Stapp Wealth Management, P

Stapp Wealth Management, P as of Dec. 31, 2024

Portfolio Holdings for Stapp Wealth Management, P

Stapp Wealth Management, P holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 27.3 $18M 347k 50.32
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 10.7 $6.9M 174k 39.39
Etfs Gold Tr Physcl Gold Shs (SGOL) 9.0 $5.8M 230k 25.05
World Gold Tr Spdr Gld Minis (GLDM) 8.9 $5.7M 109k 51.99
Tidal Tr Ii Blueprint Chesap (TFPN) 8.0 $5.1M 207k 24.79
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 5.0 $3.2M 263k 12.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.0 $3.2M 56k 56.48
Vanguard World Financials Etf (VFH) 5.0 $3.2M 27k 118.07
Vanguard World Comm Srvc Etf (VOX) 4.6 $3.0M 19k 154.96
Vanguard World Utilities Etf (VPU) 3.9 $2.5M 16k 163.42
Vanguard World Energy Etf (VDE) 3.7 $2.4M 20k 121.31
Occidental Petroleum Corporation (OXY) 1.9 $1.3M 25k 49.41
Spdr Ser Tr Aerospace Def (XAR) 1.5 $986k 5.9k 165.82
Ishares Silver Tr Ishares (SLV) 0.8 $506k 19k 26.33
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.6 $378k 3.8k 99.15
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $351k 4.3k 81.98
Alamos Gold Com Cl A (AGI) 0.5 $317k 17k 18.44
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $309k 1.7k 184.88
Agnico (AEM) 0.5 $291k 3.7k 78.21
Microsoft Corporation (MSFT) 0.4 $285k 676.00 421.50
Vanguard Index Fds Value Etf (VTV) 0.4 $263k 1.6k 169.30
Costco Wholesale Corporation (COST) 0.4 $233k 254.00 916.27
Oracle Corporation (ORCL) 0.3 $223k 1.3k 166.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $210k 1.2k 178.08
New Gold Inc Cda (NGD) 0.1 $47k 19k 2.48
I-80 Gold Corp (IAUX) 0.1 $45k 92k 0.48