Stock Taper

SUGARLOAF WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Adobe Inc.ADBE414$184.1K
Valero Energy CorporationVLO418$51.26K
Federal Realty Investment TrustFRT423$47.36K
Alphatec Holdings, Inc.ATEC437$4.01K
The TJX Companies, Inc.TJX440$53.16K
NCR Atleos CorporationNATL458$15.54K
Waters CorporationWAT463$171.76K
Marriott International, Inc.MAR464$129.43K
American Water Works Company, Inc.AWK481$59.82K
Royal Caribbean Cruises Ltd.RCL492$113.41K
TotalEnergies SETTE495$26.98K
Stryker CorporationSYK496$178.63K
Johnson Controls International plcJCI497$39.21K
CarMax, Inc.KMX500$40.88K
FirstEnergy Corp.FE500$19.89K
American Airlines Group Inc.AAL500$8.71K
Snap Inc.SNAP500$5.38K
Paychex, Inc.PAYX503$70.53K
The Kroger Co.KR509$31.13K
Axon Enterprise, Inc.AXON511$303.51K