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| Name: |
Straight Path Wealth Management |
| City: |
Jenison |
| State: |
MI |
| Zip: |
49428 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PFE |
Pfizer Inc |
23 |
New |
$28.82 |
$847,000 |
30,512 |
0.48% |
847,000 |
30,512 |
0.001 |
Drug Manufacturers - ... |
|
|
PATH |
Uipath, Inc. |
34 |
New |
$20.74 |
$522,000 |
23,020 |
0.29% |
522,000 |
23,020 |
0.005 |
N/A |
|
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LYB |
LyondellBasell Industries N.V. |
35 |
New |
$100.27 |
$511,000 |
5,000 |
0.29% |
511,000 |
5,000 |
0.001 |
Specialty Chemicals |
|
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PFEB |
Innovator S&p 500 Power Buf... |
40 |
New |
$0.00 |
$453,000 |
13,259 |
0.25% |
453,000 |
13,259 |
0.084 |
N/A |
|
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TUA |
Simplify Short Term Treasur... |
59 |
New |
$0.00 |
$282,000 |
12,875 |
0.16% |
282,000 |
12,875 |
0.003 |
N/A |
|
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AMDY |
Yieldmax Amd Option Income ... |
68 |
New |
$0.00 |
$224,000 |
10,812 |
0.13% |
224,000 |
10,812 |
0.12 |
N/A |
|
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NVDY |
Yieldmax Nvda Option Income... |
69 |
New |
$0.00 |
$223,000 |
7,593 |
0.13% |
223,000 |
7,593 |
0.084 |
N/A |
|
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MTBA |
Simplify Mbs Etf |
70 |
New |
$0.00 |
$214,000 |
4,210 |
0.12% |
214,000 |
4,210 |
0.047 |
N/A |
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BSCV |
Invesco Bulletshares 2031 C... |
72 |
New |
$0.00 |
$210,000 |
13,046 |
0.12% |
210,000 |
13,046 |
0.083 |
N/A |
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DVN |
Devon Energy Corp |
73 |
New |
$49.71 |
$201,000 |
4,000 |
0.11% |
201,000 |
4,000 |
0.001 |
Independent Oil & Gas |
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