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
DE
Deere & CO

Industrials
1
+ 0.2%
$408.57 - $509.27 $409 - $509
505 $237K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
545
+ 1.9%
$27.01 - $28.54 $14.7K - $15.6K
29.3K $806K
VDC
Vanguard Consumer Staples ETF

ETFs
79
+ 6.32%
$206.54 - $226.16 $16.3K - $17.9K
1.33K $286K
TJX
Tjx Companies Inc

Consumer Cyclical
127
+ 2.51%
$112.81 - $126.16 $14.3K - $16K
5.19K $631K
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 1.87%
$308.86 - $455.36 $6.18K - $9.11K
1.09K $384K
FENY
Fidelity Covington Tr Msci Ene

ETFs
58
+ 0.66%
$23.24 - $26.16 $1.35K - $1.52K
8.89K $227K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
1.27K
+ 11.48%
$11.01 - $11.72 $14K - $14.9K
12.3K $138K
UL
Unilever PLC

Consumer Defensive
17
+ 0.32%
$54.72 - $60.29 $930 - $1.02K
5.39K $320K
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 1.08%
N/A
6.67K $1.22M
KMI
Kinder Morgan, Inc.

Energy
35
+ 0.41%
$26.1 - $31.22 $914 - $1.09K
8.5K $242K
PEP
Pepsico Inc

Consumer Defensive
119
+ 2.09%
$142.64 - $156.42 $17K - $18.6K
5.82K $873K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.73K
+ 2.57%
$22.83 - $23.75 $131K - $136K
229K $5.27M
DIS
Walt Disney CO

Communication Services
912
+ 13.68%
$96.87 - $114.0 $88.3K - $104K
7.58K $747K
DVY
Ishares Tr

ETFs
2
+ 0.12%
$128.58 - $138.1 $257 - $276
1.7K $225K
Bitwise Bitcoin ETF Tr
62.1K
+ 38.83%
N/A
222K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
297
+ 1.68%
$25.12 - $26.05 $7.46K - $7.74K
18K $453K
Pacer Fds Tr
1.5M
+ 4224.19%
N/A
1.54M $0
STRV
Ea Ser Tr Strive 500 ETF
16.3K
+ 41.03%
N/A
56.2K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
689K
+ 40.16%
N/A
2.4M $0
Victory Portfolios Ii
439K
+ 26.47%
N/A
2.1M $0
Ge Vernova Inc
23
+ 1.72%
N/A
1.36K $0
Ishares Bitcoin Trust ETF
4.48K
+ 10.46%
N/A
47.3K $0
Amc Entmt Hldgs Inc
7.72K
+ 48.14%
N/A
23.8K $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
82
+ 11.92%
$634.14 - $744.83 $52K - $61.1K
770 $488K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.16%
$168.16 - $186.21 $336 - $372
1.27K $216K
MTB
M&T Bank Corp

Financial Services
3
+ 0.22%
$170.47 - $201.98 $511 - $606
1.36K $243K
ITOT
Ishares Core S&P Total U.S. St

ETFs
87
+ 1.89%
$120.29 - $134.6 $10.5K - $11.7K
4.69K $572K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
39
+ 0.25%
$32.42 - $36.13 $1.26K - $1.41K
15.8K $519K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
17.7K
+ 5.39%
$113.13 - $127.79 $2M - $2.26M
345K $39.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4
+ 0.07%
$101.98 - $115.66 $408 - $463
5.54K $565K
SPY
Spdr S&P 500 ETF Trust

ETFs
97
+ 2.55%
$551.42 - $612.93 $53.5K - $59.5K
3.91K $2.19M
BX
Blackstone Inc.

Financial Services
147
+ 7.07%
$136.53 - $186.74 $20.1K - $27.5K
2.23K $311K
TGT
Target Corp

Consumer Defensive
81
+ 4.34%
$103.65 - $142.5 $8.4K - $11.5K
1.95K $203K
MSFT
Microsoft Corp

Technology
1.54K
+ 11.13%
$375.39 - $447.2 $577K - $687K
15.3K $5.76M
PEG
Public Service Enterprise Group Inc

Utilities
804
+ 1.4%
$78.2 - $90.39 $62.9K - $72.7K
58.2K $4.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.65%
$468.34 - $539.52 $5.15K - $5.93K
1.72K $804K
ORCL
Oracle Corp

Technology
847
+ 11.79%
$139.81 - $186.47 $118K - $158K
8.03K $1.12M
ETN
Eaton Corp PLC

Industrials
50
+ 2.57%
$271.83 - $371.23 $13.6K - $18.6K
2K $542K
SCHX
Schwab Strategic Tr Us Large C

ETFs
338
+ 0.31%
$21.75 - $24.28 $7.35K - $8.21K
110K $2.42M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
1.68K
+ 4.57%
$3.33 - $7.79 $5.59K - $13.1K
38.4K $127K
GS
Goldman Sachs Group Inc

Financial Services
9
+ 0.09%
$524.81 - $672.19 $4.72K - $6.05K
10.1K $5.53M
GOOGL
Alphabet Inc.

Communication Services
543
+ 5.26%
$154.33 - $206.19 $83.8K - $112K
10.9K $1.68M
GOOG
Alphabet Inc.

Communication Services
662
+ 4.97%
$156.06 - $207.71 $103K - $138K
14K $2.19M
TSLA
Tesla, Inc.

Consumer Cyclical
62
+ 1.8%
$222.15 - $428.22 $13.8K - $26.5K
3.52K $910K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.07%
$507.05 - $563.67 $8.62K - $9.58K
24.2K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
17.9K
+ 4.39%
$554.06 - $615.85 $9.91M - $11M
426K $239M
AAPL
Apple Inc.

Technology
5.2K
+ 5.25%
$209.68 - $247.1 $1.09M - $1.28M
104K $23.2M
AVUS
American Centy ETF Tr Avantis

ETFs
11.2K
+ 0.96%
$90.7 - $101.57 $1.01M - $1.14M
1.18M $109M
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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