Straight Path Wealth Management Purchases in Q3 2025

Straight Path Wealth Management

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
40K
+ 7935.71%
$695.21 - $791.73 $27.8M - $31.7M
40.5K $29.7M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 0.02%
$293.94 - $444.72 $7.05K - $10.7K
117K $52.1M
MSFT
Microsoft Corp

Technology
19.8K
+ 2712.07%
$491.09 - $535.64 $9.71M - $10.6M
20.5K $10.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
150K
+ 10.24%
$36.04 - $38.78 $5.4M - $5.81M
1.61M $62.2M
NVDA
Nvidia Corp

Technology
27.3K
+ 1024.44%
$153.3 - $186.58 $4.19M - $5.1M
30K $5.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
72.2K
+ 8.23%
$30.76 - $33.01 $2.22M - $2.38M
950K $31.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.9K
+ 8.75%
$29.55 - $32.52 $1M - $1.1M
422K $13.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.43K
+ 5.16%
$236.25 - $257.69 $809K - $883K
69.8K $17.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
15.5K
+ 6.02%
$44.58 - $48.01 $691K - $744K
273K $13.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
56.9K
+ 13.51%
$20.41 - $20.67 $1.16M - $1.18M
478K $9.83M
BE
Bloom Energy Corp

Industrials
13K
New
$22.13 - $86.27 $288K - $1.12M
13K $1.1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
39.7K
+ 17.69%
$22.9 - $24.1 $910K - $957K
264K $6.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
53.6K
+ 32.45%
$18.61 - $18.94 $998K - $1.02M
219K $4.12M
ABBV
Abb Vie Inc.

Healthcare
4.37K
New
$184.85 - $231.54 $808K - $1.01M
4.37K $1.01M
PLTR
Palantir Technologies Inc.

Technology
13
+ 0.06%
$130.68 - $186.97 $1.7K - $2.43K
21.7K $3.96M
CSCO
Cisco Systems, Inc.

Technology
14.4K
+ 257.4%
$66.2 - $71.79 $954K - $1.03M
20K $1.37M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
45.3K
+ 10.33%
$19.49 - $19.61 $882K - $888K
483K $9.46M
BSCU
Invesco Exc Self Ind Tr

ETFs
51.4K
+ 27.83%
$16.67 - $17.03 $857K - $875K
236K $3.99M
BIBL
Northern Lts Fd Tr Iv

ETFs
20K
New
$41.43 - $44.43 $829K - $889K
20K $888K
HOOD
Robinhood Markets, Inc.

Technology
3K
+ 47.66%
$91.27 - $143.18 $274K - $430K
9.3K $1.33M
BSCV
Invesco ETF Self Indexed Fd Tr
41.1K
+ 22.16%
$16.39 - $16.83 $674K - $692K
227K $3.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.68K
+ 10.96%
$102.4 - $103.88 $582K - $590K
57.5K $5.94M
ABT
Abbott Laboratories

Healthcare
3.65K
New
$120.51 - $136.62 $439K - $498K
3.65K $488K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
19.1K
+ 20.85%
$23.53 - $23.89 $449K - $455K
111K $2.64M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
16.3K
+ 26.71%
$23.43 - $23.88 $382K - $389K
77.4K $1.85M
CRDO
Credo Technology Group Holding LTD

Technology
300
+ 4.84%
$87.59 - $172.31 $26.3K - $51.7K
6.5K $946K
IBHG
Ishares Tr Ibonds 2027 Term Hi
16.6K
+ 18.3%
$22.38 - $22.53 $372K - $375K
108K $2.42M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.9K
+ 14.97%
$23.09 - $23.43 $345K - $350K
115K $2.68M
RBLX
Roblox Corp

Communication Services
2.51K
New
$100.65 - $141.56 $252K - $355K
2.51K $346K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.28%
$620.67 - $670.08 $11.2K - $12.1K
6.47K $4.33M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.28K
+ 86.53%
$47.86 - $48.43 $301K - $304K
13.5K $652K
SLV
I Shares Silver Trust

ETFs
6.69K
New
$32.73 - $42.5 $219K - $284K
6.69K $283K
GLD
Spdr Gold Trust

ETFs
754
New
$300.96 - $355.47 $227K - $268K
754 $268K
IONQ
Ion Q, Inc.

Technology
3.91K
New
$36.79 - $75.14 $144K - $294K
3.91K $240K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.11K
+ 50.65%
$40.45 - $42.49 $206K - $217K
15.2K $644K
DGRO
Ishares Core Dividend Growth E

ETFs
3.3K
New
$64.12 - $68.08 $212K - $225K
3.3K $224K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.73K
New
$108.97 - $121.65 $189K - $211K
1.73K $209K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.22K
New
$37.73 - $38.9 $197K - $203K
5.22K $202K
BYRN
Byrna Technologies Inc.

Industrials
9K
New
$18.94 - $33.56 $170K - $302K
9K $200K
AAPL
Apple Inc.

Technology
88
+ 2.53%
$202.38 - $256.87 $17.8K - $22.6K
3.57K $909K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.27K
+ 1.87%
$43.83 - $45.64 $55.8K - $58.1K
69.3K $3.16M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
6.5K
New
$23.8 - $24.29 $155K - $158K
6.5K $156K
IVR
Invesco Mortgage Capital Inc.

Real Estate
16K
+ 45.71%
$7.23 - $8.07 $116K - $129K
51K $385K
EC
Ecopetrol S.A.

Energy
10K
New
$8.29 - $9.63 $82.9K - $96.3K
10K $92K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.69K
+ 8.59%
$27.55 - $28.94 $46.6K - $48.9K
21.4K $618K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.2K
+ 14.05%
$22.36 - $22.52 $71.6K - $72.1K
26K $584K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.96K
+ 0.91%
$20.66 - $20.74 $61.2K - $61.5K
328K $6.79M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.51K
+ 10.18%
$22.84 - $22.95 $57.4K - $57.6K
27.2K $623K
PAPR
Innovator U.S. Equity Power Bu

ETFs
667
+ 2.3%
$37.32 - $38.38 $24.9K - $25.6K
29.6K $1.14M
Activity Summary
Buys All Purchases 85 New Holdings 16 Increased Positions 69 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 12 Puts 1
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