Institutions / Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC
CIK 1664864 · Institution · as of Dec 31, 2024
Portfolio value
$528.66M
Positions
686
As of
Dec 31, 2024
Portfolio trend
Portfolio value
$528.66M-0.0%Positions
686+1.9%Top holdings
Dec 31, 2024View all 686 →
| Company | Value | % of portfolio |
|---|---|---|
| Aptus Defined Risk ETFDRSK | $65.29M | 12.4% |
| Aptus Collared Investment Opportunity ETFACIO | $44.95M | 8.5% |
| SPDR Portfolio S&P 500 ETFSPYM | $31.46M | 6.0% |
| ETF Series Solutions | $30.29M | 5.7% |
| Vanguard International Dividend Appreciation ETFVIGI | $29.93M | 5.7% |
| Opus Small Cap Value ETFOSCV | $28.10M | 5.3% |
| Aptus Large Cap Enhanced Yield ETFDUBS | $21.85M | 4.1% |
| Invesco ETF Trust S&P 500 Equal WeightRSP | $21.73M | 4.1% |
| Aptus International Enhanced YieldIDUB | $21.12M | 4.0% |
| Apple IncAAPL | $13.92M | 2.6% |
| JPMorgan International Research Enhanced Equity ETF | $12.94M | 2.4% |
| Vanguard Total Bond Market ETFBND | $9.86M | 1.9% |
| SPDR Portfolio Emerging Markets ETFSPEM | $9.12M | 1.7% |
| Home Depot, Inc.HD | $8.20M | 1.6% |
| Microsoft CorpMSFT | $6.76M | 1.3% |
| Nvidia CorpNVDA | $5.32M | 1.0% |
| Wal Mart Stores IncWMT | $5.18M | 1.0% |
| Amazon Com IncAMZN | $4.79M | 0.9% |
| JPMorgan Chase & CoJPM | $4.53M | 0.9% |
| Visa Inc.V | $4.36M | 0.8% |
| Unitedhealth Group IncUNH | $4.02M | 0.8% |
| Southern CoSO | $3.98M | 0.8% |
| Broadridge Financial Solutions, Inc.BR | $3.91M | 0.7% |
| Diamondback Energy, Inc.FANG | $3.83M | 0.7% |
| Progressive CORP/OHPGR | $3.83M | 0.7% |
Activity
Dec 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2021 as of | Trim Other (per filing) | DRSK Drsk | $-1.16T | -1.7M -99.99% | 100 12.60% of portfolio | high |
| Q1 2021 as of | Trim Other (per filing) | OSCV Oscv | $-10.63B | -418K -99.82% | 734 3.53% of portfolio | high |
| Q1 2021 as of | Trim Other (per filing) | Apple Inc common | $-8.11B | -56K -99.90% | 56 1.53% of portfolio | high |
| Q1 2021 as of | Trim Other (per filing) |