Traphagen Investment Advisors LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $938 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $206B, American Centy ETF Tr Avantis with a value of $101B, Ishares Tr 20+ Yr Treas Bd Buy with a value of $55.7B, Pacer Fds Tr Us Cash Cows 100 with a value of $55.2B, and Victory Portfolios Ii with a value of $48.5B.
Examining the 13F form we can see an increase of $938B in the current position value.
Traphagen Investment Advisors LLC is based out at Oradell, NJ
Below you can find more details about Traphagen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$938 Billion
ETFs: $693 Billion
Financial Services: $44.3 Billion
Technology: $29 Billion
Healthcare: $11.8 Billion
Consumer Cyclical: $9.83 Billion
Communication Services: $9.57 Billion
Consumer Defensive: $9.11 Billion
Industrials: $7.51 Billion
Other: $9.22 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions