Stapp Wealth Management, Pllc Top Holdings and 13F Report (2025) About Stapp Wealth Management, PllcInvestment ActivityStapp Wealth Management, Pllc has $64.93 million in total holdings as of March 31, 2025.Stapp Wealth Management, Pllc owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 28.39% of the portfolio was purchased this quarter.About 31.12% of the portfolio was sold this quarter.This quarter, Stapp Wealth Management, Pllc has purchased 26 new stocks and bought additional shares in 8 stocks.Stapp Wealth Management, Pllc sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings GLOBAL X FDS $10,133,994SPDR Doubleline Total Return Tactical ETF $7,983,625abrdn Physical Gold Shares ETF $6,570,628SPDR Gold MiniShares Trust $6,481,368TIDAL TR II $5,153,405 Largest New Holdings this Quarter 37960A438 - GLOBAL X FDS $10,133,994 Holding92790A603 - Virtus Newfleet ABS/MBS ETF $2,822,331 Holding25861R303 - Doubleline Commercial Real Estate ETF $2,051,822 Holding02072L219 - EA SERIES TRUST $952,131 Holding651639106 - Newmont $207,363 Holding Largest Purchases this Quarter GLOBAL X FDS 100,896 shares (about $10.13M)Virtus Newfleet ABS/MBS ETF 115,693 shares (about $2.82M)Doubleline Commercial Real Estate ETF 39,557 shares (about $2.05M)SPDR Doubleline Total Return Tactical ETF 23,799 shares (about $958.86K)EA SERIES TRUST 36,134 shares (about $952.13K) Largest Sales this Quarter abrdn Physical Gold Shares ETF 10,021 shares (about $298.83K)SPDR Gold MiniShares Trust 4,681 shares (about $289.71K)Vanguard Financials ETF 1,018 shares (about $121.62K)Vanguard Communication Services ETF 175 shares (about $25.97K) 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 PortfolioSectorGLOBAL X FDS$10,133,994$10,133,994 ▲New Holding100,89615.6%1-3 MONTH T-BILLTOTLSPDR Doubleline Total Return Tactical ETF$7,983,625$958,862 ▲13.6%198,15412.3%ETFSGOLabrdn Physical Gold Shares ETF$6,570,628$298,826 ▼-4.4%220,34310.1%ETFGLDMSPDR Gold MiniShares Trust$6,481,368$289,707 ▼-4.3%104,72410.0%FinanceTIDAL TR II$5,153,405$496,741 ▲10.7%229,2447.9%BLUEPRINT CHESAPTYASimplify Intermediate Term Treasury Futures Strategy ETF$3,721,718$245,655 ▲7.1%281,3095.7%ETFCOWZPacer US Cash Cows 100 ETF$3,251,649$163,513 ▲5.3%59,3805.0%ETFVFHVanguard Financials ETF$3,100,127$121,620 ▼-3.8%25,9494.8%ETFVOXVanguard Communication Services ETF$2,829,055$25,968 ▼-0.9%19,0654.4%ETFVABSVirtus Newfleet ABS/MBS ETF$2,822,331$2,822,331 ▲New Holding115,6934.3%ETFVPUVanguard Utilities ETF$2,711,950$65,249 ▲2.5%15,8774.2%ETFVDEVanguard Energy ETF$2,672,545$113,107 ▲4.4%20,6044.1%ETFDCMBDoubleline Commercial Real Estate ETF$2,051,822$2,051,822 ▲New Holding39,5573.2%ETFOXYOccidental Petroleum$1,469,545$220,787 ▲17.7%29,7722.3%EnergyEA SERIES TRUST$952,131$952,131 ▲New Holding36,1341.5%SPARKLINE INTLSLViShares Silver Trust$598,727$2,789 ▲0.5%19,3200.9%ETFAGIAlamos Gold$459,6870.0%17,1910.7%Basic MaterialsAEMAgnico Eagle Mines$403,2850.0%3,7200.6%Basic MaterialsBILSSPDR Bloomberg 3-12 Month T-Bill ETF$379,4550.0%3,8140.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$353,6710.0%4,2750.5%ManufacturingMSFTMicrosoft$253,7640.0%6760.4%Computer and TechnologyCOSTCostco Wholesale$240,2280.0%2540.4%Retail/WholesaleNEMNewmont$207,363$207,363 ▲New Holding4,2950.3%Basic MaterialsNEW GOLD INC CDA$70,8800.0%19,1050.1%COMI-80 GOLD CORP$53,3740.0%91,7400.1%COMUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$0$17,479,809 ▼-100.0%00.0%FinanceXARSPDR S&P Aerospace & Defense ETF$0$986,297 ▼-100.0%00.0%ETFFTECFidelity MSCI Information Technology Index ETF$0$308,934 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$263,262 ▼-100.0%00.0%ETFORCLOracle$0$222,464 ▼-100.0%00.0%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$0$209,778 ▼-100.0%00.0%ETFShowing 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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