Premier Path Wealth Partners, LLC Purchases in Q2 2025

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.04K
+ 3.07%
$116.93 - $119.39 $239K - $244K
68.5K $8.15B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
+ 3.12%
$82.21 - $83.12 $284K - $287K
114K $9.44B
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 4.02%
$908.13 - $1056.85 $123K - $143K
3.49K $3.46B
VTI
Vanguard Total Stock Market Et

ETFs
397
+ 7.21%
$243.75 - $303.93 $96.8K - $121K
5.9K $1.79B
CDNS
Cadence Design Systems Inc

Technology
897
New
$231.64 - $323.08 $208K - $290K
897 $277M
MPC
Marathon Petroleum Corp

Energy
1.66K
New
$118.55 - $170.08 $197K - $283K
1.66K $276M
AMAT
Applied Materials Inc

Technology
443
+ 8.63%
$126.95 - $183.52 $56.2K - $81.3K
5.58K $1.02B
MA
Mastercard Inc

Financial Services
368
+ 7.82%
$479.92 - $590.74 $177K - $217K
5.08K $2.85B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
38
+ 1.58%
$177.93 - $313.14 $6.76K - $11.9K
2.45K $767M
CSCO
Cisco Systems, Inc.

Technology
1.61K
+ 7.73%
$53.19 - $69.38 $85.5K - $112K
22.4K $1.56B
MELI
Mercadolibre Inc

Consumer Cyclical
36
+ 13.79%
$1794.73 - $2613.63 $64.6K - $94.1K
297 $775M
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.53K
+ 4.24%
$45.18 - $46.32 $250K - $256K
136K $6.28B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
710
+ 1.95%
$54.28 - $67.95 $38.5K - $48.2K
37.1K $2.52B
SBAC
Sba Communications Corp

Real Estate
1.09K
New
$208.57 - $243.4 $227K - $264K
1.09K $255M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.98%
$4164.15 - $5789.24 $8.33K - $11.6K
207 $1.2B
Spdr Index Shs Fds
93
+ 0.2%
N/A
46.3K $2.92B
GLW
Corning Inc

Technology
4.72K
New
$39.07 - $52.59 $184K - $248K
4.72K $248M
PM
Philip Morris International Inc.

Consumer Defensive
529
+ 8.23%
$149.23 - $184.95 $78.9K - $97.8K
6.95K $1.27B
Arista Networks Inc
277
+ 3.22%
N/A
8.89K $910M
EMR
Emerson Electric CO

Industrials
798
+ 13.98%
$94.15 - $133.33 $75.1K - $106K
6.51K $868M
TTD
Trade Desk, Inc.

Technology
3.35K
New
$45.27 - $79.4 $152K - $266K
3.35K $241M
FDX
Fedex Corp

Industrials
1.05K
New
$198.07 - $245.17 $209K - $258K
1.05K $239M
CPNG
Coupang, Inc.

Consumer Cyclical
7.95K
New
$19.76 - $30.81 $157K - $245K
7.95K $238M
KKR
Kkr & Co. Inc.

Financial Services
1.11K
+ 21.94%
$92.79 - $134.29 $103K - $149K
6.19K $823M
NRG
Nrg Energy, Inc.

Utilities
1.47K
New
$83.61 - $162.67 $123K - $239K
1.47K $236M
ADSK
Autodesk, Inc.

Technology
578
+ 49.36%
N/A
1.75K $541M
SKYY
First Trust Cloud Computing Et

ETFs
1.93K
New
$89.46 - $121.64 $172K - $234K
1.93K $234M
BK
Bank Of New York Mellon Corp

Financial Services
721
+ 3.11%
$73.31 - $91.62 $52.9K - $66.1K
23.9K $2.18B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.11K
New
$82.51 - $109.2 $174K - $230K
2.11K $230M
CSGP
Costar Group, Inc.

Real Estate
2.81K
New
$72.62 - $83.22 $204K - $234K
2.81K $226M
ADI
Analog Devices Inc

Technology
548
+ 21.06%
$164.6 - $238.02 $90.2K - $130K
3.15K $750M
MSTR
Microstrategy Inc

Technology
315
+ 37.41%
$237.95 - $421.61 $75K - $133K
1.16K $468M
GRMN
Garmin LTD

Technology
1.07K
New
$173.63 - $218.07 $186K - $234K
1.07K $224M
PH
Parker Hannifin Corp

Industrials
74
+ 3.91%
$517.23 - $700.54 $38.3K - $51.8K
1.97K $1.37B
FIS
Fidelity National Information Services, Inc.

Technology
2.73K
New
$68.14 - $82.13 $186K - $224K
2.73K $222M
NET
Cloudflare, Inc.

Technology
139
+ 5.98%
$97.08 - $195.83 $13.5K - $27.2K
2.46K $482M
ICE
Intercontinental Exchange, Inc.

Financial Services
892
+ 18.58%
$151.62 - $183.47 $135K - $164K
5.69K $1.04B
MSCI
Msci Inc.

Financial Services
374
New
$506.56 - $576.74 $189K - $216K
374 $216M
VLO
Valero Energy Corp

Energy
1.6K
New
$104.69 - $141.77 $167K - $227K
1.6K $215M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.95K
New
$82.96 - $110.1 $162K - $215K
1.95K $215M
AVUV
American Centy ETF Tr Avantis

ETFs
852
+ 2.45%
$75.17 - $91.21 $64K - $77.7K
35.6K $3.24B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.95K
New
$105.23 - $109.61 $205K - $213K
1.95K $213M
IDXX
Idexx Laboratories Inc

Healthcare
397
New
$361.04 - $536.34 $143K - $213K
397 $213M
CRM
Salesforce, Inc.

Technology
629
+ 6.68%
$236.26 - $291.15 $149K - $183K
10K $2.74B
HWM
Howmet Aerospace Inc.

Industrials
287
+ 10.25%
$112.33 - $186.13 $32.2K - $53.4K
3.09K $575M
V
Visa Inc.

Financial Services
430
+ 3.99%
$308.27 - $373.31 $133K - $161K
11.2K $3.98B
ISRG
Intuitive Surgical Inc

Healthcare
120
+ 4.25%
$451.58 - $565.94 $54.2K - $67.9K
2.94K $1.6B
NXPI
Nxp Semiconductors N.V.

Technology
920
New
$153.5 - $218.72 $141K - $201K
920 $201M
APP
App Lovin Corp

Technology
572
New
$219.37 - $417.89 $125K - $239K
572 $200M
Activity Summary
Buys All Purchases 251 New Holdings 27 Increased Positions 224 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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