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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
BIPCBrookfield Infrastructure Corp Com Sb Vtg Shs A
Recent Activity
Exited
0%
$3,511
81 shares@ $43.35 avg price
SNNSmith & Nephew Plc Adr
Recent Activity
Exited
0%
$2,709
87 shares@ $31.14 avg price
TNLTravel Plus Leisure Co Com
Recent Activity
Exited
0%
$2,258
49 shares@ $46.09 avg price
AAgilent Tech Inc
Recent Activity
Exited
0%
$2,227
15 shares@ $148.47 avg price
SLBSchlumberger Ltd Com Stk
Recent Activity
Exited
0%
$2,181
52 shares@ $41.95 avg price
BHFBrighthouse Finl Inc Com
Recent Activity
Exited
0%
$2,161
48 shares@ $45.03 avg price
HLITHarmonic Inc
Recent Activity
Exited
0%
$1,676
115 shares@ $14.58 avg price
CRUSCirrus Logic Inc
Recent Activity
Exited
0%
$1,615
13 shares@ $124.24 avg price
RDWRedwire Corporation Com
Recent Activity
Exited
0%
$1,374
200 shares@ $6.87 avg price
SMRNuscale Pwr Corp Cl A Com
Recent Activity
Exited
0%
$1,158
100 shares@ $11.58 avg price