Stapp Wealth Management, P

Stapp Wealth Management, P as of Sept. 30, 2023

Portfolio Holdings for Stapp Wealth Management, P

Stapp Wealth Management, P holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 26.7 $14M 276k 50.32
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 12.1 $6.3M 162k 38.65
World Gold Tr Spdr Gld Minis (GLDM) 7.9 $4.1M 113k 36.66
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 7.9 $4.1M 231k 17.69
Flexshares Tr Mornstar Upstr (GUNR) 5.6 $2.9M 72k 40.44
Vanguard World Fds Financials Etf (VFH) 5.3 $2.8M 35k 80.32
Spdr Index Shs Fds S&p North Amer (NANR) 5.1 $2.7M 50k 52.94
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 4.9 $2.6M 201k 12.71
Vanguard World Fds Comm Srvc Etf (VOX) 4.1 $2.2M 21k 105.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.0 $2.1M 42k 49.43
Vanguard World Fds Industrial Etf (VIS) 3.8 $2.0M 10k 194.98
Vanguard World Fds Energy Etf (VDE) 3.5 $1.8M 14k 126.74
Occidental Petroleum Corporation (OXY) 2.5 $1.3M 20k 64.88
Spdr Ser Tr Aerospace Def (XAR) 1.2 $615k 5.5k 112.10
Global X Fds Global X Uranium (URA) 1.0 $515k 19k 27.04
Vaneck Etf Trust Agribusiness Etf (MOO) 1.0 $502k 6.4k 78.70
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.8 $394k 14k 28.90
Ishares Silver Tr Ishares (SLV) 0.8 $391k 19k 20.34
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.7 $386k 3.9k 99.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $346k 4.3k 80.97
Microsoft Corporation (MSFT) 0.4 $213k 676.00 315.75
New Gold Inc Cda (NGD) 0.0 $17k 19k 0.91