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
RSP
Invesco S&P 500 Equal Weight E

ETFs
235
+ 18.83%
$181.56 - $190.33 $42.7K - $44.7K
1.48K $281K
AMD
Advanced Micro Devices Inc

Technology
140
+ 9.05%
$134.8 - $184.42 $18.9K - $25.8K
1.69K $272K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.58K
+ 21.37%
$10.68 - $11.59 $38.2K - $41.5K
20.3K $235K
BX
Blackstone Inc.

Financial Services
14
+ 0.63%
$152.77 - $188.68 $2.14K - $2.64K
2.25K $384K
IBM
International Business Machines Corp

Technology
337
+ 9.41%
$234.77 - $292.47 $79.1K - $98.6K
3.92K $1.11M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
24
+ 2.71%
$534.91 - $598.71 $12.8K - $14.4K
911 $512K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 0.29%
$68.24 - $73.73 $2.05K - $2.21K
10.2K $750K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44
+ 0.28%
$36.04 - $38.78 $1.59K - $1.71K
15.8K $611K
DUK
Duke Energy Corp

Utilities
123
+ 2.69%
$116.31 - $125.93 $14.3K - $15.5K
4.69K $580K
VGT
Vanguard Information Technolog

ETFs
21
+ 4.52%
$656.44 - $719.57 $13.8K - $15.1K
486 $349K
CSX
Csx Corp

Industrials
24
+ 0.19%
$32.05 - $36.52 $769 - $876
12.4K $438K
PFE
Pfizer Inc

Healthcare
93
+ 0.35%
$23.29 - $25.88 $2.17K - $2.41K
26.4K $672K
WFC
Wells Fargo & Company

Financial Services
127
+ 2.04%
$77.05 - $85.16 $9.79K - $10.8K
6.35K $531K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$435.72 - $463.74 $436 - $464
1.38K $638K
AVLV
American Centy ETF Tr Avantis
1
+ 0.01%
$68.33 - $72.69 $68.3 - $72.7
6.98K $504K
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 0.03%
$30.29 - $34.8 $60.6 - $69.6
6.68K $231K
UBER
Uber Technologies, Inc

Technology
66
+ 1.75%
$86.91 - $99.57 $5.74K - $6.57K
3.83K $375K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
598
+ 1.56%
$1.7 - $3.97 $1.02K - $2.37K
39K $84K
UNP
Union Pacific Corp

Industrials
3
+ 0.13%
$214.91 - $237.16 $645 - $711
2.4K $566K
AMGN
Amgen Inc

Healthcare
39
+ 2.9%
$271.18 - $309.22 $10.6K - $12.1K
1.38K $390K
BA
Boeing CO

Industrials
10
+ 0.72%
$209.79 - $237.38 $2.1K - $2.37K
1.39K $300K
PHO
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.83%
$69.62 - $73.99 $2.02K - $2.15K
3.53K $251K
BNDX
Vanguard Total International B

ETFs
112
+ 1.3%
$49.0 - $49.51 $5.49K - $5.55K
8.74K $432K
KHC
Kraft Heinz CO

Consumer Defensive
14
+ 0.14%
$25.63 - $28.94 $359 - $405
9.76K $254K
ED
Consolidated Edison Inc

Utilities
11
+ 0.1%
$95.57 - $105.36 $1.05K - $1.16K
11.4K $1.14M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6
+ 0.13%
$46.86 - $48.27 $281 - $290
4.71K $225K
GILD
Gilead Sciences, Inc.

Healthcare
9
+ 0.31%
$108.22 - $120.47 $974 - $1.08K
2.88K $319K
Bitwise Bitcoin ETF Tr
10.6K
+ 4.52%
N/A
246K $0
STRV
Ea Ser Tr Strive 500 ETF
306
+ 0.54%
N/A
56.8K $0
Victory Portfolios Ii
16.2K
New
N/A
16.2K $0
Vaneck ETF Trust
193K
+ 29.93%
N/A
838K $0
Victory Portfolios Ii
90.1K
+ 4.06%
N/A
2.31M $0
Grayscale Bitcoin Mini Tr Et
2.47K
+ 8.56%
N/A
31.3K $0
Fidelity Covington Trust
15
+ 0.08%
N/A
18.2K $0
Ge Vernova Inc
17
+ 1.21%
N/A
1.42K $0
Tortoise Capital Series Trus
7.17K
+ 1.03%
N/A
705K $0
Janus Detroit Str Tr
382K
+ 87.45%
N/A
820K $0
Lam Research Corp
1.92K
New
N/A
1.92K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.45K
+ 16.04%
N/A
46.6K $0
Ishares Bitcoin Trust ETF
3.02K
+ 6.01%
N/A
53.2K $0
KMI
Kinder Morgan, Inc.

Energy
13
+ 0.15%
$26.23 - $28.5 $341 - $371
8.91K $252K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.6%
$484.94 - $564.15 $1.45K - $1.69K
505 $245K
DE
Deere & CO

Industrials
1
+ 0.2%
$457.26 - $524.37 $457 - $524
506 $231K
KO
Coca Cola CO

Consumer Defensive
463
+ 3.45%
$65.67 - $71.67 $30.4K - $33.2K
13.9K $921K
NFLX
Netflix Inc

Communication Services
5
+ 1.67%
$1147.87 - $1297.18 $5.74K - $6.49K
304 $364K
DIS
Walt Disney CO

Communication Services
244
+ 3.59%
$112.25 - $124.0 $27.4K - $30.3K
7.03K $805K
CMCSA
Comcast Corp

Communication Services
85
+ 0.78%
$31.41 - $36.33 $2.67K - $3.09K
11K $345K
HON
Honeywell International Inc

Industrials
46
+ 1.38%
$207.7 - $240.4 $9.55K - $11.1K
3.37K $709K
TPL
Texas Pacific Land Corp

Energy
1
+ 0.19%
$854.83 - $1075.97 $855 - $1.08K
540 $504K
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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