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 |
|---|---|---|---|---|---|---|---|---|---|
| DELTA AIR LINES INC DEL CMN | Stock | 501 | $76,426 | 1,597 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
| HEALTH CARE SELECT SECTOR SPDR | ETF | 502 | $75,047 | 508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENERGY SELECT SECTOR SPDR | ETF | 503 | $74,478 | 789 | 0.00 | 0.00 | -75 | -8.68 | 03-31-2024 |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | ETF | 504 | $73,454 | 2,256 | 0.00 | 0.00 | -109,852 | -97.99 | 03-31-2024 |
