Traphagen Investment Advisors LLC Purchases in Q2 2025

Traphagen Investment Advisors LLC

  • $820 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
30.2K
+ 7.08%
$498.8 - $620.9 $15M - $18.7M
456K $283M
AVUS
American Centy ETF Tr Avantis

ETFs
34.6K
+ 2.93%
$81.38 - $100.82 $2.82M - $3.49M
1.22M $123M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
764
+ 0.22%
$101.69 - $139.02 $77.7K - $106K
346K $48.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
157K
+ 30.51%
$49.79 - $50.75 $7.79M - $7.94M
670K $34M
AAPL
Apple Inc.

Technology
33K
+ 31.6%
$172.42 - $223.89 $5.68M - $7.38M
137K $28.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.86K
+ 6.78%
$243.75 - $303.93 $697K - $869K
45.1K $13.7M
MSFT
Microsoft Corp

Technology
164
+ 1.07%
$354.56 - $497.45 $58.1K - $81.6K
15.5K $7.71M
NVDA
Nvidia Corp

Technology
1.36K
+ 4.21%
$94.31 - $157.99 $128K - $215K
33.7K $5.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
+ 1.17%
$456.74 - $568.03 $129K - $161K
24.5K $13.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.5K
+ 5.48%
$100.35 - $100.71 $1.26M - $1.26M
241K $24.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.96K
+ 55.65%
$221.86 - $362.89 $434K - $710K
5.47K $1.74M
IGM
Ishares Expanded Tech Sector E

ETFs
883
+ 2.69%
$79.8 - $112.34 $70.5K - $99.2K
33.7K $3.78M
ORCL
Oracle Corp

Technology
243
+ 3.02%
$122.82 - $218.63 $29.8K - $53.1K
8.28K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
632
+ 3.52%
$167.32 - $223.3 $106K - $141K
18.6K $4.07M
META
Meta Platforms, Inc.

Communication Services
186
+ 6.46%
$484.66 - $738.09 $90.1K - $137K
3.07K $2.26M
CME
Cme Group Inc.

Financial Services
2
+ 0.0%
$252.37 - $290.71 $505 - $581
48.5K $13.4M
MUB
Ishares National Muni Bond ETF

ETFs
5.06K
+ 13.26%
$102.31 - $105.8 $517K - $535K
43.2K $4.51M
PLTR
Palantir Technologies Inc.

Technology
3.39K
New
$74.01 - $144.25 $251K - $489K
3.39K $462K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.93K
+ 139.66%
$55.54 - $69.09 $330K - $410K
10.2K $703K
BNDX
Vanguard Total International B

ETFs
8.63K
New
$48.77 - $49.55 $421K - $428K
8.63K $427K
GOOG
Alphabet Inc.

Communication Services
450
+ 3.22%
$146.58 - $180.01 $66K - $81K
14.4K $2.56M
PM
Philip Morris International Inc.

Consumer Defensive
996
+ 17.59%
$149.23 - $184.95 $149K - $184K
6.66K $1.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
232
+ 21.28%
$321.63 - $509.31 $74.6K - $118K
1.32K $673K
SCHX
Schwab Strategic Tr Us Large C

ETFs
326
+ 0.3%
$19.6 - $24.44 $6.39K - $7.97K
111K $2.71M
AVGO
Broadcom Inc.

Technology
947
New
$146.29 - $275.65 $139K - $261K
947 $261K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5
+ 0.07%
$139.8 - $197.22 $699 - $986
7.19K $1.42M
CAT
Caterpillar Inc

Industrials
190
+ 6.16%
$273.94 - $388.21 $52K - $73.8K
3.27K $1.27M
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 9.1%
$81.79 - $99.98 $99.7K - $122K
14.6K $1.43M
AMD
Advanced Micro Devices Inc

Technology
1.55K
New
$78.21 - $143.81 $121K - $222K
1.55K $219K
VXF
Vanguard Extended Market ETF

ETFs
145
+ 1.51%
$150.43 - $192.71 $21.8K - $27.9K
9.74K $1.88M
VUG
Vanguard Growth ETF

ETFs
497
New
$329.49 - $438.4 $164K - $218K
497 $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.32K
+ 1.38%
$82.21 - $83.12 $191K - $193K
170K $14.1M
MS
Morgan Stanley

Financial Services
1.47K
New
$99.83 - $140.86 $146K - $206K
1.47K $206K
CTRE
Care Trust Reit, Inc.

Real Estate
6.68K
New
$26.65 - $30.69 $178K - $205K
6.68K $204K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.29K
New
$28.68 - $33.09 $180K - $208K
6.29K $200K
T
At&T Inc.

Communication Services
5.97K
+ 14.89%
$26.33 - $28.94 $157K - $173K
46.1K $1.33M
CEG
Constellation Energy Corp

Utilities
82
+ 6.04%
$170.96 - $322.76 $14K - $26.5K
1.44K $464K
VO
Vanguard Mid Cap ETF

ETFs
296
+ 10.63%
$228.54 - $279.83 $67.6K - $82.8K
3.08K $861K
MA
Mastercard Inc

Financial Services
200
+ 11.79%
$479.92 - $590.74 $96K - $118K
1.9K $1.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$320.42 - $424.58 $320 - $425
1.91K $810K
VIG
Vanguard Dividend Appreciation

ETFs
654
+ 9.8%
N/A
7.33K $1.33M
UBER
Uber Technologies, Inc

Technology
232
+ 6.56%
$64.62 - $93.3 $15K - $21.6K
3.77K $351K
ITOT
Ishares Core S&P Total U.S. St

ETFs
164
+ 3.49%
$108.12 - $135.04 $17.7K - $22.1K
4.86K $655K
LMT
Lockheed Martin Corp

Industrials
100
+ 4.71%
$430.82 - $486.45 $43.1K - $48.6K
2.23K $1.03M
HON
Honeywell International Inc

Industrials
6
+ 0.18%
$182.86 - $232.88 $1.1K - $1.4K
3.32K $773K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
123
+ 2.8%
$76.98 - $98.31 $9.47K - $12.1K
4.52K $443K
BA
Boeing CO

Industrials
17
+ 1.24%
$136.59 - $217.51 $2.32K - $3.7K
1.38K $289K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$470.37 - $663.28 $470 - $663
465 $308K
RTX
Raytheon Technologies Corp

Industrials
52
+ 1.61%
$113.75 - $148.48 $5.92K - $7.72K
3.28K $478K
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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