Stock Taper

SUGARLOAF WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chemed CorporationCHE7.15K$3.79M
Roper Technologies, Inc.ROP7.19K$3.74M
UnitedHealth Group IncorporatedUNH7.96K$4.02M
Exxon Mobil CorporationXOM8.23K$885.6K
Rayonier Advanced Materials Inc.RYAM9.29K$76.6K
Ford Motor CompanyF11.44K$113.2K
Quanta Services, Inc.PWR11.64K$3.68M
Visa Inc.V13.79K$4.36M
Verizon Communications Inc.VZ13.82K$552.81K
Devon Energy CorporationDVN15.72K$514.42K
The Progressive CorporationPGR15.96K$3.83M
Microsoft CorporationMSFT16.05K$6.76M
Broadridge Financial Solutions, Inc.BR17.32K$3.91M
JPMorgan Chase & Co.JPM18.89K$4.53M
American Tower CorporationAMT19.56K$3.59M
The Coca-Cola CompanyKO19.79K$1.23M
The Home Depot, Inc.HD21.08K$8.2M
Amazon.com, Inc.AMZN21.82K$4.79M
Diamondback Energy, Inc.FANG23.37K$3.83M
AT&T Inc.T25.57K$582.23K