SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RCL | 492 | $113.41K |
 | AWK | 481 | $59.82K |
 | MAR | 464 | $129.43K |
 | WAT | 463 | $171.76K |
 | NATL | 458 | $15.54K |
 | TJX | 440 | $53.16K |
 | ATEC | 437 | $4.01K |
 | FRT | 423 | $47.36K |
 | VLO | 418 | $51.26K |
 | ADBE | 414 | $184.10K |
 | SPGI | 409 | $203.78K |
 | UNM | 399 | $29.14K |
 | CTVA | 396 | $22.55K |
 | WM | 390 | $78.70K |
 | LVS | 390 | $20.02K |
 | TSN | 388 | $22.28K |
 | BA | 388 | $68.68K |
 | VNOM | 383 | $18.82K |
 | TRP | 369 | $17.19K |
 | KHC | 359 | $11.04K |
Royal Caribbean Cruises Ltd.
RCL
Shares Held
492
Value
$113.41K
American Water Works Company, Inc.
AWK
Shares Held
481
Value
$59.82K
Marriott International, Inc.
MAR
Shares Held
464
Value
$129.43K
Waters Corporation
WAT
Shares Held
463
Value
$171.76K
NCR Atleos Corporation
NATL
Shares Held
458
Value
$15.54K
The TJX Companies, Inc.
TJX
Shares Held
440
Value
$53.16K
Alphatec Holdings, Inc.
ATEC
Shares Held
437
Value
$4.01K
Federal Realty Investment Trust
FRT
Shares Held
423
Value
$47.36K
Valero Energy Corporation
VLO
Shares Held
418
Value
$51.26K
Adobe Inc.
ADBE
Shares Held
414
Value
$184.10K
S&P Global Inc.
SPGI
Shares Held
409
Value
$203.78K
Unum Group
UNM
Shares Held
399
Value
$29.14K
Corteva, Inc.
CTVA
Shares Held
396
Value
$22.55K
Waste Management, Inc.
WM
Shares Held
390
Value
$78.70K
Las Vegas Sands Corp.
LVS
Shares Held
390
Value
$20.02K
Tyson Foods, Inc.
TSN
Shares Held
388
Value
$22.28K
The Boeing Company
BA
Shares Held
388
Value
$68.68K
Viper Energy, Inc.
VNOM
Shares Held
383
Value
$18.82K
TC Energy Corporation
TRP
Shares Held
369
Value
$17.19K
The Kraft Heinz Company
KHC
Shares Held
359
Value
$11.04K