SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 14K | $4.36M |
 | PWR | 12K | $3.68M |
 | F | 11K | $113.20K |
 | SNV | 11K | $550.06K |
 | RYAM | 9K | $76.60K |
 | XOM | 8K | $885.60K |
 | UNH | 8K | $4.02M |
 | ROP | 7K | $3.74M |
 | CHE | 7K | $3.79M |
 | TFC | 7K | $297.07K |
 | FITB | 7K | $276.34K |
 | JNJ | 7K | $940.79K |
 | INTC | 7K | $130.43K |
 | MRK | 6K | $547.21K |
 | ADM | 5K | $249.41K |
 | IBM | 5K | $1.03M |
 | PG | 5K | $782.54K |
 | CMCSA | 4K | $166.88K |
 | CNP | 4K | $138.88K |
 | GOOGL | 4K | $788.07K |
Visa Inc.
V
Shares Held
14K
Value
$4.36M
Quanta Services, Inc.
PWR
Shares Held
12K
Value
$3.68M
Ford Motor Company
F
Shares Held
11K
Value
$113.20K
Synovus Financial Corp.
SNV
Shares Held
11K
Value
$550.06K
Rayonier Advanced Materials Inc.
RYAM
Shares Held
9K
Value
$76.60K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$885.60K
UnitedHealth Group Incorporated
UNH
Shares Held
8K
Value
$4.02M
Roper Technologies, Inc.
ROP
Shares Held
7K
Value
$3.74M
Chemed Corporation
CHE
Shares Held
7K
Value
$3.79M
Truist Financial Corporation
TFC
Shares Held
7K
Value
$297.07K
Fifth Third Bancorp
FITB
Shares Held
7K
Value
$276.34K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$940.79K
Intel Corporation
INTC
Shares Held
7K
Value
$130.43K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$547.21K
Archer-Daniels-Midland Company
ADM
Shares Held
5K
Value
$249.41K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.03M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$782.54K
Comcast Corporation
CMCSA
Shares Held
4K
Value
$166.88K
CenterPoint Energy, Inc.
CNP
Shares Held
4K
Value
$138.88K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$788.07K