STRAIGHT PATH WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 118K | $53.15M |
 | LXRX | 63K | $72.07K |
 | PFE | 54K | $1.33M |
 | IVR | 52K | $437.32K |
 | TEVA | 50K | $1.56M |
 | RILY | 41K | $192.87K |
 | LUMN | 40K | $310.80K |
 | ONB | 31K | $702.16K |
 | PLTR | 22K | $3.87M |
 | S | 20K | $300.00K |
 | RKLB | 18K | $1.27M |
 | BP | 15K | $520.95K |
 | LYB | 14K | $584.55K |
 | SIRI | 12K | $240.00K |
 | RR | 11K | $36.18K |
 | EC | 10K | $100.20K |
 | HOOD | 10K | $1.10M |
 | CRDO | 7K | $1.04M |
 | ALAB | 7K | $1.12M |
 | IONQ | 6K | $287.62K |
Tesla, Inc.
TSLA
Shares Held
118K
Value
$53.15M
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
63K
Value
$72.07K
Pfizer Inc.
PFE
Shares Held
54K
Value
$1.33M
Invesco Mortgage Capital Inc.
IVR
Shares Held
52K
Value
$437.32K
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
50K
Value
$1.56M
BRC Group Holdings, Inc.
RILY
Shares Held
41K
Value
$192.87K
Lumen Technologies, Inc.
LUMN
Shares Held
40K
Value
$310.80K
Old National Bancorp
ONB
Shares Held
31K
Value
$702.16K
Palantir Technologies Inc.
PLTR
Shares Held
22K
Value
$3.87M
SentinelOne, Inc.
S
Shares Held
20K
Value
$300.00K
Rocket Lab USA, Inc.
RKLB
Shares Held
18K
Value
$1.27M
BP p.l.c.
BP
Shares Held
15K
Value
$520.95K
LyondellBasell Industries N.V.
LYB
Shares Held
14K
Value
$584.55K
Sirius XM Holdings Inc.
SIRI
Shares Held
12K
Value
$240.00K
Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
11K
Value
$36.18K
Ecopetrol S.A.
EC
Shares Held
10K
Value
$100.20K
Robinhood Markets, Inc.
HOOD
Shares Held
10K
Value
$1.10M
Credo Technology Group Holding Ltd
CRDO
Shares Held
7K
Value
$1.04M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
7K
Value
$1.12M
IonQ, Inc.
IONQ
Shares Held
6K
Value
$287.62K