TRAPHAGEN INVESTMENT ADVISORS LLC
Top Portfolio Positions
129 positions ·
$223,191,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
141,414 | $35,889,459 | 16.08% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
1,170,967 | $19,449,761 | 8.71% | |
| CME |
Cme Group Inc.
Financial Services
|
48,555 | $14,340,719 | 6.43% | |
| BITB |
Bitwise Bitcoin ETF
|
303,174 | $11,159,834 | 5.00% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
56,176 | $8,835,361 | 3.96% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,137 | $8,575,800 | 3.84% | |
| NVDA |
Nvidia Corp
Technology
|
39,746 | $6,931,702 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
15,461 | $5,723,198 | 2.56% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
60,030 | $4,859,428 | 2.18% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
84,556 | $4,461,174 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LUCD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,689 | 29,295 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,931 | 29,295 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $29,587 | 29,295 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $33,689 | 29,295 | Shares | Sole | 2025-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||