Stapp Wealth Management, Pllc Top Holdings and 13F Report (2024) About Stapp Wealth Management, PllcInvestment ActivityStapp Wealth Management, Pllc has $61.95 million in total holdings as of September 30, 2024.Stapp Wealth Management, Pllc owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Stapp Wealth Management, Pllc has purchased 22 new stocks and bought additional shares in 11 stocks.Stapp Wealth Management, Pllc sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $16,670,629SPDR Doubleline Total Return Tactical ETF $6,945,844abrdn Physical Gold Shares ETF $5,790,254SPDR Gold MiniShares Trust $5,669,085TIDAL TR II $4,678,470 Largest New Holdings this Quarter Newmont $229,568 HoldingOracle $227,484 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 12,538 shares (about $629.66K)Newmont 4,295 shares (about $229.57K)Oracle 1,335 shares (about $227.48K)Pacer US Cash Cows 100 ETF 1,840 shares (about $106.41K)Vanguard Utilities ETF 581 shares (about $101.12K) Largest Sales this Quarter SPDR Gold MiniShares Trust 1,880 shares (about $98.00K)abrdn Physical Gold Shares ETF 2,696 shares (about $67.75K)Vanguard Communication Services ETF 446 shares (about $64.84K)Vanguard Financials ETF 438 shares (about $48.14K)SPDR S&P Aerospace & Defense ETF 15 shares (about $2.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStapp Wealth Management, Pllc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$16,670,629$629,658 ▲3.9%331,95226.9%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$6,945,844$21,942 ▲0.3%167,77411.2%ETFSGOLabrdn Physical Gold Shares ETF$5,790,254$67,750 ▼-1.2%230,4129.3%ETFGLDMSPDR Gold MiniShares Trust$5,669,085$98,004 ▼-1.7%108,7499.2%FinanceTIDAL TR II$4,678,470$82,286 ▲1.8%188,6487.6%BLUEPRINT CHESAPTYASimplify Intermediate Term Treasury Futures Strategy ETF$3,537,793$14,442 ▲0.4%246,1935.7%ETFCOWZPacer US Cash Cows 100 ETF$3,070,831$106,407 ▲3.6%53,1015.0%ETFVFHVanguard Financials ETF$2,946,687$48,141 ▼-1.6%26,8104.8%ETFVOXVanguard Communication Services ETF$2,718,938$64,844 ▼-2.3%18,7014.4%ETFVPUVanguard Utilities ETF$2,553,836$101,123 ▲4.1%14,6734.1%ETFVDCVanguard Consumer Staples ETF$2,266,730$79,964 ▲3.7%10,3753.7%ETFOXYOccidental Petroleum$1,129,030$46,437 ▲4.3%21,9061.8%Oils/EnergyXARSPDR S&P Aerospace & Defense ETF$905,806$2,360 ▼-0.3%5,7571.5%ETFSLViShares Silver Trust$546,3240.0%19,2300.9%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$379,798$2,888 ▲0.8%3,8140.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$355,4660.0%4,2750.6%ManufacturingAGIAlamos Gold$342,7890.0%17,1910.6%Basic MaterialsAEMAgnico Eagle Mines$299,6830.0%3,7200.5%Basic MaterialsMSFTMicrosoft$293,034$2,151 ▲0.7%6810.5%Computer and TechnologyCOSTCostco Wholesale$229,609$4,433 ▲2.0%2590.4%Retail/WholesaleNEMNewmont$229,568$229,568 ▲New Holding4,2950.4%Basic MaterialsORCLOracle$227,484$227,484 ▲New Holding1,3350.4%Computer and TechnologyI-80 GOLD CORP$106,4180.0%91,7400.2%COMNEW GOLD INC CDA$55,0220.0%19,1050.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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