Stapp Wealth Management, Pllc Portfolio Holdings

Stapp Wealth Management, Pllc

  • $43.7 Million
  • Q1 2025

Stapp Wealth Management, Pllc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $43.7 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $7.98M, Abrdn Gold ETF Trust with a value of $6.57M, World Gold Trust with a value of $6.48M, Simplify Exchange Traded Fds S with a value of $3.58M, and Pacer Fds Tr Us Cash Cows 100 with a value of $3.25M.

Examining the 13F form we can see an decrease of $15.4M in the current position value, from $59.1M to 43.7M.

Stapp Wealth Management, Pllc is based out at Olympia, WA

Below you can find more details about Stapp Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $43.7 Million
ETFs: $40.5 Million
Energy: $1.47 Million
Basic Materials: $1.14 Million
Technology: $253,000
Consumer Defensive: $240,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.98 Million 18.29% of portfolio
198,154
Q1 2025 Added 13.65%
$4.67B
$6.57 Million 15.05% of portfolio
220,343
Q1 2025 Reduced 4.35%
$9.82B
$6.48 Million 14.85% of portfolio
104,724
Q1 2025 Reduced 4.28%
$0
$3.58 Million 8.19% of portfolio
281,309
Q1 2025 Added 7.07%
$0
$3.25 Million 7.45% of portfolio
59,380
Q1 2025 Added 5.29%
$0
$3.1 Million 7.1% of portfolio
25,949
Q1 2025 Reduced 3.77%
$0
$2.83 Million 6.48% of portfolio
19,065
Q1 2025 Reduced 0.91%
$0
$2.71 Million 6.21% of portfolio
15,877
Q1 2025 Added 2.47%
$0
$2.67 Million 6.12% of portfolio
20,604
Q1 2025 Added 4.42%
$37.2B
$1.47 Million 3.36% of portfolio
29,772
Q1 2025 Added 17.68%
$15.5B
$598,000 1.37% of portfolio
19,320
Q1 2025 Added 0.47%
$11.3B
$459,000 1.05% of portfolio
17,191
Q1 2024 New
$55.1B
$403,000 0.92% of portfolio
3,720
Q1 2024 New
$0
$379,000 0.87% of portfolio
3,814
Q3 2024 Added 0.77%
$0
$353,000 0.81% of portfolio
4,275
Q1 2023 New
$2.73T
$253,000 0.58% of portfolio
676
Q4 2024 Reduced 0.73%
$43.3B
$207,000 0.47% of portfolio
4,295
Q1 2025 New
$2.37B
$70,000 0.16% of portfolio
19,105
Q3 2022 New
$0
$53,000 0.12% of portfolio
91,740
Q2 2024 New
Tidal Tr Ii
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.67%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
Doubleline ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 New
Global X Fds
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $43.7 Million
  • Prior Value $59.1 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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