Traphagen Investment Advisors LLC Incresed Positions in Q3 2024

Traphagen Investment Advisors LLC

  • $868 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
2
+ 0.4%
$446.32 - $527.38 $893 - $1.05K
502 $259K
AVLV
American Centy ETF Tr Avantis
45
+ 0.42%
$60.05 - $65.83 $2.7K - $2.96K
10.8K $708K
CMCSA
Comcast Corp

Communication Services
201
+ 2.48%
$37.33 - $41.78 $7.5K - $8.4K
8.29K $346K
PHO
Invesco Exchange Traded Fd Tr

ETFs
45
+ 1.01%
$63.82 - $70.54 $2.87K - $3.17K
4.5K $317K
DE
Deere & CO

Industrials
5
+ 0.9%
$344.84 - $418.0 $1.72K - $2.09K
558 $232K
DVY
Ishares Tr

ETFs
2
+ 0.12%
$119.99 - $135.74 $240 - $271
1.7K $229K
AMGN
Amgen Inc

Healthcare
23
+ 1.68%
$309.38 - $337.38 $7.12K - $7.76K
1.39K $449K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
98
+ 0.49%
$25.38 - $26.27 $2.49K - $2.57K
20.2K $530K
SYK
Stryker Corp

Healthcare
7
+ 0.82%
$315.94 - $371.96 $2.21K - $2.6K
863 $311K
CSX
Csx Corp

Industrials
42
+ 0.32%
$32.48 - $35.45 $1.36K - $1.49K
13.2K $454K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
4
+ 0.17%
$102.79 - $114.21 $411 - $457
2.43K $275K
KMB
Kimberly Clark Corp

Consumer Defensive
19
+ 1.22%
$135.05 - $148.35 $2.57K - $2.82K
1.57K $223K
TXN
Texas Instruments Inc

Technology
32
+ 1.05%
$194.6 - $194.6 $6.23K - $6.23K
3.09K $601K
FAN
First Tr Exchange Traded Fd Ii
114
+ 0.99%
N/A
11.7K $0
Ishares Bitcoin Trust ETF
89
+ 0.24%
N/A
36.6K $0
Bitwise Bitcoin ETF Tr
3.74K
+ 2.6%
N/A
147K $0
Fidelity Covington Trust
21
+ 0.12%
N/A
18.2K $0
Victory Portfolios Ii
47.9K
+ 3.05%
N/A
1.62M $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
136K
+ 6.4%
N/A
2.27M $0
LLY
Eli Lilly & CO

Healthcare
14
+ 1.11%
$772.14 - $960.02 $10.8K - $13.4K
1.28K $1.13M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
9
+ 0.16%
$34.84 - $46.54 $314 - $419
5.73K $233K
MSFT
Microsoft Corp

Technology
476
+ 3.62%
$395.15 - $467.56 $188K - $223K
13.6K $5.86M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.08%
$51.58 - $60.97 $258 - $305
6.44K $363K
HES
Hess Corp

Energy
1
+ 0.05%
$126.3 - $155.44 $126 - $155
1.84K $249K
AMZN
Amazon Com Inc

Consumer Cyclical
532
+ 3.0%
$161.02 - $200.0 $85.7K - $106K
18.3K $3.4M
MRK
Merck & Co., Inc.

Healthcare
383
+ 4.41%
$111.15 - $128.97 $42.6K - $49.4K
9.06K $1.03M
INTC
Intel Corp

Technology
579
+ 4.78%
$18.9 - $34.87 $10.9K - $20.2K
12.7K $297K
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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