Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $53 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR TOTL SGOL GLDM TYA COWZ VFH VOX 14 stocks |
$50,481
95.48% of portfolio
|
  7  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,323
2.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AGI AEM NGD 3 stocks |
$549
1.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$302
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$215
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|