Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $59.1 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR TOTL SGOL GLDM TYA COWZ VFH VOX 17 stocks |
$56,413
95.53% of portfolio
|
  13  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,250
2.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AGI AEM NGD 3 stocks |
$654
1.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$506
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$232
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|