STAPP WEALTH MANAGEMENT, PLLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$57.7M
Signature - Title
Rebecca Stapp - CCO
Location
1800 Cooper Pt Rd Sw, Bldg 10, Olympia, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 22 $57.7M +$3.11M -$2.99M +$115K USFR, TOTL, SGOL, GLDM, TFPN 13F-HR 7/17/2024, 05:44 PM
Q1 2024 21 $57.3M +$4.44M -$8.52M -$4.08M USFR, TOTL, GLDM, SGOL, TFPN 13F-HR 4/18/2024, 06:03 PM
Q4 2023 23 $59.6M +$8.42M -$3.38M +$5.05M USFR, TOTL, GLDM, SGOL, TFPN 13F-HR 1/23/2024, 03:20 PM
Q3 2023 22 $51.9M +$7.36M -$5.48M +$1.88M USFR, TOTL, GLDM, SGOL, GUNR 13F-HR 11/14/2023, 04:26 PM
Q2 2023 23 $50.5M +$4.89M -$2.43M +$2.46M USFR, TOTL, GLDM, SGOL, TYA 13F-HR 7/25/2023, 04:38 PM
Q1 2023 22 $48.8M +$22.9M -$16.1M +$6.78M USFR, TOTL, GLDM, SGOL, TYA 13F-HR 4/21/2023, 04:50 PM
Q4 2022 19 $41.7M +$8.97M -$4.42M +$4.54M USFR, BILS, VDE, GLDM, SGOL 13F-HR 1/19/2023, 03:13 PM
Q3 2022 108 $34.3M $0 $0 BILS, VDE, USFR, XLI, GLDM 13F-HR 11/14/2022, 03:01 PM