Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $56.8 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR TOTL SGOL GLDM TYA COWZ VFH VOX 14 stocks |
$53,941
95.06% of portfolio
|
  7  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,129
1.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AGI AEM NEM NGD 4 stocks |
$925
1.63% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$519
0.91% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$229
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|