Sugarloaf Wealth Management, LLC New Holdings in Q4 2024

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.46K
New
$53.94 - $58.15 $78.9K - $85.1K
1.46K $82K
RDVY
First Trust Rising Dividend Ac

ETFs
676
New
$58.65 - $64.37 $39.6K - $43.5K
676 $39K
VRSK
Verisk Analytics, Inc.

Industrials
100
New
$262.86 - $294.75 $26.3K - $29.5K
100 $27K
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
FTCS
First Trust Capital Strength E

ETFs
153
New
$87.62 - $94.03 $13.4K - $14.4K
153 $13K
JCPB
J P Morgan Exchange Traded Fd

ETFs
287
New
$46.07 - $48.17 $13.2K - $13.8K
287 $13K
HYLS
First Tr Tactical High Yield L

ETFs
300
New
$41.29 - $42.03 $12.4K - $12.6K
300 $12K
WFG
West Fraser Timber Co., LTD

Basic Materials
142
New
$84.65 - $101.14 $12K - $14.4K
142 $12K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
59
New
$170.03 - $192.78 $10K - $11.4K
59 $10K
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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
172
New
$45.39 - $62.98 $7.81K - $10.8K
172 $9K
BOND
Pimco Active Bond Exchange Tra

ETFs
98
New
$90.42 - $94.5 $8.86K - $9.26K
98 $8K
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
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
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
100
New
$45.26 - $61.17 $4.53K - $6.12K
100 $5K
ALLY
Ally Financial Inc.

Financial Services
147
New
$34.12 - $39.98 $5.02K - $5.88K
147 $5K
HST
Host Hotels & Resorts, Inc.

Real Estate
237
New
$17.24 - $19.07 $4.09K - $4.52K
237 $4K
MSTR
Microstrategy Inc

Technology
15
New
$162.69 - $473.83 $2.44K - $7.11K
15 $4K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
97
New
$32.55 - $36.44 $3.16K - $3.53K
97 $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
PMTS
Cpi Card Group Inc.

Financial Services
103
New
$21.5 - $34.3 $2.21K - $3.53K
103 $3K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
63
New
$48.96 - $52.85 $3.08K - $3.33K
63 $3K
SQ
Block, Inc.

Technology
43
New
$65.06 - $98.92 $2.8K - $4.25K
43 $3K
CPA
Copa Holdings, S.A.

Industrials
35
New
$86.16 - $107.25 $3.02K - $3.75K
35 $3K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
15
New
$97.45 - $121.28 $1.46K - $1.82K
15 $1K
MTDR
Matador Resources CO

Energy
34
New
$50.33 - $60.91 $1.71K - $2.07K
34 $1K
RKT
Rocket Companies, Inc.

Financial Services
89
New
$11.03 - $19.27 $982 - $1.72K
89 $1K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
46
New
$35.45 - $40.33 $1.63K - $1.86K
46 $1K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
81
New
N/A
81 $0
Grayscale Ethereum Trust ETF
60
New
N/A
60 $0
Delphi Automotive PLC Com
144
New
N/A
144 $0
Lam Research Corp Com New
194
New
N/A
194 $0
RIOT
Riot Blockchain, Inc.

Technology
1
New
$7.08 - $14.97 $7.08 - $15
1 $0
Innovator Growth 100 Power Buffer ETF August
10.4K
New
N/A
10.4K $0
Innovator Us Small Cap Power Buffer ETF August
22.7K
New
N/A
22.7K $0
FTGS
First Tr Exchange Traded Fd Gr
389
New
N/A
389 $0
Global X Hydrogen ETF
19
New
N/A
19 $0
First Trust Core Investment Grade ETF
387
New
N/A
387 $0
Innovator Nasdaq 100 Managed Floor ETF
308
New
N/A
308 $0
Innovator Equity Defined Protection ETF 6 Mo Jan/Jul
6.71K
New
N/A
6.71K $0
Innovator Equity Defined Protection ETF 1 Yr July
6K
New
N/A
6K $0
Grayscale Ethereum Mini Trust ETF
6
New
N/A
6 $0
Grayscale Bitcoin Mini Trust ETF
30
New
N/A
30 $0
Innovator Equity Defined Protection ETF 1 Yr August
10.5K
New
N/A
10.5K $0
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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