HoldingsChannel.com
Sugarloaf Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ETF SER SOLUTIONS (DRSK) 1,248,235 +338,934 $35,050
     DRSK1,248,235+338,934$35,050
ETF SER SOLUTIONS (ACIO) 763,950 +231,071 $18,342
     ACIO763,950+231,071$18,342
ETF SER SOLUTIONS (BEMO) 633,956 +149,697 $17,833
     BEMO633,956+149,697$17,833
ISHARES TR (AGG) 123,627 +63,598 $14,263
     AGG123,627+63,598$14,263
ISHARES TR (IEFA) 175,284 +24,529 $8,745
     IEFA175,284+24,529$8,745
INVESCO QQQ TR 43,517 +35,346 $8,286
     QQQ43,517+35,346$8,286
ETF SER SOLUTIONS (OSCV) 390,542 +27,239 $7,300
     OSCV390,542+27,239$7,300
ISHARES TR (ITOT) 119,335 -26,511 $6,827
     ITOT119,335-26,511$6,827
PIMCO ETF TR (MINT) 68,574 -13,277 $6,787
     MINT68,574-13,277$6,787
ISHARES INC (IEMG) 123,175 +15,970 $4,985
     IEMG123,175+15,970$4,985
APPLE INC 18,509 +845 $4,707
     AAPL18,509+845$4,707
HOME DEPOT INC 23,642 +1,529 $4,414
     HD23,642+1,529$4,414
BK OF AMERICA CORP      $3,359
     BAC.PRL1,320UNCH$1,703
     BAC78,025-1,207$1,656
ROPER TECHNOLOGIES INC 1,028 +989 $3,296
     ROP1,028+989$3,296
SOUTHERN CO 52,610 -3,274 $2,848
     SO52,610-3,274$2,848
ISHARES TR (IVV) 8,892 +880 $2,298
     IVV8,892+880$2,298
ISHARES TR (USMV) 39,097 -5,339 $2,112
     USMV39,097-5,339$2,112
SPDR DOW JONES INDL AVRG ETF (DIA) 9,596 +5,429 $2,104
     DIA9,596+5,429$2,104
COCA COLA CO 41,509 -384 $1,837
     KO41,509-384$1,837
ISHARES TR (ICSH) 36,568 -74,147 $1,827
     ICSH36,568-74,147$1,827
ISHARES TR (MUB) 15,079 +11,449 $1,704
     MUB15,079+11,449$1,704
ISHARES TR (QUAL) 20,340 UNCH $1,648
     QUAL20,340UNCH$1,648
VISA INC 8,261 +2,443 $1,331
     V8,261+2,445$1,331
FIFTH THIRD BANCORP 81,511 +602 $1,210
     FITB81,511+602$1,210
INTEL CORP 21,768 +2,471 $1,178
     INTC21,768+2,471$1,178
SPDR S&P 500 ETF TR (SPY) 4,540 +389 $1,170
     SPY4,540+389$1,170
JPMORGAN CHASE &CO 12,197 +4,180 $1,098
     JPM12,197+4,180$1,098
MICROSOFT CORP 6,850 +89 $1,080
     MSFT6,850+89$1,080
UNITEDHEALTH GROUP INC 4,313 +1,624 $1,075
     UNH4,313+1,624$1,075
ISHARES TR (DVY) 14,011 -387 $1,030
     DVY14,011-387$1,030
AMERICAN TOWER CORP NEW 4,707 +1,200 $1,025
     AMT4,707+1,200$1,025
BLACKROCK INC 2,317 +935 $1,020
     BLK2,317+935$1,020
TRAVELERS COMPANIES INC 10,241 UNCH $1,017
     TRV10,241UNCH$1,017
VERIZON COMMUNICATIONS INC 18,436 -630 $991
     VZ18,436-630$991
VANGUARD SPECIALIZED FUNDS (VIG) 9,539 -104 $986
     VIG9,539-104$986
ISHARES US ETF TR (NEAR) 19,819 +14,752 $961
     NEAR19,819+14,752$961
BROADRIDGE FINL SOLUTIONS IN 9,940 +4,915 $943
     BR9,940+4,915$943
AT&T INC 31,820 -4,612 $928
     T31,820-4,612$928
PACKAGING CORP AMER 10,474 +4,241 $909
     PKG10,474+4,241$909
BRISTOL MYERS SQUIBB CO      $863
     BMY14,329+91$799
     RIGHT 99 99 999916,956UNCH$64
JOHNSON &JOHNSON 6,557 +158 $860
     JNJ6,557+158$860
PROCTER &GAMBLE CO 7,534 -97 $829
     PG7,534-97$829
COPART INC 11,940 +3,925 $818
     CPRT11,940+3,925$818
ISHARES TR (HDV) 11,154 -53,757 $798
     HDV11,154-53,757$798
WASTE MGMT INC DEL 8,082 +7,782 $748
     WM8,082+7,782$748
INVESCO EXCHANGE TRADED FD T (RSP) 8,845 +5,193 $743
     RSP8,845+5,193$743
DOLLAR GEN CORP NEW 4,824 +4,824 $728
     DG4,824+4,824$728
VANGUARD INDEX FDS (VTI) 5,332 +14 $687
     VTI5,332+14$687
ALLIANZGI NFJ DIVID INT &PR 66,215 +1,761 $636
     NFJ66,215+1,761$636
WALMART INC 5,341 -78 $607
     WMT5,341-78$607

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 03/31/2020: $223,360
At 12/31/2019: $235,260

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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