Stock Taper 
SUGARLOAF WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 2.04K | $924.69K |
 Acuity Brands, Inc. | AYI | 2K | $584.61K |
 Digi International Inc. | DGII | 2K | $60.46K |
 Omega Healthcare Investors, Inc. | OHI | 1.97K | $74.45K |
 PulteGroup, Inc. | PHM | 1.91K | $208.38K |
 Energy Transfer LP | ET | 1.86K | $36.5K |
 Lincoln National Corporation | LNC | 1.78K | $56.39K |
 Aflac Incorporated | AFL | 1.76K | $182.62K |
 Cincinnati Financial Corporation | CINF | 1.74K | $250.04K |
 Shell plc | SHEL | 1.73K | $108.44K |
 Shopify Inc. | SHOP | 1.72K | $182.89K |
 Duke Energy Corporation | DUK | 1.71K | $184.45K |
 MetLife, Inc. | MET | 1.69K | $138.38K |
 Lowe's Companies, Inc. | LOW | 1.67K | $410.86K |
 Abbott Laboratories | ABT | 1.62K | $182.79K |
 Starbucks Corporation | SBUX | 1.6K | $146.18K |
 Oracle Corporation | ORCL | 1.58K | $263.09K |
 3M Company | MMM | 1.57K | $202.74K |
 Dominion Energy, Inc. | D | 1.5K | $80.79K |
 Kimberly-Clark Corporation | KMB | 1.48K | $194.39K |