Stapp Wealth Management, Pllc Portfolio Holdings

Stapp Wealth Management, Pllc

  • $59.1 Million
  • Q4 2024

Stapp Wealth Management, Pllc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $59.1 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $17.5M, Ssga Active ETF Tr Spdr Doblel with a value of $6.87M, Abrdn Gold ETF Trust with a value of $5.77M, World Gold Trust with a value of $5.69M, and Simplify Exchange Traded Fds S with a value of $3.34M.

Examining the 13F form we can see an increase of $2.25M in the current position value, from $56.8M to 59.1M.

Stapp Wealth Management, Pllc is based out at Olympia, WA

Below you can find more details about Stapp Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $59.1 Million
ETFs: $56.4 Million
Energy: $1.25 Million
Basic Materials: $654,000
Technology: $506,000
Consumer Defensive: $232,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.9B
$1.25 Million 2.12% of portfolio
25,299
Q4 2024 Added 15.49%
$8.09B
$317,000 0.54% of portfolio
17,191
Q1 2024 New
$40.9B
$290,000 0.49% of portfolio
3,720
Q1 2024 New
$3.31T
$284,000 0.48% of portfolio
676
Q4 2024 Reduced 0.73%
$416B
$232,000 0.39% of portfolio
254
Q4 2024 Reduced 1.93%
$495B
$222,000 0.38% of portfolio
1,335
Q3 2024 New
$1.99B
$47,000 0.08% of portfolio
19,105
Q3 2022 New
$0
$45,000 0.08% of portfolio
91,740
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $59.1 Million
  • Prior Value $56.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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