Straight Path Wealth Management holdings history

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133 is the total number of securities Straight Path Wealth Management has owned. The longest Straight Path Wealth Management has owned a single stock is 8 quarters.

Straight Path Wealth Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TSLA TESLA INC8815.20%27.54%39.42%Q4 2021Q3 20238
MTUM ISHARES TR883.42%4.22%5.26%Q4 2021Q3 20238
IMTM ISHARES TR883.78%4.13%4.81%Q4 2021Q3 20238
IVOL KRANESHARES TR882.38%3.13%3.91%Q4 2021Q3 20238
BSCO INVESCO EXCH TRD SLF I...880.55%2.25%4.20%Q4 2021Q3 20238
IVV ISHARES TR881.92%2.22%2.80%Q4 2021Q3 20238
BSCP INVESCO EXCH TRD SLF I...880.55%2.16%3.98%Q4 2021Q3 20238
BSCN INVESCO EXCH TRD SLF I...880.62%2.09%4.02%Q4 2021Q3 20238
BSCQ INVESCO EXCH TRD SLF I...880.27%1.84%3.71%Q4 2021Q3 20238
BSJP INVESCO EXCH TRD SLF I...880.30%1.68%3.21%Q4 2021Q3 20238
BSJN INVESCO EXCH TRD SLF I...880.22%1.61%3.11%Q4 2021Q3 20238
BSJO INVESCO EXCH TRD SLF I...880.27%1.57%3.01%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS881.10%1.43%1.70%Q4 2021Q3 20238
KHC KRAFT HEINZ CO880.64%0.85%1.05%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.61%0.73%0.90%Q4 2021Q3 20238
MPC MARATHON PETE CORP880.51%0.68%0.95%Q4 2021Q3 20238
RILY B. RILEY FINANCIAL INC880.32%0.66%0.92%Q4 2021Q3 20238
BSCR INVESCO EXCH TRD SLF I...880.30%0.55%0.77%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.42%0.55%0.65%Q4 2021Q3 20238
BSCS INVESCO EXCH TRD SLF I...880.30%0.54%0.75%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS880.41%0.52%0.61%Q4 2021Q3 20238
TEVA TEVA PHARMACEUTICAL IN...880.34%0.52%0.80%Q4 2021Q3 20238
ABNB AIRBNB INC880.38%0.44%0.67%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.32%0.44%0.64%Q4 2021Q3 20238
ONB OLD NATL BANCORP IND880.30%0.42%0.54%Q4 2021Q3 20238
ARKK ARK ETF TR880.35%0.40%0.46%Q4 2021Q3 20238
AAPL APPLE INC880.20%0.38%0.56%Q4 2021Q3 20238
BP BP PLC880.25%0.28%0.34%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.20%0.27%0.34%Q4 2021Q3 20238
EOG EOG RES INC880.19%0.24%0.31%Q4 2021Q3 20238
PEY INVESCO EXCHANGE TRADE...880.20%0.23%0.25%Q4 2021Q3 20238
LUMN LUMEN TECHNOLOGIES INC880.04%0.22%0.46%Q4 2021Q3 20238
PLTR PALANTIR TECHNOLOGIES INC880.10%0.16%0.26%Q4 2021Q3 20238
LCTX LINEAGE CELL THERAPEUT...880.01%0.02%0.04%Q4 2021Q3 20238
PHYS SPROTT PHYSICAL GOLD TR770.10%0.41%0.51%Q1 2022Q3 20237
NVS NOVARTIS AG430.17%0.19%0.22%Q4 2021Q3 20237
F FORD MTR CO DEL770.14%0.18%0.23%Q1 2022Q3 20237
DFAC DIMENSIONAL ETF TRUST662.51%10.44%14.89%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST661.19%5.11%7.05%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.51%2.20%3.02%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.28%1.65%2.47%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.28%1.06%1.46%Q2 2022Q3 20236
SHY ISHARES TR660.17%0.50%0.91%Q2 2022Q3 20236
TLT ISHARES TR660.21%0.32%0.38%Q2 2022Q3 20236
T AT&T INC660.17%0.26%0.44%Q4 2021Q1 20236
WBA WALGREENS BOOTS ALLIAN...510.19%0.24%0.33%Q1 2022Q3 20236
INTC INTEL CORP420.17%0.22%0.30%Q1 2022Q3 20236
AMAT APPLIED MATLS INC420.15%0.18%0.21%Q4 2021Q3 20236
NVDA NVIDIA CORPORATION550.23%0.45%0.64%Q3 2022Q3 20235
BSJQ INVESCO EXCH TRD SLF I...550.29%0.42%0.55%Q4 2021Q4 20225
BSJR INVESCO EXCH TRD SLF I...550.30%0.38%0.49%Q4 2021Q4 20225
BSJS INVESCO EXCH TRD SLF I...550.26%0.37%0.46%Q4 2021Q4 20225
GXO LOGISTICS INCORPOR...550.29%0.36%0.39%Q3 2022Q3 20235
XPO XPO LOGISTICS INC550.23%0.34%0.46%Q3 2022Q3 20235
ADM ARCHER DANIELS MIDLAND CO550.18%0.22%0.27%Q4 2021Q4 20225
CXW CORECIVIC INC550.16%0.20%0.23%Q4 2021Q4 20225
AMC AMC ENTMT HLDGS INC550.04%0.17%0.36%Q4 2021Q4 20225
NRZ RITHM CAPITAL CORP550.12%0.15%0.17%Q4 2021Q4 20225
QRTEA QURATE RETAIL INC550.03%0.05%0.08%Q4 2021Q4 20225
ALTL PACER FDS TR443.01%3.46%4.07%Q2 2022Q1 20234
SPIB SPDR SER TR442.83%3.14%3.40%Q4 2021Q3 20224
SPDW SPDR INDEX SHS FDS442.63%2.98%3.19%Q4 2021Q3 20224
BSJM INVESCO EXCH TRD SLF I...442.54%2.78%3.05%Q4 2021Q3 20224
SPSM SPDR SER TR441.47%1.64%1.72%Q4 2021Q3 20224
QUAL ISHARES TR440.88%1.38%1.71%Q4 2021Q3 20224
SHYG ISHARES TR441.24%1.37%1.44%Q4 2021Q3 20224
SIZE ISHARES TR440.85%1.36%1.68%Q4 2021Q3 20224
VLUE ISHARES TR440.86%1.36%1.67%Q4 2021Q3 20224
SPEM SPDR INDEX SHS FDS441.18%1.31%1.43%Q4 2021Q3 20224
BSCM INVESCO EXCH TRD SLF I...440.64%0.76%0.88%Q4 2021Q3 20224
FRG FRANCHISE GROUP INC220.28%0.40%0.55%Q1 2022Q2 20234
TWTR TWITTER INC440.34%0.37%0.40%Q4 2021Q3 20224
EFA ISHARES TR310.31%0.36%0.42%Q4 2021Q2 20234
BSCT INVESCO EXCH TRD SLF I...440.23%0.29%0.31%Q4 2022Q3 20234
GENERAL ELECTRIC CO310.20%0.28%0.37%Q4 2021Q4 20224
SPLG SPDR SER TR440.20%0.24%0.26%Q4 2021Q3 20224
NVO NOVO-NORDISK A S310.19%0.22%0.26%Q4 2021Q4 20224
INVESCO MORTGAGE CAPIT...440.12%0.20%0.26%Q4 2022Q3 20234
LYG LLOYDS BANKING GROUP PLC440.02%0.02%0.03%Q2 2022Q1 20234
IBHE ISHARES TR330.49%0.54%0.58%Q1 2023Q3 20233
IBHF ISHARES TR330.36%0.47%0.55%Q1 2023Q3 20233
IBHD ISHARES TR330.40%0.47%0.53%Q1 2023Q3 20233
PAPR INNOVATOR ETFS TR210.30%0.39%0.44%Q4 2021Q3 20233
IBHC ISHARES TR330.36%0.39%0.41%Q1 2023Q3 20233
Z ZILLOW GROUP INC330.28%0.31%0.32%Q1 2023Q3 20233
MMM 3M CO330.25%0.29%0.34%Q1 2023Q3 20233
IBHG ISHARES TR330.26%0.28%0.31%Q1 2023Q3 20233
ISHARES TR330.24%0.25%0.27%Q1 2023Q3 20233
VTI VANGUARD INDEX FDS330.21%0.23%0.25%Q4 2022Q2 20233
GNTX GENTEX CORP330.19%0.22%0.26%Q4 2021Q2 20223
EC ECOPETROL S A330.12%0.20%0.25%Q1 2023Q3 20233
XMPT VANECK ETF TRUST330.14%0.18%0.21%Q4 2022Q2 20233
TSM TAIWAN SEMICONDUCTOR M...330.15%0.17%0.18%Q1 2023Q3 20233
BOCT INNOVATOR ETFS TR330.14%0.15%0.16%Q1 2023Q3 20233
ROCKET LAB USA INC330.07%0.09%0.11%Q1 2023Q3 20233
HDV ISHARES TR221.07%1.09%1.10%Q2 2023Q3 20232
VNQ VANGUARD INDEX FDS220.42%0.44%0.46%Q4 2021Q1 20222
DOW DOW INC220.36%0.40%0.44%Q3 2022Q4 20222
S SENTINELONE INC220.24%0.36%0.47%Q2 2023Q3 20232
SCCO SOUTHERN COPPER CORP220.26%0.32%0.38%Q3 2022Q4 20222
PSX PHILLIPS 66220.26%0.29%0.33%Q2 2023Q3 20232
IWM ISHARES TR220.19%0.20%0.22%Q4 2021Q1 20222
FITB FIFTH THIRD BANCORP220.19%0.19%0.20%Q2 2023Q3 20232
IAPR INNOVATOR ETFS TR220.19%0.19%0.20%Q2 2023Q3 20232
INNOVATOR ETFS TR220.18%0.19%0.20%Q2 2023Q3 20232
MSFT MICROSOFT CORP220.14%0.15%0.16%Q2 2023Q3 20232
KAPR INNOVATOR ETFS TR220.15%0.15%0.15%Q2 2023Q3 20232
IVR INVESCO MORTGAGE CAPIT...220.07%0.09%0.11%Q4 2021Q1 20222
PFEB INNOVATOR ETFS TR111.43%1.43%1.43%Q4 2021Q4 20211
MPLX MPLX LP111.06%1.06%1.06%Q4 2021Q4 20211
PJAN INNOVATOR ETFS TR110.62%0.62%0.62%Q4 2021Q4 20211
PDEC INNOVATOR ETFS TR110.62%0.62%0.62%Q4 2021Q4 20211
PJUN INNOVATOR ETFS TR110.47%0.47%0.47%Q4 2021Q4 20211
LYB LYONDELLBASELL INDUSTR...110.40%0.40%0.40%Q4 2022Q4 20221
BAC BK OF AMERICA CORP110.40%0.40%0.40%Q4 2021Q4 20211
OXY OCCIDENTAL PETE CORP110.34%0.34%0.34%Q4 2021Q4 20211
VCSH VANGUARD SCOTTSDALE FDS110.34%0.34%0.34%Q3 2022Q3 20221
SKT TANGER FACTORY OUTLET ...110.30%0.30%0.30%Q4 2021Q4 20211
BHP BHP GROUP LTD110.27%0.27%0.27%Q3 2023Q3 20231
PSEP INNOVATOR ETFS TR110.23%0.23%0.23%Q4 2021Q4 20211
IVW ISHARES TR110.23%0.23%0.23%Q4 2021Q4 20211
VOOV VANGUARD ADMIRAL FDS INC110.21%0.21%0.21%Q1 2022Q1 20221
PMAY INNOVATOR ETFS TR110.19%0.19%0.19%Q4 2021Q4 20211
SCHD SCHWAB STRATEGIC TR110.19%0.19%0.19%Q3 2023Q3 20231
U UNITY SOFTWARE INC110.19%0.19%0.19%Q4 2021Q4 20211
BIL SPDR SER TR110.17%0.17%0.17%Q1 2023Q1 20231
ISHARES TR110.16%0.16%0.16%Q3 2023Q3 20231
DRAFTKINGS INC NEW110.16%0.16%0.16%Q3 2023Q3 20231
SYK STRYKER CORPORATION110.16%0.16%0.16%Q3 2023Q3 20231
EMXC ISHARES INC110.15%0.15%0.15%Q3 2023Q3 20231
IBDR ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
RXO INC110.14%0.14%0.14%Q2 2023Q2 20231
DBD DIEBOLD NIXDORF INC110.10%0.10%0.10%Q1 2023Q1 20231
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The securities at the top of the list , including TESLA INC, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Straight Path Wealth Management.

The conviction is calculated by counting the number of quarters a security has been reported by Straight Path Wealth Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Straight Path Wealth Management owns currently or has owned in the past.