Traphagen Investment Advisors LLC Sells in Q4 2025

Traphagen Investment Advisors LLC

  • $905 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.12K
- 3.53%
$73.78 - $98.43 $230K - $307K
85.3K $6.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.8K
- 13.11%
$25.85 - $27.19 $435K - $458K
112K $2.96M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.86K
- 10.57%
$55.63 - $58.98 $382K - $405K
58K $3.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-698
- 2.82%
$600.51 - $631.95 $419K - $441K
24K $14.8M
VTI
Vanguard Total Stock Market Et

ETFs
-1.02K
- 2.26%
$321.8 - $337.95 $330K - $346K
44.3K $14.6M
BDX
Becton Dickinson & CO

Healthcare
-1.39K
- 24.5%
$176.39 - $193.93 $245K - $269K
4.27K $816K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.35K
- 6.14%
$55.57 - $63.17 $74.7K - $85K
20.6K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
-1.07K
- 21.72%
$145.5 - $153.18 $155K - $163K
3.84K $560K
ADP
Automatic Data Processing Inc

Industrials
-85
- 2.15%
$250.9 - $292.94 $21.3K - $24.9K
3.87K $970K
VZ
Verizon Communications Inc

Communication Services
-886
- 1.73%
$38.4 - $43.83 $34K - $38.8K
50.3K $2.06M
T
At&T Inc.

Communication Services
-378
- 0.74%
$24.44 - $27.55 $9.24K - $10.4K
51K $1.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.17K
- 5.49%
$119.13 - $120.38 $139K - $140K
20.1K $2.4M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
-11K
- 49.74%
$11.17 - $11.42 $123K - $126K
11.1K $124K
DUK
Duke Energy Corp

Utilities
-1K
- 21.35%
$121.57 - $129.03 $122K - $129K
3.69K $461K
MCD
Mcdonalds Corp

Consumer Cyclical
-397
- 28.66%
$293.81 - $310.11 $117K - $123K
988 $301K
PEG
Public Service Enterprise Group Inc

Utilities
-807
- 1.37%
$79.86 - $84.83 $64.4K - $68.5K
57.9K $4.8M
VO
Vanguard Mid Cap ETF

ETFs
-287
- 9.34%
$286.27 - $296.23 $82.2K - $85K
2.79K $799K
C
Citigroup Inc

Financial Services
-851
- 21.11%
$93.93 - $102.87 $79.9K - $87.5K
3.18K $312K
PFE
Pfizer Inc

Healthcare
-3.04K
- 11.51%
$24.23 - $27.37 $73.6K - $83.2K
23.4K $585K
UNH
Unitedhealth Group Inc

Healthcare
-136
- 11.57%
$320.52 - $369.92 $43.6K - $50.3K
1.04K $333K
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.11%
$225.0 - $247.99 $675 - $744
2.63K $591K
DIS
Walt Disney CO

Communication Services
-11
- 0.16%
$105.69 - $116.65 $1.16K - $1.28K
7.02K $742K
CMCSA
Comcast Corp

Communication Services
-551
- 5.02%
$26.98 - $31.09 $14.9K - $17.1K
10.4K $283K
AVUV
American Centy ETF Tr Avantis

ETFs
-305
- 2.02%
$95.19 - $100.66 $29K - $30.7K
14.8K $1.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
-42
- 1.78%
$237.56 - $271.47 $9.98K - $11.4K
2.31K $599K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-282
- 1.67%
$72.93 - $76.75 $20.6K - $21.6K
16.6K $1.21M
TXN
Texas Instruments Inc

Technology
-134
- 4.27%
N/A
3K $584K
BR
Broadridge Financial Solutions, Inc.

Technology
-37
- 2.59%
$217.49 - $236.9 $8.05K - $8.77K
1.39K $315K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.02K
- 6.96%
$24.85 - $25.28 $25.4K - $25.8K
13.7K $342K
MTB
M&T Bank Corp

Financial Services
-47
- 3.53%
$178.63 - $195.63 $8.4K - $9.19K
1.29K $240K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-21
- 3.49%
$506.07 - $566.91 $10.6K - $11.9K
580 $307K
SYK
Stryker Corp

Healthcare
-26
- 3.11%
$353.81 - $388.35 $9.2K - $10.1K
810 $291K
ABT
Abbott Laboratories

Healthcare
-10
- 0.23%
$123.62 - $134.59 $1.24K - $1.35K
4.26K $553K
BAC
Bank Of America Corp

Financial Services
-250
- 1.87%
$48.65 - $54.11 $12.2K - $13.5K
13.1K $675K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-109
- 5.16%
$100.8 - $103.83 $11K - $11.3K
2K $206K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-36
- 0.48%
$127.15 - $133.03 $4.58K - $4.79K
7.4K $962K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-107
- 3.03%
$71.1 - $74.61 $7.61K - $7.98K
3.43K $244K
TJX
Tjx Companies Inc

Consumer Cyclical
-82
- 1.66%
$138.56 - $147.63 $11.4K - $12.1K
4.86K $710K
MRK
Merck & Co., Inc.

Healthcare
-814
- 10.21%
$82.49 - $92.93 $67.1K - $75.6K
7.16K $664K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-113
- 1.3%
$475.68 - $513.11 $53.8K - $58K
8.59K $4.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-475
- 0.55%
$25.2 - $26.46 $12K - $12.6K
86K $2.22M
MS
Morgan Stanley

Financial Services
-16
- 1.15%
$151.86 - $169.92 $2.43K - $2.72K
1.37K $218K
STRV
Ea Ser Tr Strive 500 ETF
-2.19K
- 3.86%
N/A
54.6K $0
Pacer Fds Tr
-75.3K
- 3.91%
N/A
1.85M $0
AVLV
American Centy ETF Tr Avantis
-16
- 0.23%
$70.14 - $73.74 $1.12K - $1.18K
6.96K $505K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-9
- 0.15%
$142.82 - $150.36 $1.29K - $1.35K
6.18K $907K
IBM
International Business Machines Corp

Technology
-170
- 4.34%
$275.97 - $314.98 $46.9K - $53.5K
3.75K $1.11M
INTC
Intel Corp

Technology
-100
- 0.9%
$34.71 - $41.53 $3.47K - $4.15K
11K $383K
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.27%
$138.84 - $153.71 $1.94K - $2.15K
5.11K $754K
Activity Summary
Buys All Purchases 127 New Holdings 14 Increased Positions 113 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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