Stapp Wealth Management, Pllc Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Stapp Wealth Management, PllcInvestment ActivityStapp Wealth Management, Pllc has $57.31 million in total holdings as of March 31, 2024.Stapp Wealth Management, Pllc owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.74% of the portfolio was purchased this quarter.About 14.87% of the portfolio was sold this quarter.This quarter, Stapp Wealth Management, Pllc has purchased 23 new stocks and bought additional shares in 10 stocks.Stapp Wealth Management, Pllc sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $16,267,206SPDR Doubleline Total Return Tactical ETF $6,535,639SPDR Gold MiniShares Trust $4,968,576abrdn Physical Gold Shares ETF $4,898,348TIDAL TR II $4,696,213 Largest New Holdings this Quarter Vanguard Health Care ETF $2,087,873 HoldingAlamos Gold $253,567 HoldingAgnico Eagle Mines $221,898 Holding Largest Purchases this Quarter Vanguard Health Care ETF 7,718 shares (about $2.09M)Vanguard Utilities ETF 3,709 shares (about $528.83K)Pacer US Cash Cows 100 ETF 9,056 shares (about $526.24K)TIDAL TR II 15,176 shares (about $394.64K)Alamos Gold 17,191 shares (about $253.57K) Largest Sales this Quarter Vanguard Financials ETF 507 shares (about $51.91K)SPDR Doubleline Total Return Tactical ETF 1,281 shares (about $51.30K)Vanguard Communication Services ETF 91 shares (about $11.94K) 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 PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$16,267,206$17,149 ▲0.1%323,46828.4%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$6,535,639$51,304 ▼-0.8%163,18711.4%ETFGLDMSPDR Gold MiniShares Trust$4,968,576$26,474 ▲0.5%112,7948.7%FinanceSGOLabrdn Physical Gold Shares ETF$4,898,348$33,665 ▲0.7%230,6198.5%ETFTIDAL TR II$4,696,213$394,643 ▲9.2%180,5938.2%BLUEPRINT CHESAPTYASimplify Intermediate Term Treasury Futures Strategy ETF$2,998,570$185,271 ▲6.6%224,6125.2%ETFVFHVanguard Financials ETF$2,979,754$51,912 ▼-1.7%29,1025.2%ETFCOWZPacer US Cash Cows 100 ETF$2,884,406$526,244 ▲22.3%49,6375.0%ETFVOXVanguard Communication Services ETF$2,502,234$11,941 ▼-0.5%19,0694.4%ETFVPUVanguard Utilities ETF$2,171,779$528,829 ▲32.2%15,2323.8%ETFVHTVanguard Health Care ETF$2,087,873$2,087,873 ▲New Holding7,7183.6%ETFOXYOccidental Petroleum$1,342,205$73,960 ▲5.8%20,6522.3%Oils/EnergyXARSPDR S&P Aerospace & Defense ETF$777,863$86,133 ▲12.5%5,5361.4%ETFSLViShares Silver Trust$437,4830.0%19,2300.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$385,8490.0%3,8810.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$349,6100.0%4,2750.6%ManufacturingMSFTMicrosoft$284,4070.0%6760.5%Computer and TechnologyAGIAlamos Gold$253,567$253,567 ▲New Holding17,1910.4%Basic MaterialsCRSPCRISPR Therapeutics$235,356$204 ▲0.1%3,4530.4%MedicalAEMAgnico Eagle Mines$221,898$221,898 ▲New Holding3,7200.4%Basic MaterialsNEW GOLD INC CDA$32,4790.0%19,1050.1%COMGUNRFlexShares Global Upstream Natural Resources Index Fund$0$2,864,043 ▼-100.0%00.0%ETFNANRSPDR S&P North American Natural Resources ETF$0$2,551,578 ▼-100.0%00.0%ETFVISVanguard Industrials ETF$0$2,053,746 ▼-100.0%00.0%ETFMOOVanEck Agribusiness ETF$0$481,077 ▼-100.0%00.0%ETFURAGlobal X Uranium ETF$0$454,282 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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