13F Filings History of TAP Consulting, LLC
- Latest 13F filing
- Q4 2024 - 11 Feb 2025
- Latest reported 13F value
- $489,074,352
- Largest 13F holdings
-
NEAR MOAT SPY QQQ TLT LMBS VTI IJH IWM SDVY SCHJ FSIG
+8 more
CSA CDL VFH CFA IEF CIL VHT XLG - Form 13F summary
-
- TAP Consulting, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- TAP Consulting, LLC reported 153 equity holdings with a total reported market value of $489,074,352 for Q4 2024. Top reported holdings included NEAR, MOAT, SPY, QQQ, and TLT.
- Manager signature
- Cynthia L Dolniak - Chief Compliance Officer
- Manager location
- Kirkwood, MO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow TAP Consulting, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2024
Latest value
$489,074,352
Quarter delta
-$19,042,811
Accepted
11 Feb 2025, 09:05
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 153 | $489,074,352 | +$28,109,316 | -$28,153,974 | -$44,658 | NEAR, MOAT, SPY, QQQ, TLT | 13F-HR | 11 Feb 2025, 09:05 |
| Q3 2024 | 154 | $508,117,163 | +$44,437,456 | -$35,785,221 | +$8,652,235 | NEAR, MOAT, SPY, TLT, QQQ | 13F-HR | 09 Oct 2024, 17:24 |
| Q2 2024 | 157 | $474,010,321 | +$54,635,969 | -$33,872,461 | +$20,763,508 | NEAR, MOAT, QQQ, SPY, TLT | 13F-HR | 06 Aug 2024, 13:03 |
| Q1 2024 | 152 | $454,687,060 | +$105,535,290 | -$75,038,770 | +$30,496,520 | NEAR, MOAT, QQQ, SPY, LMBS | 13F-HR | 22 Apr 2024, 19:18 |
| Q4 2023 | 127 | $418,960,035 | +$98,100,526 | -$86,569,809 | +$11,530,717 | NEAR, SPY, TLT, LMBS, IWM | 13F-HR | 02 Feb 2024, 15:19 |
| Q3 2023 | 132 | $388,612,380 | +$40,234,126 | -$47,354,050 | -$7,119,924 | NEAR, TLT, SPY, QQQ, RWM | 13F-HR | 05 Dec 2023, 14:03 |
| Q2 2023 | 140 | $407,536,074 | +$27,809,925 | -$38,171,804 | -$10,361,879 | NEAR, TLT, SPY, QQQ, RWM | 13F-HR | 19 Jul 2023, 11:45 |
| Q1 2023 | 130 | $408,506,307 | +$96,637,523 | -$78,096,553 | +$18,540,970 | NEAR, SPY, QQQ, UUP, RWM | 13F-HR | 18 Apr 2023, 15:16 |
| Q4 2022 | 123 | $381,641,079 | +$45,664,509 | -$47,562,685 | -$1,898,176 | NEAR, UUP, SPY, SHV, VTIP | 13F-HR | 23 Jan 2023, 10:38 |
| Q3 2022 | 120 | $373,510,000 | +$108,443,309 | -$82,961,676 | +$25,481,633 | NEAR, SHV, UUP, VTIP, SCHJ | 13F-HR | 12 Oct 2022, 10:07 |
| Q2 2022 | 117 | $360,350,000 | +$162,349,002 | -$138,760,907 | +$23,588,095 | SHV, NEAR, SPY, FLOT, VTIP | 13F-HR | 26 Jul 2022, 09:49 |
| Q1 2022 | 133 | $381,504,000 | +$60,674,285 | -$86,875,267 | -$26,200,982 | VGT, SPY, PFF, ANGL, TIP | 13F-HR | 26 Apr 2022, 17:16 |
| Q4 2021 | 556 | $437,822,000 | +$68,148,609 | -$33,019,426 | +$35,129,183 | SCHZ, SPY, VGT, PFF, VFH | 13F-HR | 27 Jan 2022, 16:11 |
| Q3 2021 | 133 | $372,195,000 | +$31,971,352 | -$13,777,761 | +$18,193,591 | SCHZ, SPY, PFF, VFH, ANGL | 13F-HR | 02 Nov 2021, 18:22 |
| Q2 2021 | 135 | $355,998,000 | +$91,919,070 | -$63,216,098 | +$28,702,972 | SCHZ, SPY, PFF, ANGL, VFH | 13F-HR | 05 Aug 2021, 19:05 |
| Q1 2021 | 125 | $322,020,000 | +$81,993,968 | -$50,667,440 | +$31,326,528 | SCHZ, BND, SPY, VGT, VIS | 13F-HR | 12 May 2021, 09:54 |
| Q4 2020 | 125 | $277,553,000 | +$29,011,352 | -$33,543,838 | -$4,532,486 | SCHZ, BND, SPY, VGT, IWM | 13F-HR | 19 Jan 2021, 09:30 |
| Q3 2020 | 119 | $254,438,000 | +$64,740,530 | -$21,464,398 | +$43,276,132 | SCHZ, BND, SPY, VGT, VHT | 13F-HR | 20 Oct 2020, 16:44 |
| Q2 2020 | 119 | $202,879,000 | +$56,791,120 | -$30,399,639 | +$26,391,481 | SCHZ, VGT, VHT, BND, SPY | 13F-HR | 11 Aug 2020, 08:12 |
| Q1 2020 | 108 | $148,609,000 | +$23,988,356 | -$20,970,224 | +$3,018,132 | VGT, CFO, VHT, CDC, VNQ | 13F-HR | 29 Apr 2020, 15:10 |
| Q4 2019 | 108 | $179,485,000 | +$8,131,457 | -$6,185,450 | +$1,946,007 | VNQ, VGT, CFO, CDC, CIZ | 13F-HR | 27 Jan 2020, 13:35 |
| Q3 2019 | 106 | $169,303,000 | +$50,109,168 | -$17,752,149 | +$32,357,019 | VNQ, VGT, VPU, CFO, CIZ | 13F-HR | 08 Nov 2019, 09:13 |
| Q1 2019 | 93 | $132,332,000 | $0 | $0 | $0 | VNQ, VOO, CFO, CDC, CIZ | 13F-HR | 03 May 2019, 17:17 |