SW

Sugarloaf Wealth Management, LLC

13F
Sugarloaf Wealth Management, LLC
Last update 2025-01-10 686 Stocks (64 new)
Value $529.00 Mil Turnover 21 %
Countries:
Top Holdings: DRSK(12.35%)ACIO(8.50%)SPLG(5.95%)JUCY(5.73%)VIGI(5.66%)
Summary Stock Picks Current Portfolio
Sugarloaf Wealth Management, L... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DRSK
Aptus Defined Risk ETF
2,380,237
65,289.9
New Holding
12.350
+12.35%
6.390
+6.37%
+5.01%
1,273.7
 
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
1,117,167
44,954.8
+2.04%
8.500
+0.17%
2.790
+12.43%
+3.62%
1,988.0
 
SPLG
SPDR Portfolio S&P 500 ETF
456,286
31,456.4
+1.58%
5.950
+0.09%
0.060
+19.60%
+7.78%
76,985.6
 
JUCY
Aptus Enhanced Yield ETF
1,330,056
30,285.4
-2.42%
5.730
-0.18%
10.170
+0.32%
+1.71%
257.4
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
374,230
29,934.7
+3.94%
5.660
+0.21%
0.410
+7.76%
+11.75%
8,204.1
 
OSCV
Opus Small Cap Value Plus ETF
759,689
28,100.9
+1.83%
5.320
+0.10%
5.850
+10.03%
-0.54%
598.4
 
DUBS
Aptus Large Cap Enhanced Yield ETF
676,531
21,848.4
+1.57%
4.130
+0.06%
10.360
+18.31%
+7.16%
236.9
 
RSP
Invesco S&P 500 Equal Weight ETF
123,995
21,727.7
+2.20%
4.110
+0.09%
0.030
+13.69%
+6.04%
74,012.7
 
IDUB
Aptus International Enhanced Yield ETF
Aptus International Enhanced Yield ETF
1,051,350
21,121.6
New Holding
4.000
+4.00%
9.510
+11.34%
+14.14%
322.1
 
AAPL
Apple Inc
55,594
13,921.8
+0.21%
2.630
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware

Sugarloaf Wealth Management, LLC's Historical Top Holdings Breakdowns

Sugarloaf Wealth 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
DRSK
Aptus Defined Risk ETF
2024-12-31
New Buy
New Buy
+12.35%
●
27.43 ($27.99) 28.44
$28.32
1.18%
New holding
2,380,237
2,380,237
IDUB
Aptus International Enhanced Yield ETF
Aptus International Enhanced Yield ETF
2024-12-31
New Buy
New Buy
+4.00%
●
20.09 ($21.1) 21.93
$22.33
5.83%
New holding
1,051,350
1,051,350
AVGO
Broadcom Inc
2024-12-31
Reduce
Reduce
-0.94%
●
159.67 ($185.23) 250
$283.34
52.97%
Reduce -89.44%
2,794
-23,656
NVDA
NVIDIA Corp
2024-12-31
Add
Add
+0.57%
●
118.85 ($138.16) 148.88
$172.41
24.79%
Add 131.66%
39,614
22,514
NAPR
Innovator Growth-100 Power Buffer ETF - April
Innovator Growth-100 Power Buffer ETF - April
2024-12-31
New Buy
New Buy
+0.32%
●
48.38 ($49.77) 51.02
$51.45
3.38%
New holding
33,234
33,234
HD
The Home Depot Inc
2024-12-31
Add
Add
+0.28%
●
385.02 ($408.53) 431.37
$359.40
-12.03%
Add 21.58%
21,079
3,742
PNOV
Innovator U.S. Equity Power Buffer ETF - November
Innovator U.S. Equity Power Buffer ETF - November
2024-12-31
New Buy
New Buy
+0.25%
●
36.92 ($37.64) 38.3
$39.85
5.87%
New holding
34,732
34,732
WMT
Walmart Inc
2024-12-31
Reduce
Reduce
-0.24%
●
79.1 ($86.86) 95.7
$95.05
9.43%
Reduce -18.49%
57,348
-13,008
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2024-12-31
Add
Add
+0.21%
●
79.93 ($83.9) 87.67
$88.30
5.24%
Add 3.94%
374,230
14,195
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2024-12-31
Add
Add
+0.20%
●
60.69 ($62.3) 63.39
$63.27
1.56%
Add 8.67%
208,650
16,655

Sugarloaf Wealth Management, LLC Total Holding History ($B)

To

Sugarloaf Wealth Management, LLC's Asset Allocation

To

Sugarloaf Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Sugarloaf Wealth Management, LLC's Hypothetical Growth since 2024-12-31

Sugarloaf Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sugarloaf Wealth Management, LLC's Holdings Heat Map

Size field:

Sugarloaf Wealth Management, LLC's Holdings Bubble Chart

Sugarloaf Wealth Management, LLC News

  • 1

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