Sugarloaf Wealth Management, LLC Portfolio Holdings
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 675
- Current Value $435 Million
- Prior Value $398 Million
- Filing
- Period Q1 2024
- Filing Date April 23, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks