Sugarloaf-Wealth-Management

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-01-10
Total Holdings
686
Total Value
528657763
Accession Number
0001664864-25-000001
Form Type
13F-HR
Manager Name
Sugarloaf-Wealth-Management
Data Enrichment
72% identified
494 identified192 unidentified

Holdings

686 positions • $528.7M total value
Manager:
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880198205
Shares:773
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$528.7M)
LINCOLN ELECTRIC HOLDINGS INC
Shares:37
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$528.7M)
464287176
Shares:64
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$528.7M)
46435G193
Shares:299
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$528.7M)
INNOVATIVE INDUSTRIAL PROPERTIES INC
Shares:99
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$528.7M)
FREEPORT-MCMORAN INC
Shares:172
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$528.7M)
COLGATE PALMOLIVE CO
Shares:72
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$528.7M)
CHARTER COMMUNICATIONS, INC. /MO/
Shares:19
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$528.7M)
00214Q203
Shares:84
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$528.7M)
46436E759
Shares:100
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$528.7M)
464287341
Shares:168
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$528.7M)
JOHN HANCOCK PREFERRED INCOME FUND
Shares:385
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$528.7M)
SIRIUS XM HOLDINGS INC.
Shares:280
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$528.7M)
BlackRock Enhanced Large Cap Core Fund, Inc.
Shares:313
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$528.7M)
COMMERCE BANCSHARES INC /MO/
Shares:98
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$528.7M)
37954Y632
Shares:157
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$528.7M)
BLACKBAUD INC
Shares:81
Value:$6.0K
% of Portfolio:0.0% ($6.0K/$528.7M)
GLACIER BANCORP, INC.
Shares:116
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$528.7M)
00162Q452
Shares:120
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$528.7M)
464288752
Shares:56
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$528.7M)