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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EM ETF | ETF | 601 | $51,890 | 1,610 | 0.00 | 0.00 | 363 | 29.11 | 03-31-2024 |
| PUBLIC SVC ENTERPRISE GRP INC COM | Stock | 602 | $50,747 | 760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF | ETF | 603 | $50,120 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DEERE & CO COM | Stock | 604 | $49,767 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
