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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 : 10     View All Holdings Currently Viewing:  Increased 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
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 - $50.43 $16,267,000 323,468 28.38% 33,000 341 0.062    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 3 - $46.86 $4,969,000 112,794 8.67% 379,000 601 0.056    N/A
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 4 - $22.59 $4,898,000 230,619 8.55% 377,000 1,585 0.156    Closed - End Fund - Debt
   (TFPN)1 Year Chart         TFPN Blueprint Chesapeake Multi-... 5 - $0.00 $4,696,000 180,593 8.19% 665,000 15,176 2.007    N/A
   (TYA)1 Year Chart         TYA Simplify Risk Parity Treasu... 6 - $0.00 $2,999,000 224,612 5.23% 4,000 13,878 2.496    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 8 - $0.00 $2,884,000 49,637 5.03% 774,000 9,056 0.006    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 10 - $154.59 $2,172,000 15,232 3.79% 593,000 3,709 0.048    Closed - End Fund - E...
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 12 - $63.57 $1,342,000 20,652 2.34% 177,000 1,138 0.002    Independent Oil & Gas
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 13 - $142.18 $778,000 5,536 1.36% 111,000 613 0.051    N/A
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 19 - $51.17 $235,000 3,453 0.41% 19,000 3 0.005    N/A

      10 Records Found
  1    
Page 1 of 1
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