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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 : 3     View All Holdings Currently Viewing:  Decreased 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
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 2 - $39.33 $6,536,000 163,187 11.4% -84,000 -1,281 0.181    N/A
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 7 - $101.53 $2,980,000 29,102 5.2% 248,000 -507 0.029    Closed - End Fund - E...
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 9 - $132.17 $2,502,000 19,069 4.37% 246,000 -91 0.071    Closed - End Fund - E...

      3 Records Found
  1    
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