HoldingsChannel.com
Sugarloaf Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ETF SER SOLUTIONS (DRSK) 1,338,357 +90,122 $40,418
     DRSK1,338,357+90,122$40,418
ETF SER SOLUTIONS (ADME) 659,761 +659,761 $21,156
     ADME659,761+659,761$21,156
ETF SER SOLUTIONS (ACIO) 806,672 +42,722 $20,347
     ACIO806,672+42,722$20,347
ISHARES TR (AGG) 128,583 +4,956 $15,200
     AGG128,583+4,956$15,200
INVESCO QQQ TR 45,393 +1,876 $11,239
     QQQ45,393+1,876$11,239
ISHARES TR (IEFA) 172,923 -2,361 $9,884
     IEFA172,923-2,361$9,884
ETF SER SOLUTIONS (OSCV) 389,464 -1,078 $8,565
     OSCV389,464-1,078$8,565
ISHARES TR (ITOT) 112,887 -6,448 $7,839
     ITOT112,887-6,448$7,839
PIMCO ETF TR (HYS) 76,504 +75,810 $7,773
     HYS76,504+75,810$7,773
APPLE INC 18,543 +34 $6,765
     AAPL18,543+34$6,765
ISHARES INC (IEMG) 123,411 +236 $5,905
     IEMG123,411+236$5,905
HOME DEPOT INC 23,354 -288 $5,850
     HD23,354-288$5,850
TARGET CORP 4,049 -437 $4,856
     TGT4,049-437$4,856
BK OF AMERICA CORP      $3,677
     BAC78,800+775$1,872
     BAC.PRL1,345+25$1,805
ISHARES TR (ICSH) 58,249 +21,681 $2,945
     ICSH58,249+21,681$2,945
SOUTHERN CO 52,758 +148 $2,787
     SO52,758+148$2,787
SPDR DOW JONES INDL AVRG ETF (DIA) 9,342 -254 $2,409
     DIA9,342-254$2,409
ISHARES TR (IVV) 7,644 -1,248 $2,367
     IVV7,644-1,248$2,367
ISHARES TR (MUB) 18,243 +3,164 $2,164
     MUB18,243+3,164$2,164
ISHARES TR (USMV) 35,673 -3,424 $2,163
     USMV35,673-3,424$2,163
ISHARES TR (QUAL) 20,340 UNCH $1,951
     QUAL20,340UNCH$1,951
COCA COLA CO 41,539 +30 $1,856
     KO41,539+30$1,856
VISA INC 8,476 +215 $1,637
     V8,476+215$1,637
UNITEDHEALTH GROUP INC 5,406 +1,093 $1,595
     UNH5,406+1,093$1,595
FIFTH THIRD BANCORP 82,649 +1,138 $1,593
     FITB82,649+1,138$1,593
SPDR S&P 500 ETF TR (SPY) 4,548 +8 $1,402
     SPY4,548+8$1,402
MICROSOFT CORP 6,876 +26 $1,399
     MSFT6,876+26$1,399
ROPER TECHNOLOGIES INC 3,554 +2,526 $1,380
     ROP3,554+2,526$1,380
BLACKROCK INC 2,425 +108 $1,319
     BLK2,425+108$1,319
BROADRIDGE FINL SOLUTIONS IN 10,413 +473 $1,314
     BR10,413+473$1,314
AMERICAN TOWER CORP NEW 4,990 +283 $1,290
     AMT4,990+283$1,290
ISHARES US ETF TR (NEAR) 24,519 +4,700 $1,226
     NEAR24,519+4,700$1,226
JPMORGAN CHASE &CO 13,001 +804 $1,223
     JPM13,001+804$1,223
TRAVELERS COMPANIES INC 10,241 UNCH $1,168
     TRV10,241UNCH$1,168
PACKAGING CORP AMER 11,361 +887 $1,134
     PKG11,361+887$1,134
VANGUARD SPECIALIZED FUNDS (VIG) 9,539 UNCH $1,118
     VIG9,539UNCH$1,118
INVESCO EXCHANGE TRADED FD T (RSP) 10,750 +1,905 $1,094
     RSP10,750+1,905$1,094
ISHARES TR (DVY) 13,459 -552 $1,086
     DVY13,459-552$1,086
COPART INC 12,900 +960 $1,074
     CPRT12,900+960$1,074
DOLLAR GEN CORP NEW 5,329 +505 $1,015
     DG5,329+505$1,015
VERIZON COMMUNICATIONS INC 18,305 -131 $1,009
     VZ18,305-131$1,009
AT&T INC 32,573 +753 $985
     T32,573+753$985
AMAZON COM INC 345 +190 $952
     AMZN345+190$952
WASTE MGMT INC DEL 8,969 +887 $950
     WM8,969+887$950
ISHARES TR (HDV) 11,475 +321 $931
     HDV11,475+321$931
BRISTOL MYERS SQUIBB CO      $924
     BMY14,672+343$863
     RIGHT 99 99 999916,956UNCH$61
PROCTER &GAMBLE CO 7,513 -21 $898
     PG7,513-21$898
JOHNSON &JOHNSON 6,075 -482 $854
     JNJ6,075-482$854
VANGUARD INDEX FDS (VTI) 5,346 +14 $837
     VTI5,346+14$837
ALLIANZGI DIVIDEND INT &PRM 66,470 +255 $743
     NFJ66,470+255$743

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 06/30/2020: $260,565
At 03/31/2020: $223,360

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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