Sugarloaf Wealth Management, LLC
CIK Number: 0001664864
528.66M
Market Value
590
# of Holdings
14 months
Avg. Holding Period
73.02%
Win Rate
-11.58%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Aptus Defined R... | 27.04 | -0.07% | 2.34M | +1.33% | 66.21M | 28.67 | 12.52% | |
2 | Vanguard Intern... | 78.97 | -0.01% | 360.04K | +1.75% | 31.78M | 71.37 | 6.01% | |
3 | Aptus Enhanced ... | 22.79 | +0.21% | 1.36M | -11.24% | 31.64M | 24.87 | 5.98% | |
4 | Spdr Portfolio ... | 68.42 | +0.01% | 449.19K | +1.35% | 30.32M | 48.73 | 5.74% | |
5 | Invesco Etf Tru... | 176.02 | +0.77% | 121.33K | +2.16% | 21.74M | 150 | 4.11% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.