The Analysis of STAPP WEALTH MANAGEMENT, PLLC's Holdings


Currently, STAPP WEALTH MANAGEMENT, PLLC holds 32 types of securities in its portfolio with a total value $74.4M. In the most recent quarter, they have increased their positions in VHT (+5.5K shares, valued at $1.4M), B (+8.4K shares, valued at $274.0K), CRSP (+3.6K shares, valued at $236.1K); decreased their positions in CLIP (-15.2K shares, valued at $1.5M), SGOL (-2.3K shares, valued at $85.9K), GLDM (-543 shares, valued at $41.5K); initiated new positions in VHT (+5.5K shares, valued at $1.4M), B (+8.4K shares, valued at $274.0K), CRSP (+3.6K shares, valued at $236.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CLIP GLOBAL X FDS106.0K shares-12.54%2025-09-302025-10-27history
TOTL SSGA ACTIVE ETF TR207.1K shares1.72%2025-09-302025-10-27history
GDE WISDOMTREE TR138.4K shares0.78%2025-09-302025-10-27history
ORR EA SERIES TRUST246.7K shares2.63%2025-09-302025-10-27history
GLDM WORLD GOLD TR87.8K shares-0.61%2025-09-302025-10-27history
TFPN TIDAL TRUST II229.4K shares1.76%2025-09-302025-10-27history
TYA SIMPLIFY EXCHANGE TRADED FUN283.8K shares1.37%2025-09-302025-10-27history
XLC SELECT SECTOR SPDR TR17.3K shares-0.29%2025-09-302025-10-27history
Sponsored
RSST TIDAL TRUST II74.3K shares2.51%2025-09-302025-10-27history
VABS VIRTUS ETF TR II75.4K shares10.16%2025-09-302025-10-27history
COWZ PACER FDS TR31.6K shares-0.52%2025-09-302025-10-27history
DCRE DOUBLELINE ETF TRUST34.2K shares3.97%2025-09-302025-10-27history
XLF SELECT SECTOR SPDR TR32.9K shares0.63%2025-09-302025-10-27history
VPU VANGUARD WORLD FD9.0K shares0.47%2025-09-302025-10-27history
SGOL ETFS GOLD TR40.8K shares-5.41%2025-09-302025-10-27history
OXY OCCIDENTAL PETE CORP31.5K shares2.03%2025-09-302025-10-27history
Sponsored
VHT VANGUARD WORLD FD5.5K sharesnew addition2025-09-302025-10-27history
DTAN EA SERIES TRUST36.6K shares1.17%2025-09-302025-10-27history
SLV ISHARES SILVER TR19.3K shares0.00%2025-09-302025-10-27history
AEM AGNICO EAGLE MINES LTD3.7K shares0.00%2025-09-302025-10-27history
AGI ALAMOS GOLD INC NEW17.2K shares0.00%2025-09-302025-10-27history
ORCL ORACLE CORP1.3K shares0.00%2025-09-302025-10-27history
NEM NEWMONT CORP4.3K shares0.00%2025-09-302025-10-27history
SHY ISHARES TR4.3K shares0.00%2025-09-302025-10-27history
Sponsored
MSFT MICROSOFT CORP676 shares0.00%2025-09-302025-10-27history
BILS SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-10-27history
B BARRICK MNG CORP8.4K sharesnew addition2025-09-302025-10-27history
CRSP CRISPR THERAPEUTICS AG3.6K sharesnew addition2025-09-302025-10-27history
COST COSTCO WHSL CORP NEW254 shares0.00%2025-09-302025-10-27history
IEF ISHARES TR2.1K shares0.00%2025-09-302025-10-27history
NGD NEW GOLD INC CDA19.1K shares0.00%2025-09-302025-10-27history
IAUX I-80 GOLD CORP91.7K shares0.00%2025-09-302025-10-27history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available