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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP COM | Stock | 401 | $121,003 | 1,517 | 0.00 | 0.00 | -122 | -7.44 | 03-31-2024 |
| CISCO SYS INC | Stock | 402 | $120,476 | 2,414 | 0.00 | 0.00 | 2 | 0.08 | 03-31-2024 |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | ETF | 403 | $120,438 | 3,585 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRYKER CORP | Stock | 404 | $119,886 | 335 | 0.00 | 0.00 | 326 | 3622.22 | 03-31-2024 |
