Todd J Smallwood

@Sugarloaf Wealth Management, Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$528.658M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTVanguard Total World Stock Etf Recent Activity Exited	0%	$27,936 233 shares@ $119.9 avg price	Exited
SCHHSchwab U.s. Reit Etf Recent Activity Exited	0%	$26,924 1,162 shares@ $23.18 avg price	Exited
AMDAdvanced Micro Devices Inc Com Recent Activity Exited	0%	$23,628 144 shares@ $164.09 avg price	Exited
PDMPiedmont Office Rltytr Inc Com Cl A Recent Activity Exited	0%	$13,666 1,353 shares@ $10.11 avg price	Exited
SCHDSchwab Us Dividend Equity Etf Recent Activity Exited	0%	$12,680 150 shares@ $84.54 avg price	Exited
REGNRegeneron Pharmaceuticals Com Recent Activity Exited	0%	$10,512 10 shares@ $1051.2 avg price	Exited
APTVDelphi Automotive Plc Com Recent Activity Exited	0%	$10,369 144 shares@ $72.01 avg price	Exited
IVTInventrust Pptys Corp Com New Recent Activity Exited	0%	$9,273 327 shares@ $28.36 avg price	Exited
CHKPCheck Point Software Technologies Ltd Recent Activity Exited	0%	$6,941 36 shares@ $192.81 avg price	Exited
WPMWheaton Precious Metals Corp Com Recent Activity Exited	0%	$6,736 110 shares@ $61.24 avg price	Exited