StockDriftsStockDriftsTop 50 Sugarloaf Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DRSK | APTUS DEFINED RISK ETF | 12.35% | 2.38M | $65.3M | +1.74%(+40.82K) | — | 2024-12-31 | |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 8.5% | 1.12M | $45.0M | +2.04%(+22.30K) | — | 2024-12-31 | |
| SPLG | SPDR PORTFOLIO S&P 500 ETF | 5.95% | 456.3K | $31.5M | +1.58%(+7.09K) | — | 2024-12-31 | |
| JUCY | APTUS ENHANCED YIELD ETF | 5.73% | 1.33M | $30.3M | -2.42%(-33.00K) | — | 2024-12-31 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 5.66% | 374.2K | $29.9M | +3.94%(+14.20K) | — | 2024-12-31 | |
| OSCV | OPUS SMALL CAP VALUE ETF | 5.32% | 759.7K | $28.1M | +1.83%(+13.66K) | — | 2024-12-31 | |
| DUBS | APTUS LARGE CAP ENHANCED YIELD ETF | 4.13% | 676.5K | $21.8M | +1.57%(+10.44K) | — | 2024-12-31 | |
| RSP | INVESCO ETF TRUST S&P 500 EQUAL WEIGHT | 4.11% | 124.0K | $21.7M | +2.20%(+2.67K) | — | 2024-12-31 | |
| IDUB | APTUS INTERNATIONAL ENHANCED YIELD | 4% | 1.05M | $21.1M | +3.71%(+37.60K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.63% | 55.6K | $13.9M | +0.21%(+117) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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