Sugarloaf Wealth Management, LLC Asset Management

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172,000 0.04% of portfolio
13,662
Q4 2024 Added 0.33%
$126B
$124,000 0.03% of portfolio
722
Q4 2024 Added 0.56%
$0
$120,000 0.02% of portfolio
6,000
Q4 2021 Added 20.0%
$0
$101,000 0.02% of portfolio
6,348
Q4 2024 Reduced 85.23%
$0
$62,000 0.01% of portfolio
6,500
Q4 2021 Added 30.0%
$20.5B
$43,000 0.01% of portfolio
559
Q4 2024 Added 53.57%
$0
$42,000 0.01% of portfolio
4,850
Q4 2019 New
$0
$40,000 0.01% of portfolio
2,782
Q1 2024 Reduced 40.2%
$0
$27,000 0.01% of portfolio
2,184
Q4 2024 Added 1.91%
$0
$27,000 0.01% of portfolio
2,251
Q1 2024 Reduced 48.42%
$0
$20,000 0.0% of portfolio
1,900
Q4 2019 New
$0
$20,000 0.0% of portfolio
2,166
Q4 2024 Reduced 11.45%
$0
$14,000 0.0% of portfolio
809
Q4 2024 Reduced 35.43%
$69.5B
$11,000 0.0% of portfolio
156
Q4 2022 Reduced 56.18%
$0
$11,000 0.0% of portfolio
1,416
Q3 2022 Reduced 49.96%
$58B
$11,000 0.0% of portfolio
21
Q4 2019 New
$0
$6,000 0.0% of portfolio
385
Q2 2023 Reduced 81.89%
$0
$6,000 0.0% of portfolio
313
Q4 2024 Added 1.95%
$26.4B
$4,000 0.0% of portfolio
38
Q4 2019 New
$20.3B
$3,000 0.0% of portfolio
79
Q4 2024 New
$8.75B
$0 0.0% of portfolio
50
Q4 2023 Reduced 94.85%
Filter Shares Options
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