Traphagen Investment Advisors LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $886 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $310M, American Centy ETF Tr Avantis with a value of $134M, First Tr Nasdaq Clean Edge Sma with a value of $53M, Janus Detroit Str Tr Janus Hen with a value of $36.4M, and Apple Inc. with a value of $34.7M.
Examining the 13F form we can see an increase of $66.8M in the current position value, from $820M to 886M.
Traphagen Investment Advisors LLC is based out at Oradell, NJ
Below you can find more details about Traphagen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$886 Million
ETFs: $698 Million
Technology: $60.7 Million
Financial Services: $57.4 Million
Communication Services: $13.7 Million
Consumer Cyclical: $13.4 Million
Healthcare: $10.3 Million
Industrials: $9.95 Million
Consumer Defensive: $9.08 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
