Sugarloaf Wealth Management, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $480 Million distributed in 686 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 $65.3M, Genuine Parts CO with a value of $54.5M, ETF Ser Solutions Aptus Collar with a value of $45M, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.5M, and Vanguard Whitehall Fds Intl Di with a value of $29.9M.
Examining the 13F form we can see an decrease of $13.2M in the current position value, from $493M to 480M.
Below you can find more details about Sugarloaf Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$480 Million
ETFs: $294 Million
Consumer Cyclical: $74.7 Million
Technology: $34.2 Million
Financial Services: $21.5 Million
Industrials: $12.4 Million
Healthcare: $12.2 Million
Consumer Defensive: $10.6 Million
Energy: $6.16 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
