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
BMY
Bristol Myers Squibb CO

Healthcare
80
+ 3.01%
$51.92 - $59.94 $4.15K - $4.8K
2.74K $154K
EMR
Emerson Electric CO

Industrials
3
+ 0.28%
$108.13 - $134.33 $324 - $403
1.08K $133K
MU
Micron Technology Inc

Technology
197
New
$84.16 - $113.41 $16.6K - $22.3K
197 $16K
PHO
Invesco Exchange Traded Fd Tr

ETFs
229
New
$65.79 - $72.14 $15.1K - $16.5K
229 $15K
BX
Blackstone Inc.

Financial Services
4
+ 0.56%
$148.45 - $199.05 $594 - $796
722 $124K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.08%
$52.45 - $60.02 $105 - $120
2.42K $143K
JCPB
J P Morgan Exchange Traded Fd

ETFs
287
New
$46.07 - $48.17 $13.2K - $13.8K
287 $13K
FTCS
First Trust Capital Strength E

ETFs
153
New
$87.62 - $94.03 $13.4K - $14.4K
153 $13K
CRM
Salesforce, Inc.

Technology
24
+ 31.58%
$270.87 - $367.87 $6.5K - $8.83K
100 $33K
WFG
West Fraser Timber Co., LTD

Basic Materials
142
New
$84.65 - $101.14 $12K - $14.4K
142 $12K
HYLS
First Tr Tactical High Yield L

ETFs
300
New
$41.29 - $42.03 $12.4K - $12.6K
300 $12K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
192
+ 3.1%
$61.68 - $67.87 $11.8K - $13K
6.38K $397K
PAUG
Innovator U.S. Equity Power Bu

ETFs
57
+ 0.41%
$37.61 - $38.92 $2.14K - $2.22K
13.9K $536K
GILD
Gilead Sciences, Inc.

Healthcare
48
+ 7.33%
$83.95 - $97.9 $4.03K - $4.7K
703 $64K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
59
New
$170.03 - $192.78 $10K - $11.4K
59 $10K
XLK
Technology Sector Spdr

ETFs
2
+ 0.15%
$220.26 - $241.44 $441 - $483
1.35K $314K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.19%
$179.17 - $207.15 $358 - $414
1.06K $201K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
520
New
$18.62 - $22.39 $9.68K - $11.6K
520 $9K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
172
New
$45.39 - $62.98 $7.81K - $10.8K
172 $9K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
215
New
$42.33 - $43.3 $9.1K - $9.31K
215 $9K
CGDV
Capital Group Divid Value ETF

ETFs
257
New
$35.16 - $37.12 $9.04K - $9.54K
257 $9K
MO
Altria Group, Inc.

Consumer Defensive
80
+ 2.4%
$49.06 - $57.74 $3.92K - $4.62K
3.41K $178K
BOND
Pimco Active Bond Exchange Tra

ETFs
98
New
$90.42 - $94.5 $8.86K - $9.26K
98 $8K
IAU
Ishares Gold Trust

ETFs
149
+ 5.96%
$48.37 - $52.65 $7.21K - $7.84K
2.65K $131K
NEAR
Blackrock Short Maturity Bond

ETFs
289
+ 2.95%
$50.28 - $51.08 $14.5K - $14.8K
10.1K $508K
ARKQ
Ark Autonomous Technology & Ro

ETFs
84
New
$60.57 - $82.2 $5.09K - $6.9K
84 $6K
TIP
Ishares Tr Tips Bd ETF

ETFs
64
New
$106.33 - $110.69 $6.81K - $7.08K
64 $6K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
100
New
$45.26 - $61.17 $4.53K - $6.12K
100 $5K
FISV
Fiserv Inc

Technology
41
+ 2.03%
N/A
2.06K $258K
SPGI
S&P Global Inc.

Financial Services
24
+ 6.23%
$480.36 - $529.17 $11.5K - $12.7K
409 $203K
ALLY
Ally Financial Inc.

Financial Services
147
New
$34.12 - $39.98 $5.02K - $5.88K
147 $5K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.87K
+ 200.0%
$22.4 - $68.28 $132K - $401K
8.81K $204K
PBT
Permian Basin Royalty Trust

Energy
510
+ 48.48%
$10.49 - $13.86 $5.35K - $7.07K
1.56K $17K
BOTZ
Global X Fds

ETFs
170
New
$31.11 - $34.18 $5.29K - $5.81K
170 $5K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
120
New
$46.48 - $51.32 $5.58K - $6.16K
120 $5K
ADM
Archer Daniels Midland CO

Consumer Defensive
825
+ 20.06%
$49.38 - $59.52 $40.7K - $49.1K
4.94K $249K
HST
Host Hotels & Resorts, Inc.

Real Estate
237
New
$17.24 - $19.07 $4.09K - $4.52K
237 $4K
FAS
Direxion Daily Financial Bull

ETFs
1
+ 0.57%
$126.08 - $182.0 $126 - $182
175 $26K
MSTR
Microstrategy Inc

Technology
15
New
$162.69 - $473.83 $2.44K - $7.11K
15 $4K
PMTS
Cpi Card Group Inc.

Financial Services
103
New
$21.5 - $34.3 $2.21K - $3.53K
103 $3K
CG
Carlyle Group Inc.

Financial Services
79
New
$43.2 - $54.81 $3.41K - $4.33K
79 $3K
HQY
Healthequity, Inc.

Healthcare
32
New
$78.18 - $104.65 $2.5K - $3.35K
32 $3K
CPA
Copa Holdings, S.A.

Industrials
35
New
$86.16 - $107.25 $3.02K - $3.75K
35 $3K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
63
New
$48.96 - $52.85 $3.08K - $3.33K
63 $3K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
97
New
$32.55 - $36.44 $3.16K - $3.53K
97 $3K
SQ
Block, Inc.

Technology
43
New
$65.06 - $98.92 $2.8K - $4.25K
43 $3K
ARKW
Ark Next Generation Internet E

ETFs
10
+ 17.86%
$82.66 - $120.04 $827 - $1.2K
66 $7K
KHC
Kraft Heinz CO

Consumer Defensive
86
+ 31.5%
$30.1 - $36.02 $2.59K - $3.1K
359 $11K
AIQ
Global X Funds Global X Artifi

ETFs
25
+ 18.94%
$36.57 - $40.57 $914 - $1.01K
157 $6K
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
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