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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

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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 11 New $262.19 $2,088,000 7,718 3.64% 2,088,000 7,718 0.014    Closed - End Fund - E...
   (AGI)1 Year Chart         AGI Alamos Gold Inc 18 New $15.65 $254,000 17,191 0.44% 254,000 17,191 0.004    Gold
   (AEM)1 Year Chart         AEM Agnico Eagle Mines Ltd (USA) 20 New $68.40 $222,000 3,720 0.39% 222,000 3,720 0.001    Gold

      3 Records Found
  1    
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