Straight Path Wealth Management Purchases in Q1 2025

Straight Path Wealth Management

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
48.7K
New
$100.59 - $103.47 $4.9M - $5.04M
48.7K $5.04M
DFIC
Dimensional ETF Tr Dimensional

ETFs
68.5K
+ 9.15%
$25.54 - $28.79 $1.75M - $1.97M
817K $22.7M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
12.7K
+ 5.39%
$37.06 - $41.11 $469K - $520K
247K $9.88M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.3K
+ 10.48%
$25.35 - $27.46 $843K - $913K
350K $9.27M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39.9K
+ 11.62%
$20.05 - $20.4 $799K - $813K
383K $7.79M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.7K
+ 6.56%
$32.42 - $36.13 $2.65M - $2.95M
1.33M $43.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
20.6K
+ 11.06%
$22.35 - $24.52 $459K - $504K
206K $4.91M
BSCV
Invesco ETF Self Indexed Fd Tr
26.8K
+ 25.09%
$15.87 - $16.38 $425K - $438K
133K $2.18M
PMAR
Innovator U.S. Equity Power Bu

ETFs
10.9K
+ 174.36%
$39.51 - $41.0 $431K - $448K
17.2K $685K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
17.9K
+ 28.36%
$23.33 - $23.71 $418K - $425K
81.2K $1.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
17.8K
+ 14.26%
$16.2 - $16.64 $288K - $295K
142K $2.36M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
14.4K
+ 12.18%
$18.18 - $18.58 $263K - $268K
133K $2.47M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.5K
+ 3.54%
$19.42 - $19.54 $263K - $265K
396K $7.72M
SVOL
Simplify ETF Simplify Volatili

ETFs
15.2K
New
$17.92 - $21.7 $271K - $329K
15.2K $275K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.7K
New
$87.68 - $94.52 $236K - $255K
2.7K $252K
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.08K
New
$41.09 - $43.24 $250K - $263K
6.08K $252K
CRDO
Credo Technology Group Holding LTD

Technology
6.13K
New
$39.45 - $85.5 $242K - $524K
6.13K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
3.85K
New
$60.46 - $64.42 $233K - $248K
3.85K $238K
VTI
Vanguard Total Stock Market Et

ETFs
807
New
$271.18 - $303.12 $219K - $245K
807 $221K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.79K
New
$69.81 - $78.9 $195K - $220K
2.79K $217K
HOOD
Robinhood Markets, Inc.

Technology
5.2K
New
$35.63 - $65.28 $185K - $339K
5.2K $216K
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
New
$117.15 - $158.79 $153K - $207K
1.31K $207K
XLV
Select Sector Spdr Fund Health

ETFs
1.4K
New
$137.61 - $149.68 $193K - $210K
1.4K $204K
IBHE
Ishares Ibonds 2025 Term High

ETFs
6.17K
+ 8.21%
$23.16 - $23.32 $143K - $144K
81.2K $1.89M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.03K
+ 7.26%
$23.13 - $23.41 $139K - $141K
89K $2.07M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.58K
+ 18.16%
$38.54 - $41.5 $99.2K - $107K
16.8K $681K
PFEB
Innovator U.S. Equity Power Bu

ETFs
4K
+ 31.67%
$35.54 - $37.44 $142K - $150K
16.6K $596K
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.75K
+ 6.36%
$22.21 - $22.56 $106K - $107K
79.5K $1.78M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5.14K
+ 11.01%
$23.15 - $23.78 $119K - $122K
51.8K $1.2M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.56K
+ 23.64%
$24.79 - $25.26 $88.3K - $90K
18.6K $470K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.4K
+ 3.94%
$9.19 - $12.93 $12.9K - $18.1K
36.9K $412K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.11K
+ 12.33%
N/A
28.3K $673K
LUMN
Lumen Technologies, Inc.

Communication Services
20K
+ 100.0%
$3.92 - $5.92 $78.4K - $118K
40K $156K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.61K
+ 7.1%
$22.77 - $22.94 $36.5K - $36.8K
24.2K $555K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.65K
+ 2.64%
$196.12 - $229.48 $323K - $378K
64K $12.9M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.22K
+ 5.62%
$23.29 - $23.38 $28.4K - $28.5K
22.9K $535K
XLE
Energy Sector Spdr

ETFs
113
+ 4.78%
$85.7 - $93.96 $9.68K - $10.6K
2.48K $231K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
62.7K
New
$0.29 - $0.96 $18.2K - $60.2K
62.7K $28K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
581
+ 2.82%
$25.05 - $25.16 $14.6K - $14.6K
21.2K $533K
EAPR
Innovator Etfs Tr Emerging Mkt
291
+ 3.41%
$25.4 - $27.53 $7.39K - $8.01K
8.84K $234K
TYA
Simplify Exchange Traded Fds S

ETFs
969
+ 8.97%
N/A
11.8K $149K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.07K
+ 4.33%
$35.21 - $37.69 $37.5K - $40.1K
25.7K $915K
BNDX
Vanguard Total International B

ETFs
147
+ 0.94%
$48.33 - $49.5 $7.1K - $7.28K
15.8K $770K
Celestica Inc
2.85K
New
N/A
2.85K $0
BUCK
Simplify Exchange Traded Fds S
4.8K
+ 22.22%
N/A
26.4K $0
Tidal Tr Ii
4.8K
New
N/A
4.8K $0
Tidal Tr Ii
5.73K
+ 21.46%
N/A
32.4K $0
TUA
Simpl Exch Traded Fds Sht Term
2.58K
+ 10.21%
N/A
27.9K $0
Astera Labs Inc
6.75K
New
N/A
6.75K $0
Activity Summary
Buys All Purchases 69 New Holdings 20 Increased Positions 49 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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