$51.9 Million is the total value of STAPP WEALTH MANAGEMENT, PLLC's 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VFH | New | VANGUARD WORLD FDSfinancials etf | $2,773,128 | – | 34,526 | +100.0% | 5.34% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $1,987,821 | – | 10,195 | +100.0% | 3.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 5 | Q3 2023 | 26.7% |
| SSGA ACTIVE ETF TR | 5 | Q3 2023 | 13.4% |
| WORLD GOLD TR | 5 | Q3 2023 | 8.5% |
| ABRDN GOLD ETF TRUST | 5 | Q3 2023 | 8.5% |
| VANGUARD WORLD FDS | 5 | Q3 2023 | 11.9% |
| FLEXSHARES TR | 5 | Q3 2023 | 6.1% |
| PACER FDS TR | 5 | Q3 2023 | 5.5% |
| SIMPLIFY EXCHANGE TRADED FUN | 5 | Q3 2023 | 5.8% |
| SPDR SER TR | 5 | Q3 2023 | 1.4% |
| VANECK ETF TRUST | 5 | Q3 2023 | 1.4% |
View STAPP WEALTH MANAGEMENT, PLLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
View STAPP WEALTH MANAGEMENT, PLLC'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.