Straight Path Wealth Management Incresed Positions 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
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
21.9K
+ 52.95%
$23.18 - $23.74 $507K - $520K
63.2K $1.48M
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
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
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
Ishares Tr
4.43K
+ 12.99%
N/A
38.5K $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
Dimensional ETF Trust
12.9K
+ 3.66%
N/A
367K $0
Simplify Exchange Traded Fun
1.6K
+ 31.01%
N/A
6.76K $0
TUA
Simpl Exch Traded Fds Sht Term
7.58K
+ 42.74%
N/A
25.3K $0
Ea Series Trust
1.2K
+ 42.67%
N/A
4.01K $0
XLE
Energy Sector Spdr

ETFs
14
+ 0.6%
$83.32 - $97.27 $1.17K - $1.36K
2.36K $202K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.37%
$131.76 - $143.99 $922 - $1.01K
1.9K $249K
EAPR
Innovator Etfs Tr Emerging Mkt
138
+ 1.64%
$25.87 - $27.33 $3.57K - $3.77K
8.55K $221K
IAPR
Innovator Etfs Tr Internationa

ETFs
410
+ 2.76%
$26.66 - $28.18 $10.9K - $11.6K
15.3K $407K
HDV
Ishares Core High Dividend ETF

ETFs
94
+ 1.01%
$110.82 - $121.28 $10.4K - $11.4K
9.41K $1.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
554
+ 1.94%
$71.75 - $75.11 $39.7K - $41.6K
29.2K $2.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.56K
+ 166.76%
$26.93 - $84.95 $203K - $642K
12.1K $330K
DFIC
Dimensional ETF Tr Dimensional

ETFs
58.9K
+ 8.54%
$25.61 - $28.0 $1.51M - $1.65M
749K $19.4M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
14.6K
+ 5.55%
$17.44 - $19.38 $254K - $282K
277K $4.91M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.3K
+ 4.71%
$26.16 - $28.82 $373K - $411K
317K $8.31M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.54K
+ 4.82%
$22.72 - $25.76 $194K - $220K
186K $4.33M
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
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