Sugarloaf Wealth Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $435 Million distributed in 675 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Define with a value of $60.8M, Genuine Parts CO with a value of $48.5M, ETF Ser Solutions Aptus Collar with a value of $37.5M, Vanguard Whitehall Fds Intl Di with a value of $28.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $26.9M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $398M to 435M.
Below you can find more details about Sugarloaf Wealth Management, LLC portfolio as well as his latest detailed transactions.