| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA INC | 11 | Q2 2024 | 39.4% |
| ISHARES TR | 11 | Q2 2024 | 6.3% |
| ISHARES TR | 11 | Q2 2024 | 4.8% |
| KRANESHARES TRUST | 11 | Q2 2024 | 3.9% |
| INVESCO EXCH TRD SLF IDX FD | 11 | Q2 2024 | 4.0% |
| INVESCO EXCH TRD SLF IDX FD | 11 | Q2 2024 | 4.2% |
| INVESCO EXCH TRD SLF IDX FD | 11 | Q2 2024 | 3.7% |
| ISHARES TR | 11 | Q2 2024 | 2.8% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 1.7% |
| INVESCO EXCH TRD SLF IDX FD | 11 | Q2 2024 | 3.2% |
View Straight Path Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
View Straight Path Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.