Corepath Wealth Partners LLC Purchases in Q3 2025

Corepath Wealth Partners LLC

  • $136 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.19K
+ 16.68%
$620.67 - $670.08 $5.71M - $6.16M
64.3K $43M
IWB
Ishares Tr Russell 1000 ETF

ETFs
18.3K
+ 495.51%
$339.37 - $366.46 $6.22M - $6.72M
22K $8.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.78K
+ 384.19%
$546.99 - $602.2 $3.16M - $3.48M
7.29K $4.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.6K
+ 282.0%
$92.26 - $97.51 $1.17M - $1.23M
17.1K $1.65M
EEM
Ishares Msci Emerging Markets

ETFs
6.47K
+ 5.88%
$48.07 - $53.4 $311K - $345K
116K $6.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.88K
+ 3.44%
$87.29 - $93.61 $339K - $363K
117K $10.9M
NVDA
Nvidia Corp

Technology
2.48K
+ 67.81%
$153.3 - $186.58 $380K - $463K
6.14K $1.15M
HYG
Ishares Tr

ETFs
6.6K
+ 21.52%
$79.85 - $81.32 $527K - $537K
37.3K $3.03M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.55K
+ 11.62%
$107.66 - $112.36 $382K - $399K
34.1K $3.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.79K
New
$109.47 - $119.06 $415K - $451K
3.79K $448K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.85K
+ 5.95%
$48.31 - $48.93 $331K - $335K
122K $5.95M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.43K
New
$98.41 - $98.89 $338K - $339K
3.43K $339K
GOOG
Alphabet Inc.

Communication Services
1.19K
New
$175.16 - $255.24 $208K - $303K
1.19K $289K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.28K
New
$87.05 - $93.19 $198K - $212K
2.28K $211K
CAT
Caterpillar Inc

Industrials
425
New
$390.92 - $477.15 $166K - $203K
425 $202K
AAPL
Apple Inc.

Technology
294
+ 13.61%
$202.38 - $256.87 $59.5K - $75.5K
2.45K $624K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.83K
+ 4.62%
$50.85 - $51.35 $93.2K - $94.1K
41.5K $2.12M
MSFT
Microsoft Corp

Technology
114
+ 9.9%
$491.09 - $535.64 $56K - $61.1K
1.27K $655K
AMZN
Amazon Com Inc

Consumer Cyclical
295
+ 22.15%
$211.65 - $238.24 $62.4K - $70.3K
1.63K $357K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.17%
$617.65 - $666.84 $618 - $667
606 $403K
META
Meta Platforms, Inc.

Communication Services
16
+ 4.03%
$695.21 - $791.73 $11.1K - $12.7K
413 $303K
Fidelity Wise Origin Bitcoin
1.88K
New
N/A
1.88K $0
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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