Stock Taper

SUGARLOAF WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V13.79K$4.36M
Quanta Services, Inc.PWR11.64K$3.68M
Ford Motor CompanyF11.44K$113.2K
Rayonier Advanced Materials Inc.RYAM9.29K$76.6K
Exxon Mobil CorporationXOM8.23K$885.6K
UnitedHealth Group IncorporatedUNH7.96K$4.02M
Roper Technologies, Inc.ROP7.19K$3.74M
Chemed CorporationCHE7.15K$3.79M
Truist Financial CorporationTFC6.85K$297.07K
Fifth Third BancorpFITB6.54K$276.34K
Johnson & JohnsonJNJ6.5K$940.79K
Intel Corp.INTC6.5K$130.43K
Merck & Co., Inc.MRK5.5K$547.21K
Archer-Daniels-Midland CompanyADM4.94K$249.41K
International Business Machines CorporationIBM4.68K$1.03M
The Procter & Gamble CompanyPG4.67K$782.54K
Comcast CorporationCMCSA4.45K$166.88K
CenterPoint Energy, Inc.CNP4.38K$138.88K
Alphabet Inc.GOOGL4.16K$788.07K
NextEra Energy, Inc.NEE3.78K$271.21K