SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 4K | $271.21K |
 | RYN | 4K | $98.61K |
 | MO | 3K | $178.41K |
 | HIG | 3K | $362.88K |
 | UPS | 3K | $387.25K |
 | CVX | 3K | $432.77K |
 | ABBV | 3K | $528.25K |
 | TGT | 3K | $398.39K |
 | PEP | 3K | $437.92K |
 | PFE | 3K | $75.98K |
 | AVGO | 3K | $647.74K |
 | OGE | 3K | $114.53K |
 | BMY | 3K | $154.82K |
 | DAL | 3K | $162.77K |
 | TRV | 3K | $631.47K |
 | TSLA | 3K | $1.05M |
 | GIS | 2K | $156.74K |
 | CSCO | 2K | $143.18K |
 | DIS | 2K | $267.13K |
 | PM | 2K | $272.88K |
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$271.21K
Rayonier Inc.
RYN
Shares Held
4K
Value
$98.61K
Altria Group, Inc.
MO
Shares Held
3K
Value
$178.41K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
3K
Value
$362.88K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$387.25K
Chevron Corporation
CVX
Shares Held
3K
Value
$432.77K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$528.25K
Target Corporation
TGT
Shares Held
3K
Value
$398.39K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$437.92K
Pfizer Inc.
PFE
Shares Held
3K
Value
$75.98K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$647.74K
OGE Energy Corp.
OGE
Shares Held
3K
Value
$114.53K
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$154.82K
Delta Air Lines, Inc.
DAL
Shares Held
3K
Value
$162.77K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$631.47K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.05M
General Mills, Inc.
GIS
Shares Held
2K
Value
$156.74K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$143.18K
The Walt Disney Company
DIS
Shares Held
2K
Value
$267.13K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$272.88K