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  Name: STAPP WEALTH MANAGEMENT PLLC
  City: OLYMPIA
  State: WA
  Zip: 98508
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $57,311,000
  Total Value Change : $-2,247,000
  Securities Held Change : -2
   
All Securities Held : 21
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 10
  Unchanged Positions : 5
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 14 - $25.77 $437,000 19,230 0.76% 18,000 0 0.003    Closed - End Fund - E...
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 15 - $0.00 $386,000 3,881 0.67% 1,000 0 0.003    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 16 - $81.28 $350,000 4,275 0.61% -1,000 0 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 17 - $414.74 $284,000 676 0.5% 30,000 0 0    Application Software
   (NGD)1 Year Chart         NGD New Gold Inc 21 - $1.95 $32,000 19,105 0.06% 4,000 0 0.003    Nonmetallic Mineral M...

      5 Records Found
  1    
Page 1 of 1
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