Sugarloaf Wealth Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $493 Million distributed in 673 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 $66.2M, Genuine Parts CO with a value of $65.2M, ETF Ser Solutions Aptus Collar with a value of $43.5M, Vanguard Whitehall Fds Intl Di with a value of $31.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $30.3M.
Examining the 13F form we can see an increase of $33M in the current position value, from $460M to 493M.
Below you can find more details about Sugarloaf Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$493 Million
ETFs: $298 Million
Consumer Cyclical: $83.3 Million
Technology: $33.7 Million
Financial Services: $22.1 Million
Healthcare: $12.4 Million
Industrials: $11.9 Million
Consumer Defensive: $11.3 Million
Utilities: $5.9 Million
Other: $13.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
