$115 Million is the total value of Straight Path Wealth Management's 77 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TESLA INC | 8 | Q3 2023 | 39.4% |
ISHARES TR | 8 | Q3 2023 | 5.3% |
ISHARES TR | 8 | Q3 2023 | 4.8% |
KRANESHARES TR | 8 | Q3 2023 | 3.9% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 4.2% |
ISHARES TR | 8 | Q3 2023 | 2.8% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 4.0% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 4.0% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 3.7% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 3.2% |
View Straight Path Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-26 |
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.