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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
HELOJpmorgan Hedged Equity Laddered Overlay Etf
Recent Activity
Increased 8.68%
2.45%
$12.945M
208,650 shares@ $62.04 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 3.07%
1.87%
$9.862M
137,139 shares@ $71.91 avg price
SPEMSpdr Portfolio Emerging Markets Etf
Recent Activity
Increased 2.46%
1.73%
$9.125M
237,808 shares@ $38.38 avg price
HDHome Depot
Recent Activity
Increased 21.59%
1.56%
$8.2M
21,079 shares@ $389.0 avg price
MSFTMicrosoft
Recent Activity
Increased 1.11%
1.28%
$6.763M
16,046 shares@ $421.5 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 131.67%
1.01%
$5.32M
39,614 shares@ $134.29 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