Sugarloaf Wealth Management, LLC has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $460 Million distributed in 663 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Genuine Parts CO with a value of $64.6M, ETF Ser Solutions Aptus Define with a value of $62.4M, ETF Ser Solutions Aptus Collar with a value of $39.7M, Vanguard Whitehall Fds Intl Di with a value of $28.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $28.4M.
Examining the 13F form we can see an increase of $25.4M in the current position value, from $435M to 460M.
Below you can find more details about Sugarloaf Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$460 Million
ETFs: $276 Million
Consumer Cyclical: $77.6 Million
Technology: $34.7 Million
Financial Services: $20.4 Million
Healthcare: $11 Million
Consumer Defensive: $9.91 Million
Industrials: $7.59 Million
Communication Services: $6.63 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions