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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
761
−112 vs. Q1 2024
Portfolio value
$1.97B
−$535.2M (−21.3%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Change Path, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF10,593$847.0K<0.1%+30.0%Added–
AMCRAmcor plcORD86,916$850.0K<0.1%+8,426+10.7%AddedHistory
GLDICredit Suisse AGX LINK GOLD SHS5,773$850.0K<0.1%+1,957+51.3%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS18,744$864.0K<0.1%+1,110+6.3%AddedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,650$870.0K<0.1%−351−2.3%Reduced–
American Centy ETF Tr025072877US SML CP VALU9,745$874.0K<0.1%−5,130−34.5%Reduced–
TXNTexas Instruments IncStock4,501$876.0K<0.1%−979−17.9%ReducedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR16,827$891.0K<0.1%−17,481−51.0%Reduced–
Dimensional ETF Trust25434V625US COR EQU 1 ETF15,107$899.0K<0.1%−1,859−11.0%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,529$901.0K<0.1%−11,206−51.6%Reduced–
MMM3M CoStock8,828$902.0K<0.1%+1,284+17.0%AddedHistory
ALLAllstate CorpStock5,666$904.0K<0.1%−447−7.3%ReducedHistory
Vanguard Financials ETF92204A405ETF9,058$905.0K<0.1%−92−1.0%Reduced–
ORealty Income CorpREIT17,178$907.0K<0.1%+746+4.5%AddedHistory
VLOValero Energy CorpStock5,790$908.0K<0.1%−4,531−43.9%ReducedHistory
DVNDevon Energy CorpStock19,182$909.0K<0.1%−239−1.2%ReducedHistory
New York Life Investments Et45409B800MERGE ARBIT ETF28,779$909.0K<0.1%+8,402+41.2%Added–
Goldman Sachs ETF Tr381430602ACTIVEBETA US14,506$919.0K<0.1%−1,943−11.8%Reduced–
INTCIntel CorpStock29,688$920.0K<0.1%−11,289−27.5%ReducedHistory
First Tr Exchng Traded FD VI33740F664FT VEST US EQT22,242$924.0K<0.1%+1,266+6.0%Added–
Invesco Nasdaq 100 ETF46138G649ETF4,692$925.0K<0.1%+1,500+47.0%Added–
COPConocoPhillipsStock8,216$939.0K<0.1%−640−7.2%ReducedHistory
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF31,896$943.0K<0.1%+2,108+7.1%Added–
WELLWelltower Inc.REIT9,174$956.0K<0.1%+3,053+49.9%AddedHistory
ProShares Tr74347X831ULTRAPRO QQQ13,071$965.0K<0.1%−3,777−22.4%Reduced–
KRKroger CoStock19,356$966.0K<0.1%−6,002−23.7%ReducedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF25,089$975.0K<0.1%−11,656−31.7%Reduced–
ITWIllinois Tool Works IncStock4,120$976.0K<0.1%−1,140−21.7%ReducedHistory
Vanguard Health Care ETF92204A504ETF3,679$979.0K<0.1%−501−12.0%Reduced–
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT29,013$981.0K<0.1%+16,568+133.1%Added–
CDNSCadence Design Systems IncStock3,193$983.0K<0.1%−4,178−56.7%ReducedHistory
URIUnited Rentals, Inc.COM1,552$1.00M0.1%−130−7.7%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF4,685$1.00M0.1%−3,105−39.9%Reduced–
ISRGIntuitive Surgical IncCOM NEW2,283$1.01M0.1%−41−1.8%ReducedHistory
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR36,719$1.02M0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF8,411$1.02M0.1%−1,417−14.4%Reduced–
NUENucor CorpCOM6,450$1.02M0.1%+836+14.9%AddedHistory
BABoeing CoStock5,613$1.02M0.1%+263+4.9%AddedHistory
iShares Tr46435G474FALN ANGLS USD39,035$1.02M0.1%−21,708−35.7%Reduced–
FCXFreeport-McMoran IncStock21,128$1.03M0.1%−646−3.0%ReducedHistory
DOWDow Inc.Stock19,375$1.03M0.1%+3,905+25.2%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF22,881$1.03M0.1%+7,280+46.7%Added–
FANGDiamondback Energy, Inc.Stock5,167$1.03M0.1%+107+2.1%AddedHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW18,724$1.03M0.1%+578+3.2%Added–
VanEck ETF Trust92189F536LONG MUNI ETF58,088$1.04M0.1%−930−1.6%Reduced–
USBUS Bancorp DECOM NEW26,334$1.04M0.1%+506+2.0%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,744$1.05M0.1%−7,850−57.7%Reduced–
First Tr Exchng Traded FD VI33740F672FT VEST UQ EQT27,473$1.05M0.1%+2,243+8.9%Added–
iShares Core Dividend Growth ETF46434V621ETF18,336$1.06M0.1%−2,012−9.9%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST11,045$1.06M0.1%+7,941+255.8%Added–
LYBLyondellBasell Industries N.V.SHS - A -11,141$1.07M0.1%+1,664+17.6%AddedHistory
WSOWatsco IncCOM2,321$1.07M0.1%−260−10.1%ReducedHistory
DISWalt Disney CoStock10,858$1.08M0.1%−33−0.3%ReducedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF27,020$1.09M0.1%−11,384−29.6%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX22,472$1.09M0.1%−14,666−39.5%Reduced–
BMYBristol Myers Squibb CoStock26,420$1.10M0.1%−2,116−7.4%ReducedHistory
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT32,615$1.11M0.1%+1,184+3.8%Added–
First Tr Exchng Traded FD VI33740F367FT VEST U.S33,298$1.11M0.1%+33,298New–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD25,858$1.11M0.1%−1,072−4.0%Reduced–
SPDR Series Trust78464A805ST STR PR SP150016,858$1.12M0.1%+9,064+116.3%Added–
QCOMQualcomm IncStock5,658$1.13M0.1%+6+0.1%AddedHistory
NVONovo Nordisk A SADR7,911$1.13M0.1%−9,647−54.9%ReducedHistory
LINLinde PLCStock2,579$1.13M0.1%−294−10.2%ReducedHistory
CRCrane CoCOMMON STOCK7,831$1.14M0.1%−2,737−25.9%ReducedHistory
Global X FDS37954Y764MILL THEMC ETF29,590$1.14M0.1%−6,553−18.1%Reduced–
FISVFiserv IncStock7,683$1.15M0.1%−767−9.1%ReducedHistory
EOGEOG Resources IncStock9,108$1.15M0.1%−2,189−19.4%ReducedHistory
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER30,164$1.15M0.1%−16,659−35.6%Reduced–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF27,762$1.15M0.1%−30,053−52.0%Reduced–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM21,978$1.15M0.1%−5,132−18.9%Reduced–
J P Morgan Exchange Traded F46641Q241BETABUILDERS US25,459$1.16M0.1%−1,212−4.5%Reduced–
iShares Tr46436E866IBONDS 25 TRM TS49,822$1.16M0.1%−1,651−3.2%Reduced–
Pacer Trendpilot 100 ETF69374H303ETF16,149$1.16M0.1%+3,788+30.6%Added–
HSYHershey CoCOM6,344$1.17M0.1%−614−8.8%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF15,267$1.17M0.1%−1,827−10.7%Reduced–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL37,930$1.19M0.1%−19,857−34.4%Reduced–
PRUPrudential Financial IncStock10,237$1.20M0.1%+1,834+21.8%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF2,251$1.21M0.1%−417−15.6%ReducedHistory
Ssga Active Tr78470P507ST STR SECTO ETF47,466$1.21M0.1%−5,469−10.3%Reduced–
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT19,298$1.21M0.1%−80−0.4%Reduced–
ORLYO Reilly Automotive IncStock1,148$1.21M0.1%−240−17.3%ReducedHistory
Innovator ETFs Trust45782C383US EQTY PWR BUF32,367$1.23M0.1%+140+0.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,425$1.23M0.1%−8,721−50.9%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF10,078$1.23M0.1%−7,826−43.7%Reduced–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF14,016$1.24M0.1%−588−4.0%Reduced–
OKEONEOK IncCOM15,280$1.25M0.1%−6,962−31.3%ReducedHistory
ACNAccenture plcStock4,129$1.25M0.1%−429−9.4%ReducedHistory
First Trust Financials Alphadex Fund33734X135ETF27,575$1.28M0.1%+2,201+8.7%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF5,283$1.28M0.1%−347−6.2%Reduced–
WisdomTree Tr97717Y691CLOUD COMPUTNG40,958$1.29M0.1%+2,614+6.8%Added–
MPCMarathon Petroleum CorpStock7,512$1.30M0.1%−111−1.5%ReducedHistory
First Tr Exchng Traded FD VI33740U810FT VEST U.S34,597$1.30M0.1%+26,384+321.2%Added–
CTRACoterra Energy Inc.Stock49,105$1.31M0.1%−7,755−13.6%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF12,754$1.31M0.1%−3,595−22.0%Reduced–
IAUiShares Gold TrustETF29,857$1.31M0.1%+888+3.1%AddedHistory
J P Morgan Exchange Traded F46641Q878BET USD HIG ETF28,977$1.32M0.1%+6,069+26.5%Added–
Global X FDS37954Y814FINTECH ETF52,940$1.33M0.1%+22,390+73.3%Added–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT31,429$1.34M0.1%−118,078−79.0%Reduced–
ADPAutomatic Data Processing IncStock5,637$1.35M0.1%+297+5.6%AddedHistory
VICIVici Properties Inc.COM47,517$1.36M0.1%+18,425+63.3%AddedHistory

Sold out since Q1 2024 (183)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 183 by value last quarter.

Positions of Change Path, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
Advisorshares Tr00768Y768STAR GLOB BUYW1,350,742$55.7M2.2%–
ETF Ser Solutions26922B105LHA MKT ST TACTL343,494$10.9M0.4%–
Dimensional ETF Trust25434V104US CORE EQT MKT142,254$5.20M0.2%–
ROPRoper Technologies IncStock4,577$2.57M0.1%History
ALLEAllegion plcORD SHS16,023$2.16M0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF18,979$2.10M0.1%–
Global X FDS37960A5371-3 MONTH T-BILL76,889$1.93M0.1%–
Invesco Exch TRD SLF Idx FD46138J510BULSHS 2026 MUNI80,000$1.89M0.1%–
Listed FD Tr53656F672TRUESHARES DEC50,059$1.72M0.1%–
Listed FD Tr53656F748TRUESHARES STRUC53,811$1.62M0.1%–
ProShares Tr74347B425SHORT S&P 500 NE117,719$1.40M0.1%–
MSTRStrategy IncStock747$1.27M0.1%History
CORCencora, Inc.Stock5,193$1.26M0.1%History
YUMYum Brands IncStock8,974$1.24M<0.1%History
ELFe.l.f. Beauty, Inc.COM6,078$1.19M<0.1%History
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF16,597$1.14M<0.1%–
SAIASaia IncCOM1,890$1.11M<0.1%History
FIXComfort Systems USA IncCOM3,287$1.04M<0.1%History
First Tr Exchng Traded FD VI33740F474FT VEST US EQT31,018$1.04M<0.1%–
iShares Tr46432F388MSCI USA VALUE9,356$1.01M<0.1%–
RACEFerrari N.V.COM2,209$963.0K<0.1%History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF37,834$962.0K<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A6,428$955.0K<0.1%History
SPXCSPX Technologies, Inc.COM7,707$949.0K<0.1%History
First Tr Exchange-Traded FD33738D879FT VEST RIS38,595$945.0K<0.1%–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.25,042$927.0K<0.1%–
SPDR Series Trust78464A201ST STR SP600GRWO10,364$904.0K<0.1%–
DUOLDuolingo, Inc.CL A COM4,020$887.0K<0.1%History
Listed FDS Tr53656F599SWAN HEDGED EQTY41,706$865.0K<0.1%–
BABAAlibaba Group Holding LtdADR11,782$853.0K<0.1%History
SWAVShockwave Medical, Inc.COM2,595$845.0K<0.1%History
CLHClean Harbors IncCOM4,126$831.0K<0.1%History
FITBFifth Third BancorpCOM22,282$830.0K<0.1%History
First Tr Exchng Traded FD VI33740U679FT VEST US EQT25,639$809.0K<0.1%–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW12,567$749.0K<0.1%–
PXDPioneer Natural Resources CoCOM2,816$739.0K<0.1%History
Pacer FDS Tr69374H386DATA & DIGI REVO17,069$738.0K<0.1%–
iShares Tr464287291GLOBAL TECH ETF9,852$737.0K<0.1%–
FTNTFortinet, Inc.Stock10,716$732.0K<0.1%History
First Tr Exchng Traded FD VI33740U653FT VEST US EQT21,827$719.0K<0.1%–
GPCGenuine Parts CoStock4,594$711.0K<0.1%History
iShares Tr464289446RUS TOP 200 ETF5,496$699.0K<0.1%–
PNWPinnacle West Capital CorpCOM9,008$673.0K<0.1%History
BPBP PLCADR17,031$642.0K<0.1%History
BLDRBuilders FirstSource, Inc.Stock3,068$640.0K<0.1%History
First Tr Exchange Trad FD VI33739H101FST TR GLB FD26,503$629.0K<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF3,988$622.0K<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN13,140$615.0K<0.1%–
NVSNovartis AGADR6,239$604.0K<0.1%History
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF44,698$593.0K<0.1%–
First Tr Exch Traded FD III33740J203EQUITY MARKET NE29,327$581.0K<0.1%–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV5,028$579.0K<0.1%–
iShares Tr464288612INTRM GOV CR ETF5,466$568.0K<0.1%–
Vanguard Total World Stock ETF922042742ETF5,083$562.0K<0.1%–
iShares Tr464288646ISHS 1-5YR INVS10,946$561.0K<0.1%–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.14,464$542.0K<0.1%–
TDWTidewater IncCOM5,889$542.0K<0.1%History
BKNGBooking Holdings Inc.Stock148$537.0K<0.1%History
LNGCheniere Energy, Inc.COM NEW3,322$536.0K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A14,355$535.0K<0.1%History
Invesco Exchange Traded FD T46137V324S&P500 EQL IND10,950$522.0K<0.1%–
Northern Lights FD Tr66538J738AGILITY SHS DYNA22,879$514.0K<0.1%–
LULUlululemon athletica inc.Stock1,274$497.0K<0.1%History
Dimensional ETF Trust25434V831US HIGH PROF ETF15,511$490.0K<0.1%–
NOWServiceNow, Inc.Stock640$488.0K<0.1%History
iShares Tr464287390LATN AMER 40 ETF16,588$472.0K<0.1%–
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,967$470.0K<0.1%–
First Tr Exchng Traded FD VI33740U786FT VEST U.S13,153$464.0K<0.1%–
ABNBAirbnb, Inc.Stock2,791$461.0K<0.1%History
SPDR Series Trust78464A771ST STR SP CAPMKT4,084$451.0K<0.1%–
First Tr Exchng Traded FD VI33740F516FT VEST US EQT12,540$450.0K<0.1%–
SPDR Series Trust78468R523ST STR BL 12 ETF4,450$442.0K<0.1%–
iShares U.S. Medical Devices ETF464288810ETF7,476$438.0K<0.1%–
iShares Tr46429B671MSCI CHINA ETF11,022$438.0K<0.1%–
Global X Uranium ETF37954Y871ETF15,063$434.0K<0.1%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF8,528$433.0K<0.1%–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN21,133$430.0K<0.1%History
PYPLPayPal Holdings, Inc.Stock6,404$429.0K<0.1%History
American Centy ETF Tr025072703INTL EQT ETF6,731$429.0K<0.1%–
iShares Tr464287796U.S. ENERGY ETF8,543$422.0K<0.1%–
ProShares Tr74347X864ULTRPRO S&P5005,946$419.0K<0.1%–
Invesco Exchange Traded FD T46137V191S&P MDCP400 VL3,432$409.0K<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF4,221$392.0K<0.1%–
AMEAmetek IncCOM2,123$388.0K<0.1%History
First Tr Exchange-Traded FD33734H106SHS9,063$383.0K<0.1%–
iShares Tr464289420RUS TP200 VL ETF4,914$375.0K<0.1%–
AFLAflac IncStock4,350$373.0K<0.1%History
Global X FDS37954Y632ARTIFICIAL ETF10,789$366.0K<0.1%–
CDWCDW CorpCOM1,420$363.0K<0.1%History
OMCOmnicom Group Inc.COM3,735$361.0K<0.1%History
PDIPIMCO Dynamic Income FundSHS18,694$361.0K<0.1%History
Fidelity Covington Trust316092618ENHA HIGH YI ETF7,457$358.0K<0.1%–
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC7,660$339.0K<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF3,255$332.0K<0.1%–
ALBAlbemarle CorpStock2,508$330.0K<0.1%History
VEEVVeeva Systems IncStock1,425$330.0K<0.1%History
BBDCBarings BDC, Inc.COM35,406$329.0K<0.1%History
Vanguard Morningstar Large-Cap ETF922908637ETF1,360$326.0K<0.1%–
First Tr Exchange-Traded FD33738D820FT VEST SMID14,798$326.0K<0.1%–
DIODDiodes IncCOM4,568$322.0K<0.1%History