Sugarloaf Wealth Management, LLC
CIK 1664864 · SEC EDGAR에서 보기 ↗
- 포트폴리오 가치
- $528.7M
- 포지션
- 686
- 기준일
- 2024년 12월 31일 Q4 2024 기준 데이터
13F 가치 기준 9,443개 중 #3,643위 · 상위 38.6%
- 상위 10개 보유 비중
- 58.38%
- 상위 25개 보유 비중
- 75.53%
- 1% 초과 포지션
- 16
- 유효 포지션 수
- 22.7
13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)
- 신규 포지션
- 686
- 증가함
- 0
- 감소
- 0
- 종료
- 0
이 페이지에서
섹터별 비중
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%
기타/미분류
75.5%
전체 포트폴리오 686 포지션
| 유형 | 연속 | 8분기 추세 | |||||
|---|---|---|---|---|---|---|---|
| DRSK | $65,289,900 | 12.35% | 2,380,237 | 상승 ×1 | |||
| ACIO | $44,954,794 | 8.50% | 1,117,167 | 상승 ×1 | |||
| SPYM | $31,456,377 | 5.95% | 456,286 | 상승 ×1 | |||
| JUCY | $30,285,369 | 5.73% | 1,330,056 | 상승 ×1 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $29,934,696 | 5.66% | 374,230 | 상승 ×1 | |||
| OSCV | $28,100,890 | 5.32% | 759,689 | 상승 ×1 | |||
| DUBS | $21,848,430 | 4.13% | 676,531 | 상승 ×1 | |||
| RSP | $21,727,730 | 4.11% | 123,995 | 상승 ×1 | |||
| IDUB | $21,121,629 | 4.00% | 1,051,350 | 상승 ×1 | |||
| AAPL Apple Inc. - Common Stock | $13,921,811 | 2.63% | 55,594 | 상승 ×1 | |||
| HELO | $12,944,644 | 2.45% | 208,650 | 상승 ×1 | |||
| BND Vanguard Total Bond Market ETF | $9,861,654 | 1.87% | 137,139 | 상승 ×1 | |||
| SPEM | $9,124,705 | 1.73% | 237,808 | 상승 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $8,199,556 | 1.55% | 21,079 | 상승 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $6,763,243 | 1.28% | 16,046 | 상승 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $5,319,738 | 1.01% | 39,614 | 상승 ×1 | |||
| WMT Walmart Inc. - Common Stock | $5,181,432 | 0.98% | 57,348 | 상승 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $4,787,285 | 0.91% | 21,821 | 상승 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4,527,090 | 0.86% | 18,886 | 상승 ×1 | |||
| V Visa Inc. | $4,359,536 | 0.82% | 13,794 | 상승 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4,024,885 | 0.76% | 7,957 | 상승 ×1 | |||
| SO Southern Company (The) Common Stock | $3,982,283 | 0.75% | 48,376 | 상승 ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $3,914,723 | 0.74% | 17,315 | 상승 ×1 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $3,828,086 | 0.72% | 23,366 | 상승 ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $3,825,366 | 0.72% | 15,965 | 상승 ×1 | |||
| CHE Chemed Corp | $3,788,264 | 0.72% | 7,150 | 상승 ×1 | |||
| ROP Roper Technologies, Inc. - Common Stock | $3,735,496 | 0.71% | 7,186 | 상승 ×1 | |||
| CPRT Copart, Inc. - Common Stock | $3,722,615 | 0.70% | 64,865 | 상승 ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $3,677,570 | 0.70% | 11,636 | 상승 ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $3,588,250 | 0.68% | 19,564 | 상승 ×1 | |||
| SLYG | $3,043,588 | 0.58% | 33,687 | 상승 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3,010,347 | 0.57% | 5,888 | 상승 ×1 | |||
| DMBS | $3,007,734 | 0.57% | 62,531 | 상승 ×1 | |||
| VTI | $2,457,290 | 0.46% | 8,479 | 상승 ×1 | |||
| ADME | $2,229,676 | 0.42% | 47,730 | 상승 ×1 | |||
| QLTA | $2,225,324 | 0.42% | 47,560 | 상승 ×1 | |||
| BAC Bank of America Corporation Common Stock | $1,831,271 | 0.35% | 41,667 | 상승 ×1 | |||
| IVV | $1,784,932 | 0.34% | 3,032 | 상승 ×1 | |||
| NAPR | $1,674,750 | 0.32% | 33,234 | 상승 ×1 | |||
| PJAN | $1,657,455 | 0.31% | 39,230 | 상승 ×1 | |||
| USMV | $1,601,555 | 0.30% | 18,038 | 상승 ×1 | |||
| VUG | $1,547,042 | 0.29% | 3,769 | 상승 ×1 | |||
| DVY iShares Select Dividend ETF | $1,380,762 | 0.26% | 10,517 | 상승 ×1 | |||
| FHEQ | $1,324,112 | 0.25% | 48,224 | 상승 ×1 | |||
| PNOV | $1,315,468 | 0.25% | 34,732 | 상승 ×1 | |||
| ITOT | $1,262,167 | 0.24% | 9,813 | 상승 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1,231,885 | 0.23% | 19,786 | 상승 ×1 | |||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1,145,940 | 0.22% | 53,901 | 상승 ×1 | |||
| PAPR | $1,114,109 | 0.21% | 30,354 | 상승 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1,110,230 | 0.21% | 1,212 | 상승 ×1 | |||
| SPY SPY | $1,090,257 | 0.21% | 1,860 | 상승 ×1 | |||
| PSEP | $1,085,108 | 0.21% | 27,763 | 상승 ×1 | |||
| VEA | $1,069,032 | 0.20% | 22,355 | 상승 ×1 | |||
| MINT | $1,056,540 | 0.20% | 10,530 | 상승 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1,045,169 | 0.20% | 2,588 | 상승 ×1 | |||
| VTV | $1,034,629 | 0.20% | 6,111 | 상승 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1,028,691 | 0.19% | 4,679 | 상승 ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1,012,502 | 0.19% | 17,181 | 상승 ×1 | |||
| POCT | $982,513 | 0.19% | 24,832 | 상승 ×1 | |||
| IWM | $962,253 | 0.18% | 4,355 | 상승 ×1 | |||
| NJAN | $950,787 | 0.18% | 19,771 | 상승 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $940,788 | 0.18% | 6,505 | 상승 ×1 | |||
| BRKB | $924,691 | 0.17% | 2,040 | 상승 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $885,604 | 0.17% | 8,233 | 상승 ×1 | |||
| UCB United Community Banks, Inc. Common Stock | $852,689 | 0.16% | 26,391 | 상승 ×1 | |||
| MGC | $791,464 | 0.15% | 3,722 | 상승 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $788,072 | 0.15% | 4,163 | 상승 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $782,538 | 0.15% | 4,668 | 상승 ×1 | |||
| PDEC | $780,118 | 0.15% | 20,305 | 상승 ×1 | |||
| PJUL | $765,968 | 0.14% | 18,605 | 상승 ×1 | |||
| DCRE | $753,785 | 0.14% | 14,648 | 상승 ×1 | |||
| BACPRL | $703,507 | 0.13% | 577 | 상승 ×1 | |||
| BAPR | $691,147 | 0.13% | 15,598 | 상승 ×1 | |||
| DIA | $661,653 | 0.13% | 1,555 | 상승 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $647,743 | 0.12% | 2,794 | 상승 ×1 | |||
| NOCT | $644,672 | 0.12% | 12,557 | 상승 ×1 | |||
| GPC Genuine Parts Company Common Stock | $640,688 | 0.12% | 467,048 | 상승 ×1 | |||
| HDV | $632,810 | 0.12% | 5,637 | 상승 ×1 | |||
| TRV The Travelers Companies, Inc. Common Stock | $631,474 | 0.12% | 2,621 | 상승 ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $606,773 | 0.11% | 954 | 상승 ×1 | |||
| AYI Acuity Inc. Common Stock | $584,606 | 0.11% | 2,001 | 상승 ×1 | |||
| T AT&T Inc. | $582,226 | 0.11% | 25,570 | 상승 ×1 | |||
| KAUG | $571,199 | 0.11% | 22,718 | 상승 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $552,808 | 0.10% | 13,824 | 상승 ×1 | |||
| SNV | $550,057 | 0.10% | 10,737 | 상승 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $547,205 | 0.10% | 5,501 | 상승 ×1 | |||
| KJUL | $543,429 | 0.10% | 18,462 | 상승 ×1 | |||
| PAUG | $536,960 | 0.10% | 13,947 | 상승 ×1 | |||
| VB | $531,106 | 0.10% | 2,210 | 상승 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $528,250 | 0.10% | 2,973 | 상승 ×1 | |||
| VIG | $524,150 | 0.10% | 2,677 | 상승 ×1 | |||
| IWF | $519,243 | 0.10% | 1,293 | 상승 ×1 | |||
| DVN Devon Energy Corporation Common Stock | $514,418 | 0.10% | 15,717 | 상승 ×1 | |||
| NEAR | $508,737 | 0.10% | 10,074 | 상승 ×1 | |||
| AOA | $481,028 | 0.09% | 6,279 | 상승 ×1 | |||
| KJAN | $476,618 | 0.09% | 12,761 | 상승 ×1 | |||
| NOBL | $455,625 | 0.09% | 4,577 | 상승 ×1 | |||
| BJUL | $451,814 | 0.09% | 10,140 | 상승 ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $450,542 | 0.09% | 5,060 | 상승 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $437,915 | 0.08% | 2,880 | 상승 ×1 | |||
| 일치하는 항목 없음 | |||||||
가장 큰 신규 베팅
이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.
| 증권 | 가치 | 주식 | % 포트폴리오의 |
|---|---|---|---|
| DRSK | $65,289,900 | 2,380,237 | 12.35% |
| ACIO | $44,954,794 | 1,117,167 | 8.50% |
| SPYM | $31,456,377 | 456,286 | 5.95% |
| JUCY | $30,285,369 | 1,330,056 | 5.73% |
| VIGI | $29,934,696 | 374,230 | 5.66% |
| OSCV | $28,100,890 | 759,689 | 5.32% |
| DUBS | $21,848,430 | 676,531 | 4.13% |
| RSP | $21,727,730 | 123,995 | 4.11% |
| IDUB | $21,121,629 | 1,051,350 | 4.00% |
| AAPL | $13,921,811 | 55,594 | 2.63% |
| HELO | $12,944,644 | 208,650 | 2.45% |
| BND | $9,861,654 | 137,139 | 1.87% |
| SPEM | $9,124,705 | 237,808 | 1.73% |
| HD | $8,199,556 | 21,079 | 1.55% |
| MSFT | $6,763,243 | 16,046 | 1.28% |