Sugarloaf Wealth Management, LLC New Holdings in Q3 2024

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
202
New
$167.08 - $262.86 $33.8K - $53.1K
202 $52K
CVNA
Carvana Co.

Consumer Cyclical
185
New
$122.32 - $175.15 $22.6K - $32.4K
185 $32K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.27K
New
$24.38 - $25.2 $30.8K - $31.9K
1.27K $31K
VT
Vanguard Total World Stk Index

ETFs
233
New
$107.72 - $119.96 $25.1K - $28K
233 $27K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
420
New
$53.41 - $57.9 $22.4K - $24.3K
420 $24K
AMD
Advanced Micro Devices Inc

Technology
144
New
$128.67 - $183.96 $18.5K - $26.5K
144 $23K
TMUS
T Mobile Us, Inc.

Communication Services
106
New
$175.14 - $206.36 $18.6K - $21.9K
106 $21K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
252
New
$54.78 - $76.51 $13.8K - $19.3K
252 $19K
ETR
Entergy Corp

Utilities
130
New
$104.75 - $131.61 $13.6K - $17.1K
130 $17K
ATO
Atmos Energy Corp

Utilities
116
New
$114.08 - $138.75 $13.2K - $16.1K
116 $16K
VBR
Vanguard Small Cap Value ETF

ETFs
77
New
$179.99 - $201.6 $13.9K - $15.5K
77 $15K
CMS
Cms Energy Corp

Utilities
202
New
$58.7 - $70.62 $11.9K - $14.3K
202 $14K
FLO
Flowers Foods Inc

Consumer Defensive
567
New
$21.44 - $23.77 $12.2K - $13.5K
567 $13K
RCI
Rogers Communications Inc

Communication Services
312
New
$36.2 - $41.17 $11.3K - $12.8K
312 $12K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150
New
$77.02 - $85.06 $11.6K - $12.8K
150 $12K
DTE
Dte Energy CO

Utilities
100
New
$108.67 - $128.41 $10.9K - $12.8K
100 $12K
XEL
Xcel Energy Inc

Utilities
186
New
$52.11 - $65.3 $9.69K - $12.1K
186 $12K
EXC
Exelon Corp

Utilities
302
New
$34.24 - $40.55 $10.3K - $12.2K
302 $12K
TU
Telus Corp

Communication Services
618
New
$14.91 - $17.03 $9.21K - $10.5K
618 $10K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
New
$1024.09 - $1201.76 $10.2K - $12K
10 $10K
MBB
Ishares Tr

ETFs
109
New
$90.85 - $96.66 $9.9K - $10.5K
109 $10K
REXR
Rexford Industrial Realty, Inc.

Real Estate
186
New
$44.45 - $52.25 $8.27K - $9.72K
186 $9K
IVT
Inven Trust Properties Corp.

Real Estate
327
New
$24.41 - $29.87 $7.98K - $9.77K
327 $9K
PWB
Invesco Exchange Traded Fd Tr

ETFs
100
New
$86.85 - $98.91 $8.69K - $9.89K
100 $9K
UBER
Uber Technologies, Inc

Technology
129
New
$58.48 - $77.47 $7.54K - $9.99K
129 $9K
LUV
Southwest Airlines CO

Industrials
277
New
$23.7 - $29.93 $6.56K - $8.29K
277 $8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
75
New
$92.63 - $105.69 $6.95K - $7.93K
75 $7K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1591.44 - $2140.1 $4.77K - $6.42K
3 $6K
CHKP
Check Point Software Technologies LTD

Technology
36
New
$165.0 - $195.47 $5.94K - $7.04K
36 $6K
ITA
Ishares Tr

ETFs
43
New
$131.58 - $149.64 $5.66K - $6.43K
43 $6K
WPM
Wheaton Precious Metals Corp.

Basic Materials
110
New
$52.04 - $64.22 $5.72K - $7.06K
110 $6K
LHX
L3 Harris Technologies, Inc.

Industrials
26
New
$221.96 - $243.27 $5.77K - $6.33K
26 $6K
LNG
Cheniere Energy, Inc.

Energy
31
New
$172.24 - $186.09 $5.34K - $5.77K
31 $5K
EW
Edwards Lifesciences Corp

Healthcare
77
New
$59.7 - $93.78 $4.6K - $7.22K
77 $5K
MRO
Marathon Oil Corp

Energy
220
New
$25.87 - $29.26 $5.69K - $6.44K
220 $5K
ARW
Arrow Electronics Inc

Technology
45
New
$117.29 - $135.1 $5.28K - $6.08K
45 $5K
CDNS
Cadence Design Systems Inc

Technology
20
New
$246.84 - $321.11 $4.94K - $6.42K
20 $5K
XLRE
Select Sector Spdr Tr Real Est

ETFs
118
New
$38.04 - $45.36 $4.49K - $5.35K
118 $5K
SCHV
Schwab Strategic Tr Us Large C

ETFs
65
New
$73.43 - $80.37 $4.77K - $5.22K
65 $5K
RE
Everest Re Group LTD

Financial Services
13
New
N/A
13 $4K
SLB
Schlumberger Limited

Energy
52
New
$39.57 - $49.67 $2.06K - $2.58K
52 $2K
VOE
Vanguard Mid Cap Value Index F

ETFs
13
New
$149.02 - $167.67 $1.94K - $2.18K
13 $2K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
New
$218.05 - $243.47 $2.18K - $2.43K
10 $2K
VMEO
Vimeo, Inc.

Technology
348
New
$3.55 - $5.35 $1.24K - $1.86K
348 $1K
VBK
Vanguard Small Cap Growth ETF

ETFs
5
New
$240.48 - $267.94 $1.2K - $1.34K
5 $1K
Blackrock Inc
27
New
N/A
27 $0
BAUG
Innovator U.S. Equity Buffer E
1.57K
New
N/A
1.57K $0
Siriusxm Holdings Inc Common Stock
330
New
N/A
330 $0
Innovator Equity Defined Protection ETF 1 Yr September
2.33K
New
N/A
2.33K $0
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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