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CIK: 0001748930
Total reported value
$489.1M
$489.1M
152 檔
26.3%
At the close of Q1 2024, TAP Consulting, LLC disclosed equity holdings valued at approximately $489.1M, spread across 152 reported holdings.
During Q1 2024, TAP Consulting, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NEAR, MOAT, QQQ) accounted for 26.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 14.89% | — | -17.81% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.17% | — | +104.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.50% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.04% | — | -28.45% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.68% | — | -9.30% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.66% | — | -19.36% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.09% | — | -1.71% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.83% | — | +387.99% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.58% | — | +1.57% | |
| 10 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 1.51% | — | +64.07% | |
| 11 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.50% | — | +0.80% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.34% | — | +22.27% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.33% | — | +242.27% | |
| 14 | CFA | Victoryshares US 500 Volatil | ETF-Other | 1.27% | — | -18.96% | |
| 15 | ✓ | Victoryshares US | Stock-Other | 1.26% | — | -17.56% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.26% | — | +11.43% | |
| 17 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 1.26% | — | -17.63% | |
| 18 | CILUSD | Victoryshares International | ETF-Other | 1.23% | — | -18.13% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.22% | — | +7.28% | |
| 20 | KBWY | Invesco Kbw Premium Yield Eq | ETF-Other | 1.22% | — | +8.06% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | — | +1.00% | |
| 22 | PPTY | US Diversified Real Estate E | ETF-Other | 1.13% | — | +1.02% | |
| 23 | XLSR | Ss US Sector Rotation | ETF-Other | 1.10% | — | +0.45% | |
| 24 | FTGC | First Trust Global Tactical | ETF-Other | 1.07% | — | +132.06% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.03% | — | -34.35% | |
| 26 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.01% | — | +220.78% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.97% | — | -54.11% | |
| 28 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.96% | — | — | |
| 29 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.95% | — | +220.08% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | — | +3.19% | |
| 31 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.87% | — | +12.88% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.85% | — | -0.30% | |
| 33 | LVHD | Franklin U.s. Low Volatility | ETF-Other | 0.77% | — | +0.11% | |
| 34 | EQR | Equity Residential | Stock-Real Estate | 0.77% | — | +17.27% | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 0.75% | — | +0.79% | |
| 36 | PINK | Simplify Health Care ETF | ETF-Other | 0.75% | — | -4.46% | |
| 37 | NEM | Newmont CORP | Stock-Materials | 0.72% | — | +17.23% | |
| 38 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.68% | — | +20.39% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | — | +15.98% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.65% | — | -5.44% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | — | -46.86% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.63% | — | +3.31% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.63% | — | — | |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.63% | — | — | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.61% | — | — | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.60% | — | +9.10% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | — | -0.46% | |
| 48 | BMI | Badger Meter Inc | Stock-Tech | 0.60% | — | +15.78% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | — | -52.93% | |
| 50 | INDA | Ishares Msci India ETF | ETF-Other | 0.59% | — | +117.67% |
According to official SEC Form 13F filings, TAP Consulting, LLC reported a total U.S. public equity portfolio value of $489.1M across 152 disclosed positions in Q1 2024.
During Q1 2024, TAP Consulting, LLC's top holdings by market value included NEAR (14.9%)、MOAT (4.2%)、QQQ (3.5%). The largest single position, NEAR, represented 14.9% of total portfolio value.
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In Q1 2024, TAP Consulting, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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