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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.18K
+ 5.43%
$97.29 - $105.63 $309K - $336K
61.7K $6.27B
DE
Deere & CO

Industrials
151
+ 4.93%
$412.99 - $531.48 $62.4K - $80.3K
3.21K $1.63B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.06K
+ 3.08%
$45.2 - $46.6 $184K - $189K
136K $6.3B
USB
Us Bancorp \De\

Financial Services
1.45K
+ 3.57%
$36.4 - $45.76 $52.9K - $66.4K
42.1K $1.9B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.41K
+ 2.48%
$32.0 - $39.87 $45.2K - $56.3K
58.3K $2.32B
American Centy ETF Tr
719
+ 2.02%
N/A
36.2K $2.37B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
26
+ 0.03%
$32.61 - $38.62 $848 - $1K
76.5K $2.92B
SCHW
Schwab Charles Corp

Financial Services
922
+ 11.79%
$69.06 - $91.24 $63.7K - $84.1K
8.74K $797M
HCA
Hca Healthcare, Inc.

Healthcare
340
+ 23.58%
$317.61 - $387.52 $108K - $132K
1.78K $683M
SPGI
S&P Global Inc.

Financial Services
268
+ 13.75%
$438.31 - $527.29 $117K - $141K
2.22K $1.17B
DASH
Door Dash, Inc.

Communication Services
109
+ 4.82%
$163.16 - $246.51 $17.8K - $26.9K
2.37K $584M
MCO
Moodys Corp

Financial Services
300
+ 67.57%
$396.7 - $501.59 $119K - $150K
744 $373M
URI
United Rentals, Inc.

Industrials
91
+ 11.85%
$551.94 - $753.4 $50.2K - $68.6K
859 $647M
CTVA
Corteva, Inc.

Basic Materials
600
+ 6.07%
$55.52 - $74.53 $33.3K - $44.7K
10.5K $782M
NEM
Newmont Corp

Basic Materials
1.49K
+ 20.78%
$44.18 - $59.46 $65.7K - $88.4K
8.64K $503M
VEEV
Veeva Systems Inc

Healthcare
205
+ 12.04%
$209.39 - $289.94 $42.9K - $59.4K
1.91K $549M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.41K
+ 3.14%
$44.22 - $52.08 $62.1K - $73.2K
46.1K $2.4B
PWR
Quanta Services, Inc.

Industrials
43
+ 4.02%
$239.47 - $381.26 $10.3K - $16.4K
1.11K $421M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.26K
+ 1.61%
$37.73 - $43.54 $47.5K - $54.8K
79.6K $3.44B
ABT
Abbott Laboratories

Healthcare
892
+ 11.61%
$123.95 - $138.08 $111K - $123K
8.58K $1.17B
JCI
Johnson Controls International PLC

Industrials
695
+ 24.44%
$71.14 - $105.62 $49.4K - $73.4K
3.54K $374M
CGDV
Capital Group Divid Value ETF

ETFs
2
+ 0.01%
$31.93 - $39.49 $63.9 - $79
37.4K $1.48B
KO
Coca Cola CO

Consumer Defensive
2.14K
+ 15.66%
$68.37 - $73.9 $146K - $158K
15.8K $1.12B
XLU
Utilities Sector Spdr

ETFs
732
+ 2.77%
$73.09 - $82.77 $53.5K - $60.6K
27.2K $2.22B
AMT
American Tower Corp

Real Estate
548
+ 15.49%
$203.96 - $228.19 $112K - $125K
4.09K $903M
FAST
Fastenal CO

Industrials
6.64K
+ 159.07%
$40.65 - $83.16 $270K - $552K
10.8K $454M
XLP
Consumer Staples Sector Spdr

ETFs
2.16K
+ 3.39%
N/A
66K $5.34B
NUE
Nucor Corp

Basic Materials
182
+ 1.65%
$103.22 - $131.43 $18.8K - $23.9K
11.2K $1.45B
WMB
Williams Companies, Inc.

Energy
1.12K
+ 6.38%
$54.33 - $62.87 $61.1K - $70.7K
18.7K $1.18B
ADP
Automatic Data Processing Inc

Industrials
364
+ 10.68%
$276.76 - $326.81 $101K - $119K
3.77K $1.16B
LHX
L3 Harris Technologies, Inc.

Industrials
235
+ 16.49%
$200.21 - $256.99 $47K - $60.4K
1.66K $417M
MMM
3 M CO

Industrials
597
+ 11.83%
$126.09 - $154.15 $75.3K - $92K
5.65K $859M
TROW
Price T Rowe Group Inc

Financial Services
629
+ 5.16%
$80.27 - $98.06 $50.5K - $61.7K
12.8K $1.24B
PNC
Pnc Financial Services Group, Inc.

Financial Services
406
+ 10.94%
$149.76 - $186.42 $60.8K - $75.7K
4.12K $767M
GD
General Dynamics Corp

Industrials
95
+ 2.1%
$247.68 - $291.66 $23.5K - $27.7K
4.62K $1.35B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.32K
+ 20.87%
$45.98 - $56.15 $60.9K - $74.3K
7.67K $431M
TJX
Tjx Companies Inc

Consumer Cyclical
696
+ 5.1%
$119.13 - $135.03 $82.9K - $94K
14.3K $1.77B
WBD
Warner Bros. Discovery, Inc.

Communication Services
857
+ 0.64%
$7.69 - $11.46 $6.59K - $9.82K
135K $1.55B
COP
Conocophillips

Energy
2K
+ 41.93%
$82.66 - $106.1 $165K - $212K
6.77K $608M
GWW
W.W. Grainger, Inc.

Industrials
69
+ 10.68%
$919.93 - $1101.66 $63.5K - $76K
715 $744M
LMT
Lockheed Martin Corp

Industrials
34
+ 0.63%
$430.82 - $486.45 $14.6K - $16.5K
5.39K $2.5B
Linde PLC
199
+ 7.07%
N/A
3.02K $1.41B
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.93K
+ 6.48%
$37.08 - $42.26 $109K - $124K
48.2K $1.99B
AEP
American Electric Power CO Inc

Utilities
1.37K
+ 18.88%
$98.59 - $109.11 $135K - $149K
8.6K $892M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
17
+ 0.68%
$201.28 - $266.34 $3.42K - $4.53K
2.52K $671M
KMI
Kinder Morgan, Inc.

Energy
2.16K
+ 5.42%
$25.21 - $29.4 $54.4K - $63.4K
41.9K $1.23B
CTAS
Cintas Corp

Industrials
202
+ 7.15%
$190.11 - $227.66 $38.4K - $46K
3.03K $675M
ARES
Ares Management Corp

Financial Services
49
+ 1.57%
$118.04 - $175.83 $5.78K - $8.62K
3.17K $549M
SHW
Sherwin Williams CO

Basic Materials
286
+ 24.96%
$313.51 - $363.51 $89.7K - $104K
1.43K $492M
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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