Tap Consulting, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $487 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock Short Maturity Bond with a value of $70.5M, Vaneck Morningstar Wide Moat E with a value of $19.6M, Spdr S&P 500 ETF Trust with a value of $16.2M, Ishares Barclays 20+ Year Trea with a value of $15M, and Invesco Qqq Trust, Series 1 with a value of $13M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $456M to 487M.

Below you can find more details about Tap Consulting, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Million
ETFs: $423 Million
Industrials: $13 Million
Technology: $10.1 Million
Financial Services: $7.1 Million
Basic Materials: $6.7 Million
Real Estate: $5.57 Million
Healthcare: $4.63 Million
Consumer Cyclical: $3.82 Million
Other: $5.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $487 Million
  • Prior Value $456 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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