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 $77.7M. In the most recent quarter, they have increased their positions in XLB (+46.1K shares, valued at $2.1M), VDE (+10.2K shares, valued at $1.3M), SHY (+9.0K shares, valued at $747.6K); decreased their positions in TOTL (-19.0K shares, valued at $763.4K), N/A (-11.0K shares, valued at $452.6K), TYA (-22.2K shares, valued at $299.2K); initiated new positions in XLB (+46.1K shares, valued at $2.1M), VDE (+10.2K shares, valued at $1.3M), UTEN (+14.8K shares, valued at $653.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLIP GLOBAL X FDS108.9K shares2.79%2025-12-312026-01-21
ORR EA SERIES TRUST249.1K shares0.96%2025-12-312026-01-21 GDE WISDOMTREE TR136.9K shares-1.10%2025-12-312026-01-21 TOTL SSGA ACTIVE ETF TR188.1K shares-9.16%2025-12-312026-01-21 GLDM WORLD GOLD TR86.5K shares-1.57%2025-12-312026-01-21 TFPN TIDAL TRUST II233.0K shares1.59%2025-12-312026-01-21 TYA SIMPLIFY EXCHANGE TRADED FUN261.6K shares-7.81%2025-12-312026-01-21 RSST TIDAL TRUST II75.2K shares1.19%2025-12-312026-01-21 XLB SELECT SECTOR SPDR TR46.1K sharesnew addition2025-12-312026-01-21 COWZ PACER FDS TR31.8K shares0.90%2025-12-312026-01-21 VABS VIRTUS ETF TR II78.5K shares4.08%2025-12-312026-01-21 DCRE DOUBLELINE ETF TRUST35.7K shares4.46%2025-12-312026-01-21 XLF SELECT SECTOR SPDR TR33.1K shares0.67%2025-12-312026-01-21 VPU VANGUARD WORLD FD9.1K shares1.29%2025-12-312026-01-21 VHT VANGUARD WORLD FD5.6K shares0.98%2025-12-312026-01-21 VDE VANGUARD WORLD FD10.2K sharesnew addition2025-12-312026-01-21 SLV ISHARES SILVER TR19.3K shares0.00%2025-12-312026-01-21 ETFS GOLD TR ETFS GOLD TR29.8K shares-27.01%2025-12-312026-01-21 DTAN EA SERIES TRUST36.1K shares-1.33%2025-12-312026-01-21 SHY ISHARES TR13.3K shares211.16%2025-12-312026-01-21 UTEN RBB FD INC14.8K sharesnew addition2025-12-312026-01-21 AGI ALAMOS GOLD INC NEW16.8K shares-2.02%2025-12-312026-01-21 AEM AGNICO EAGLE MINES LTD3.7K shares0.00%2025-12-312026-01-21 NEM NEWMONT CORP4.2K shares-2.03%2025-12-312026-01-21 MSFT MICROSOFT CORP676 shares0.00%2025-12-312026-01-21 BILS SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP1.3K shares0.00%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW254 shares0.00%2025-12-312026-01-21 IEF ISHARES TR2.1K shares0.00%2025-12-312026-01-21 NGD NEW GOLD INC CDA19.1K shares0.00%2025-12-312026-01-21 IAUX I-80 GOLD CORP91.7K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available