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
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
45
+ 0.33%
$12.16 - $13.26 $547 - $597
13.7K $172K
O
Realty Income Corp

Real Estate
62
+ 7.53%
$51.76 - $64.71 $3.21K - $4.01K
885 $47K
ORCL
Oracle Corp

Technology
1
+ 0.06%
$165.41 - $192.43 $165 - $192
1.58K $263K
SHEL
Shell PLC

Energy
3
+ 0.17%
$60.63 - $70.23 $182 - $211
1.73K $108K
SHW
Sherwin Williams CO

Basic Materials
51
+ 9.07%
$338.75 - $399.71 $17.3K - $20.4K
613 $208K
F
Ford Motor CO

Consumer Cyclical
39
+ 0.34%
$9.69 - $11.4 $378 - $445
11.4K $113K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.17%
$288.47 - $316.54 $288 - $317
580 $168K
XOM
Exxon Mobil Corp

Energy
598
+ 7.83%
$105.51 - $125.37 $63.1K - $75K
8.23K $885K
AOA
Ishares Tr Core Aggressive All

ETFs
57
+ 0.92%
$76.61 - $79.88 $4.37K - $4.55K
6.28K $481K
BHP
Bhp Group LTD

Basic Materials
20
+ 2.43%
$48.78 - $62.43 $976 - $1.25K
844 $41K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.1%
$90.91 - $102.21 $90.9 - $102
993 $91K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.67K
+ 2.2%
$174.22 - $187.62 $464K - $500K
124K $21.7M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.21%
$123.83 - $146.07 $124 - $146
481 $59K
CTAS
Cintas Corp

Industrials
80
+ 7.37%
$182.7 - $226.47 $14.6K - $18.1K
1.17K $212K
GE
General Electric CO

Industrials
1
+ 0.19%
$159.95 - $194.23 $160 - $194
534 $89K
MMM
3 M CO

Industrials
2
+ 0.13%
$124.74 - $137.12 $249 - $274
1.57K $202K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 9.41%
$39.6 - $45.21 $47.1K - $53.8K
13.8K $552K
ADBE
Adobe Inc.

Technology
23
+ 5.88%
$437.39 - $552.96 $10.1K - $12.7K
414 $184K
CMCSA
Comcast Corp

Communication Services
3
+ 0.07%
$37.39 - $45.14 $112 - $135
4.45K $166K
EFA
Ishares Tr Msci Eafe ETF

ETFs
21
+ 0.79%
$75.1 - $82.99 $1.58K - $1.74K
2.69K $203K
NEE
Nextera Energy Inc

Utilities
339
+ 9.84%
$69.77 - $85.43 $23.7K - $29K
3.78K $271K
LOW
Lowes Companies Inc

Consumer Cyclical
66
+ 4.13%
$244.52 - $284.07 $16.1K - $18.7K
1.67K $410K
GOLD
Barrick Gold Corp

Basic Materials
28
+ 0.53%
$15.23 - $21.19 $426 - $593
5.35K $82K
PEP
Pepsico Inc

Consumer Defensive
147
+ 5.38%
$151.29 - $176.1 $22.2K - $25.9K
2.88K $437K
CAT
Caterpillar Inc

Industrials
1
+ 0.1%
$360.37 - $416.88 $360 - $417
1.03K $371K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
27
+ 0.59%
$99.2 - $108.47 $2.68K - $2.93K
4.58K $455K
FNDF
Schwab Fundamental Intl Large

ETFs
316
+ 3.0%
$32.92 - $37.15 $10.4K - $11.7K
10.9K $360K
PEY
Invesco Exchange Traded Fd Tr

ETFs
121
+ 0.22%
$21.1 - $23.08 $2.55K - $2.79K
53.9K $1.15M
PHM
Pultegroup Inc

Consumer Cyclical
188
+ 10.9%
$108.86 - $149.04 $20.5K - $28K
1.91K $208K
DVY
Ishares Tr

ETFs
2
+ 0.02%
$129.55 - $143.41 $259 - $287
10.5K $1.38M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
558
+ 1.68%
$89.9 - $100.66 $50.2K - $56.2K
33.7K $3.04M
KO
Coca Cola CO

Consumer Defensive
1.91K
+ 10.69%
$61.74 - $71.71 $118K - $137K
19.8K $1.23M
LMT
Lockheed Martin Corp

Industrials
36
+ 4.89%
$479.66 - $614.62 $17.3K - $22.1K
772 $375K
MSFT
Microsoft Corp

Technology
175
+ 1.1%
$406.35 - $454.46 $71.1K - $79.5K
16K $6.76M
JNJ
Johnson & Johnson

Healthcare
127
+ 1.99%
$143.34 - $165.86 $18.2K - $21.1K
6.51K $940K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.08K
+ 3.06%
$71.75 - $75.11 $292K - $306K
137K $9.86M
AMT
American Tower Corp

Real Estate
2.45K
+ 14.33%
$179.4 - $232.01 $440K - $569K
19.6K $3.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.71K
+ 2.46%
$38.37 - $42.82 $219K - $244K
238K $9.12M
DRSK
ETF Ser Solutions Aptus Define

ETFs
40.8K
+ 1.74%
$27.43 - $28.44 $1.12M - $1.16M
2.38M $65.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14.2K
+ 3.94%
$79.93 - $88.06 $1.13M - $1.25M
374K $29.9M
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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