Corepath Wealth Partners LLC Purchases and Sells in Q3 2025

Corepath Wealth Partners LLC

$136 Million
Q3 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.19K + 16.68%	$620.67 - $670.08 $5.71M - $6.16M	64.3K $43M
IWB	18.3K + 495.51%	$339.37 - $366.46 $6.22M - $6.72M	22K $8.05M
QQQ	5.78K + 384.19%	$546.99 - $602.2 $3.16M - $3.48M	7.29K $4.37M
IWR	12.6K + 282.0%	$92.26 - $97.51 $1.17M - $1.23M	17.1K $1.65M
EEM	6.47K + 5.88%	$48.07 - $53.4 $311K - $345K	116K $6.22M
EFA	3.88K + 3.44%	$87.29 - $93.61 $339K - $363K	117K $10.9M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGV	3.79K New	$109.47 - $119.06 $415K - $451K	3.79K $448K
SUSA	3.22K New	$126.64 - $135.65 $408K - $437K	3.22K $436K
EMNT	3.43K New	$98.41 - $98.89 $338K - $339K	3.43K $339K
GOOG	1.19K New	$175.16 - $255.24 $208K - $303K	1.19K $289K
ESGD	2.28K New	$87.05 - $93.19 $198K - $212K	2.28K $211K
CAT	425 New	$390.92 - $477.15 $166K - $203K	425 $202K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSV	-31.9K - 35.64%	$94.17 - $99.95 $3M - $3.18M	57.5K $5.75M
AGG	-22.2K - 16.69%	$97.75 - $100.75 $2.17M - $2.23M	111K $11.1M
IWM	-10.8K - 32.76%	$214.92 - $244.84 $2.32M - $2.64M	22.1K $5.36M
IJS	-16.2K - 84.69%	$98.99 - $112.2 $1.61M - $1.82M	2.93K $324K
STIP	-2.43K - 28.12%	$102.4 - $103.88 $249K - $253K	6.21K $642K
EFV	-8.79K - 10.32%	$62.79 - $68.42 $552K - $601K	76.4K $5.18M

Activity Summary All Purchases 23 New Holdings 7 Increased Positions 16 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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