Traphagen Investment Advisors LLC Purchases in Q3 2025

Traphagen Investment Advisors LLC

  • $886 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.88K
+ 1.51%
$620.67 - $670.08 $4.27M - $4.61M
463K $310M
AVUS
American Centy ETF Tr Avantis

ETFs
18.3K
+ 1.5%
$101.2 - $109.16 $1.85M - $2M
1.23M $134M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.44K
+ 1.28%
$138.08 - $151.2 $613K - $671K
351K $53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
49.7K
+ 7.42%
$50.53 - $50.82 $2.51M - $2.52M
719K $36.4M
HD
Home Depot, Inc.

Consumer Cyclical
2.84K
+ 31.65%
$357.4 - $423.42 $1.02M - $1.2M
11.8K $4.79M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.5K
+ 5.59%
$100.37 - $100.74 $1.35M - $1.36M
255K $25.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
219
+ 0.89%
$567.77 - $614.76 $124K - $135K
24.7K $15.1M
VTI
Vanguard Total Stock Market Et

ETFs
299
+ 0.66%
$303.93 - $329.86 $90.9K - $98.6K
45.4K $14.9M
NVDA
Nvidia Corp

Technology
803
+ 2.38%
$153.3 - $186.58 $123K - $150K
34.5K $6.44M
GOOGL
Alphabet Inc.

Communication Services
183
+ 1.69%
$174.36 - $254.72 $31.9K - $46.6K
11K $2.68M
AXP
American Express CO

Financial Services
1.93K
+ 670.73%
$294.27 - $342.31 $566K - $659K
2.21K $734K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
21.5K
+ 10.51%
$21.89 - $23.17 $470K - $498K
226K $5.22M
MUB
Ishares National Muni Bond ETF

ETFs
4.7K
+ 10.88%
$103.24 - $106.68 $485K - $501K
47.9K $5.1M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.1%
$184.85 - $231.54 $1.85K - $2.32K
9.64K $2.23M
CVX
Chevron Corp

Energy
1.62K
+ 15.1%
$145.57 - $161.83 $236K - $262K
12.4K $1.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.06K
+ 29.7%
$26.38 - $27.95 $239K - $253K
39.6K $1.08M
GE
General Electric CO

Industrials
123
+ 2.31%
$244.75 - $305.63 $30.1K - $37.6K
5.45K $1.64M
MU
Micron Technology Inc

Technology
1.52K
New
$104.88 - $168.89 $159K - $256K
1.52K $253K
PLTR
Palantir Technologies Inc.

Technology
473
+ 13.94%
$130.68 - $186.97 $61.8K - $88.4K
3.87K $705K
VEA
Vanguard Ftse Developed Market

ETFs
4K
New
$56.02 - $60.3 $224K - $241K
4K $239K
QQQ
Invesco Qqq Trust, Series 1

ETFs
265
+ 17.5%
$546.99 - $602.2 $145K - $160K
1.78K $1.07M
CMI
Cummins Inc

Industrials
550
New
$327.85 - $426.39 $180K - $235K
550 $232K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.11K
New
$101.12 - $106.18 $214K - $224K
2.11K $217K
CVS
Cvs Health Corp

Healthcare
2.87K
New
$58.75 - $76.5 $169K - $220K
2.87K $216K
D
Dominion Energy, Inc

Utilities
3.43K
New
$56.32 - $62.1 $193K - $213K
3.43K $209K
VRSK
Verisk Analytics, Inc.

Industrials
827
New
$242.3 - $312.95 $200K - $259K
827 $207K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
59
+ 1.99%
$103.83 - $179.9 $6.13K - $10.6K
3.02K $539K
APH
Amphenol Corp

Technology
1.64K
New
$97.39 - $125.4 $160K - $206K
1.64K $203K
VLO
Valero Energy Corp

Energy
1.18K
New
$131.77 - $175.63 $155K - $207K
1.18K $200K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.44K
New
$41.34 - $45.65 $184K - $203K
4.44K $200K
CFG
Citizens Financial Group Inc

Financial Services
3.78K
New
$46.1 - $53.65 $174K - $203K
3.78K $200K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
12
+ 0.17%
$195.29 - $223.85 $2.34K - $2.69K
7.2K $1.6M
XOM
Exxon Mobil Corp

Energy
954
+ 6.6%
$105.83 - $117.22 $101K - $112K
15.4K $1.74M
VV
Vanguard Large Cap ETF

ETFs
350
+ 14.45%
$285.05 - $309.14 $99.8K - $108K
2.77K $853K
C
Citigroup Inc

Financial Services
1.12K
+ 38.62%
$85.57 - $103.49 $96.1K - $116K
4.03K $409K
META
Meta Platforms, Inc.

Communication Services
215
+ 7.01%
$695.21 - $791.73 $149K - $170K
3.28K $2.41M
BAC
Bank Of America Corp

Financial Services
1.72K
+ 14.72%
$44.92 - $52.42 $77.1K - $90K
13.4K $690K
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 4.71%
$40.84 - $45.06 $93.9K - $104K
51.2K $2.25M
T
At&T Inc.

Communication Services
5.31K
+ 11.52%
$26.94 - $29.62 $143K - $157K
51.4K $1.45M
BDX
Becton Dickinson & CO

Healthcare
18
+ 0.32%
$172.41 - $199.66 $3.1K - $3.59K
5.66K $1.06M
WMT
Walmart Inc.

Consumer Defensive
76
+ 0.52%
$94.4 - $104.27 $7.17K - $7.92K
14.7K $1.51M
KLAC
Kla Corp

Technology
1
+ 0.22%
$843.9 - $1078.6 $844 - $1.08K
451 $486K
PEG
Public Service Enterprise Group Inc

Utilities
1.37K
+ 2.39%
$79.99 - $90.14 $110K - $124K
58.7K $4.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
51
+ 9.27%
$473.44 - $553.71 $24.1K - $28.2K
601 $328K
DVY
Ishares Tr

ETFs
392
+ 22.99%
$133.88 - $142.57 $52.5K - $55.9K
2.1K $297K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.21K
+ 11.79%
$28.92 - $32.19 $34.8K - $38.8K
11.4K $364K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
101
+ 0.63%
$62.09 - $66.51 $6.27K - $6.72K
16.2K $1.06M
FAST
Fastenal CO

Industrials
10
+ 0.12%
$42.47 - $50.39 $425 - $504
8.21K $402K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.06%
$362.31 - $405.74 $362 - $406
1.55K $624K
Activity Summary
Buys All Purchases 102 New Holdings 13 Increased Positions 89 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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