STAPP WEALTH MANAGEMENT, PLLC Portfolio Holdings
Q3 2025•30 long positions•$65.6M portfolio value
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Holding31 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.6M 16.22% | -$1.5M Sold | — 106.0K shares | 121.2K → 106.0K −$1.5M | -12.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.4M 12.81% | +$142.4K Bought | — 207.1K shares | 203.6K → 207.1K +$142.4K | +1.72% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.9M 12.12% | +$61.5K Bought | — 138.4K shares | 137.4K → 138.4K +$61.5K | +0.78% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $6.7M 10.24% | -$41.5K Sold | — 87.8K shares | 88.4K → 87.8K −$41.5K | -0.61% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.7M 8.68% | +$98.5K Bought | — 229.4K shares | 225.4K → 229.4K +$98.5K | +1.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.9M 5.89% | +$52.1K Bought | — 283.8K shares | 280.0K → 283.8K +$52.1K | +1.37% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.0M 3.12% | -$6.0K Sold | — 17.3K shares | 17.4K → 17.3K −$6.0K | -0.29% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.0M 3.0% | +$48.2K Bought | — 74.3K shares | 72.5K → 74.3K +$48.2K | +2.51% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 2.8% | +$169.3K Bought | — 75.4K shares | 68.5K → 75.4K +$169.3K | +10.16% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 2.76% | -$9.5K Sold | — 31.6K shares | 31.7K → 31.6K −$9.5K | -0.52% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.8M 2.72% | +$68.0K Bought | — 34.2K shares | 32.9K → 34.2K +$68.0K | +3.97% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 2.7% | +$11.2K Bought | — 32.9K shares | 32.7K → 32.9K +$11.2K | +0.63% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 2.6% | +$8.0K Bought | — 9.0K shares | 8.9K → 9.0K +$8.0K | +0.47% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.5M 2.29% | -$85.9K Sold | — 40.8K shares | 43.1K → 40.8K −$85.9K | -5.41% | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $1.5M 2.27% | +$29.7K Bought | 0.003% 31.5K shares | 30.9K → 31.5K +$29.7K | +2.03% | $46.5B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 2.19% | +$1.4M Bought | — 5.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $818.6K 1.25% | — | — 19.3K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Gold Basic Materials | $627.0K 0.956% | — | 0.001% 3.7K shares | — | — | $84.7B Large Cap | Q1 2024 Held for 1y 8m | |
Gold Basic Materials | $599.3K 0.914% | — | 0.004% 17.2K shares | — | — | $14.7B Large Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $375.5K 0.572% | — | 0.0% 1.3K shares | — | — | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Gold Basic Materials | $362.1K 0.552% | — | 0.0% 4.3K shares | — | — | $92.6B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $354.7K 0.541% | — | — 4.3K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $350.1K 0.534% | — | 0.0% 676.0 shares | — | — | $3.85T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $316.5K 0.483% | — | — 3.2K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
Industrial - Machinery Industrials | $274.0K 0.418% | +$274.0K New | 0.0% 8.4K shares | 0 → 8.4K +$274.0K | New | $55.9B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $236.1K 0.36% | +$236.1K Bought | 0.004% 3.6K shares | — | — | $5.9B Mid Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $235.1K 0.358% | — | 0.0% 254.0 shares | — | — | $410.27B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $205.7K 0.314% | — | — 2.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
Gold Basic Materials | $137.2K 0.209% | — | 0.002% 19.1K shares | — | — | $5.7B Mid Cap | Q3 2022 Held for 3y 2m | |
Gold Basic Materials | $87.6K 0.134% | — | 0.011% 91.7K shares | — | — | $779.7M Small Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | - — | -$1.5M Sold | — - shares | 11.3K → 0 −$1.5M | Sold | — — | Q2 2025 Held for 5 months |
