Sugarloaf Wealth Management, LLC
CIK 1664864 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $528.7M
- المراكز
- 686
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#3643 من 9443 حسب قيمة 13F · أعلى 38.6%
- وزن أكبر 10 مقتنيات
- 58,38%
- وزن أكبر 25 مقتنية
- 75,53%
- المراكز فوق 1%
- 16
- العدد الفعلي للمراكز
- 22,7
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 686
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
6,3%
Retail
3,9%
Industrials
3,0%
Financials
2,7%
Health Care
2,3%
Energy
1,2%
Financial Services
1,1%
Utilities
1,0%
Real Estate
0,8%
Consumer Discretionary
0,6%
Consumer Staples
0,5%
Communication Services
0,4%
Consumer products
0,2%
Telecommunication
0,2%
Logistics & Transportation
0,1%
Materials
0,1%
Communications
0,1%
Packaging
0,0%
N/A
0,0%
Paper & Forest
0,0%
أخرى/غير معينة
75,5%
المحفظة الكاملة 686 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| DRSK | $65289900 | 12,35% | 2380237 | صعود ×1 | |||
| ACIO | $44954794 | 8,50% | 1117167 | صعود ×1 | |||
| SPYM | $31456377 | 5,95% | 456286 | صعود ×1 | |||
| JUCY | $30285369 | 5,73% | 1330056 | صعود ×1 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $29934696 | 5,66% | 374230 | صعود ×1 | |||
| OSCV | $28100890 | 5,32% | 759689 | صعود ×1 | |||
| DUBS | $21848430 | 4,13% | 676531 | صعود ×1 | |||
| RSP | $21727730 | 4,11% | 123995 | صعود ×1 | |||
| IDUB | $21121629 | 4,00% | 1051350 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $13921811 | 2,63% | 55594 | صعود ×1 | |||
| HELO | $12944644 | 2,45% | 208650 | صعود ×1 | |||
| BND Vanguard Total Bond Market ETF | $9861654 | 1,87% | 137139 | صعود ×1 | |||
| SPEM | $9124705 | 1,73% | 237808 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $8199556 | 1,55% | 21079 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $6763243 | 1,28% | 16046 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $5319738 | 1,01% | 39614 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $5181432 | 0,98% | 57348 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $4787285 | 0,91% | 21821 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4527090 | 0,86% | 18886 | صعود ×1 | |||
| V Visa Inc. | $4359536 | 0,82% | 13794 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4024885 | 0,76% | 7957 | صعود ×1 | |||
| SO Southern Company (The) Common Stock | $3982283 | 0,75% | 48376 | صعود ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $3914723 | 0,74% | 17315 | صعود ×1 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $3828086 | 0,72% | 23366 | صعود ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $3825366 | 0,72% | 15965 | صعود ×1 | |||
| CHE Chemed Corp | $3788264 | 0,72% | 7150 | صعود ×1 | |||
| ROP Roper Technologies, Inc. - Common Stock | $3735496 | 0,71% | 7186 | صعود ×1 | |||
| CPRT Copart, Inc. - Common Stock | $3722615 | 0,70% | 64865 | صعود ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $3677570 | 0,70% | 11636 | صعود ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $3588250 | 0,68% | 19564 | صعود ×1 | |||
| SLYG | $3043588 | 0,58% | 33687 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3010347 | 0,57% | 5888 | صعود ×1 | |||
| DMBS | $3007734 | 0,57% | 62531 | صعود ×1 | |||
| VTI | $2457290 | 0,46% | 8479 | صعود ×1 | |||
| ADME | $2229676 | 0,42% | 47730 | صعود ×1 | |||
| QLTA | $2225324 | 0,42% | 47560 | صعود ×1 | |||
| BAC Bank of America Corporation Common Stock | $1831271 | 0,35% | 41667 | صعود ×1 | |||
| IVV | $1784932 | 0,34% | 3032 | صعود ×1 | |||
| NAPR | $1674750 | 0,32% | 33234 | صعود ×1 | |||
| PJAN | $1657455 | 0,31% | 39230 | صعود ×1 | |||
| USMV | $1601555 | 0,30% | 18038 | صعود ×1 | |||
| VUG | $1547042 | 0,29% | 3769 | صعود ×1 | |||
| DVY iShares Select Dividend ETF | $1380762 | 0,26% | 10517 | صعود ×1 | |||
| FHEQ | $1324112 | 0,25% | 48224 | صعود ×1 | |||
| PNOV | $1315468 | 0,25% | 34732 | صعود ×1 | |||
| ITOT | $1262167 | 0,24% | 9813 | صعود ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1231885 | 0,23% | 19786 | صعود ×1 | |||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1145940 | 0,22% | 53901 | صعود ×1 | |||
| PAPR | $1114109 | 0,21% | 30354 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1110230 | 0,21% | 1212 | صعود ×1 | |||
| SPY SPY | $1090257 | 0,21% | 1860 | صعود ×1 | |||
| PSEP | $1085108 | 0,21% | 27763 | صعود ×1 | |||
| VEA | $1069032 | 0,20% | 22355 | صعود ×1 | |||
| MINT | $1056540 | 0,20% | 10530 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1045169 | 0,20% | 2588 | صعود ×1 | |||
| VTV | $1034629 | 0,20% | 6111 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1028691 | 0,19% | 4679 | صعود ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1012502 | 0,19% | 17181 | صعود ×1 | |||
| POCT | $982513 | 0,19% | 24832 | صعود ×1 | |||
| IWM | $962253 | 0,18% | 4355 | صعود ×1 | |||
| NJAN | $950787 | 0,18% | 19771 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $940788 | 0,18% | 6505 | صعود ×1 | |||
| BRKB | $924691 | 0,17% | 2040 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $885604 | 0,17% | 8233 | صعود ×1 | |||
| UCB United Community Banks, Inc. Common Stock | $852689 | 0,16% | 26391 | صعود ×1 | |||
| MGC | $791464 | 0,15% | 3722 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $788072 | 0,15% | 4163 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $782538 | 0,15% | 4668 | صعود ×1 | |||
| PDEC | $780118 | 0,15% | 20305 | صعود ×1 | |||
| PJUL | $765968 | 0,14% | 18605 | صعود ×1 | |||
| DCRE | $753785 | 0,14% | 14648 | صعود ×1 | |||
| BACPRL | $703507 | 0,13% | 577 | صعود ×1 | |||
| BAPR | $691147 | 0,13% | 15598 | صعود ×1 | |||
| DIA | $661653 | 0,13% | 1555 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $647743 | 0,12% | 2794 | صعود ×1 | |||
| NOCT | $644672 | 0,12% | 12557 | صعود ×1 | |||
| GPC Genuine Parts Company Common Stock | $640688 | 0,12% | 467048 | صعود ×1 | |||
| HDV | $632810 | 0,12% | 5637 | صعود ×1 | |||
| TRV The Travelers Companies, Inc. Common Stock | $631474 | 0,12% | 2621 | صعود ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $606773 | 0,11% | 954 | صعود ×1 | |||
| AYI Acuity Inc. Common Stock | $584606 | 0,11% | 2001 | صعود ×1 | |||
| T AT&T Inc. | $582226 | 0,11% | 25570 | صعود ×1 | |||
| KAUG | $571199 | 0,11% | 22718 | صعود ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $552808 | 0,10% | 13824 | صعود ×1 | |||
| SNV | $550057 | 0,10% | 10737 | صعود ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $547205 | 0,10% | 5501 | صعود ×1 | |||
| KJUL | $543429 | 0,10% | 18462 | صعود ×1 | |||
| PAUG | $536960 | 0,10% | 13947 | صعود ×1 | |||
| VB | $531106 | 0,10% | 2210 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $528250 | 0,10% | 2973 | صعود ×1 | |||
| VIG | $524150 | 0,10% | 2677 | صعود ×1 | |||
| IWF | $519243 | 0,10% | 1293 | صعود ×1 | |||
| DVN Devon Energy Corporation Common Stock | $514418 | 0,10% | 15717 | صعود ×1 | |||
| NEAR | $508737 | 0,10% | 10074 | صعود ×1 | |||
| AOA | $481028 | 0,09% | 6279 | صعود ×1 | |||
| KJAN | $476618 | 0,09% | 12761 | صعود ×1 | |||
| NOBL | $455625 | 0,09% | 4577 | صعود ×1 | |||
| BJUL | $451814 | 0,09% | 10140 | صعود ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $450542 | 0,09% | 5060 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $437915 | 0,08% | 2880 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| DRSK | $65289900 | 2380237 | 12,35% |
| ACIO | $44954794 | 1117167 | 8,50% |
| SPYM | $31456377 | 456286 | 5,95% |
| JUCY | $30285369 | 1330056 | 5,73% |
| VIGI | $29934696 | 374230 | 5,66% |
| OSCV | $28100890 | 759689 | 5,32% |
| DUBS | $21848430 | 676531 | 4,13% |
| RSP | $21727730 | 123995 | 4,11% |
| IDUB | $21121629 | 1051350 | 4,00% |
| AAPL | $13921811 | 55594 | 2,63% |
| HELO | $12944644 | 208650 | 2,45% |
| BND | $9861654 | 137139 | 1,87% |
| SPEM | $9124705 | 237808 | 1,73% |
| HD | $8199556 | 21079 | 1,55% |
| MSFT | $6763243 | 16046 | 1,28% |