Instuitional Investor - Sugarloaf Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sugarloaf Wealth Management, Llc |
| Portfolio Value | $528,657,763 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Aptus Defined Risk Etf | 2,380,237 | $65,289,900 | 12.35% | |
| 2. | Aptus Collared Investment Opportunity Etf | 1,117,167 | $44,954,794 | 8.5% | |
| 3. | Spdr Series Trust | 456,286 | $31,456,377 | 5.95% | |
| 4. | Aptus Enhanced Yield Etf | 1,330,056 | $30,285,369 | 5.72% | |
| 5. | Vanguard Whitehall Funds | 374,230 | $29,934,696 | 5.66% |
