Traphagen Investment Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $868 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $232M, American Centy ETF Tr Avantis with a value of $110M, Pacer Fds Tr Us Cash Cows 100 with a value of $57.1M, American Centy ETF Tr Avantis with a value of $49.9M, and First Tr Nasdaq Clean Edge Sma with a value of $40.8M.
Examining the 13F form we can see an increase of $56.6M in the current position value, from $811M to 868M.
Traphagen Investment Advisors LLC is based out at Oradell, NJ
Below you can find more details about Traphagen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$868 Million
ETFs: $719 Million
Financial Services: $47.4 Million
Technology: $40 Million
Healthcare: $10.9 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.75 Million
Consumer Defensive: $9.43 Million
Industrials: $8.55 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
