Sugarloaf Wealth Management, LLC Reduced Holdings in Q4 2024

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-119
- 85.0%
$163.17 - $343.62 $19.4K - $40.9K
21 $5K
GLD
Spdr Gold Trust

ETFs
-71
- 44.1%
$236.59 - $257.5 $16.8K - $18.3K
90 $21K
SNY
Sanofi

Healthcare
-74
- 5.05%
$45.89 - $57.31 $3.4K - $4.24K
1.39K $67K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-76
- 8.95%
$59.25 - $72.99 $4.5K - $5.55K
773 $46K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-81
- 43.55%
$172.07 - $207.36 $13.9K - $16.8K
105 $20K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-104
- 10.09%
$74.5 - $78.37 $7.75K - $8.15K
927 $69K
BA
Boeing CO

Industrials
-135
- 25.81%
$138.14 - $180.72 $18.6K - $24.4K
388 $68K
PDI
Pimco Dynamic Income Fund

Financial Services
-444
- 35.43%
$18.33 - $20.85 $8.14K - $9.26K
809 $14K
XLI
Industrial Sector Spdr

ETFs
-73
- 22.12%
$131.76 - $143.99 $9.62K - $10.5K
257 $33K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-127
- 40.19%
$74.71 - $79.24 $9.49K - $10.1K
189 $14K
ABT
Abbott Laboratories

Healthcare
-51
- 3.06%
$111.93 - $119.39 $5.71K - $6.09K
1.62K $182K
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 1.58%
N/A
2.68K $487K
FCX
Freeport Mcmoran Inc

Basic Materials
-117
- 40.48%
$38.08 - $50.82 $4.46K - $5.95K
172 $6K
FITB
Fifth Third Bancorp

Financial Services
-95
- 1.43%
$41.76 - $48.44 $3.97K - $4.6K
6.54K $276K
ITB
Ishares Tr

ETFs
-50
- 47.17%
$103.31 - $129.34 $5.17K - $6.47K
56 $5K
ALL
Allstate Corp

Financial Services
-62
- 4.97%
$181.25 - $208.2 $11.2K - $12.9K
1.19K $228K
MPC
Marathon Petroleum Corp

Energy
-36
- 29.51%
$131.65 - $174.84 $4.74K - $6.29K
86 $11K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-72
- 10.57%
$91.29 - $91.8 $6.57K - $6.61K
609 $55K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-280
- 11.45%
$9.56 - $10.96 $2.68K - $3.07K
2.17K $20K
SONY
Sony Group Corp

Technology
-43
- 68.25%
$17.53 - $96.8 $754 - $4.16K
20 $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-65
- 73.86%
$91.94 - $100.02 $5.98K - $6.5K
23 $2K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-172
- 82.3%
$37.46 - $43.08 $6.44K - $7.41K
37 $1K
TTE
Total Energies Se

Energy
-80
- 13.91%
N/A
495 $33K
DOW
Dow Inc.

Basic Materials
-72
- 26.47%
$39.1 - $55.34 $2.82K - $3.98K
200 $8K
IWV
Ishares Russell 3000 ETF

ETFs
-28
- 4.37%
$323.08 - $349.08 $9.05K - $9.77K
613 $204K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-159
- 5.1%
$41.8 - $43.67 $6.65K - $6.94K
2.96K $126K
NKE
Nike, Inc.

Consumer Cyclical
-7
- 2.42%
$73.36 - $89.13 $514 - $624
282 $21K
WAT
Waters Corp

Healthcare
-26
- 5.32%
$323.11 - $392.01 $8.4K - $10.2K
463 $171K
HPE
Hewlett Packard Enterprise CO

Technology
-200
- 21.46%
$19.31 - $23.95 $3.86K - $4.79K
732 $15K
PRI
Primerica, Inc.

Financial Services
-31
- 3.6%
$265.71 - $304.93 $8.24K - $9.45K
831 $225K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-100
- 7.07%
$44.7 - $46.74 $4.47K - $4.67K
1.31K $60K
ET
Energy Transfer LP

Energy
-609
- 24.64%
$16.05 - $19.86 $9.77K - $12.1K
1.86K $36K
VTRS
Viatris Inc

Healthcare
-333
- 21.28%
$11.32 - $13.37 $3.77K - $4.45K
1.23K $15K
FHN
First Horizon Corp

Financial Services
-174
- 76.65%
$14.91 - $21.42 $2.59K - $3.73K
53 $1K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.25%
$216.13 - $242.4 $2.38K - $2.67K
4.36K $962K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4
- 0.98%
$176.42 - $186.91 $706 - $748
405 $72K
AES
Aes Corp

Utilities
-7
- 12.07%
$12.44 - $20.24 $87.1 - $142
51 $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-55
- 5.08%
$49.03 - $53.35 $2.7K - $2.93K
1.03K $52K
IFRA
Ishares Tr

ETFs
-4
- 2.48%
$45.94 - $51.71 $184 - $207
157 $7K
JUCY
ETF Ser Solutions Aptus Enhanc
-33K
- 2.42%
N/A
1.33M $0
Innovator Growth 100 Power Buffer ETF April
-125
- 0.37%
N/A
33.2K $0
Viper Energy Inc Cl A
-112
- 22.63%
N/A
383 $0
VMEO
Vimeo, Inc.

Technology
-166
- 47.7%
$4.68 - $7.32 $777 - $1.22K
182 $1K
Bk Of America Corp 7.25 Cnv Pfd L
-50
- 7.97%
N/A
577 $0
LCTD
Blackrock ETF World Ex Us Carb
-1.13K
- 95.76%
N/A
50 $0
Alaunos Therapeutics Inc Com New
-266
- 61.15%
N/A
169 $0
Ge Vernova Inc Com
-1
- 0.77%
N/A
129 $0
Innovator U.S. Small Cap Power Buffer ETF January
-250
- 1.92%
N/A
12.8K $0
Peakstone Realty Trust Common Shares
-1.93K
- 57.13%
N/A
1.45K $0
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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