Sugarloaf Wealth Management, LLC Incresed Positions in Q4 2024

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
4
+ 0.56%
$148.45 - $199.05 $594 - $796
722 $124K
CRM
Salesforce, Inc.

Technology
24
+ 31.58%
$270.87 - $367.87 $6.5K - $8.83K
100 $33K
PFG
Principal Financial Group Inc

Financial Services
195
+ 53.57%
$74.91 - $91.26 $14.6K - $17.8K
559 $43K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
192
+ 3.1%
$61.68 - $67.87 $11.8K - $13K
6.38K $397K
PAUG
Innovator U.S. Equity Power Bu

ETFs
57
+ 0.41%
$37.61 - $38.92 $2.14K - $2.22K
13.9K $536K
GILD
Gilead Sciences, Inc.

Healthcare
48
+ 7.33%
$83.95 - $97.9 $4.03K - $4.7K
703 $64K
XLK
Technology Sector Spdr

ETFs
2
+ 0.15%
$220.26 - $241.44 $441 - $483
1.35K $314K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.19%
$179.17 - $207.15 $358 - $414
1.06K $201K
MO
Altria Group, Inc.

Consumer Defensive
80
+ 2.4%
$49.06 - $57.74 $3.92K - $4.62K
3.41K $178K
NEAR
Blackrock Short Maturity Bond

ETFs
289
+ 2.95%
$50.28 - $51.08 $14.5K - $14.8K
10.1K $508K
PBT
Permian Basin Royalty Trust

Energy
510
+ 48.48%
$10.49 - $13.86 $5.35K - $7.07K
1.56K $17K
SPGI
S&P Global Inc.

Financial Services
24
+ 6.23%
$480.36 - $529.17 $11.5K - $12.7K
409 $203K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.87K
+ 200.0%
$22.4 - $68.28 $132K - $401K
8.81K $204K
FISV
Fiserv Inc

Technology
41
+ 2.03%
N/A
2.06K $258K
FAS
Direxion Daily Financial Bull

ETFs
1
+ 0.57%
$126.08 - $182.0 $126 - $182
175 $26K
ADM
Archer Daniels Midland CO

Consumer Defensive
825
+ 20.06%
$49.38 - $59.52 $40.7K - $49.1K
4.94K $249K
ARKW
Ark Next Generation Internet E

ETFs
10
+ 17.86%
$82.66 - $120.04 $827 - $1.2K
66 $7K
ETR
Entergy Corp

Utilities
132
+ 101.54%
$73.19 - $156.4 $9.66K - $20.6K
262 $19K
AIQ
Global X Funds Global X Artifi

ETFs
25
+ 18.94%
$36.57 - $40.57 $914 - $1.01K
157 $6K
KHC
Kraft Heinz CO

Consumer Defensive
86
+ 31.5%
$30.1 - $36.02 $2.59K - $3.1K
359 $11K
WBD
Warner Bros. Discovery, Inc.

Communication Services
40
+ 6.38%
$7.33 - $12.37 $293 - $495
667 $7K
NI
Nisource Inc.

Utilities
4
+ 0.68%
$33.74 - $38.25 $135 - $153
594 $21K
KBE
Spdr S&P Bank ETF

ETFs
3
+ 0.82%
$51.33 - $62.76 $154 - $188
367 $20K
SCHG
Schwab Strategic Tr Us Large C

ETFs
225
+ 300.0%
$25.93 - $105.3 $5.83K - $23.7K
300 $8K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1
+ 0.45%
$40.26 - $44.35 $40.3 - $44.4
221 $9K
PG
Procter & Gamble CO

Consumer Defensive
154
+ 3.41%
$161.05 - $179.7 $24.8K - $27.7K
4.67K $782K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20
+ 1.77%
$50.73 - $51.08 $1.01K - $1.02K
1.15K $58K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.4%
$74.23 - $86.6 $148 - $173
497 $39K
LVS
Las Vegas Sands Corp

Consumer Cyclical
2
+ 0.52%
$47.96 - $55.17 $95.9 - $110
390 $20K
CBSH
Commerce Bancshares Inc

Financial Services
4
+ 4.26%
$57.04 - $74.36 $228 - $297
98 $6K
LNC
Lincoln National Corp

Financial Services
11
+ 0.62%
$30.46 - $36.84 $335 - $405
1.78K $56K
SRE
Sempra Energy

Utilities
1
+ 0.5%
$80.81 - $94.77 $80.8 - $94.8
203 $17K
Ishares Flexible Income Active ETF
12
+ 2.79%
N/A
442 $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.28%
$65.67 - $69.79 $65.7 - $69.8
364 $24K
Jpmorgan Hedged Equity Laddered Overlay ETF
16.7K
+ 8.67%
N/A
209K $0
MBB
Ishares Tr

ETFs
6
+ 5.5%
$91.26 - $95.82 $548 - $575
115 $10K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
37.6K
+ 3.71%
N/A
1.05M $0
IXUS
Ishares Tr

ETFs
2
+ 1.65%
$65.95 - $72.56 $132 - $145
123 $8K
Fidelity Hedged Equity ETF
20.6K
+ 74.63%
N/A
48.2K $0
Sitio Royalties Corp Class A Com
166
+ 24.2%
N/A
852 $0
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1
+ 7.69%
$76.53 - $94.19 $76.5 - $94.2
14 $1K
SFLR
Innovator Etfs Tr Equity Manag
5.6K
+ 71.91%
N/A
13.4K $0
Doubleline Commercial Real Estate ETF
1.06K
+ 7.81%
N/A
14.6K $0
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
6
+ 1.95%
$19.23 - $20.44 $115 - $123
313 $6K
Doubleline Mortgage ETF
2.72K
+ 4.55%
N/A
62.5K $0
IEMG
Ishares Inc

ETFs
7
+ 4.58%
N/A
160 $8K
NLOK
Norton Life Lock Inc.

Technology
1
+ 0.62%
N/A
162 $3K
AOK
Ishares Tr Core Conservative A

ETFs
1
+ 0.89%
$37.3 - $38.64 $37.3 - $38.6
113 $4K
TRP
Tc Energy Corp

Energy
4
+ 1.1%
$44.03 - $50.23 $176 - $201
369 $17K
Activity Summary
Buys All Purchases 241 New Holdings 50 Increased Positions 191 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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