TAP Consulting, LLC

CIK 1748930 · Ver en SEC EDGAR ↗

Valor de la cartera
$489.1M
#3 829 de 9 443 por valor de 13F · top 40.5%
Posiciones
153
A fecha de
31 de diciembre de 2024 Datos a fecha de Q4 2024
Peso de las 10 principales tenencias
37,12%
Peso de las 25 principales tenencias
57,00%
Posiciones superiores al 1%
30
Número efectivo de posiciones
34,0

Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)

Nuevas posiciones
153
Aumentado
0
Disminuido
0
Cerrada
0
En esta página

Desglose por sector

Industrials
2,4%
Technology
2,0%
Financials
1,3%
Retail
1,2%
Materials
1,1%
Healthcare
1,0%
Real Estate
0,8%
Communication Services
0,2%
Consumer products
0,2%
Financial Services
0,2%
Utilities
0,1%
Consumer Discretionary
0,1%
Otro/No mapeado
89,4%

Cartera completa 153 posiciones

Tipo Racha Tendencia 8T
NEAR $64 602 979 13,21% 1 279 267 Subir ×1
MOAT $20 557 488 4,20% 221 704 Subir ×1
SPY SPY $16 733 874 3,42% 28 552 Subir ×1
QQQ Invesco QQQ Trust, Series 1 $15 295 556 3,13% 29 919 Subir ×1
TLT iShares 20+ Year Treasury Bond ETF $13 351 404 2,73% 152 884 Subir ×1
LMBS First Trust Low Duration Opportunities ETF $12 435 002 2,54% 255 496 Subir ×1
VTI $10 246 662 2,10% 35 356 Subir ×1
IJH $10 224 263 2,09% 164 087 Subir ×1
IWM $9 946 149 2,03% 45 013 Subir ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $8 174 479 1,67% 228 019 Subir ×1
SCHJ $8 143 898 1,67% 334 109 Subir ×1
FSIG $7 195 114 1,47% 381 299 Subir ×1
CSA $7 127 957 1,46% 96 337 Subir ×1
CDL VictoryShares US Large Cap High Div Volatility Wtd ETF $6 955 810 1,42% 106 477 Subir ×1
VFH $6 946 797 1,42% 58 836 Subir ×1
CFA VictoryShares US 500 Volatility Wtd ETF $6 908 762 1,41% 81 366 Subir ×1
IEF iShares 7-10 Year Treasury Bond ETF $6 758 719 1,38% 73 107 Subir ×1
CIL VictoryShares International Volatility Wtd ETF $6 386 608 1,31% 152 739 Subir ×1
VHT $6 108 933 1,25% 24 080 Subir ×1
XLG $6 017 303 1,23% 120 442 Subir ×1
NOBL $5 912 404 1,21% 59 391 Subir ×1
PPTY $5 828 683 1,19% 181 297 Subir ×1
KBWY Invesco KBW Premium Yield Equity REIT ETF $5 751 809 1,18% 321 151 Subir ×1
EFA $5 591 993 1,14% 73 958 Subir ×1
XLSR $5 564 916 1,14% 104 134 Subir ×1
JPST $5 475 328 1,12% 108 702 Subir ×1
FTGC First Trust Global Tactical Commodity Strategy Fund $5 470 225 1,12% 228 593 Subir ×1
IMTB $5 255 131 1,07% 123 812 Subir ×1
AAPL Apple Inc. - Common Stock $5 149 786 1,05% 20 564 Subir ×1
SPMO $4 935 676 1,01% 51 949 Subir ×1
SRVR $4 698 420 0,96% 156 718 Subir ×1
NLR $4 694 255 0,96% 57 712 Subir ×1
ALB Albemarle Corporation Common Stock $4 333 258 0,89% 50 340 Subir ×1
BUG Global X Cybersecurity ETF $4 200 267 0,86% 130 890 Subir ×1
EQR Equity Residential Common Shares of Beneficial Interest $4 051 760 0,83% 56 463 Subir ×1
MODL VictoryShares WestEnd U.S. Sector ETF $3 546 597 0,73% 88 158 Subir ×1
VFLO VictoryShares Free Cash Flow ETF $3 523 618 0,72% 103 362 Subir ×1
XLK XLK $3 522 182 0,72% 15 148 Subir ×1
WST West Pharmaceutical Services, Inc. Common Stock $3 459 843 0,71% 10 562 Subir ×1
GLD $3 209 676 0,66% 13 256 Subir ×1
BMI Badger Meter, Inc. Common Stock $3 160 235 0,65% 14 898 Subir ×1
XLE XLE $3 122 983 0,64% 36 458 Subir ×1
FDN $3 120 115 0,64% 12 831 Subir ×1
CTAS Cintas Corporation - Common Stock $3 066 626 0,63% 16 785 Subir ×1
RSP $3 060 945 0,63% 17 468 Subir ×1
LOW Lowe's Companies, Inc. Common Stock $3 047 266 0,62% 12 347 Subir ×1
HYLS First Trust Tactical High Yield ETF $3 009 165 0,62% 72 808 Subir ×1
COWZ $2 987 517 0,61% 52 895 Subir ×1
ROP Roper Technologies, Inc. - Common Stock $2 950 795 0,60% 5 676 Subir ×1
RNR RenaissanceRe Holdings Ltd. Common Stock $2 926 725 0,60% 11 763 Subir ×1
BRO Brown & Brown, Inc. Common Stock $2 926 063 0,60% 28 681 Subir ×1
SCHB $2 804 067 0,57% 123 527 Subir ×1
SCHR $2 776 813 0,57% 114 319 Subir ×1
BITB $2 760 952 0,56% 54 296 Subir ×1
SCHQ $2 681 571 0,55% 85 319 Subir ×1
XLU XLU $2 609 720 0,53% 34 479 Subir ×1
FTGS First Trust Growth Strength ETF $2 559 233 0,52% 81 504 Subir ×1
PH Parker-Hannifin Corporation Common Stock $2 526 993 0,52% 3 973 Subir ×1
NDSN Nordson Corporation - Common Stock $2 430 471 0,50% 11 616 Subir ×1
FTLS $2 328 933 0,48% 35 389 Subir ×1
SCHC $2 315 266 0,47% 67 441 Subir ×1
SCHF $2 293 263 0,47% 123 960 Subir ×1
FXN $2 253 916 0,46% 137 939 Subir ×1
CLOI $2 242 515 0,46% 42 496 Subir ×1
SKYY First Trust Cloud Computing ETF $2 237 074 0,46% 18 780 Subir ×1
ITA ITA $2 195 803 0,45% 15 107 Subir ×1
TGT Target Corporation Common Stock $2 176 266 0,44% 16 099 Subir ×1
IWO $2 170 163 0,44% 7 540 Subir ×1
INDA $2 082 379 0,43% 39 559 Subir ×1
HACK $2 034 954 0,42% 27 318 Subir ×1
VUG $2 014 477 0,41% 4 908 Subir ×1
AVLV $2 007 908 0,41% 30 072 Subir ×1
VOO $1 957 021 0,40% 3 632 Subir ×1
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $1 901 262 0,39% 15 931 Subir ×1
DRIV Global X Autonomous & Electric Vehicles ETF $1 900 807 0,39% 82 788 Subir ×1
FBT $1 863 419 0,38% 11 211 Subir ×1
IAK $1 816 490 0,37% 14 363 Subir ×1
REZ $1 748 715 0,36% 21 584 Subir ×1
XLRE XLRE $1 743 587 0,36% 42 872 Subir ×1
CALF $1 648 562 0,34% 37 459 Subir ×1
SDSI American Century Short Duration Strategic Income ETF $1 553 774 0,32% 30 550 Subir ×1
AVUV $1 543 529 0,32% 15 990 Subir ×1
USDU $1 536 431 0,31% 55 547 Subir ×1
ANGL VanEck Fallen Angel High Yield Bond ETF $1 530 075 0,31% 53 368 Subir ×1
PINK $1 522 241 0,31% 51 323 Subir ×1
FMF $1 479 830 0,30% 31 102 Subir ×1
XLC XLC $1 368 023 0,28% 14 131 Subir ×1
PAVE $1 339 793 0,27% 33 155 Subir ×1
VTV $1 315 746 0,27% 7 772 Subir ×1
VBK $1 252 021 0,26% 4 471 Subir ×1
FIW $1 251 618 0,26% 12 265 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $1 188 508 0,24% 2 030 Subir ×1
FLQM $1 163 267 0,24% 21 419 Subir ×1
VNQ $1 120 763 0,23% 12 582 Subir ×1
IAU $1 120 758 0,23% 22 637 Subir ×1
VRIG Invesco Variable Rate Investment Grade ETF $1 108 612 0,23% 44 141 Subir ×1
SPYM $1 047 951 0,21% 15 201 Subir ×1
SDCI $971 977 0,20% 50 053 Subir ×1
DTRE $916 313 0,19% 24 335 Subir ×1
IEI iShares 3-7 Year Treasury Bond ETF $888 687 0,18% 7 691 Subir ×1

Mayores apuestas nuevas

Nuevas posiciones abiertas este trimestre, las mayores primero.

Valor Valor Acciones % de la cartera
NEAR $64 602 979 1 279 267 13,21%
MOAT $20 557 488 221 704 4,20%
SPY $16 733 874 28 552 3,42%
QQQ $15 295 556 29 919 3,13%
TLT $13 351 404 152 884 2,73%
LMBS $12 435 002 255 496 2,54%
VTI $10 246 662 35 356 2,10%
IJH $10 224 263 164 087 2,09%
IWM $9 946 149 45 013 2,03%
SDVY $8 174 479 228 019 1,67%
SCHJ $8 143 898 334 109 1,67%
FSIG $7 195 114 381 299 1,47%
CSA $7 127 957 96 337 1,46%
CDL $6 955 810 106 477 1,42%
VFH $6 946 797 58 836 1,42%