Traphagen Investment Advisors LLC Purchases in Q1 2025

Traphagen Investment Advisors LLC

  • $764 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
54.3K
+ 10.81%
$57.44 - $59.4 $3.12M - $3.23M
557K $33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
56.5K
+ 12.36%
$50.48 - $51.04 $2.85M - $2.88M
513K $26M
CME
Cme Group Inc.

Financial Services
9
+ 0.02%
$225.82 - $266.54 $2.03K - $2.4K
48.5K $12.9M
T
At&T Inc.

Communication Services
15.2K
+ 61.29%
$21.56 - $28.28 $329K - $431K
40.1K $1.13M
NFG
National Fuel Gas CO

Energy
6.5K
New
$60.71 - $79.19 $395K - $515K
6.5K $514K
VZ
Verizon Communications Inc

Communication Services
6.04K
+ 15.11%
$37.81 - $46.49 $228K - $281K
46K $2.09M
ED
Consolidated Edison Inc

Utilities
1.96K
+ 20.66%
$88.0 - $110.59 $173K - $217K
11.5K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
381
+ 24.68%
$890.62 - $1076.86 $339K - $410K
1.93K $1.82M
CVX
Chevron Corp

Energy
1.09K
+ 11.63%
$146.71 - $167.97 $160K - $183K
10.5K $1.75M
XOM
Exxon Mobil Corp

Energy
2.04K
+ 17.61%
$105.44 - $118.93 $215K - $243K
13.6K $1.62M
UBER
Uber Technologies, Inc

Technology
3.54K
New
$63.17 - $81.49 $223K - $288K
3.54K $257K
VGT
Vanguard Information Technolog

ETFs
464
New
$542.38 - $646.34 $252K - $300K
464 $252K
SO
Southern CO

Utilities
2.58K
New
$80.96 - $92.96 $209K - $239K
2.58K $236K
PM
Philip Morris International Inc.

Consumer Defensive
123
+ 2.22%
$117.15 - $158.79 $14.4K - $19.5K
5.66K $898K
JPM
Jpmorgan Chase & CO

Financial Services
591
+ 4.47%
$225.19 - $279.95 $133K - $165K
13.8K $3.39M
TMUS
T Mobile Us, Inc.

Communication Services
806
New
$211.3 - $272.83 $170K - $220K
806 $214K
DRI
Darden Restaurants Inc

Consumer Cyclical
1K
New
$180.02 - $208.56 $180K - $209K
1K $207K
C
Citigroup Inc

Financial Services
2.91K
New
$67.23 - $84.63 $196K - $246K
2.91K $206K
SCHO
Schwab Short Term Us Treasury

ETFs
8.44K
New
$24.1 - $24.34 $203K - $205K
8.44K $205K
XLF
Financial Sector Spdr

ETFs
4.15K
New
$47.32 - $52.19 $196K - $217K
4.15K $204K
BP
Bp PLC

Energy
6.07K
New
$29.93 - $35.31 $182K - $214K
6.07K $204K
GE
General Electric CO

Industrials
38
+ 0.66%
$168.59 - $212.13 $6.41K - $8.06K
5.8K $1.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11
+ 0.05%
$56.12 - $68.15 $617 - $750
23.6K $1.6M
MUB
Ishares National Muni Bond ETF

ETFs
2.11K
+ 5.84%
$104.71 - $107.69 $221K - $227K
38.1K $4.02M
MSTR
Microstrategy Inc

Technology
635
+ 6.96%
$239.27 - $396.5 $152K - $252K
9.76K $2.81M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
110
+ 3.86%
$80.53 - $147.57 $8.86K - $16.2K
2.96K $391K
TPL
Texas Pacific Land Corp

Energy
7
+ 1.32%
$1180.08 - $1431.01 $8.26K - $10K
539 $714K
UNP
Union Pacific Corp

Industrials
396
+ 16.63%
$225.21 - $254.42 $89.2K - $101K
2.78K $656K
CSCO
Cisco Systems, Inc.

Technology
811
+ 3.18%
$58.74 - $64.87 $47.6K - $52.6K
26.3K $1.63M
ABT
Abbott Laboratories

Healthcare
126
+ 2.93%
$111.1 - $140.22 $14K - $17.7K
4.43K $587K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.3K
New
$8.11 - $8.58 $99.3K - $105K
12.3K $99K
PG
Procter & Gamble CO

Consumer Defensive
478
+ 9.62%
$158.56 - $176.26 $75.8K - $84.3K
5.45K $928K
MGK
Vanguard Mega Cap Growth ETF

ETFs
430
+ 38.32%
$307.43 - $357.48 $132K - $154K
1.55K $478K
CMCSA
Comcast Corp

Communication Services
2.58K
+ 31.18%
$33.19 - $38.23 $85.7K - $98.7K
10.9K $401K
MCD
Mcdonalds Corp

Consumer Cyclical
161
+ 12.13%
$279.74 - $321.29 $45K - $51.7K
1.49K $464K
BDX
Becton Dickinson & CO

Healthcare
264
+ 4.91%
$222.79 - $249.08 $58.8K - $65.8K
5.64K $1.29M
DUK
Duke Energy Corp

Utilities
23
+ 0.5%
$105.87 - $121.97 $2.44K - $2.81K
4.67K $568K
HON
Honeywell International Inc

Industrials
506
+ 18.0%
$202.75 - $226.52 $103K - $115K
3.32K $702K
GILD
Gilead Sciences, Inc.

Healthcare
11
+ 0.38%
$89.14 - $117.41 $981 - $1.29K
2.88K $322K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.02K
+ 40.08%
$24.91 - $29.02 $75.1K - $87.5K
10.5K $263K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.05%
$286.85 - $318.64 $574 - $637
3.97K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
259
+ 5.5%
$50.81 - $60.02 $13.2K - $15.5K
4.97K $298K
BR
Broadridge Financial Solutions, Inc.

Technology
117
+ 8.82%
$221.46 - $244.83 $25.9K - $28.6K
1.44K $350K
WFC
Wells Fargo & Company

Financial Services
538
+ 9.1%
$66.78 - $81.42 $35.9K - $43.8K
6.45K $462K
INTC
Intel Corp

Technology
655
+ 5.76%
$19.1 - $27.39 $12.5K - $17.9K
12K $272K
HSY
Hershey CO

Consumer Defensive
187
+ 10.26%
$144.74 - $186.36 $27.1K - $34.8K
2.01K $343K
TXN
Texas Instruments Inc

Technology
138
+ 4.46%
N/A
3.23K $628K
SYK
Stryker Corp

Healthcare
40
+ 4.66%
$355.18 - $399.9 $14.2K - $16K
899 $334K
UPS
United Parcel Service Inc

Industrials
536
+ 25.67%
$109.66 - $136.26 $58.8K - $73K
2.62K $288K
Activity Summary
Buys All Purchases 99 New Holdings 12 Increased Positions 87 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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