Sugarloaf Wealth Management, LLC Purchases in Q3 2024

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
64
+ 27.35%
$221.78 - $256.09 $14.2K - $16.4K
298 $73K
GLD
Spdr Gold Trust

ETFs
71
+ 78.89%
$215.56 - $246.98 $15.3K - $17.5K
161 $39K
EQIX
Equinix Inc

Real Estate
20
+ 100.0%
$749.0 - $890.01 $15K - $17.8K
40 $35K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
266
+ 8.36%
$44.83 - $47.42 $11.9K - $12.6K
3.45K $162K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
252
New
$54.78 - $76.51 $13.8K - $19.3K
252 $19K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
193
+ 23.57%
$69.16 - $76.64 $13.3K - $14.8K
1.01K $76K
ELV
Elevance Health, Inc.

Healthcare
50
+ 15.43%
$500.12 - $562.29 $25K - $28.1K
374 $194K
NI
Nisource Inc.

Utilities
494
+ 514.58%
$28.54 - $34.64 $14.1K - $17.1K
590 $20K
EUSB
Ishares Tr Esg Advanced Total

Technology
370
+ 70.61%
$42.09 - $44.64 $15.6K - $16.5K
894 $39K
OEF
Ishares S&P 100 ETF

ETFs
62
+ 30.54%
$266.03 - $266.03 $16.5K - $16.5K
265 $70K
GOLD
Barrick Gold Corp

Basic Materials
22
+ 0.42%
$16.56 - $21.01 $364 - $462
5.32K $105K
ATO
Atmos Energy Corp

Utilities
116
New
$114.08 - $138.75 $13.2K - $16.1K
116 $16K
CARR
Carrier Global Corp

Industrials
1
+ 0.11%
$61.9 - $80.88 $61.9 - $80.9
939 $75K
EFV
Msci Eafe Value ETF

ETFs
160
+ 13.08%
$51.72 - $57.96 $8.28K - $9.27K
1.38K $79K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
224
+ 2.46%
$22.51 - $23.92 $5.04K - $5.36K
9.33K $221K
EIX
Edison International

Utilities
176
New
$71.19 - $87.72 $12.5K - $15.4K
176 $15K
VBR
Vanguard Small Cap Value ETF

ETFs
77
New
$179.99 - $201.6 $13.9K - $15.5K
77 $15K
AEP
American Electric Power CO Inc

Utilities
5
+ 0.51%
$87.11 - $104.95 $436 - $525
992 $101K
CMS
Cms Energy Corp

Utilities
202
New
$58.7 - $70.62 $11.9K - $14.3K
202 $14K
EFG
Msci Eafe Growth ETF

ETFs
102
+ 17.96%
$96.84 - $108.77 $9.88K - $11.1K
670 $72K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.08%
$44.74 - $53.22 $89.5 - $106
2.42K $128K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
81
+ 77.14%
$147.95 - $191.05 $12K - $15.5K
186 $32K
FLO
Flowers Foods Inc

Consumer Defensive
567
New
$21.44 - $23.77 $12.2K - $13.5K
567 $13K
FISV
Fiserv Inc

Technology
100
+ 5.21%
N/A
2.02K $253K
XLI
Industrial Sector Spdr

ETFs
73
+ 28.4%
$120.56 - $135.44 $8.8K - $9.89K
330 $44K
OHI
Omega Healthcare Investors Inc

Real Estate
26
+ 1.36%
$33.55 - $41.29 $872 - $1.07K
1.94K $78K
DTE
Dte Energy CO

Utilities
100
New
$108.67 - $128.41 $10.9K - $12.8K
100 $12K
SRE
Sempra Energy

Utilities
146
+ 260.71%
$74.97 - $84.04 $10.9K - $12.3K
202 $16K
EXC
Exelon Corp

Utilities
302
New
$34.24 - $40.55 $10.3K - $12.2K
302 $12K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.31%
$294.75 - $326.73 $590 - $653
641 $209K
RCI
Rogers Communications Inc

Communication Services
312
New
$36.2 - $41.17 $11.3K - $12.8K
312 $12K
XEL
Xcel Energy Inc

Utilities
186
New
$52.11 - $65.3 $9.69K - $12.1K
186 $12K
ET
Energy Transfer LP

Energy
750
+ 43.55%
$15.43 - $16.44 $11.6K - $12.3K
2.47K $39K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150
New
$77.02 - $85.06 $11.6K - $12.8K
150 $12K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
43
+ 0.32%
$12.0 - $13.08 $516 - $562
13.6K $177K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
127
+ 67.2%
$72.22 - $81.88 $9.17K - $10.4K
316 $24K
MDLZ
Mondelez International, Inc.

Consumer Defensive
60
+ 7.6%
$64.35 - $75.71 $3.86K - $4.54K
849 $62K
TU
Telus Corp

Communication Services
618
New
$14.91 - $17.03 $9.21K - $10.5K
618 $10K
MBB
Ishares Tr

ETFs
109
New
$90.85 - $96.66 $9.9K - $10.5K
109 $10K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
New
$1024.09 - $1201.76 $10.2K - $12K
10 $10K
REXR
Rexford Industrial Realty, Inc.

Real Estate
186
New
$44.45 - $52.25 $8.27K - $9.72K
186 $9K
PWB
Invesco Exchange Traded Fd Tr

ETFs
100
New
$86.85 - $98.91 $8.69K - $9.89K
100 $9K
IVT
Inven Trust Properties Corp.

Real Estate
327
New
$24.41 - $29.87 $7.98K - $9.77K
327 $9K
UBER
Uber Technologies, Inc

Technology
129
New
$58.48 - $77.47 $7.54K - $9.99K
129 $9K
VNQ
Vanguard Specialized Funds Van

ETFs
7
+ 1.25%
$82.97 - $98.97 $581 - $693
565 $55K
LUV
Southwest Airlines CO

Industrials
277
New
$23.7 - $29.93 $6.56K - $8.29K
277 $8K
FCX
Freeport Mcmoran Inc

Basic Materials
156
+ 117.29%
$39.52 - $51.92 $6.17K - $8.1K
289 $14K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
120
+ 17.29%
$56.04 - $62.99 $6.72K - $7.56K
814 $49K
SCHG
Schwab Strategic Tr Us Large C

ETFs
75
New
$92.63 - $105.69 $6.95K - $7.93K
75 $7K
Activity Summary
Buys All Purchases 235 New Holdings 56 Increased Positions 179 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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