Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Jul 21, 2020
1,678
$1.29 - $1.85 $2.16K - $3.1K
Raytheon CO
Q2 2020 Filed on Jul 21, 2020
54
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
300
$1.38 - $26.2 $414 - $7.86K
Newlink Genetics Corp
Q2 2020 Filed on Jul 21, 2020
2,500
N/A
LUMO
Lumos Pharma, Inc.

Healthcare
Q2 2020 Filed on Jul 21, 2020
775
$7.76 - $16.99 $6.01K - $13.2K
Indexiq ETF Tr
Q2 2020 Filed on Jul 21, 2020
1,560
N/A
PALL
Abrdn Palladium ETF Trust

ETFs
Q2 2020 Filed on Jul 21, 2020
200
$168.99 - $209.2 $33.8K - $41.8K
Barclays Bank PLC
Q2 2020 Filed on Jul 21, 2020
1,250
N/A
IYG
Ishares Tr

ETFs
Q2 2020 Filed on Jul 21, 2020
201
$32.09 - $45.18 $6.45K - $9.08K
Universal Fst Prods Inc
Q2 2020 Filed on Jul 21, 2020
120
N/A
MDU
Mdu Resources Group Inc

Industrials
Q2 2020 Filed on Jul 21, 2020
485
$19.24 - $24.84 $9.33K - $12K
Anthem Inc
Q2 2020 Filed on Jul 21, 2020
1
N/A
Global Blood Therapeutics In
Q2 2020 Filed on Jul 21, 2020
1
N/A
United Technologies Corp
Q2 2020 Filed on Jul 21, 2020
1,277
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q2 2020 Filed on Jul 21, 2020
189
$38.5 - $46.61 $7.28K - $8.81K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2020 Filed on Apr 15, 2020
503
$15.71 - $26.02 $7.9K - $13.1K
RRC
Range Resources Corp

Energy
Q1 2020 Filed on Apr 15, 2020
0
$1.94 - $4.83 $0 - $0
HEAR
Turtle Beach Corp

Technology
Q1 2020 Filed on Apr 15, 2020
1
$4.25 - $9.18 $4.25 - $9.18
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 15, 2020
76
$16.97 - $63.05 $1.29K - $4.79K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
0
$7.81 - $18.02 $0 - $0
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on Apr 15, 2020
1,949
$25.85 - $40.79 $50.4K - $79.5K
Qep Res Inc
Q1 2020 Filed on Apr 15, 2020
0
N/A
SRC
Spirit Realty Capital, Inc.

Real Estate
Q1 2020 Filed on Apr 15, 2020
180
$20.47 - $54.55 $3.68K - $9.82K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
3,000
$2.77 - $10.97 $8.31K - $32.9K
American Outdoor Brands Corp
Q1 2020 Filed on Apr 15, 2020
200
N/A
HIBB
Hibbett Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
0
$7.94 - $27.57 $0 - $0
Apache Corp
Q1 2020 Filed on Apr 15, 2020
150
N/A
Aqua America Inc
Q1 2020 Filed on Apr 15, 2020
188
N/A
Waddell &Reed Finl Inc
Q1 2020 Filed on Apr 15, 2020
0
N/A
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q1 2020 Filed on Apr 15, 2020
5,461
$8.49 - $16.43 $46.4K - $89.7K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
0
$10.58 - $29.47 $0 - $0
TDC
Teradata Corp

Technology
Q1 2020 Filed on Apr 15, 2020
0
$18.15 - $27.29 $0 - $0
STLD
Steel Dynamics Inc

Basic Materials
Q1 2020 Filed on Apr 15, 2020
700
$15.5 - $33.86 $10.9K - $23.7K
Sprint Corporation
Q1 2020 Filed on Apr 15, 2020
750
N/A
PRGO
Perrigo CO PLC

Healthcare
Q1 2020 Filed on Apr 15, 2020
0
$40.66 - $60.8 $0 - $0
Penney J C Corp Inc
Q1 2020 Filed on Apr 15, 2020
100
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 15, 2020
154
$42.59 - $59.58 $6.56K - $9.18K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on Apr 15, 2020
379
$54.87 - $75.75 $20.8K - $28.7K
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2020 Filed on Apr 15, 2020
126
$84.0 - $166.11 $10.6K - $20.9K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 15, 2020
100
$48.04 - $66.49 $4.8K - $6.65K
IMO
Imperial Oil LTD

Energy
Q1 2020 Filed on Apr 15, 2020
0
$7.83 - $27.34 $0 - $0
HUYA
Huya Inc.

Communication Services
Q1 2020 Filed on Apr 15, 2020
0
$12.36 - $21.05 $0 - $0
FNB
Fnb Corp

Financial Services
Q1 2020 Filed on Apr 15, 2020
1,186
$5.6 - $12.76 $6.64K - $15.1K
Carvana CO
Q1 2020 Filed on Apr 15, 2020
1
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on Apr 15, 2020
1,305
$14.87 - $26.37 $19.4K - $34.4K
Spdr Gold Trust
Q1 2020 Filed on Apr 15, 2020
2
N/A
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 15, 2020
102
$19.16 - $33.67 $1.95K - $3.43K
Innovative Indl Pptys Inc
Q1 2020 Filed on Apr 15, 2020
5
N/A
Pfizer Inc
Q1 2020 Filed on Apr 15, 2020
10
N/A
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email