Sugarloaf Wealth Management, LLC 13F Holdings
CIK 0001664864 · DULUTH, GA
As of Dec 31, 2024, Sugarloaf Wealth Management, LLC reported 686 positions worth $514.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APTUS DEFINED RISK ETF | DRSK | — | 2,380,237 | $65.3M | 12.69% |
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ACIO | — | 1,117,167 | $45.0M | 8.74% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 456,286 | $31.5M | 6.11% |
| APTUS ENHANCED YIELD ETF | JUCY | — | 1,330,056 | $30.3M | 5.88% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 374,230 | $29.9M | 5.82% |
| ETF SER SOLUTIONS | OSCV | — | 759,689 | $28.1M | 5.46% |
| ETF SER SOLUTIONS | DUBS | — | 676,531 | $21.8M | 4.25% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 123,995 | $21.7M | 4.22% |
| ETF SER SOLUTIONS | IDUB | — | 1,051,350 | $21.1M | 4.10% |
| APPLE INC | AAPL | Technology | 55,594 |