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 |
|---|---|---|---|---|---|---|---|---|---|
| LENNAR CORP CL A | Stock | 801 | $28,205 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PNC FINL SVCS GROUP INC COM | Stock | 802 | $28,118 | 174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CANADIAN NATURAL RESOURCES LTD | Stock | 803 | $27,780 | 364 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT | CEF | Liquidated | $0 | 0 | 0.00 | 1,650 | +Inf | 03-31-2024 |
