Traphagen Investment Advisors LLC Reduced Holdings in Q3 2025

Traphagen Investment Advisors LLC

  • $886 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
-78
- 1.6%
$115.96 - $125.95 $9.04K - $9.82K
4.8K $604K
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.23%
$279.83 - $293.74 $1.96K - $2.06K
3.07K $902K
LMT
Lockheed Martin Corp

Industrials
-66
- 2.97%
$410.74 - $499.21 $27.1K - $32.9K
2.16K $1.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8
- 0.16%
$135.0 - $146.02 $1.08K - $1.17K
4.85K $706K
RTX
Raytheon Technologies Corp

Industrials
-79
- 2.41%
$144.19 - $167.33 $11.4K - $13.2K
3.2K $534K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-62
- 0.82%
$126.64 - $135.65 $7.85K - $8.41K
7.53K $1.02M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1
- 0.01%
$121.46 - $130.92 $121 - $131
7.44K $969K
TJX
Tjx Companies Inc

Consumer Cyclical
-243
- 4.68%
$121.35 - $144.54 $29.5K - $35.1K
4.95K $714K
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.49%
$215.01 - $273.02 $2.8K - $3.55K
2.63K $661K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.13K
- 4.46%
$82.96 - $95.7 $342K - $395K
88.4K $7.93M
AVUV
American Centy ETF Tr Avantis

ETFs
-257
- 1.67%
$90.37 - $102.12 $23.2K - $26.2K
15.1K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 0.41%
$459.11 - $506.91 $16.5K - $18.2K
8.7K $4.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 0.98%
$617.65 - $666.84 $20.4K - $22K
3.34K $2.23M
VXF
Vanguard Extended Market ETF

ETFs
-1
- 0.01%
$193.58 - $213.07 $194 - $213
9.74K $2.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-100
- 0.12%
$23.82 - $25.84 $2.38K - $2.58K
86.4K $2.22M
JNJ
Johnson & Johnson

Healthcare
-951
- 8.68%
$155.17 - $185.42 $148K - $176K
10K $1.86M
JPM
Jpmorgan Chase & CO

Financial Services
-516
- 3.8%
$282.78 - $316.06 $146K - $163K
13.1K $4.12M
MSFT
Microsoft Corp

Technology
-158
- 1.02%
$491.09 - $535.64 $77.6K - $84.6K
15.4K $7.95M
CAT
Caterpillar Inc

Industrials
-25
- 0.76%
$390.92 - $477.15 $9.77K - $11.9K
3.25K $1.55M
ORCL
Oracle Corp

Technology
-240
- 2.9%
$218.96 - $328.33 $52.6K - $78.8K
8.04K $2.26M
IGM
Ishares Expanded Tech Sector E

ETFs
-6
- 0.02%
$110.96 - $127.67 $666 - $766
33.6K $4.24M
GOOG
Alphabet Inc.

Communication Services
-511
- 3.54%
$175.16 - $255.24 $89.5K - $130K
13.9K $3.39M
GS
Goldman Sachs Group Inc

Financial Services
-32
- 0.32%
$696.56 - $806.32 $22.3K - $25.8K
10.1K $8.04M
AAPL
Apple Inc.

Technology
-830
- 0.6%
$202.38 - $256.87 $168K - $213K
136K $34.7M
Activity Summary
Buys All Purchases 102 New Holdings 13 Increased Positions 89 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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