$389 Million is the total value of TAP Consulting, LLC's 132 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWC | ISHARES TRmicro-cap etf | $586,510 | -8.4% | 5,859 | 0.0% | 0.15% | -3.8% | |
| IJS | ISHARES TRsp smcp600vl etf | $469,358 | -6.2% | 5,261 | 0.0% | 0.12% | -1.6% | |
| KODK | EASTMAN KODAK CO | $56,204 | -8.9% | 13,350 | 0.0% | 0.01% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-12-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 18 | Q3 2023 | 4.2% |
| APPLE INC | 18 | Q3 2023 | 2.5% |
| INVESCO EXCH TRADED FD TR II | 18 | Q3 2023 | 2.4% |
| WEST PHARMACEUTICAL SVSC INC | 18 | Q3 2023 | 2.1% |
| CINTAS CORP | 18 | Q3 2023 | 1.8% |
| ISHARES TR | 18 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 18 | Q3 2023 | 3.9% |
| ROPER TECHNOLOGIES INC | 18 | Q3 2023 | 1.7% |
| SHERWIN WILLIAMS CO | 18 | Q3 2023 | 1.6% |
| PROSHARES TR | 18 | Q3 2023 | 1.8% |
View TAP Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-12-05 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-27 |
View TAP Consulting, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.