HoldingsChannel.com
Sugarloaf Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Sugarloaf Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Sugarloaf Wealth Management LLC. In the Sugarloaf Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sugarloaf Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Sugarloaf Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ETF SER SOLUTIONS (DRSK) 3,082,449 +52,750 $78,280
     DRSK3,082,449+52,750$78,280
ETF SER SOLUTIONS (ACIO) 1,440,365 +10,962 $40,452
     ACIO1,440,365+10,962$40,452
ETF SER SOLUTIONS (ADME) 893,564 -84,224 $29,777
     ADME893,564-84,224$29,777
ETF SER SOLUTIONS (OSCV) 615,039 +9,047 $17,468
     OSCV615,039+9,047$17,468
ETF SER SOLUTIONS (IDME) 860,323 -142,442 $15,300
     IDME860,323-142,442$15,300
VANGUARD WHITEHALL FDS (VIGI) 236,002 +9,548 $14,649
     VIGI236,002+9,548$14,649
SPDR SER TR (SPLG)      $12,472
     SPLG296,479+12,324$12,471
     Call1+1$1
INVESCO EXCHANGE TRADED FD T (RSP) 97,561 +2,964 $12,432
     RSP97,561+2,964$12,432
LISTED FD TR 356,223 +9,247 $9,922
     INFL356,223+9,247$9,922
APPLE INC 63,581 -127 $8,788
     AAPL63,581-127$8,788
SPDR SER TR (SLYG) 112,589 +2,644 $7,682
     SLYG112,589+2,644$7,682
HOME DEPOT INC 25,969 +5,842 $7,166
     HD25,969+5,842$7,166
SPDR INDEX SHS FDS (SPEM) 205,411 +5,348 $6,382
     SPEM205,411+5,348$6,382
PIMCO ETF TR (MINT) 46,952 -2,192 $4,642
     MINT46,952-2,192$4,642
BK OF AMERICA CORP      $3,754
     BAC76,617+3,015$2,314
     BAC.PRL1,227-2$1,440
SOUTHERN CO 53,943 +3,006 $3,669
     SO53,943+3,006$3,669
UNITEDHEALTH GROUP INC 5,841 +166 $2,948
     UNH5,841+167$2,948
INVESCO QQQ TR 10,084 +881 $2,699
     QQQ10,084+881$2,699
VISA INC 15,035 +606 $2,673
     V15,035+606$2,673
AMAZON COM INC 22,692 +2,538 $2,567
     AMZN22,692+2,538$2,567
COCA COLA CO 45,260 +4,311 $2,536
     KO45,260+4,311$2,536
ISHARES TR (ICSH) 50,617 +1,827 $2,532
     ICSH50,617+1,807$2,532
DOLLAR GEN CORP NEW 10,096 +475 $2,420
     DG10,096+475$2,420
FIFTH THIRD BANCORP 71,176 -509 $2,275
     FITB71,176-509$2,275
BROADRIDGE FINL SOLUTIONS IN 15,630 +429 $2,258
     BR15,630+429$2,258
PIONEER NAT RES CO 10,391 +1,256 $2,252
     PXD10,391+1,256$2,252
JPMORGAN CHASE &CO 21,288 +947 $2,226
     JPM21,288+947$2,226
ISHARES TR (USMV) 33,096 +848 $2,188
     USMV33,096+848$2,188
SPDR DOW JONES INDL AVERAGE (DIA) 7,530 UNCH $2,164
     DIA7,530UNCH$2,164
COPART INC 19,887 +848 $2,117
     CPRT19,887+848$2,117
ISHARES TR (QUAL) 20,340 UNCH $2,115
     QUAL20,340UNCH$2,115
ROPER TECHNOLOGIES INC 5,575 +360 $2,006
     ROP5,575+360$2,006
ALPHABET INC 20,653 +19,694 $1,978
     GOOGL20,653+19,694$1,978
CHEMED CORP NEW 4,481 +262 $1,957
     CHE4,481+262$1,957
NVIDIA CORPORATION 15,454 +229 $1,880
     NVDA15,454+229$1,880
MICROSOFT CORP 7,464 +2 $1,739
     MSFT7,464+2$1,739
FIDELITY NATL INFORMATION SV 22,525 +1,527 $1,706
     FIS22,525+1,527$1,706
ISHARES TR (SHY) 10,329 +7,005 $1,589
     SHY10,329+7,005$1,589
PULTE GROUP INC 41,965 +5,016 $1,578
     PHM41,965+5,016$1,578
ADOBE SYSTEMS INCORPORATED 5,408 +395 $1,494
     ADBE5,408+395$1,494
ISHARES TR (DVY) 12,757 -121 $1,368
     DVY12,757-121$1,368
ISHARES U S ETF TR (NEAR) 15,945 +6,290 $1,286
     NEAR15,945+6,290$1,286
ISHARES TR (ITOT) 14,906 -668 $1,186
     ITOT14,906-668$1,186
EXXON MOBIL CORP 13,248 +5,544 $1,153
     XOM13,248+5,544$1,153
ABBVIE INC 8,269 +277 $1,110
     ABBV8,269+277$1,110
VERISK ANALYTICS INC 6,321 +11 $1,078
     VRSK6,321+11$1,078
VANGUARD INDEX FDS (VTI) 5,943 +609 $1,067
     VTI5,943+609$1,067
JOHNSON &JOHNSON 6,156 +266 $1,006
     JNJ6,156+266$1,006
ISHARES TR (IVV) 2,736 +36 $982
     IVV2,736+36$982
UNITED CMNTY BKS BLAIRSVLE G 29,316 +5,051 $971
     UCBI29,316+5,051$971

See Full List: All Stocks Held By Sugarloaf Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sugarloaf Wealth Management LLC

Size ($ in 1000's)
At 09/30/2022: $390,594
At 06/30/2022: $399,338

Sugarloaf Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sugarloaf Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Sugarloaf Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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