TRAPHAGEN INVESTMENT ADVISORS LLC
RIA/Wealth
TRAPHAGEN INVESTMENT ADVISORS LLC is a RIA/Wealth based in Oradell, NJ led by James A. Lawrence, reporting $1.9B in AUM as of Q3 2025 with 81% ETF concentration, 72% concentrated in top 10 holdings, and 27% allocation to IVV.
MemberJames A. Lawrence
- Portfolio Value
- $1.1B
- Positions
- 190
- Top Holding
- IVV at 27.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TRAPHAGEN INVESTMENT ADVISORS LLC's portfolio (72% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $309.7M | 27.21% | +$4.6M Bought | — 462.8K shares | |
ETF ETF | $134.1M | 11.78% | +$2.0M Bought | — 1.2M shares | |
ETF ETF | $86.6M | 7.61% | +$3.4M Bought | — 2.3M shares | |
ETF ETF | $70.0M | 6.15% | -$519.6K Sold | — 1.9M shares | |
ETF ETF | $53.0M | 4.65% | +$670.9K Bought | — 350.6K shares | |
ETF ETF | $42.8M | 3.76% | +$20.0M Bought | — 819.5K shares | |
ETF ETF | $36.5M | 3.21% | +$2.5M Bought | — 719.3K shares | |
Consumer Electronics Technology | $34.7M | 3.05% | -$211.3K Sold | 0.00% 136.4K shares | |
ETF ETF | $26.3M | 2.31% | -$500.0K Sold | — 437.4K shares | |
ETF ETF | $25.7M | 2.26% | +$261.4K Bought | — 704.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TRAPHAGEN INVESTMENT ADVISORS LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for TRAPHAGEN INVESTMENT ADVISORS LLC
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