NOCT
Innovator Growth 100 Power Buf

ETFs
2.71K
+ 27.48%
$49.49 - $52.11 $134K - $141K
12.6K $644K
VTI
Vanguard Total Stock Market Et

ETFs
342
+ 4.2%
$280.04 - $302.45 $95.8K - $103K
8.48K $2.46M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.99K
+ 52.93%
$50.35 - $50.69 $150K - $152K
8.64K $435K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.51K
+ 16.73%
$100.22 - $100.73 $151K - $152K
10.5K $1.06M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
+ 24.17%
$58.88 - $64.8 $197K - $217K
17.2K $1.01M
GOOGL
Alphabet Inc.

Communication Services
107
+ 2.64%
$161.86 - $196.66 $17.3K - $21K
4.16K $788K
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 1900.0%
$1666.0 - $2117.3 $95K - $121K
60 $102K
SHOP
Shopify Inc.

Technology
600
+ 53.57%
$78.14 - $119.49 $46.9K - $71.7K
1.72K $182K
DIS
Walt Disney CO

Communication Services
550
+ 29.75%
$92.39 - $117.6 $50.8K - $64.7K
2.4K $267K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.46K
New
$53.94 - $58.15 $78.9K - $85.1K
1.46K $82K
META
Meta Platforms, Inc.

Communication Services
109
+ 22.47%
$554.08 - $632.68 $60.4K - $69K
594 $350K
UNH
Unitedhealth Group Inc

Healthcare
1.19K
+ 17.64%
$485.52 - $625.25 $579K - $746K
7.96K $4.03M
TFC
Truist Financial Corp

Financial Services
1.3K
+ 23.39%
$41.51 - $48.1 $53.9K - $62.4K
6.85K $297K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.12K
+ 27.94%
$67.29 - $73.38 $75.2K - $82K
5.12K $347K
MA
Mastercard Inc

Financial Services
88
+ 62.86%
$491.3 - $536.15 $43.2K - $47.2K
228 $120K
CRWD
Crowd Strike Holdings, Inc.

Technology
19
+ 2.79%
$275.15 - $388.2 $5.23K - $7.38K
699 $239K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 6.98%
$4100.99 - $5300.34 $12.3K - $15.9K
46 $228K
VCIT
Vanguard Intermediate Term Cor

ETFs
602
+ 34.09%
$80.13 - $83.77 $48.2K - $50.4K
2.37K $190K
RDVY
First Trust Rising Dividend Ac

ETFs
676
New
$58.65 - $64.37 $39.6K - $43.5K
676 $39K
DAL
Delta Air Lines, Inc.

Industrials
262
+ 10.79%
$47.46 - $65.77 $12.4K - $17.2K
2.69K $162K
ISRG
Intuitive Surgical Inc

Healthcare
34
+ 5.99%
$471.27 - $550.62 $16K - $18.7K
602 $314K
GOOG
Alphabet Inc.

Communication Services
15
+ 1.14%
$163.08 - $198.16 $2.45K - $2.97K
1.33K $252K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
68
+ 3.44%
$198.04 - $221.51 $13.5K - $15.1K
2.05K $430K
VRSK
Verisk Analytics, Inc.

Industrials
100
New
$262.86 - $294.75 $26.3K - $29.5K
100 $27K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.2%
$173.13 - $258.09 $173 - $258
492 $113K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 4.29%
$442.29 - $483.08 $37.2K - $40.6K
2.04K $924K
T
At&T Inc.

Communication Services
195
+ 0.77%
$21.22 - $23.88 $4.14K - $4.66K
25.6K $582K
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.27%
$204.21 - $220.18 $2.04K - $2.2K
3.72K $791K
PYPL
Pay Pal Holdings, Inc.

Financial Services
272
+ 344.3%
$77.25 - $91.3 $21K - $24.8K
351 $29K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
80
+ 5.27%
$201.32 - $217.44 $16.1K - $17.4K
1.6K $330K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
550
+ 14.29%
$34.96 - $35.65 $19.2K - $19.6K
4.4K $154K
VO
Vanguard Mid Cap ETF

ETFs
74
+ 10.28%
$261.5 - $284.63 $19.4K - $21.1K
794 $209K
ACN
Accenture PLC

Technology
56
+ 8.13%
$343.9 - $376.86 $19.3K - $21.1K
745 $262K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 8.84%
$126.68 - $134.74 $19.1K - $20.3K
1.86K $237K
SYK
Stryker Corp

Healthcare
50
+ 11.21%
$345.14 - $392.15 $17.3K - $19.6K
496 $178K
Activity Summary
Buys All Purchases 241 New Holdings 50 Increased Positions 191 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email