Sugarloaf Wealth Management, LLC
CIK 1664864 · Ver em SEC EDGAR ↗
- Valor do portfólio
- $528.7M
- Posições
- 686
- Em
- 31 de Dezembro de 2024 Dados em Q4 2024
#3.643 de 9.443 por valor 13F · top 38.6%
- Peso das 10 principais posições
- 58,38%
- Peso das 25 principais posições
- 75,53%
- Posições acima de 1%
- 16
- Número efetivo de posições
- 22,7
Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)
- Novas posições
- 686
- Aumentou
- 0
- Diminuído
- 0
- Fechado
- 0
Nesta página
Distribuição setorial
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%
Outros/Não mapeado
75,5%
Portfólio completo 686 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| DRSK | $65.289.900 | 12,35% | 2.380.237 | Alta ×1 | |||
| ACIO | $44.954.794 | 8,50% | 1.117.167 | Alta ×1 | |||
| SPYM | $31.456.377 | 5,95% | 456.286 | Alta ×1 | |||
| JUCY | $30.285.369 | 5,73% | 1.330.056 | Alta ×1 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $29.934.696 | 5,66% | 374.230 | Alta ×1 | |||
| OSCV | $28.100.890 | 5,32% | 759.689 | Alta ×1 | |||
| DUBS | $21.848.430 | 4,13% | 676.531 | Alta ×1 | |||
| RSP | $21.727.730 | 4,11% | 123.995 | Alta ×1 | |||
| IDUB | $21.121.629 | 4,00% | 1.051.350 | Alta ×1 | |||
| AAPL Apple Inc. - Common Stock | $13.921.811 | 2,63% | 55.594 | Alta ×1 | |||
| HELO | $12.944.644 | 2,45% | 208.650 | Alta ×1 | |||
| BND Vanguard Total Bond Market ETF | $9.861.654 | 1,87% | 137.139 | Alta ×1 | |||
| SPEM | $9.124.705 | 1,73% | 237.808 | Alta ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $8.199.556 | 1,55% | 21.079 | Alta ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $6.763.243 | 1,28% | 16.046 | Alta ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $5.319.738 | 1,01% | 39.614 | Alta ×1 | |||
| WMT Walmart Inc. - Common Stock | $5.181.432 | 0,98% | 57.348 | Alta ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $4.787.285 | 0,91% | 21.821 | Alta ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4.527.090 | 0,86% | 18.886 | Alta ×1 | |||
| V Visa Inc. | $4.359.536 | 0,82% | 13.794 | Alta ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4.024.885 | 0,76% | 7.957 | Alta ×1 | |||
| SO Southern Company (The) Common Stock | $3.982.283 | 0,75% | 48.376 | Alta ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $3.914.723 | 0,74% | 17.315 | Alta ×1 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $3.828.086 | 0,72% | 23.366 | Alta ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $3.825.366 | 0,72% | 15.965 | Alta ×1 | |||
| CHE Chemed Corp | $3.788.264 | 0,72% | 7.150 | Alta ×1 | |||
| ROP Roper Technologies, Inc. - Common Stock | $3.735.496 | 0,71% | 7.186 | Alta ×1 | |||
| CPRT Copart, Inc. - Common Stock | $3.722.615 | 0,70% | 64.865 | Alta ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $3.677.570 | 0,70% | 11.636 | Alta ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $3.588.250 | 0,68% | 19.564 | Alta ×1 | |||
| SLYG | $3.043.588 | 0,58% | 33.687 | Alta ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3.010.347 | 0,57% | 5.888 | Alta ×1 | |||
| DMBS | $3.007.734 | 0,57% | 62.531 | Alta ×1 | |||
| VTI | $2.457.290 | 0,46% | 8.479 | Alta ×1 | |||
| ADME | $2.229.676 | 0,42% | 47.730 | Alta ×1 | |||
| QLTA | $2.225.324 | 0,42% | 47.560 | Alta ×1 | |||
| BAC Bank of America Corporation Common Stock | $1.831.271 | 0,35% | 41.667 | Alta ×1 | |||
| IVV | $1.784.932 | 0,34% | 3.032 | Alta ×1 | |||
| NAPR | $1.674.750 | 0,32% | 33.234 | Alta ×1 | |||
| PJAN | $1.657.455 | 0,31% | 39.230 | Alta ×1 | |||
| USMV | $1.601.555 | 0,30% | 18.038 | Alta ×1 | |||
| VUG | $1.547.042 | 0,29% | 3.769 | Alta ×1 | |||
| DVY iShares Select Dividend ETF | $1.380.762 | 0,26% | 10.517 | Alta ×1 | |||
| FHEQ | $1.324.112 | 0,25% | 48.224 | Alta ×1 | |||
| PNOV | $1.315.468 | 0,25% | 34.732 | Alta ×1 | |||
| ITOT | $1.262.167 | 0,24% | 9.813 | Alta ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1.231.885 | 0,23% | 19.786 | Alta ×1 | |||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1.145.940 | 0,22% | 53.901 | Alta ×1 | |||
| PAPR | $1.114.109 | 0,21% | 30.354 | Alta ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1.110.230 | 0,21% | 1.212 | Alta ×1 | |||
| SPY SPY | $1.090.257 | 0,21% | 1.860 | Alta ×1 | |||
| PSEP | $1.085.108 | 0,21% | 27.763 | Alta ×1 | |||
| VEA | $1.069.032 | 0,20% | 22.355 | Alta ×1 | |||
| MINT | $1.056.540 | 0,20% | 10.530 | Alta ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.045.169 | 0,20% | 2.588 | Alta ×1 | |||
| VTV | $1.034.629 | 0,20% | 6.111 | Alta ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1.028.691 | 0,19% | 4.679 | Alta ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1.012.502 | 0,19% | 17.181 | Alta ×1 | |||
| POCT | $982.513 | 0,19% | 24.832 | Alta ×1 | |||
| IWM | $962.253 | 0,18% | 4.355 | Alta ×1 | |||
| NJAN | $950.787 | 0,18% | 19.771 | Alta ×1 | |||
| JNJ Johnson & Johnson Common Stock | $940.788 | 0,18% | 6.505 | Alta ×1 | |||
| BRKB | $924.691 | 0,17% | 2.040 | Alta ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $885.604 | 0,17% | 8.233 | Alta ×1 | |||
| UCB United Community Banks, Inc. Common Stock | $852.689 | 0,16% | 26.391 | Alta ×1 | |||
| MGC | $791.464 | 0,15% | 3.722 | Alta ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $788.072 | 0,15% | 4.163 | Alta ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $782.538 | 0,15% | 4.668 | Alta ×1 | |||
| PDEC | $780.118 | 0,15% | 20.305 | Alta ×1 | |||
| PJUL | $765.968 | 0,14% | 18.605 | Alta ×1 | |||
| DCRE | $753.785 | 0,14% | 14.648 | Alta ×1 | |||
| BACPRL | $703.507 | 0,13% | 577 | Alta ×1 | |||
| BAPR | $691.147 | 0,13% | 15.598 | Alta ×1 | |||
| DIA | $661.653 | 0,13% | 1.555 | Alta ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $647.743 | 0,12% | 2.794 | Alta ×1 | |||
| NOCT | $644.672 | 0,12% | 12.557 | Alta ×1 | |||
| GPC Genuine Parts Company Common Stock | $640.688 | 0,12% | 467.048 | Alta ×1 | |||
| HDV | $632.810 | 0,12% | 5.637 | Alta ×1 | |||
| TRV The Travelers Companies, Inc. Common Stock | $631.474 | 0,12% | 2.621 | Alta ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $606.773 | 0,11% | 954 | Alta ×1 | |||
| AYI Acuity Inc. Common Stock | $584.606 | 0,11% | 2.001 | Alta ×1 | |||
| T AT&T Inc. | $582.226 | 0,11% | 25.570 | Alta ×1 | |||
| KAUG | $571.199 | 0,11% | 22.718 | Alta ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $552.808 | 0,10% | 13.824 | Alta ×1 | |||
| SNV | $550.057 | 0,10% | 10.737 | Alta ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $547.205 | 0,10% | 5.501 | Alta ×1 | |||
| KJUL | $543.429 | 0,10% | 18.462 | Alta ×1 | |||
| PAUG | $536.960 | 0,10% | 13.947 | Alta ×1 | |||
| VB | $531.106 | 0,10% | 2.210 | Alta ×1 | |||
| ABBV AbbVie Inc. Common Stock | $528.250 | 0,10% | 2.973 | Alta ×1 | |||
| VIG | $524.150 | 0,10% | 2.677 | Alta ×1 | |||
| IWF | $519.243 | 0,10% | 1.293 | Alta ×1 | |||
| DVN Devon Energy Corporation Common Stock | $514.418 | 0,10% | 15.717 | Alta ×1 | |||
| NEAR | $508.737 | 0,10% | 10.074 | Alta ×1 | |||
| AOA | $481.028 | 0,09% | 6.279 | Alta ×1 | |||
| KJAN | $476.618 | 0,09% | 12.761 | Alta ×1 | |||
| NOBL | $455.625 | 0,09% | 4.577 | Alta ×1 | |||
| BJUL | $451.814 | 0,09% | 10.140 | Alta ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $450.542 | 0,09% | 5.060 | Alta ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $437.915 | 0,08% | 2.880 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
| Título | Valor | Ações | % do portfólio |
|---|---|---|---|
| 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% |