STRAIGHT PATH WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 117K | $52.11M |
 | RILY | 90K | $59.80K |
 | LXRX | 63K | $84.60K |
 | PFE | 54K | $1.38M |
 | IVR | 51K | $385.56K |
 | TEVA | 50K | $1.01M |
 | META | 41K | $376.21K |
 | LUMN | 40K | $244.80K |
 | ONB | 31K | $690.83K |
 | NVDA | 30K | $514.21K |
 | RKLB | 22K | $1.04M |
 | PLTR | 22K | $3.96M |
 | MSFT | 21K | $390.26K |
 | CLS | 21K | $982.15K |
 | S | 20K | $352.20K |
 | CSCO | 20K | $352.20K |
 | BE | 13K | $897.48K |
 | SIRI | 12K | $279.37K |
 | EC | 10K | $92.10K |
 | HOOD | 9K | $1.33M |
Tesla, Inc.
TSLA
Shares Held
117K
Value
$52.11M
B. Riley Financial, Inc.
RILY
Shares Held
90K
Value
$59.80K
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
63K
Value
$84.60K
Pfizer Inc.
PFE
Shares Held
54K
Value
$1.38M
Invesco Mortgage Capital Inc.
IVR
Shares Held
51K
Value
$385.56K
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
50K
Value
$1.01M
Meta Platforms, Inc.
META
Shares Held
41K
Value
$376.21K
Lumen Technologies, Inc.
LUMN
Shares Held
40K
Value
$244.80K
Old National Bancorp
ONB
Shares Held
31K
Value
$690.83K
NVIDIA Corporation
NVDA
Shares Held
30K
Value
$514.21K
Rocket Lab USA, Inc.
RKLB
Shares Held
22K
Value
$1.04M
Palantir Technologies Inc.
PLTR
Shares Held
22K
Value
$3.96M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$390.26K
Celestica Inc.
CLS
Shares Held
21K
Value
$982.15K
SentinelOne, Inc.
S
Shares Held
20K
Value
$352.20K
Cisco Systems, Inc.
CSCO
Shares Held
20K
Value
$352.20K
Bloom Energy Corporation
BE
Shares Held
13K
Value
$897.48K
Sirius XM Holdings Inc.
SIRI
Shares Held
12K
Value
$279.37K
Ecopetrol S.A.
EC
Shares Held
10K
Value
$92.10K
Robinhood Markets, Inc.
HOOD
Shares Held
9K
Value
$1.33M