Corepath Wealth Partners LLC Purchases and Sells in Q2 2025

Corepath Wealth Partners LLC

$118 Million
Q2 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	597 + 1.1%	$498.8 - $620.9 $298K - $371K	55.1K $34.2M
EFA	1.53K + 1.37%	$72.96 - $90.39 $111K - $138K	113K $10.1M
IWB	1.82K + 97.23%	$272.36 - $339.57 $497K - $619K	3.7K $1.26M
EEM	2.52K + 2.35%	$38.52 - $48.28 $97.2K - $122K	110K $5.31M
AGG	5.02K + 3.93%	$96.84 - $99.46 $486K - $499K	133K $13.2M
QQQ	693 + 85.34%	$416.06 - $551.64 $288K - $382K	1.51K $830K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	4.48K New	$74.88 - $91.97 $335K - $412K	4.48K $411K
META	397 New	$484.66 - $738.09 $192K - $293K	397 $293K
SCZ	2.75K New	$57.14 - $72.68 $157K - $200K	2.75K $199K
QQQM	876 New	$171.4 - $227.1 $150K - $199K	876 $198K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISTB	-6.34K - 5.22%	$47.89 - $48.65 $303K - $308K	115K $5.6M
STIP	-1.44K - 14.29%	$102.02 - $103.5 $147K - $149K	8.64K $889K
IJS	-824 - 4.12%	$83.54 - $100.04 $68.8K - $82.4K	19.2K $1.91M
JNJ	-41 - 2.07%	$146.36 - $159.82 $6K - $6.55K	1.94K $296K
INTC	-1 - 0.01%	$18.13 - $22.69 $18.1 - $22.7	13K $291K
NVDA	-383 - 9.47%	$94.31 - $157.99 $36.1K - $60.5K	3.66K $578K

Activity Summary All Purchases 17 New Holdings 4 Increased Positions 13 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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