Stock Taper

SUGARLOAF WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BHP Group LimitedBHP844$41.23K
General Motors CompanyGM859$45.76K
Prudential Financial, Inc.PRU860$101.96K
Realty Income CorporationO885$47.27K
Carrier Global CorporationCARR939$64.09K
Parker-Hannifin CorporationPH954$606.77K
Enbridge Inc.ENB984$41.75K
American Electric Power Company, Inc.AEP993$91.61K
Conagra Brands, Inc.CAG994$27.58K
Regions Financial CorporationRF1K$23.52K
Lumen Technologies, Inc.LUMN1K$5.31K
PPL CorporationPPL1K$32.46K
Clover Health Investments, Corp.CLOV1K$3.15K
Caterpillar Inc.CAT1.02K$371.76K
HP Inc.HPQ1.07K$34.85K
Emerson Electric Co.EMR1.08K$134K
RTX CorporationRTX1.12K$129.65K
AstraZeneca PLCAZN1.14K$74.56K
Cintas CorporationCTAS1.17K$212.85K
The Allstate CorporationALL1.19K$228.5K