Stock Taper 
SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Aflac Incorporated | AFL | 1.76K | $182.62K |
 Lincoln National Corporation | LNC | 1.78K | $56.39K |
 Energy Transfer LP | ET | 1.86K | $36.5K |
 PulteGroup, Inc. | PHM | 1.91K | $208.38K |
 Omega Healthcare Investors, Inc. | OHI | 1.97K | $74.45K |
 Digi International Inc. | DGII | 2K | $60.46K |
 Acuity Brands, Inc. | AYI | 2K | $584.61K |
 Berkshire Hathaway Inc. | BRK-B | 2.04K | $924.69K |
 Wells Fargo & Company | WFC | 2.05K | $143.97K |
 Philip Morris International Inc. | PM | 2.27K | $272.88K |
 The Walt Disney Company | DIS | 2.4K | $267.13K |
 Cisco Systems, Inc. | CSCO | 2.42K | $143.18K |
 General Mills, Inc. | GIS | 2.46K | $156.74K |
 Tesla, Inc. | TSLA | 2.59K | $1.05M |
 The Travelers Companies, Inc. | TRV | 2.62K | $631.47K |
 Delta Air Lines, Inc. | DAL | 2.69K | $162.77K |
 Bristol-Myers Squibb Company | BMY | 2.74K | $154.82K |
 OGE Energy Corp. | OGE | 2.78K | $114.53K |
 Broadcom Inc. | AVGO | 2.79K | $647.74K |
 Pfizer Inc. | PFE | 2.86K | $75.98K |