HolderBook

TAP Consulting, LLC

Reported holdings as of Q4 2024, from 23 quarterly filings.

This filer last reported in Q4 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1748930
Reported value
$489.1M
Positions
153
Top 10 weight
37.1%
Filed
2025-02-11
Days after quarter end
42

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES U S ETF TRNEAR$64.6M1,279,26713.21%-0.66pp11q-7.0%-$4.9M
VANECK ETF TRUSTMOAT$20.6M221,7044.20%-0.16pp5q-3.1%-$650.1K
STATE STR SPDR S&P 500 ETF TSPY$16.7M28,5523.42%+0.23pp23q+0.9%+$152.4K
INVESCO QQQ TRQQQ$15.3M29,9193.13%+0.56pp4q+12.0%+$1.6M
ISHARES TRTLT$13.4M152,8842.73%-0.23pp11qHELD
FIRST TR EXCHANGE-TRADED FDLMBS$12.4M255,4962.54%+0.02pp8q-1.4%-$173.0K
VANGUARD INDEX FDSVTI$10.2M35,3562.10%+0.25pp5q+6.7%+$641.9K
ISHARES TRIJH$10.2M164,0872.09%+0.12pp19q+2.4%+$236.6K
ISHARES TRIWM$9.9M45,0132.03%+0.08pp20qHELD
FIRST TR EXCHANGE-TRADED FDSDVY$8.2M228,0191.67%+0.03pp12qHELD
SCHWAB STRATEGIC TRSCHJ$8.1M334,1091.67%+0.06pp13q+103.3%+$4.1M
FIRST TR EXCHANGE-TRADED FDFSIG$7.2M381,2991.47%flat5q-2.3%-$165.9K
VICTORY PORTFOLIOS IICSA$7.1M96,3371.46%+0.07pp20qHELD
VICTORY PORTFOLIOS IICDL$7.0M106,4771.42%+0.01pp20q+0.8%+$58.2K
VANGUARD WORLD FDVFH$6.9M58,8361.42%+0.12pp8q-1.9%-$131.5K
VICTORY PORTFOLIOS IICFA$6.9M81,3661.41%+0.04pp20qHELD
ISHARES TRIEF$6.8M73,1071.38%+0.05pp8q+6.0%+$380.0K
VICTORY PORTFOLIOS IICIL$6.4M152,7391.31%-0.05pp20q+1.1%+$67.1K
VANGUARD WORLD FDVHT$6.1M24,0801.25%-0.09pp20qHELD
INVESCO EXCHANGE TRADED FD TXLG$6.0M120,4421.23%+0.25pp4q+15.4%+$805.2K
PROSHARES TRNOBL$5.9M59,3911.21%+0.02pp23q+5.3%+$296.8K
ETF SER SOLUTIONSPPTY$5.8M181,2971.19%+0.01pp20q+3.8%+$214.1K
INVESCO EXCH TRADED FD TR IIKBWY$5.8M321,1511.18%-0.21pp23q-3.9%-$235.9K
ISHARES TREFA$5.6M73,9581.14%+0.02pp19q+8.8%+$452.0K
SSGA ACTIVE TRXLSR$5.6M104,1341.14%+0.11pp6q+3.1%+$166.7K
J P MORGAN EXCHANGE TRADED FJPST$5.5M108,7021.12%+0.02pp11q-1.6%-$88.0K
FIRST TR EXCHANGE TRAD FD VIFTGC$5.5M228,5931.12%flat12q-4.6%-$263.9K
ISHARES TRIMTB$5.3M123,8121.07%+0.01pp4q+1.8%+$95.3K
APPLE INCAAPL$5.1M20,5641.05%+0.11pp23qHELD
INVESCO EXCH TRADED FD TR IISPMO$4.9M51,9491.01%+0.02pp4q-6.1%-$322.2K
PACER FDS TRSRVR$4.7M156,7180.96%-0.04pp17q-0.9%-$41.6K
VANECK ETF TRUSTNLR$4.7M57,7120.96%+0.06pp5q+5.9%+$260.7K
ALBEMARLE CORPALB$4.3M50,3400.89%-0.15pp13q-9.4%-$451.7K
GLOBAL X FDSBUG$4.2M130,8900.86%-0.02pp9q-9.5%-$441.3K
EQUITY RESIDENTIALEQR$4.1M56,4630.83%-0.01pp15q-0.9%-$36.7K
VICTORY PORTFOLIOS IIMODL$3.5M88,1580.73%+0.08pp7q+5.5%+$184.8K
VICTORY PORTFOLIOS IIVFLO$3.5M103,3620.72%+0.08pp3q+6.4%+$212.4K
SELECT SECTOR SPDR TRXLK$3.5M15,1480.72%-0.01pp5q-7.4%-$282.7K
WEST PHARMACEUTICAL SVSC INCWST$3.5M10,5620.71%+0.11pp23q+4.8%+$159.2K
SPDR GOLD TRGLD$3.2M13,2560.66%+0.02pp9qHELD
BADGER METER INCBMI$3.2M14,8980.65%-0.03pp8q-4.9%-$161.4K
SELECT SECTOR SPDR TRXLE$3.1M36,4580.64%-0.04pp4q-7.4%-$249.9K
FIRST TR EXCHANGE-TRADED FDFDN$3.1M12,8310.64%+0.08pp4q-3.5%-$113.3K
CINTAS CORPCTAS$3.1M16,7850.63%-0.10pp23q-6.1%-$200.4K
INVESCO EXCHANGE TRADED FD TRSP$3.1M17,4680.63%-0.03pp6q-5.8%-$189.8K
LOWES COS INCLOW$3.0M12,3470.62%-0.06pp22q-3.8%-$120.2K
FIRST TR EXCHANGE-TRADED FDHYLS$3.0M72,8080.62%+0.19pp5q+41.6%+$883.3K
PACER FDS TRCOWZ$3.0M52,8950.61%-0.03pp10q-6.1%-$194.0K
ROPER TECHNOLOGIES INCROP$3.0M5,6760.60%-0.01pp23q+1.4%+$41.1K
RENAISSANCERE HLDGS LTDRNR$2.9M11,7630.60%-0.05pp6q-3.0%-$90.6K
BROWN & BROWN INCBRO$2.9M28,6810.60%+0.10pp4q+18.0%+$446.9K
SCHWAB STRATEGIC TRSCHB$2.8M123,5270.57%+0.03pp18q+197.1%+$1.9M
SCHWAB STRATEGIC TRSCHR$2.8M114,3190.57%+0.02pp3q+107.6%+$1.4M
BITWISE BITCOIN ETF TRBITB$2.8M54,2960.56%+0.18pp4q-2.8%-$79.3K
SCHWAB STRATEGIC TRSCHQ$2.7M85,3190.55%-0.01pp3q+4.7%+$121.5K
SELECT SECTOR SPDR TRXLU$2.6M34,4790.53%-0.01pp11q+0.8%+$20.8K
FIRST TR EXCHANGE-TRADED FDFTGS$2.6M81,5040.52%+0.02pp3qHELD
PARKER-HANNIFIN CORPPH$2.5M3,9730.52%+0.03pp2q+1.5%+$36.9K
NORDSON CORPNDSN$2.4M11,6160.50%-0.15pp6q-6.6%-$172.2K
FIRST TR EXCH TRADED FD IIIFTLS$2.3M35,3890.48%+0.06pp8q+5.2%+$116.0K
SCHWAB STRATEGIC TRSCHC$2.3M67,4410.47%-0.02pp16q+3.9%+$86.3K
SCHWAB STRATEGIC TRSCHF$2.3M123,9600.47%-0.02pp16q+105.8%+$1.2M
FIRST TR EXCHANGE TRADED FDFXN$2.3M137,9390.46%+0.03pp8q+1.7%+$38.0K
VANECK ETF TRUSTCLOI$2.2M42,4960.46%+0.22pp5q+85.7%+$1.0M
FIRST TR EXCHANGE TRADED FDSKYY$2.2M18,7800.46%+0.19pp2q+39.8%+$637.4K
ISHARES TRITA$2.2M15,1070.45%-0.07pp4q-14.0%-$358.7K
TARGET CORPTGT$2.2M16,0990.44%-0.03pp2q+4.4%+$92.1K
ISHARES TRIWO$2.2M7,5400.44%+0.10pp4q+21.2%+$379.9K
ISHARES TRINDA$2.1M39,5590.43%-0.19pp5q-26.5%-$749.7K
AMPLIFY ETF TRHACK$2.0M27,3180.42%+0.07pp4q+6.1%+$117.2K
VANGUARD INDEX FDSVUG$2.0M4,9080.41%+0.04pp23qHELD
AMERICAN CENTY ETF TRAVLV$2.0M30,0720.41%-newNEW
VANGUARD INDEX FDSVOO$2.0M3,6320.40%+0.02pp23q-0.7%-$14.0K
FIRST TR EXCHANGE TRADED FDGRID$1.9M15,9310.39%-0.02pp4q-3.4%-$66.7K
GLOBAL X FDSDRIV$1.9M82,7880.39%+0.08pp16q+24.4%+$372.7K
FIRST TR EXCHANGE-TRADED FDFBT$1.9M11,2110.38%+0.09pp4q+31.1%+$441.8K
ISHARES TRIAK$1.8M14,3630.37%-0.05pp4q-13.2%-$276.0K
ISHARES TRREZ$1.7M21,5840.36%+0.02pp10q+11.3%+$177.8K
SELECT SECTOR SPDR TRXLRE$1.7M42,8720.36%-0.05pp4q-6.5%-$122.0K
PACER FDS TRCALF$1.6M37,4590.34%-0.03pp5q-5.5%-$95.3K
AMERICAN CENTY ETF TRSDSI$1.6M30,5500.32%-newNEW
AMERICAN CENTY ETF TRAVUV$1.5M15,9900.32%-newNEW
WISDOMTREE TRUSDU$1.5M55,5470.31%+0.04pp7q+4.5%+$65.7K
VANECK ETF TRUSTANGL$1.5M53,3680.31%+0.03pp4q+10.4%+$144.5K
SIMPLIFY EXCHANGE TRADED FUNPINK$1.5M51,3230.31%-0.11pp6q-22.0%-$430.1K
FIRST TR EXCHANGE-TRADED FDFMF$1.5M31,1020.30%flat8q-5.3%-$83.3K
SELECT SECTOR SPDR TRXLC$1.4M14,1310.28%-0.01pp4q-12.3%-$191.2K
GLOBAL X FDSPAVE$1.3M33,1550.27%-0.02pp8q-8.5%-$123.9K
VANGUARD INDEX FDSVTV$1.3M7,7720.27%flat23qHELD
VANGUARD INDEX FDSVBK$1.3M4,4710.26%+0.02pp23q-1.1%-$13.7K
FIRST TR EXCHANGE TRADED FDFIW$1.3M12,2650.26%-0.02pp9q-5.3%-$70.4K
META PLATFORMS INCMETA$1.2M2,0300.24%flat8q-4.4%-$54.4K
FRANKLIN TEMPLETON ETF TRFLQM$1.2M21,4190.24%-newNEW
VANGUARD INDEX FDSVNQ$1.1M12,5820.23%flat9q+4.0%+$42.8K
ISHARES GOLD TRIAU$1.1M22,6370.23%+0.02pp4q+6.2%+$65.6K
INVESCO ACTIVELY MANAGED EXCVRIG$1.1M44,1410.23%+0.01pp12q+1.4%+$15.5K
SPDR SERIES TRUSTSPYM$1.0M15,2010.21%+0.05pp5q+22.9%+$195.3K
USCF ETF TRSDCI$972.0K50,0530.20%flat5q-1.8%-$18.1K
FIRST TR EXCHANGE-TRADED FDDTRE$916.3K24,3350.19%-0.14pp8q-34.7%-$486.7K
ISHARES TRIEI$888.7K7,6910.18%-0.09pp23q-32.3%-$424.2K
PROCTER & GAMBLE COPG$887.9K5,2960.18%flat23qHELD
MICROSOFT CORPMSFT$878.9K2,0850.18%-0.01pp23q-4.6%-$42.6K
SELECT SECTOR SPDR TRXLY$868.0K3,8690.18%flat4q-14.1%-$142.2K
ABRDN PRECIOUS METALS BASKETGLTR$800.3K7,2890.16%-0.01pp10q-6.3%-$53.4K
ISHARES TRIVW$796.0K7,8400.16%+0.01pp23q-1.0%-$7.7K
VANGUARD INDEX FDSVBR$743.1K3,7500.15%+0.01pp23q+0.9%+$6.3K
FIRST TR EXCHANGE-TRADED FDFTSM$736.8K12,3280.15%-0.15pp5q-52.1%-$802.7K
VANGUARD INTL EQUITY INDEX FVGK$734.0K11,5640.15%-0.34pp4q-66.7%-$1.5M
ISHARES TRIWC$716.3K5,4940.15%+0.01pp23qHELD
JOHNSON & JOHNSONJNJ$704.6K4,8720.14%-0.01pp23qHELD
PRICE T ROWE GROUP INCTROW$637.6K5,6380.13%flat10q-7.7%-$53.0K
SHERWIN WILLIAMS COSHW$635.3K1,8690.13%-0.04pp23q-18.7%-$146.5K
VANGUARD INDEX FDSVO$613.4K2,3220.13%flat23q-5.4%-$35.1K
AMEREN CORPAEE$584.2K6,5530.12%+0.01pp23q-1.2%-$7.0K
ISHARES TRIJS$580.6K5,3460.12%+0.01pp23q+0.5%+$2.9K
ISHARES INCEMXC$568.8K10,2580.12%-0.14pp4q-52.2%-$621.2K
FIRST TR EXCHANGE-TRADED FDFIIG$516.5K25,2560.11%-newNEW
REPUBLIC SVCS INCRSG$448.7K2,2300.09%flat23qHELD
INVESCO DB US DLR INDEX TRUUP$418.6K14,2270.09%+0.01pp11qHELD
STIFEL FINL CORPSF$415.0K3,9120.08%+0.01pp3qHELD
ALPS ETF TRRIGS$408.2K17,6520.08%flat15qHELD
AMAZON COM INCAMZN$390.3K1,7790.08%+0.01pp8q-2.9%-$11.8K
ISHARES TRIMCG$371.1K4,9130.08%+0.01pp23qHELD
WALMART INCWMT$368.7K4,0810.08%+0.01pp7q+0.8%+$2.8K
VANGUARD INDEX FDSVB$365.0K1,5190.07%flat23q+0.6%+$2.2K
INTERNATIONAL BUSINESS MACHSIBM$354.0K1,6110.07%flat6qHELD
ISHARES TRFLOT$350.9K6,8960.07%flat11q-8.8%-$33.8K
VANECK ETF TRUSTSMH$342.2K1,4130.07%flat3q+1.8%+$6.1K
SCHWAB STRATEGIC TRSCHD$324.2K11,8660.07%flat3q+202.9%+$217.2K
FIRST TR EXCHANGE-TRADED FDFTHI$314.5K13,5160.06%-newNEW
SPDR SERIES TRUSTBIL$305.4K3,3400.06%-0.18pp4q-75.1%-$918.9K
NVIDIA CORPORATIONNVDA$284.0K2,1150.06%+0.01pp3qHELD
NEWMONT CORPNEM$279.2K7,5010.06%-0.05pp7q-27.7%-$107.2K
BANK OF AMER CORPBAC$278.4K6,3350.06%+0.01pp2q-1.0%-$2.7K
DIREXION SHARES ETF TRUSTSPXL$273.9K1,6230.06%flat4q-4.9%-$14.2K
ISHARES TRIUSV$270.7K2,9240.06%flat8q+1.5%+$4.1K
FIRST TR EXCH TRADED FD IIIFEMB$247.3K9,5190.05%-0.05pp2q-48.2%-$230.1K
VANGUARD WORLD FDVGT$246.7K3970.05%flat7q-3.6%-$9.3K
DIREXION SHARES ETF TRUSTTECL$245.8K2,7150.05%flat3q+1.8%+$4.3K
ISHARES TREFG$243.6K2,5150.05%flat23q+0.7%+$1.6K
DEXCOM INCDXCM$243.0K3,1250.05%+0.01pp20qHELD
ISHARES TRDGRO$237.7K3,8740.05%flat4q+3.5%+$8.1K
DIREXION SHARES ETF TRUSTTNA$234.2K5,5910.05%flat2q+5.8%+$12.8K
MERCK & CO INCMRK$229.9K2,3110.05%-0.01pp5q-3.1%-$7.4K
ISHARES INCURTH$225.4K1,4500.05%flat4q+0.8%+$1.7K
ISHARES TRSHV$220.2K1,9990.05%flat11q-12.4%-$31.2K
WISDOMTREE TRDGRW$215.8K2,6670.04%-newNEW
DIREXION SHARES ETF TRUSTSOXL$215.2K7,8820.04%flat5q+22.9%+$40.1K
ALPS ETF TRSMTH$212.2K8,3170.04%-newNEW
DIMENSIONAL ETF TRUSTDFAC$207.1K5,9880.04%flat2qHELD
ENPHASE ENERGY INCENPH$201.9K2,9390.04%-0.03pp6q-8.9%-$19.7K
ENERGY FUELS INCUUUU$64.1K12,5000.01%flat3q+25.0%+$12.8K
COMPASS PATHWAYS PLCCMPS$44.3K11,7170.01%flat7q+10.7%+$4.3K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Funds & ETFs 6.5%Retail & Consumer 2.0%Capital Markets 1.9%Other sectors 8.3%Not classified 81.3%
 
SectorValueShare
Funds & ETFs$32.0M6.5%
Retail & Consumer$9.7M2.0%
Capital Markets$9.4M1.9%
Other sectors$40.6M8.3%
Not classified$397.4M81.3%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2024$489.1M15385963937.1%42
Q3 2024$508.1M154868511136.9%9
Q2 2024$474.0M157138242836.3%37
Q1 2024$454.7M152335050837.9%23
Q4 2023$419.0M1271847532343.0%33
Q3 2023$388.6M1321459492239.0%66
Q2 2023$407.6M140123275240.9%19
Q1 2023$408.5M1302441441740.5%18
Q4 2022$381.7M1231437501145.4%23
Q3 2022$373.5M1201441451147.9%12
Q2 2022$360.4M1172026523642.1%26
Q1 2022$381.5M1336454842933.0%26
Q4 2021$438.2M5564255151230.1%27
Q3 2021$372.5M133845491031.5%34
Q2 2021$356.3M135194256931.2%37
Q1 2021$322.3M1251445461436.1%42
Q4 2020$277.6M12594159333.9%19
Q3 2020$254.4M1191152341133.9%20
Q2 2020$203.1M119204148930.2%42
Q1 2020$148.6M1081144381129.7%29
Q4 2019$179.5M10854632333.2%27
Q3 2019$169.5M106194034632.7%39
Q1 2019$132.3M93000035.4%33

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.