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Sugar Maple Asset Management, LLC

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Sugar Maple Asset Management, LLC
Last update 2025-04-10 66 Stocks (11 new)
Value $127.00 Mil Turnover 11 %
Countries:
Sugar Maple Asset Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
237,823
12,048.1
-8.75%
9.480
-0.88%
0.180
0%
+0.28%
6,736.0
 
ABBV
AbbVie Inc
56,725
11,884.9
+0.05%
9.360
0%
0.000
+6.71%
+10.35%
337,082.7
Drug Manufacturers
GLD
SPDR Gold Shares ETF
40,931
11,793.9
+2.85%
9.280
+0.26%
0.010
+0.71%
+28.14%
102,170.3
 
ABT
Abbott Laboratories
67,007
8,888.5
0%
7.000
0%
0.000
-2.45%
+12.68%
218,593.1
Medical Devices & Instruments
IVV
iShares Core S&P 500 ETF
12,918
7,258.4
-7.37%
5.710
-0.46%
0.000
+16.09%
+8.31%
642,461.0
 
STIP
iShares 0-5 Year TIPS Bond ETF
64,779
6,702.6
+7.94%
5.280
+0.39%
0.060
-0.28%
+2.23%
12,371.8
 
SHY
iShares 1-3 Year Treasury Bond ETF
67,637
5,595.6
-12.18%
4.400
-0.58%
0.020
-0.33%
+0.63%
23,668.1
 
PSFF
Pacer Swan SOS Fund of Funds ETF
183,153
5,229.0
+39.31%
4.120
+1.16%
1.200
+9.07%
+5.16%
493.6
 
USMV
iShares MSCI USA Min Vol Factor ETF
46,206
4,327.6
+2.06%
3.410
+0.07%
0.020
+3.40%
+5.87%
23,848.1
 
IWY
iShares Russell Top 200 Growth ETF
18,297
3,859.4
-8.29%
3.040
-0.30%
0.030
+21.14%
+7.98%
14,442.4
 

Sugar Maple Asset Management, LLC's Historical Top Holdings Breakdowns

Sugar Maple Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-3.53%
87.69 ($92.02) 96.49
$98.97
7.55%
Reduce -85.36%
8,585
-50,038
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
2025-03-31
New Buy
New Buy
+1.73%
31.84 ($33.52) 34.63
$36.56
9.07%
New holding
68,270
68,270
PSFF
Pacer Swan SOS Fund of Funds ETF
2025-03-31
Add
Add
+1.16%
28.22 ($29.36) 30.06
$30.80
4.90%
Add 39.31%
183,153
51,684
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Reduce
Reduce
-0.88%
50.48 ($50.58) 50.68
$50.61
0.06%
Reduce -8.75%
237,823
-22,802
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.79%
85.29 ($89.02) 92.57
$85.90
-3.50%
New holding
11,000
11,000
SLV
iShares Silver Trust
2025-03-31
Add
Add
+0.75%
26.93 ($29.06) 31.32
$35.49
22.13%
Add 50.03%
92,214
30,750
FBCG
Fidelity Blue Chip Growth ETF
2025-03-31
New Buy
New Buy
+0.66%
39.97 ($45.24) 48.7
$49.82
10.12%
New holding
20,948
20,948
OAKM
Oakmark U.S. Large Cap ETF
2025-03-31
New Buy
New Buy
+0.63%
23.27 ($24.57) 25.4
$26.33
7.16%
New holding
32,817
32,817
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.58%
81.83 ($82.24) 82.73
$82.50
0.32%
Reduce -12.18%
67,637
-9,379
TMDX
TransMedics Group Inc
2025-03-31
New Buy
New Buy
+0.58%
56.73 ($68.78) 79.42
$106.79
55.26%
New holding
11,000
11,000

Sugar Maple Asset Management, LLC Total Holding History ($B)

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Sugar Maple Asset Management, LLC's Asset Allocation

To

Sugar Maple Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Sugar Maple Asset Management, LLC's Hypothetical Growth since 2025-03-31

Sugar Maple Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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