Traphagen Investment Advisors LLC Incresed Positions in Q4 2024

Traphagen Investment Advisors LLC

  • $870 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
6.19K
+ 16.91%
N/A
42.8K $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
41
+ 0.47%
$23.14 - $26.91 $949 - $1.1K
8.84K $210K
DVY
Ishares Tr

ETFs
3
+ 0.18%
$129.55 - $143.41 $389 - $430
1.7K $223K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.26%
$174.22 - $187.62 $697 - $750
1.57K $274K
RC
Ready Capital Corp

Real Estate
993
+ 5.91%
$6.71 - $7.57 $6.66K - $7.52K
17.8K $121K
PG
Procter & Gamble CO

Consumer Defensive
105
+ 2.16%
$161.05 - $179.7 $16.9K - $18.9K
4.97K $833K
UPS
United Parcel Service Inc

Industrials
2
+ 0.1%
$122.65 - $138.35 $245 - $277
2.09K $263K
TGT
Target Corp

Consumer Defensive
58
+ 3.21%
$121.59 - $160.69 $7.05K - $9.32K
1.87K $252K
MSFT
Microsoft Corp

Technology
189
+ 1.39%
$406.35 - $454.46 $76.8K - $85.9K
13.8K $5.82M
HSY
Hershey CO

Consumer Defensive
5
+ 0.28%
$168.67 - $193.65 $843 - $968
1.82K $308K
KHC
Kraft Heinz CO

Consumer Defensive
54
+ 0.41%
$30.1 - $36.02 $1.63K - $1.95K
13.1K $402K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.04%
$244.52 - $284.07 $245 - $284
2.67K $659K
AMGN
Amgen Inc

Healthcare
19
+ 1.36%
$258.78 - $328.31 $4.92K - $6.24K
1.41K $368K
GE
General Electric CO

Industrials
226
+ 4.08%
$159.95 - $194.23 $36.1K - $43.9K
5.77K $961K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 0.81%
$385.02 - $431.37 $26.2K - $29.3K
8.48K $3.3M
KO
Coca Cola CO

Consumer Defensive
106
+ 0.78%
$61.74 - $71.71 $6.54K - $7.6K
13.7K $850K
ED
Consolidated Edison Inc

Utilities
2
+ 0.02%
$88.87 - $107.38 $178 - $215
9.49K $847K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.05%
$164.99 - $203.87 $825 - $1.02K
9.7K $1.72M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.05%
$479.66 - $614.62 $480 - $615
2.14K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.7K
+ 121.3%
$26.93 - $84.95 $424K - $1.34M
28.7K $784K
MDLZ
Mondelez International, Inc.

Consumer Defensive
187
+ 0.8%
$59.25 - $72.99 $11.1K - $13.6K
23.6K $1.41M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.22K
+ 0.83%
$56.06 - $61.35 $461K - $504K
996K $56.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.37K
+ 2.3%
$119.34 - $127.78 $880K - $942K
328K $39.1M
Activity Summary
Buys All Purchases 89 New Holdings 15 Increased Positions 74 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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