Traphagen Investment Advisors LLC Purchases in Q3 2024

Traphagen Investment Advisors LLC

  • $868 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
57
+ 1.07%
$54.7 - $65.59 $3.12K - $3.74K
5.36K $348K
UNP
Union Pacific Corp

Industrials
9
+ 0.38%
$221.78 - $256.09 $2K - $2.3K
2.38K $586K
ABT
Abbott Laboratories

Healthcare
10
+ 0.23%
$100.07 - $118.13 $1K - $1.18K
4.32K $492K
TJX
Tjx Companies Inc

Consumer Cyclical
70
+ 1.4%
$107.93 - $120.23 $7.56K - $8.42K
5.06K $594K
PFE
Pfizer Inc

Healthcare
323
+ 0.98%
$27.7 - $31.39 $8.95K - $10.1K
33.3K $962K
NVDA
Nvidia Corp

Technology
860
+ 2.8%
$98.91 - $134.91 $85.1K - $116K
31.6K $3.83M
KHC
Kraft Heinz CO

Consumer Defensive
21
+ 0.16%
$31.86 - $36.13 $669 - $759
13K $457K
AMD
Advanced Micro Devices Inc

Technology
219
+ 16.33%
$128.67 - $183.96 $28.2K - $40.3K
1.56K $255K
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
PGEN
Precigen, Inc.

Healthcare
31K
New
$0.91 - $1.88 $28.2K - $58.3K
31K $29K
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
ESPR
Esperion Therapeutics, Inc.

Healthcare
16.2K
New
$1.61 - $2.73 $26.1K - $44.2K
16.2K $26K
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
SYK
Stryker Corp

Healthcare
7
+ 0.82%
$315.94 - $371.96 $2.21K - $2.6K
863 $311K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
98
+ 0.49%
$25.38 - $26.27 $2.49K - $2.57K
20.2K $530K
TGT
Target Corp

Consumer Defensive
13
+ 0.72%
$133.47 - $159.25 $1.74K - $2.07K
1.81K $281K
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
Ge Vernova Inc
1.33K
New
N/A
1.33K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
136K
+ 6.4%
N/A
2.27M $0
Ishares Bitcoin Trust ETF
89
+ 0.24%
N/A
36.6K $0
Victory Portfolios Ii
47.9K
+ 3.05%
N/A
1.62M $0
FAN
First Tr Exchange Traded Fd Ii
114
+ 0.99%
N/A
11.7K $0
Fidelity Covington Trust
21
+ 0.12%
N/A
18.2K $0
Zoomcar Hldgs Inc
22.7K
New
N/A
22.7K $0
Grayscale Bitcoin Mini Tr Bt
131K
New
N/A
131K $0
Eastside Distilling Inc
15K
New
N/A
15K $0
Bitwise Bitcoin ETF Tr
3.74K
+ 2.6%
N/A
147K $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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