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 |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | Stock | 1001 | $15,804 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRACTOR SUPPLY CO | Stock | 1002 | $15,703 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK FLEXIBLE INCOME ETF | ETF | 1003 | $15,633 | 298 | 0.00 | 298 | +Inf | 03-31-2024 | |
| MIDDLEBY CORP | Stock | 1004 | $15,436 | 96 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
