Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $43.1 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
TOTL GDE GLDM TYA XLC COWZ XLF VPU 14 stocks |
$38,635
89.75% of portfolio
|
  6  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM AGI NEM NGD 4 stocks |
$1,725
4.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,489
3.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$725
1.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP 1 stocks |
$236
0.55% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$235
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|