Straight Path Wealth Management Reduced Holdings in Q1 2025

Straight Path Wealth Management

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-262K
- 94.6%
$17.61 - $18.7 $4.61M - $4.9M
15K $279K
MMM
3 M CO

Industrials
-7K
- 69.99%
$129.7 - $155.12 $908K - $1.09M
3K $440K
PLTR
Palantir Technologies Inc.

Technology
-11.5K
- 36.17%
$64.98 - $124.62 $747K - $1.43M
20.3K $1.71M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-16K
- 24.24%
$14.67 - $22.01 $235K - $352K
50K $768K
RKLB
Rocket Lab Usa, Inc.

Industrials
-5.5K
- 20.99%
$17.12 - $31.57 $94.2K - $174K
20.7K $370K
IVV
Ishares Core S&P 500 ETF

ETFs
-208
- 3.13%
$554.06 - $615.85 $115K - $128K
6.43K $3.61M
AAPL
Apple Inc.

Technology
-736
- 17.52%
$209.68 - $247.1 $154K - $182K
3.47K $769K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-13.5K
- 3.85%
$20.64 - $20.73 $279K - $280K
337K $6.98M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-338
- 2.69%
$47.25 - $67.02 $16K - $22.7K
12.2K $580K
S
Sentinel One, Inc.

Technology
-500
- 2.33%
$18.17 - $24.97 $9.09K - $12.5K
21K $381K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.71K
- 12.95%
$23.9 - $24.18 $64.7K - $65.4K
18.2K $439K
PHYS
Sprott Physical Gold Trust

Financial Services
-8.16K
- 22.38%
$20.25 - $24.06 $165K - $196K
28.3K $680K
XLK
Technology Sector Spdr

ETFs
-83
- 6.04%
$206.38 - $242.18 $17.1K - $20.1K
1.29K $266K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-359
- 1.21%
$5.74 - $7.6 $2.06K - $2.73K
29.4K $183K
XLY
Select Sector Spdr Consumer Di

ETFs
-56
- 4.79%
$192.6 - $233.2 $10.8K - $13.1K
1.11K $219K
IAPR
Innovator Etfs Tr Internationa

ETFs
-1.89K
- 12.38%
$26.66 - $28.64 $50.4K - $54.2K
13.4K $368K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.48K
- 7.98%
$23.03 - $23.17 $34.2K - $34.4K
17.1K $394K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.47K
- 6.42%
$22.11 - $22.43 $32.6K - $33K
21.5K $481K
XLI
Industrial Sector Spdr

ETFs
-93
- 4.9%
$128.78 - $141.67 $12K - $13.2K
1.8K $236K
Tidal Tr Ii
-1.3K
- 11.3%
N/A
10.2K $0
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-234
- 1.1%
$21.77 - $22.25 $5.09K - $5.21K
21K $467K
HDV
Ishares Core High Dividend ETF

ETFs
-531
- 5.64%
$110.86 - $121.12 $58.9K - $64.3K
8.88K $1.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-325
- 1.11%
$71.17 - $73.66 $23.1K - $23.9K
28.9K $2.12M
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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