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
PDEC
Innovator U.S. Equity Power Bu
4.04K
+ 24.82%
N/A
20.3K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
37.6K
+ 3.71%
N/A
1.05M $0
PNOV
Innovator U.S. Equity Power Bu
2.14K
+ 6.57%
N/A
34.7K $0
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2
+ 0.58%
$32.63 - $37.1 $65.3 - $74.2
344 $11K
Grayscale Ethereum Trust ETF
60
New
N/A
60 $0
Brookfield Infrastructure Corp Com Sb Vtg Shs A
81
New
N/A
81 $0
EFG
Msci Eafe Growth ETF

ETFs
79
+ 11.79%
$96.83 - $106.88 $7.65K - $8.44K
749 $72K
Linde PLC Shs
47
+ 9.77%
N/A
528 $0
KOCT
Innovator Laddered Fund Of U.S
8.26K
+ 150.83%
N/A
13.7K $0
Global X Hydrogen ETF
19
New
N/A
19 $0
SFLR
Innovator Etfs Tr Equity Manag
5.6K
+ 71.91%
N/A
13.4K $0
Delphi Automotive PLC Com
144
New
N/A
144 $0
Doubleline Commercial Real Estate ETF
1.06K
+ 7.81%
N/A
14.6K $0
Doubleline Mortgage ETF
2.72K
+ 4.55%
N/A
62.5K $0
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1
+ 1.92%
$68.01 - $70.67 $68 - $70.7
53 $3K
FTGS
First Tr Exchange Traded Fd Gr
389
New
N/A
389 $0
CCOI
Cogent Communications Holdings, Inc.

Communication Services
3
+ 1.19%
$74.18 - $85.35 $223 - $256
255 $19K
ATO
Atmos Energy Corp

Utilities
1
+ 0.86%
$136.41 - $151.43 $136 - $151
117 $16K
IXUS
Ishares Tr

ETFs
2
+ 1.65%
$65.95 - $72.56 $132 - $145
123 $8K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 6.25%
$114.08 - $125.68 $114 - $126
17 $1K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.53%
$118.38 - $133.06 $1.42K - $1.6K
2.27K $272K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3
+ 2.22%
$70.63 - $78.23 $212 - $235
138 $9K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2
+ 1.33%
$51.33 - $53.74 $103 - $107
152 $7K
WDS
Woodside Energy Group LTD

Energy
11
+ 3.67%
$14.38 - $18.32 $158 - $202
311 $4K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2
+ 1.1%
$42.84 - $45.38 $85.7 - $90.8
183 $7K
EIX
Edison International

Utilities
2
+ 1.14%
$77.93 - $88.36 $156 - $177
178 $14K
PDT
John Hancock Premium Dividend Fund

Financial Services
41
+ 1.91%
$12.01 - $13.54 $492 - $555
2.18K $27K
POOL
Pool Corp

Industrials
53
+ 10.08%
$339.32 - $390.03 $18K - $20.7K
579 $197K
CMS
Cms Energy Corp

Utilities
1
+ 0.5%
$65.76 - $71.94 $65.8 - $71.9
203 $13K
EXC
Exelon Corp

Utilities
3
+ 0.99%
$36.22 - $40.97 $109 - $123
305 $11K
DBEM
Xtrackers Msci Emerging Market

ETFs
17
+ 1.4%
$24.89 - $27.32 $423 - $464
1.23K $30K
FNDX
Schwab Fundamental U S Large C

ETFs
8.17K
+ 201.43%
$23.49 - $71.77 $192K - $586K
12.2K $289K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5
+ 1.45%
$108.6 - $115.42 $543 - $577
349 $38K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2
+ 1.08%
$37.97 - $49.45 $75.9 - $98.9
188 $7K
IYR
Ishares Tr

ETFs
2
+ 1.2%
$90.74 - $102.87 $181 - $206
169 $15K
ASML
Asml Holding Nv

Technology
4
+ 12.12%
$658.43 - $872.27 $2.63K - $3.49K
37 $25K
FLO
Flowers Foods Inc

Consumer Defensive
6
+ 1.06%
$20.4 - $23.31 $122 - $140
573 $11K
TD
Toronto Dominion Bank

Financial Services
3
+ 1.0%
$51.56 - $63.8 $155 - $191
303 $16K
TSCO
Tractor Supply CO

Consumer Cyclical
240
+ 400.0%
$52.59 - $303.74 $12.6K - $72.9K
300 $15K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.29%
$57.29 - $63.1 $57.3 - $63.1
340 $19K
SBUX
Starbucks Corp

Consumer Cyclical
66
+ 4.3%
$87.44 - $102.5 $5.77K - $6.77K
1.6K $146K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6
+ 1.16%
$33.77 - $44.09 $203 - $265
522 $17K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25
+ 3.07%
$55.45 - $61.08 $1.39K - $1.53K
839 $46K
EEM
Ishares Msci Emerging Markets

ETFs
14
+ 1.68%
$41.82 - $47.36 $585 - $663
847 $35K
EFV
Msci Eafe Value ETF

ETFs
69
+ 4.99%
$51.78 - $57.15 $3.57K - $3.94K
1.45K $76K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.35%
$162.69 - $181.35 $813 - $907
1.42K $233K
OHI
Omega Healthcare Investors Inc

Real Estate
26
+ 1.34%
$37.51 - $42.56 $975 - $1.11K
1.97K $74K
VNQ
Vanguard Specialized Funds Van

ETFs
11
+ 1.95%
$87.85 - $98.6 $966 - $1.08K
576 $51K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4
+ 0.72%
$63.27 - $70.31 $253 - $281
558 $35K
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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