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
ITAIshares U.s. Aerospace & Defense Etf Recent Activity Exited	0%	$6,459 43 shares@ $150.21 avg price	Exited
LHXL3harris Technologies Inc Com Recent Activity Exited	0%	$6,216 26 shares@ $239.08 avg price	Exited
ARWArrow Electrs Inc Com Recent Activity Exited	0%	$5,977 45 shares@ $132.83 avg price	Exited
MROMarathon Oil Corp Com Recent Activity Exited	0%	$5,856 220 shares@ $26.62 avg price	Exited
LNGCheniere Energy Inc Com New Recent Activity Exited	0%	$5,588 31 shares@ $180.26 avg price	Exited
CDNSCadence Design System Inc Com Recent Activity Exited	0%	$5,421 20 shares@ $271.05 avg price	Exited
XLREReal Estate Select Sector Spdr Fund Recent Activity Exited	0%	$5,271 118 shares@ $44.67 avg price	Exited
EGEverest Group Ltd Com Recent Activity Exited	0%	$5,094 13 shares@ $391.85 avg price	Exited
EWEdwards Lifesciences Corp Com Recent Activity Exited	0%	$5,081 77 shares@ $65.99 avg price	Exited
MUFGMitsubishi Ufj Finl Group Inc Sponsored Recent Activity Exited	0%	$4,561 448 shares@ $10.19 avg price	Exited