Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $43.7 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TOTL SGOL GLDM TYA COWZ VFH VOX VPU 12 stocks |
$40,502
92.89% of portfolio
|
  6  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,469
3.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AGI AEM NEM NGD 4 stocks |
$1,139
2.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$253
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$240
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|