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 |
|---|---|---|---|---|---|---|---|---|---|
| CARDINAL HEALTH INC | Stock | 701 | $37,487 | 335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENBRIDGE INC COM | Stock | 702 | $37,446 | 1,035 | 0.00 | 0.00 | -357 | -25.65 | 03-31-2024 |
| ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GARTNER INC CL A | Stock | 704 | $37,180 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
