STAPP WEALTH MANAGEMENT, PLLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$61.9M
Signature - Title
Rebecca Stapp - Chief Compliance Officer
Location
Olympia, WA
Summary
This page shows a list of all the recent 13F filings made by STAPP WEALTH MANAGEMENT, PLLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STAPP WEALTH MANAGEMENT, PLLC reported 24 stock holdings with total value $61.9M as of Q3 2024. Top holdings included USFR, TOTL, SGOL, GLDM, and TFPN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 24 $61.9M +$1.55M -$281K +$1.27M USFR, TOTL, SGOL, GLDM, TFPN 13F-HR 10/21/2024, 11:27 AM
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 +$4.55M 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