Straight Path Wealth Management Purchases in Q4 2024

Straight Path Wealth Management

  • $228 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
239K
+ 229.02%
$20.08 - $20.61 $4.8M - $4.92M
343K $6.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.5K
+ 2.85%
$33.92 - $36.6 $1.17M - $1.26M
1.24M $43.1M
BSCV
Invesco ETF Self Indexed Fd Tr
65.8K
+ 161.01%
$16.02 - $16.72 $1.05M - $1.1M
107K $1.71M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
14.2K
New
$37.46 - $43.08 $531K - $611K
14.2K $539K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
21.9K
+ 52.95%
$23.18 - $23.74 $507K - $520K
63.2K $1.48M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.2K
New
$21.81 - $22.48 $463K - $477K
21.2K $464K
GILD
Gilead Sciences, Inc.

Healthcare
4.71K
New
$83.95 - $97.9 $395K - $461K
4.71K $434K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.69K
New
$91.29 - $91.8 $429K - $431K
4.69K $429K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
25.8K
+ 7.31%
$19.42 - $19.76 $502K - $511K
380K $7.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.5K
+ 6.25%
$19.38 - $19.58 $436K - $441K
383K $7.44M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
12.8K
+ 3.77%
$20.6 - $20.71 $263K - $264K
351K $7.25M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
9.58K
+ 13.04%
$23.03 - $23.33 $221K - $223K
83K $1.92M
SCHW
Schwab Charles Corp

Financial Services
2.73K
New
$63.31 - $82.85 $173K - $226K
2.73K $202K
XLC
Select Sector Spdr Tr Communic

ETFs
2.08K
New
$89.66 - $102.16 $187K - $213K
2.08K $201K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.7K
+ 13.05%
$18.28 - $18.87 $250K - $258K
119K $2.17M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.3K
+ 10.78%
$23.08 - $23.28 $169K - $170K
75.1K $1.74M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
6.86K
+ 17.22%
$23.22 - $23.84 $159K - $163K
46.7K $1.09M
TYA
Simplify Exchange Traded Fds S

ETFs
10.8K
New
N/A
10.8K $137K
BSCU
Invesco Exc Self Ind Tr

ETFs
12.1K
+ 10.79%
$16.32 - $16.99 $198K - $206K
125K $2.04M
NVDA
Nvidia Corp

Technology
658
+ 36.78%
$117.0 - $148.88 $77K - $98K
2.45K $328K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.18K
+ 25.37%
$25.0 - $25.11 $104K - $105K
20.6K $516K
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 0.44%
$570.51 - $610.59 $16.5K - $17.7K
6.64K $3.91M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.45K
+ 7.86%
$22.11 - $22.54 $120K - $123K
74.7K $1.66M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.74K
+ 17.37%
N/A
25.2K $599K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.77K
+ 14.65%
$23.25 - $23.37 $64.5K - $64.8K
21.7K $506K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.2K
+ 5.11%
$35.71 - $37.1 $42.7K - $44.4K
24.6K $903K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.29K
+ 11.28%
$22.72 - $23.0 $52K - $52.7K
22.6K $515K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.3K
+ 11.14%
$22.1 - $22.59 $50.8K - $51.9K
22.9K $509K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2K
+ 40.0%
$72.97 - $96.75 $146K - $194K
7K $519K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.83K
+ 13.78%
$24.82 - $25.48 $45.3K - $46.5K
15.1K $375K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.09%
$194.8 - $239.43 $195 - $239
1.17K $262K
KAPR
Innovator U.S. Small Cap Power

ETFs
599
+ 4.33%
$32.06 - $34.27 $19.2K - $20.5K
14.4K $472K
PHYS
Sprott Physical Gold Trust

Financial Services
1.5K
+ 4.29%
$19.66 - $21.66 $29.5K - $32.5K
36.5K $734K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.17K
+ 8.2%
$22.71 - $23.47 $26.6K - $27.5K
15.4K $352K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
2.01K
+ 7.25%
$7.22 - $8.05 $14.5K - $16.2K
29.8K $227K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
866
+ 4.32%
$23.88 - $24.32 $20.7K - $21.1K
20.9K $500K
XLK
Technology Sector Spdr

ETFs
1
+ 0.07%
$220.26 - $241.44 $220 - $241
1.38K $319K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
101
+ 0.55%
$23.02 - $23.23 $2.33K - $2.35K
18.6K $429K
BNDX
Vanguard Total International B

ETFs
406
+ 2.66%
$48.91 - $50.61 $19.9K - $20.5K
15.6K $767K
Simplify Exchange Traded Fun
1.6K
+ 31.01%
N/A
6.76K $0
Dimensional ETF Trust
12.9K
+ 3.66%
N/A
367K $0
TUA
Simpl Exch Traded Fds Sht Term
7.58K
+ 42.74%
N/A
25.3K $0
Tidal Tr Ii
5.8K
+ 27.76%
N/A
26.7K $0
Tidal Tr Ii
3.62K
+ 14.39%
N/A
28.7K $0
BUCK
Simplify Exchange Traded Fds S
21.6K
New
N/A
21.6K $0
Ishares Tr
22K
New
N/A
22K $0
Ea Series Trust
1.2K
+ 42.67%
N/A
4.01K $0
Ishares Tr
4.43K
+ 12.99%
N/A
38.5K $0
XLE
Energy Sector Spdr

ETFs
14
+ 0.6%
$83.32 - $97.27 $1.17K - $1.36K
2.36K $202K
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email