Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Traphagen Investment Advisors

Latest statistics and disclosures from Traphagen Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AVUS, VFLO, JSI, GRID, and represent 49.62% of Traphagen Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GFLW (+$32M), FENI (+$26M), FUTY (+$19M), ALAI (+$10M), JSI (+$6.5M), JAAA (+$5.6M), TPYP (+$5.4M), SCHD (+$5.2M), GPZ, IVV.
Started 19 new stock positions in OWL, BK, FAN, HYMC, MQY, COP, ESML, VLO, SSK, RANI. TXXI, GLW, FENI, GLD, UPS, CFG, UBS, QUAL, BMY.
Reduced shares in these 10 stocks: COWG (-$33M), AVUS (-$22M), GRID (-$13M), VFLO (-$8.3M), SHY, SGOV, VGIT, MUB, , .
Sold out of its positions in BKN, CTRE, DYAI, EFA, SPGI, ULTA, UNH, GDLC.
Traphagen Investment Advisors was a net buyer of stock by $44M.
Traphagen Investment Advisors has $1.2B in assets under management (AUM), dropping by 1.55%.
Central Index Key (CIK): 0002023380

Tip: Access up to 7 years of quarterly data

Positions held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Traphagen Investment Advisors

Traphagen Investment Advisors holds 207 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	25.2	$311M		476k	653.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	9.5	$117M	-15%	1.1M	111.18	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	7.0	$86M	-8%	2.2M	39.48	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	4.2	$52M	+14%	1.0M	51.55	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	3.7	$46M	-21%	280k	163.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.5	$43M	+14%	860k	50.37	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	3.0	$37M	+17%	866k	42.36	View chart
Apple (AAPL)	2.9	$36M	+2%	141k	253.79	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	2.8	$35M	+1183%	1.3M	26.30	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	2.4	$30M	-52%	889k	33.74	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.1	$26M	NEW	697k	37.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.1	$26M	-2%	257k	100.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.1	$26M	-2%	434k	59.55	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	1.9	$24M	+480%	397k	59.07	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	1.8	$22M	+12%	1.0M	21.48	View chart
Bluerock Pvt Real Estate (BPRE)	1.6	$19M	+2%	1.2M	16.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$14M		24k	597.55	View chart
Cme (CME)	1.2	$14M		49k	295.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$14M		45k	320.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$13M	-6%	153k	82.57	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.9	$11M	+18%	303k	36.81	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.9	$11M	+2591%	319k	33.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$10M		14.00	718140.00	View chart
Intercontinental Exchange (ICE)	0.7	$8.8M		56k	157.28	View chart
Goldman Sachs (GS)	0.7	$8.6M		10k	846.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$7.0M	+272%	230k	30.68	View chart
NVIDIA Corporation (NVDA)	0.6	$6.9M		40k	174.40	View chart
Microsoft Corporation (MSFT)	0.5	$5.7M		16k	370.17	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$5.1M	-7%	48k	106.15	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$5.0M		218k	22.98	View chart
Public Service Enterprise (PEG)	0.4	$4.9M	+3%	60k	80.95	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$4.5M		85k	52.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.1M		8.6k	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.0M		14k	286.86	View chart
Amazon (AMZN)	0.3	$4.0M		19k	208.27	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$4.0M		33k	118.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.0M		14k	294.17	View chart
Home Depot (HD)	0.3	$3.9M		12k	328.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$3.3M	-7%	54k	62.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$3.3M	+47%	87k	38.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.2M	-8%	11k	287.56	View chart
Chevron Corporation (CVX)	0.2	$3.0M	+15%	14k	206.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.9M		112k	25.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.8M	+5%	17k	169.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.7M	+6%	4.1k	650.40	View chart
Verizon Communications (VZ)	0.2	$2.6M		51k	50.20	View chart
Johnson & Johnson (JNJ)	0.2	$2.4M	-2%	9.7k	244.43	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$2.3M		55k	41.97	View chart
Caterpillar (CAT)	0.2	$2.3M		3.2k	708.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.1M		86k	25.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.1M	-10%	18k	118.60	View chart
Abbvie (ABBV)	0.2	$2.1M		9.6k	217.49	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.1M		10k	205.81	View chart
Visa Com Cl A (V)	0.2	$1.9M		6.4k	302.25	View chart
Cisco Systems (CSCO)	0.2	$1.9M		25k	77.59	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M	+3%	1.9k	996.63	View chart
Meta Platforms Cl A (META)	0.1	$1.8M	-4%	3.2k	572.12	View chart
Wal-Mart Stores (WMT)	0.1	$1.8M		15k	124.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.7M	+13%	3.0k	577.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.7M	+3%	7.9k	215.06	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	+4%	5.8k	283.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.6M		15k	110.47	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.6M	+47%	70k	22.62	View chart
At&t (T)	0.1	$1.5M	+3%	53k	28.99	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.5M		7.2k	208.06	View chart
Tesla Motors (TSLA)	0.1	$1.4M	-2%	3.7k	371.79	View chart
Ge Vernova (GEV)	0.1	$1.3M	+2%	1.5k	872.72	View chart
Consolidated Edison (ED)	0.1	$1.3M	+2%	12k	113.18	View chart
Bondbloxx Etf Trust Ir M Tax Aware (TXXI)	0.1	$1.3M	NEW	26k	50.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-2%	2.1k	604.26	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+5%	8.6k	147.12	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$1.3M	+17%	42k	29.99	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M		21k	57.64	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+3%	1.3k	919.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M		17k	67.53	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$1.1M	-5%	16k	68.31	View chart
Coca-Cola Company (KO)	0.1	$1.1M		14k	76.05	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$997k		7.6k	132.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$951k	+2%	7.6k	125.13	View chart
Mastercard Incorporated Cl A (MA)	0.1	$941k		1.9k	499.54	View chart
Philip Morris International (PM)	0.1	$933k		5.6k	165.34	View chart
Strategy Cl A New (MSTR)	0.1	$908k		7.3k	124.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$896k		12k	77.11	View chart
International Business Machines (IBM)	0.1	$872k	-4%	3.6k	242.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$867k	+6%	2.0k	426.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$864k	+4%	2.9k	298.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$862k		6.1k	141.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$801k	+15%	5.6k	142.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$799k		2.8k	287.14	View chart
Merck & Co (MRK)	0.1	$796k	-7%	6.6k	120.29	View chart
Pepsi (PEP)	0.1	$793k		5.1k	155.30	View chart
TJX Companies (TJX)	0.1	$786k		4.9k	159.70	View chart
Automatic Data Processing (ADP)	0.1	$785k		3.9k	203.17	View chart
Honeywell International (HON)	0.1	$775k		3.4k	226.03	View chart
Texas Pacific Land Corp (TPL)	0.1	$772k		1.6k	474.52	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$761k	+2%	985.00	772.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$748k	+19%	5.1k	146.27	View chart
Kla Corp Com New (KLAC)	0.1	$707k		480.00	1472.74	View chart
Eaton Corp SHS (ETN)	0.1	$682k		1.9k	357.71	View chart
American Express Company (AXP)	0.1	$680k		2.2k	302.43	View chart
Bank of America Corporation (BAC)	0.1	$659k	+2%	14k	48.75	View chart
Walt Disney Company (DIS)	0.1	$657k	-2%	6.8k	96.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$651k	-10%	7.0k	92.74	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$642k		1.4k	463.15	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$638k	-6%	17k	37.49	View chart
Pfizer (PFE)	0.1	$634k	-3%	23k	28.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$628k		3.3k	192.88	View chart
Union Pacific Corporation (UNP)	0.1	$627k	+5%	2.6k	242.58	View chart
Lowe's Companies (LOW)	0.1	$624k		2.6k	236.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$619k		16k	38.86	View chart
National Fuel Gas (NFG)	0.0	$611k		6.5k	93.96	View chart
Air Products & Chemicals (APD)	0.0	$588k	-12%	2.0k	290.49	View chart
Texas Instruments Incorporated (TXN)	0.0	$586k		3.0k	194.15	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$582k		4.8k	121.18	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$573k	-27%	6.3k	91.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$571k		1.6k	367.43	View chart
Procter & Gamble Company (PG)	0.0	$555k		3.8k	144.43	View chart
Becton, Dickinson and (BDX)	0.0	$550k	-18%	3.5k	157.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$545k	+4%	2.8k	196.18	View chart
Intel Corporation (INTC)	0.0	$541k	+11%	12k	44.13	View chart
Micron Technology (MU)	0.0	$532k	+3%	1.6k	337.79	View chart
Willis Towers Watson SHS (WTW)	0.0	$519k		1.8k	290.70	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$509k	-9%	6.3k	80.61	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$507k	-28%	7.2k	70.36	View chart
Wells Fargo & Company (WFC)	0.0	$506k	-5%	6.4k	79.61	View chart
CSX Corporation (CSX)	0.0	$490k	-3%	12k	41.05	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.0	$488k		5.0k	98.52	View chart
Duke Energy Corp Com New (DUK)	0.0	$483k		3.7k	130.93	View chart
Blackrock (BLK)	0.0	$479k		498.00	961.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$479k	+4%	1.2k	390.57	View chart
Amgen (AMGN)	0.0	$479k	-2%	1.4k	351.75	View chart
Hershey Company (HSY)	0.0	$439k	+9%	2.1k	207.87	View chart
Abbott Laboratories (ABT)	0.0	$434k		4.2k	102.68	View chart
Lam Research Corp Com New (LRCX)	0.0	$410k	-2%	1.9k	213.68	View chart
Netflix (NFLX)	0.0	$407k	+19%	4.2k	96.15	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$404k	+34%	9.0k	45.05	View chart
M&T Bank Corporation (MTB)	0.0	$398k	+49%	1.9k	206.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$383k	-24%	4.0k	95.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$383k	+2%	13k	29.13	View chart
Ubs Group SHS (UBS)	0.0	$381k	NEW	9.7k	39.07	View chart
Advanced Micro Devices (AMD)	0.0	$378k		1.9k	203.41	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$377k		3.0k	125.47	View chart
Kinder Morgan (KMI)	0.0	$367k		11k	33.53	View chart
Citigroup Com New (C)	0.0	$366k		3.2k	113.39	View chart
Constellation Energy (CEG)	0.0	$353k		1.3k	279.14	View chart
Markel Corporation (MKL)	0.0	$348k		182.00	1914.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$340k		487.00	698.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$313k	-8%	2.1k	151.44	View chart
Deere & Company (DE)	0.0	$313k		555.00	563.72	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$306k		9.0k	34.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$304k	NEW	707.00	430.51	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$299k		1.3k	224.63	View chart
Gilead Sciences (GILD)	0.0	$298k	-26%	2.1k	139.34	View chart
Boeing Company (BA)	0.0	$297k	-5%	1.5k	199.08	View chart
Valero Energy Corporation (VLO)	0.0	$297k	NEW	1.2k	247.13	View chart
Cummins (CMI)	0.0	$297k		551.00	538.12	View chart
Uber Technologies (UBER)	0.0	$292k	+2%	4.1k	71.94	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$292k		2.0k	145.94	View chart
McDonald's Corporation (MCD)	0.0	$291k	-5%	936.00	310.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$291k	-9%	1.5k	191.87	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$287k		10k	28.72	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$287k	-15%	12k	24.80	View chart
Altria (MO)	0.0	$285k		4.3k	65.99	View chart
Tko Group Holdings Cl A (TKO)	0.0	$284k	-40%	1.4k	201.67	View chart
Target Corporation (TGT)	0.0	$282k		2.3k	121.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$275k	+9%	3.7k	75.10	View chart
Stryker Corporation (SYK)	0.0	$273k	+2%	830.00	328.73	View chart
Unilever Spon Adr New (UL)	0.0	$271k		4.8k	56.97	View chart
Comcast Corp Cl A (CMCSA)	0.0	$269k	-10%	9.4k	28.71	View chart
Spdr Series Trust State Street Spd (SHE)	0.0	$265k		2.1k	127.84	View chart
Broadcom (AVGO)	0.0	$262k	+29%	848.00	309.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$258k	NEW	1.3k	191.88	View chart
Fastenal Company (FAST)	0.0	$256k	-33%	5.5k	46.40	View chart
Nebius Group Shs Class A (NBIS)	0.0	$255k		2.5k	103.76	View chart
Corning Incorporated (GLW)	0.0	$250k	NEW	1.8k	135.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$243k		556.00	436.66	View chart
Booking Holdings (BKNG)	0.0	$243k	-30%	58.00	4183.33	View chart
ConocoPhillips (COP)	0.0	$242k	NEW	1.8k	131.98	View chart
Morgan Stanley Com New (MS)	0.0	$242k	+7%	1.5k	164.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$236k	+3%	3.4k	70.19	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$234k		20k	11.57	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$229k	-12%	2.0k	114.98	View chart
Kraft Heinz (KHC)	0.0	$228k	+3%	10k	22.49	View chart
Broadridge Financial Solutions (BR)	0.0	$227k		1.4k	162.45	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$225k		3.4k	66.87	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$225k		4.7k	47.55	View chart
Amphenol Corp Cl A (APH)	0.0	$224k	+6%	1.8k	126.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$221k	-2%	577.00	383.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$213k		2.0k	106.00	View chart
Bristol Myers Squibb (BMY)	0.0	$212k	NEW	3.5k	60.66	View chart
Hycroft Mining Holding Corp Cl A New (HYMC)	0.0	$212k	NEW	6.0k	35.20	View chart
CVS Caremark Corporation (CVS)	0.0	$208k		2.9k	71.81	View chart
Bank of New York Mellon Corporation (BK)	0.0	$208k	NEW	1.7k	118.66	View chart
United Parcel Svcs CL B (UPS)	0.0	$206k	NEW	2.1k	98.39	View chart
Citizens Financial (CFG)	0.0	$205k	NEW	3.4k	59.98	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.0	$203k	NEW	8.2k	24.74	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$203k	NEW	4.3k	47.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$201k		8.3k	24.27	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$150k	NEW	17k	9.13	View chart
Iovance Biotherapeutics (IOVA)	0.0	$137k		39k	3.51	View chart
Etf Opportunities Trust Rex-osprey Sol (SSK)	0.0	$125k	NEW	11k	11.25	View chart
Blackrock Muniyield Quality Fund (MQY)	0.0	$121k	NEW	11k	10.98	View chart
Lucid Diagnostics (LUCD)	0.0	$34k		29k	1.15	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$30k	+2%	31k	0.98	View chart
International Tower Hill Mines (THM)	0.0	$26k		11k	2.30	View chart
Rani Therapeutics Hldgs Com Cl A (RANI)	0.0	$16k	NEW	22k	0.73	View chart
Opko Health (OPK)	0.0	$13k		12k	1.14	View chart

Past Filings by Traphagen Investment Advisors

SEC 13F filings are viewable for Traphagen Investment Advisors going back to 2020

Traphagen Investment Advisors 2026 Q1 filed April 22, 2026
Traphagen Investment Advisors 2025 Q4 filed Jan. 27, 2026
Traphagen Investment Advisors 2025 Q3 filed Oct. 7, 2025
Traphagen Investment Advisors 2025 Q2 filed July 23, 2025
Traphagen Investment Advisors 2025 Q1 filed April 17, 2025
Traphagen Investment Advisors 2024 Q4 filed Jan. 17, 2025
Traphagen Investment Advisors 2024 Q3 filed Oct. 21, 2024
Traphagen Investment Advisors 2024 Q2 filed July 23, 2024
Traphagen Investment Advisors 2019 Q4 filed June 17, 2024
Traphagen Investment Advisors 2019 Q3 filed June 17, 2024
Traphagen Investment Advisors 2019 Q2 filed June 17, 2024
Traphagen Investment Advisors 2019 Q1 filed June 17, 2024
Traphagen Investment Advisors 2023 Q4 filed June 17, 2024
Traphagen Investment Advisors 2023 Q3 filed June 17, 2024
Traphagen Investment Advisors 2023 Q2 filed June 17, 2024
Traphagen Investment Advisors 2023 Q1 filed June 17, 2024

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z