Straight Path Wealth Management Purchases in Q2 2025

Straight Path Wealth Management

  • $262 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
137K
+ 10.34%
$29.12 - $35.84 $3.99M - $4.91M
1.46M $52.4M
TSLA
Tesla, Inc.

Consumer Cyclical
199
+ 0.17%
$221.86 - $362.89 $44.2K - $72.2K
117K $37.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
60.1K
+ 7.35%
$24.94 - $31.15 $1.5M - $1.87M
877K $27.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.38K
+ 3.72%
$180.84 - $240.32 $430K - $571K
66.3K $15.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
68.1K
New
$37.66 - $43.85 $2.56M - $2.98M
68.1K $2.98M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
37.5K
+ 10.71%
$23.4 - $29.68 $878K - $1.11M
388K $11.5M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
9.83K
+ 3.97%
$36.01 - $45.69 $354K - $449K
257K $11.8M
PLTR
Palantir Technologies Inc.

Technology
1.4K
+ 6.9%
$74.01 - $144.25 $104K - $202K
21.7K $2.96M
IJUL
Innovator Etfs Tr

ETFs
33.2K
New
$27.51 - $31.94 $915K - $1.06M
33.2K $1.06M
BSCV
Invesco ETF Self Indexed Fd Tr
52.2K
+ 39.13%
$15.97 - $16.53 $834K - $863K
186K $3.07M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
38.2K
+ 9.96%
$20.16 - $20.49 $769K - $782K
421K $8.63M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
41.9K
+ 10.59%
$19.44 - $19.56 $815K - $820K
438K $8.55M
BSCU
Invesco Exc Self Ind Tr

ETFs
42.4K
+ 29.79%
$16.31 - $16.78 $691K - $711K
185K $3.1M
KJUL
Innovator U.S. Small Cap Power

Technology
23K
New
$25.96 - $29.2 $596K - $670K
23K $670K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
32.3K
+ 24.25%
$18.28 - $18.7 $590K - $603K
165K $3.09M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
19.7K
New
$23.73 - $27.68 $467K - $545K
19.7K $544K
PAUG
Innovator U.S. Equity Power Bu

ETFs
10.1K
New
$35.3 - $40.46 $356K - $408K
10.1K $407K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.28%
$498.8 - $620.9 $8.98K - $11.2K
6.45K $4M
HOOD
Robinhood Markets, Inc.

Technology
1.1K
+ 21.06%
$34.17 - $93.63 $37.4K - $103K
6.3K $589K
META
Meta Platforms, Inc.

Communication Services
504
New
$484.66 - $738.09 $244K - $372K
504 $371K
DFAR
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 8.76%
$20.99 - $23.93 $380K - $433K
225K $5.27M
PFE
Pfizer Inc

Healthcare
16.4K
+ 43.4%
$21.59 - $24.84 $354K - $408K
54.2K $1.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
541
New
$496.48 - $617.85 $269K - $334K
541 $334K
CRDO
Credo Technology Group Holding LTD

Technology
75
+ 1.22%
$33.3 - $95.05 $2.5K - $7.13K
6.2K $574K
LRN
Stride, Inc.

Consumer Defensive
2.12K
New
$124.45 - $160.72 $263K - $340K
2.12K $307K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
292
+ 2.39%
$40.51 - $71.03 $11.8K - $20.7K
12.5K $878K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.13K
+ 6.43%
$102.02 - $103.5 $319K - $324K
51.8K $5.33M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
10.3K
+ 12.66%
$22.36 - $23.73 $230K - $244K
91.4K $2.17M
IBHG
Ishares Tr Ibonds 2027 Term Hi
11.4K
+ 14.38%
$21.56 - $22.54 $246K - $258K
90.9K $2.05M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.8K
+ 12.11%
$22.57 - $23.23 $243K - $250K
99.8K $2.32M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
9.24K
+ 17.82%
$22.15 - $23.69 $205K - $219K
61.1K $1.45M
VZ
Verizon Communications Inc

Communication Services
5.08K
New
$41.67 - $45.62 $212K - $232K
5.08K $219K
POCT
Innovator U.S. Equity Power Bu

ETFs
5.22K
New
$36.35 - $41.3 $190K - $216K
5.22K $215K
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.31K
+ 12.89%
$33.22 - $37.29 $110K - $123K
29K $1.08M
MSFT
Microsoft Corp

Technology
26
+ 3.7%
$354.56 - $497.45 $9.22K - $12.9K
729 $362K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3K
+ 42.86%
$53.23 - $70.65 $160K - $212K
10K $578K
IVR
Invesco Mortgage Capital Inc.

Real Estate
10K
+ 40.0%
$6.33 - $8.04 $63.3K - $80.4K
35K $274K
PHYS
Sprott Physical Gold Trust

Financial Services
1.1K
+ 3.89%
$22.82 - $26.29 $25.1K - $28.9K
29.4K $745K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$179.73 - $253.23 $180 - $253
1.29K $327K
PJAN
Innovator U.S. Equity Power Bu

ETFs
853
+ 14.03%
$38.7 - $44.05 $33K - $37.6K
6.93K $305K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
600
+ 3.58%
$35.95 - $42.85 $21.6K - $25.7K
17.4K $731K
EAPR
Innovator Etfs Tr Emerging Mkt
1.24K
+ 14.05%
$24.71 - $27.99 $30.7K - $34.8K
10.1K $282K
IAPR
Innovator Etfs Tr Internationa

ETFs
763
+ 5.7%
$25.9 - $29.24 $19.8K - $22.3K
14.1K $413K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
2K
+ 6.8%
$5.27 - $7.02 $10.5K - $14K
31.4K $218K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.31K
+ 6.1%
$22.3 - $22.57 $29.2K - $29.5K
22.8K $512K
KAPR
Innovator U.S. Small Cap Power

ETFs
234
+ 1.57%
$28.5 - $32.39 $6.67K - $7.58K
15.2K $491K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.27K
+ 6.03%
$22.09 - $22.44 $28K - $28.4K
22.3K $497K
XLI
Industrial Sector Spdr

ETFs
4
+ 0.22%
$116.42 - $147.52 $466 - $590
1.81K $266K
BND
Vanguard Bd Index Fd Inc Total

ETFs
283
+ 0.98%
$72.02 - $73.82 $20.4K - $20.9K
29.1K $2.15M
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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