Traphagen Investment Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $764 Million distributed in 183 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 $239M, American Centy ETF Tr Avantis with a value of $109M, First Tr Nasdaq Clean Edge Sma with a value of $39.1M, Vanguard Intermediate Term Tre with a value of $33M, and Janus Detroit Str Tr Janus Hen with a value of $26M.
Examining the 13F form we can see an decrease of $106M in the current position value, from $870M to 764M.
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
$764 Million
ETFs: $606 Million
Financial Services: $53.7 Million
Technology: $41.1 Million
Consumer Cyclical: $10.5 Million
Communication Services: $10.4 Million
Healthcare: $10.3 Million
Consumer Defensive: $10.1 Million
Industrials: $8.35 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
