Stapp Wealth Management, P

Stapp Wealth Management, P as of Dec. 31, 2023

Portfolio Holdings for Stapp Wealth Management, P

Stapp Wealth Management, P holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 27.3 $16M 323k 50.24
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 11.1 $6.6M 165k 40.25
World Gold Tr Spdr Gld Minis (GLDM) 7.7 $4.6M 112k 40.91
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 7.6 $4.5M 229k 19.74
Tidal Tr Ii Blueprint Chesap (TFPN) 6.8 $4.0M 165k 24.37
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 5.0 $3.0M 211k 14.21
Flexshares Tr Mornstar Upstr (GUNR) 4.8 $2.9M 70k 40.95
Vanguard World Fds Financials Etf (VFH) 4.6 $2.7M 30k 92.26
Spdr Index Shs Fds S&p North Amer (NANR) 4.3 $2.6M 50k 51.00
Vanguard World Fds Comm Srvc Etf (VOX) 3.8 $2.3M 19k 117.72
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.5 $2.1M 41k 51.99
Vanguard World Fds Industrial Etf (VIS) 3.4 $2.1M 9.3k 220.43
Vanguard World Fds Utilities Etf (VPU) 2.7 $1.6M 12k 137.07
Occidental Petroleum Corporation (OXY) 2.0 $1.2M 20k 59.71
Spdr Ser Tr Aerospace Def (XAR) 1.1 $667k 4.9k 135.42
Vaneck Etf Trust Agribusiness Etf (MOO) 0.8 $481k 6.3k 76.18
Global X Fds Global X Uranium (URA) 0.8 $454k 16k 27.69
Ishares Silver Tr Ishares (SLV) 0.7 $419k 19k 21.78
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.6 $385k 3.9k 99.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $351k 4.3k 82.04
Microsoft Corporation (MSFT) 0.4 $254k 676.00 376.04
Crispr Therapeutics Namen Akt (CRSP) 0.4 $216k 3.5k 62.60
New Gold Inc Cda (NGD) 0.0 $28k 19k 1.46