Sugarloaf Wealth Management, LLC Sells in Q4 2024

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-23.7K
- 89.44%
$159.67 - $250.0 $3.78M - $5.91M
2.79K $647K
PGR
Progressive Corp

Financial Services
-2.78K
- 14.81%
$239.6 - $268.88 $665K - $746K
16K $3.83M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.42K
- 31.82%
$88.59 - $94.57 $746K - $796K
18K $1.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.4K
- 47.31%
$417.69 - $450.94 $583K - $630K
1.56K $661K
STEW
Boulder Growth & Income Fund

Financial Services
-36.6K
- 85.23%
$15.33 - $16.73 $562K - $613K
6.35K $101K
WMT
Walmart Inc.

Consumer Defensive
-13K
- 18.49%
$79.1 - $95.7 $1.03M - $1.24M
57.3K $5.18M
SO
Southern CO

Utilities
-1.29K
- 2.6%
$81.5 - $94.15 $105K - $122K
48.4K $3.98M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-4.6K
- 96.28%
$62.07 - $66.61 $286K - $307K
178 $11K
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.59K
- 95.62%
$48.45 - $52.57 $222K - $241K
210 $10K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-9.03K
- 96.79%
$22.65 - $23.8 $205K - $215K
299 $6K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.87K
- 96.28%
$107.41 - $115.71 $200K - $216K
72 $7K
VEA
Vanguard Ftse Developed Market

ETFs
-1.64K
- 6.82%
$47.57 - $52.44 $77.8K - $85.7K
22.4K $1.07M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.16K
- 95.57%
$64.62 - $71.43 $140K - $154K
100 $6K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-3.64K
- 7.09%
$45.72 - $48.37 $166K - $176K
47.7K $2.23M
VTV
Vanguard Value ETF

ETFs
-560
- 8.39%
$168.32 - $181.87 $94.3K - $102K
6.11K $1.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.66K
- 95.92%
$46.33 - $48.6 $123K - $129K
113 $5K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-803
- 77.81%
$124.61 - $133.96 $100K - $108K
229 $29K
MRK
Merck & Co., Inc.

Healthcare
-188
- 3.3%
$96.31 - $114.76 $18.1K - $21.6K
5.5K $547K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.4K
- 18.91%
$57.53 - $60.83 $80.3K - $84.9K
5.99K $344K
ELV
Elevance Health, Inc.

Healthcare
-102
- 27.27%
$365.96 - $514.62 $37.3K - $52.5K
272 $100K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
-9.88K
- 51.54%
$7.25 - $10.0 $71.6K - $98.8K
9.29K $76K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.97K
- 95.73%
$18.41 - $40.87 $36.3K - $80.6K
88 $1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.23K
- 96.03%
$33.39 - $37.66 $74.4K - $83.9K
92 $3K
JPM
Jpmorgan Chase & CO

Financial Services
-2.96K
- 13.54%
$205.18 - $250.29 $607K - $740K
18.9K $4.53M
PRU
Prudential Financial Inc

Financial Services
-601
- 41.14%
$114.59 - $129.52 $68.9K - $77.8K
860 $101K
BNDX
Vanguard Total International B

ETFs
-1.44K
- 40.51%
$48.91 - $50.61 $70.2K - $72.7K
2.11K $103K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-868
- 29.63%
$77.02 - $78.58 $66.9K - $68.2K
2.06K $159K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-679
- 86.17%
$100.24 - $101.35 $68.1K - $68.8K
109 $10K
TGT
Target Corp

Consumer Defensive
-39
- 1.31%
$121.59 - $160.69 $4.74K - $6.27K
2.95K $398K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-975
- 20.17%
$44.04 - $49.49 $42.9K - $48.3K
3.86K $169K
ABBV
Abb Vie Inc.

Healthcare
-2
- 0.07%
$164.99 - $203.87 $330 - $408
2.97K $528K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 8.06%
$501.29 - $612.85 $14.5K - $17.8K
331 $172K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2K
- 4.85%
$41.16 - $42.25 $82.3K - $84.5K
39.2K $1.66M
MET
Metlife Inc

Financial Services
-533
- 23.98%
$78.15 - $88.25 $41.7K - $47K
1.69K $138K
EMB
Ishares Tr

ETFs
-222
- 4.2%
$88.94 - $93.46 $19.7K - $20.7K
5.06K $450K
EUSB
Ishares Tr Esg Advanced Total

Technology
-858
- 95.97%
$42.39 - $44.29 $36.4K - $38K
36 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-717
- 39.7%
$45.17 - $47.23 $32.4K - $33.9K
1.09K $49K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-334
- 9.31%
$81.68 - $82.93 $27.3K - $27.7K
3.25K $266K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-346
- 34.19%
$68.25 - $75.42 $23.6K - $26.1K
666 $45K
CVS
Cvs Health Corp

Healthcare
-75
- 4.87%
$43.78 - $67.46 $3.28K - $5.06K
1.47K $65K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.22K
- 96.05%
$24.61 - $25.12 $29.9K - $30.5K
50 $1K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-493
- 14.3%
$45.07 - $47.1 $22.2K - $23.2K
2.95K $133K
DUK
Duke Energy Corp

Utilities
-132
- 7.16%
$105.76 - $120.76 $14K - $15.9K
1.71K $184K
INTC
Intel Corp

Technology
-200
- 2.98%
$19.07 - $26.23 $3.81K - $5.25K
6.51K $130K
VUG
Vanguard Growth ETF

ETFs
-330
- 8.05%
$378.79 - $428.11 $125K - $141K
3.77K $1.55M
PWR
Quanta Services, Inc.

Industrials
-787
- 6.34%
$296.05 - $346.6 $233K - $273K
11.6K $3.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-163
- 6.27%
$113.92 - $127.38 $18.6K - $20.8K
2.44K $280K
AZN
Astrazeneca PLC

Healthcare
-82
- 6.72%
$63.2 - $79.58 $5.18K - $6.53K
1.14K $74K
OGE
Oge Energy Corp.

Utilities
-503
- 15.34%
$39.65 - $44.08 $19.9K - $22.2K
2.78K $114K
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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