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Todd J Smallwood

@Sugarloaf Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$528.658MTotal holdings686
Assets growth rate-0.01%Assets growth rate (2-Q avg)3.55%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sugarloaf Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 686 positions.

Assets under management

The assets under management (AUM) of Sugarloaf Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 528.658M in assets, with a quarterly growth rate of -0.01% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by Todd J Smallwood, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JUCYAptus Enhanced Yield Etf
Recent Activity
Decreased -2.42%
5.73%
$30.285M
1.33M shares@ $22.77 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -18.48%
0.99%
$5.181M
57,348 shares@ $90.36 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -9.3%
0.91%
$4.787M
21,821 shares@ $219.39 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -13.54%
0.86%
$4.527M
18,886 shares@ $239.71 avg price
VVisa Inc
Recent Activity
Decreased -4.05%
0.83%
$4.36M
13,794 shares@ $316.05 avg price
SOSouthern Co Com
Recent Activity
Decreased -2.6%
0.76%
$3.982M
48,376 shares@ $82.32 avg price
PGRProgressive Corp Com
Recent Activity
Decreased -14.81%
0.73%
$3.825M
15,965 shares@ $239.61 avg price
CPRTCopart Inc Com
Recent Activity
Decreased -5.53%
0.71%
$3.723M
64,865 shares@ $57.4 avg price
PWRQuanta Svcs Inc Com
Recent Activity
Decreased -6.33%
0.7%
$3.678M
11,636 shares@ $316.06 avg price
QQQPowershares Qqq Tr
Recent Activity
Decreased -0.72%
0.57%
$3.01M
5,888 shares@ $511.27 avg price