Stapp Wealth Management, Pllc Portfolio Holdings by Sector
Stapp Wealth Management, Pllc
- $52.6 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR TOTL GLDM SGOL TYA VFH COWZ VOX 14 stocks |
$50,237
95.5% of portfolio
|
  8  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,342
2.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AGI AEM NGD 3 stocks |
$506
0.96% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$284
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRSP 1 stocks |
$235
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|