SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FI | 2K | $423.48K |
 | WFC | 2K | $143.97K |
 | BRK-B | 2K | $924.69K |
 | AYI | 2K | $584.61K |
 | DGII | 2K | $60.46K |
 | OHI | 2K | $74.45K |
 | PHM | 2K | $208.38K |
 | ET | 2K | $36.50K |
 | LNC | 2K | $56.39K |
 | AFL | 2K | $182.62K |
 | CINF | 2K | $250.04K |
 | SHEL | 2K | $108.44K |
 | SHOP | 2K | $182.89K |
 | DUK | 2K | $184.45K |
 | MET | 2K | $138.38K |
 | LOW | 2K | $410.86K |
 | ABT | 2K | $182.79K |
 | SBUX | 2K | $146.18K |
 | ORCL | 2K | $263.09K |
 | MMM | 2K | $202.74K |
Fiserv, Inc.
FI
Shares Held
2K
Value
$423.48K
Wells Fargo & Company
WFC
Shares Held
2K
Value
$143.97K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$924.69K
Acuity Brands, Inc.
AYI
Shares Held
2K
Value
$584.61K
Digi International Inc.
DGII
Shares Held
2K
Value
$60.46K
Omega Healthcare Investors, Inc.
OHI
Shares Held
2K
Value
$74.45K
PulteGroup, Inc.
PHM
Shares Held
2K
Value
$208.38K
Energy Transfer LP
ET
Shares Held
2K
Value
$36.50K
Lincoln National Corporation
LNC
Shares Held
2K
Value
$56.39K
Aflac Incorporated
AFL
Shares Held
2K
Value
$182.62K
Cincinnati Financial Corporation
CINF
Shares Held
2K
Value
$250.04K
Shell plc
SHEL
Shares Held
2K
Value
$108.44K
Shopify Inc.
SHOP
Shares Held
2K
Value
$182.89K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$184.45K
MetLife, Inc.
MET
Shares Held
2K
Value
$138.38K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$410.86K
Abbott Laboratories
ABT
Shares Held
2K
Value
$182.79K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$146.18K
Oracle Corporation
ORCL
Shares Held
2K
Value
$263.09K
3M Company
MMM
Shares Held
2K
Value
$202.74K