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Tap Consulting, Llc

Portfolio Manager
Tap Consulting, Llc
Performance
0% (N/A)
AUM (13F)
$489.07M
# of Holdings
153
Performance Rank
N/A
Allocation (Top 20)
N/A

Tap Consulting, Llc Holdings Map

Top 50 Tap Consulting, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEAR
ISHARES U S ETF TR
13.21%1.28M$64.6M
-7.00%(-96.26K)
2023-Q4: 1.63M shares2024-Q1: 1.34M shares2024-Q2: 1.21M shares2024-Q3: 1.38M shares2024-Q4: 1.28M shares2024-12-31
MOAT
VANECK ETF TRUST
4.2%221.7K$20.6M
-3.07%(-7.01K)
2023-Q4: 102.9K shares2024-Q1: 210.9K shares2024-Q2: 220.4K shares2024-Q3: 228.7K shares2024-Q4: 221.7K shares2024-12-31
SPY
SPDR S&P 500 ETF TR
3.42%28.6K$16.7M
+0.92%(+260)
2023-Q4: 36.9K shares2024-Q1: 26.4K shares2024-Q2: 28.2K shares2024-Q3: 28.3K shares2024-Q4: 28.6K shares2024-12-31
QQQ
INVESCO QQQ TR
3.13%29.9K$15.3M
+12.01%(+3.21K)
2023-Q3: 35.2K shares2024-Q1: 35.9K shares2024-Q2: 35.3K shares2024-Q3: 26.7K shares2024-Q4: 29.9K shares2024-12-31
TLT
ISHARES TR
2.73%152.9K$13.4M
-0.34%(-520)
2023-Q4: 158.3K shares2024-Q1: 127.7K shares2024-Q2: 151.2K shares2024-Q3: 153.4K shares2024-Q4: 152.9K shares2024-12-31
LMBS
FIRST TR EXCHANGE-TRADED FD
2.54%255.5K$12.4M
-1.37%(-3.56K)
2023-Q4: 277.9K shares2024-Q1: 252.1K shares2024-Q2: 262.7K shares2024-Q3: 259.1K shares2024-Q4: 255.5K shares2024-12-31
VTI
VANGUARD INDEX FDS
2.1%35.4K$10.2M
+6.68%(+2.21K)
2023-Q4: 930 shares2024-Q1: 927 shares2024-Q2: 901 shares2024-Q3: 33.1K shares2024-Q4: 35.4K shares2024-12-31
IJH
ISHARES TR
2.09%164.1K$10.2M
+2.37%(+3.80K)
2023-Q4: 28.0K shares2024-Q1: 136.8K shares2024-Q2: 158.6K shares2024-Q3: 160.3K shares2024-Q4: 164.1K shares2024-12-31
IWM
ISHARES TR
2.03%45.0K$9.9M
-0.07%(-30)
2023-Q4: 45.9K shares2024-Q1: 45.1K shares2024-Q2: 45.3K shares2024-Q3: 45.0K shares2024-Q4: 45.0K shares2024-12-31
SDVY
FIRST TR EXCHANGE-TRADED FD
1.67%228.0K$8.2M
-0.46%(-1.05K)
2023-Q4: 143.5K shares2024-Q1: 175.4K shares2024-Q2: 221.2K shares2024-Q3: 229.1K shares2024-Q4: 228.0K shares2024-12-31

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