Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP COM | Stock | 1201 | $8,989 | 156 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TOLL BROS INC | Stock | 1202 | $8,927 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | ETF | 1203 | $8,920 | 238 | 0.00 | 0.00 | 1 | 0.42 | 03-31-2024 |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | Stock | 1204 | $8,663 | 278 | 0.00 | 0.00 | 4 | 1.46 | 03-31-2024 |
