Premier Path Wealth Partners, LLC Purchases in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 14.91%
$164.99 - $203.87 $223K - $276K
10.4K $1.85B
TRGP
Targa Resources Corp.

Energy
37
+ 2.17%
$150.58 - $207.69 $5.57K - $7.68K
1.74K $311M
DASH
Door Dash, Inc.

Communication Services
47
+ 2.33%
$141.93 - $180.48 $6.67K - $8.48K
2.06K $346M
CMI
Cummins Inc

Industrials
75
+ 5.8%
$324.93 - $383.42 $24.4K - $28.8K
1.37K $477M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
66
+ 2.64%
$229.83 - $258.46 $15.2K - $17.1K
2.57K $635M
ABT
Abbott Laboratories

Healthcare
564
+ 8.49%
$111.93 - $119.39 $63.1K - $67.3K
7.2K $815M
TROW
Price T Rowe Group Inc

Financial Services
57
+ 0.46%
$106.48 - $124.69 $6.07K - $7.11K
12.3K $1.4B
XLU
Utilities Sector Spdr

ETFs
2.39K
+ 9.73%
$74.89 - $82.93 $179K - $198K
27K $2.04B
GWW
W.W. Grainger, Inc.

Industrials
43
+ 7.23%
$1023.06 - $1220.93 $44K - $52.5K
638 $672M
EQIX
Equinix Inc

Real Estate
25
+ 4.55%
$865.69 - $985.0 $21.6K - $24.6K
575 $542M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 3.14%
$1146.59 - $1270.6 $26.4K - $29.2K
755 $896M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.3K
+ 3.28%
$53.38 - $60.64 $69.6K - $79K
41K $2.24B
BSX
Boston Scientific Corp

Healthcare
6
+ 0.07%
$83.62 - $91.5 $502 - $549
8.69K $776M
FAST
Fastenal CO

Industrials
632
+ 20.17%
$69.99 - $84.35 $44.2K - $53.3K
3.77K $271M
TTD
Trade Desk, Inc.

Technology
15
+ 0.28%
$108.7 - $139.51 $1.63K - $2.09K
5.45K $641M
APH
Amphenol Corp

Technology
289
+ 5.31%
$62.07 - $75.35 $17.9K - $21.8K
5.73K $398M
MUB
Ishares National Muni Bond ETF

ETFs
1.2K
+ 2.92%
$105.78 - $108.7 $127K - $130K
42.2K $4.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
339
+ 12.06%
$126.68 - $134.74 $42.9K - $45.7K
3.15K $402M
ADSK
Autodesk, Inc.

Technology
67
+ 6.39%
N/A
1.12K $330M
TT
Trane Technologies PLC

Industrials
227
+ 10.17%
$369.35 - $419.14 $83.8K - $95.1K
2.46K $908M
CBRE
Cbre Group, Inc.

Real Estate
169
+ 6.46%
$119.22 - $140.71 $20.1K - $23.8K
2.79K $366M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.19%
$280.04 - $302.45 $2.8K - $3.02K
5.21K $1.51B
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$246.06 - $292.59 $246 - $293
1.21K $338M
WU
Western Union CO

Financial Services
15.6K
+ 16.17%
$10.52 - $11.94 $164K - $186K
112K $1.18B
PAYX
Paychex Inc

Industrials
101
+ 2.87%
$135.86 - $148.73 $13.7K - $15K
3.63K $508M
PANW
Palo Alto Networks Inc

Technology
2.86K
+ 94.26%
$181.96 - $405.9 $519K - $1.16M
5.88K $1.07B
STT
State Street Corp

Financial Services
59
+ 1.96%
$85.96 - $100.78 $5.07K - $5.95K
3.07K $301M
CME
Cme Group Inc.

Financial Services
83
+ 6.25%
$221.17 - $246.02 $18.4K - $20.4K
1.41K $327M
MSI
Motorola Solutions, Inc.

Technology
27
+ 1.65%
$449.08 - $504.6 $12.1K - $13.6K
1.66K $769M
CI
Cigna Corp

Healthcare
542
+ 32.69%
$265.59 - $358.58 $144K - $194K
2.2K $608M
WEC
Wec Energy Group, Inc.

Utilities
386
+ 13.54%
$92.94 - $101.82 $35.9K - $39.3K
3.24K $304M
HWM
Howmet Aerospace Inc.

Industrials
51
+ 1.9%
$99.72 - $120.09 $5.09K - $6.12K
2.74K $299M
ALL
Allstate Corp

Financial Services
112
+ 4.73%
$181.25 - $208.2 $20.3K - $23.3K
2.48K $478M
SRE
Sempra Energy

Utilities
101
+ 2.28%
$80.81 - $94.77 $8.16K - $9.57K
4.53K $397M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.17K
+ 1.88%
$113.92 - $127.38 $133K - $149K
63.1K $7.27B
SLB
Schlumberger Limited

Energy
1.51K
+ 17.34%
$36.83 - $45.59 $55.7K - $68.9K
10.2K $392M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.32K
+ 4.63%
$45.17 - $47.23 $240K - $251K
120K $5.45B
PWR
Quanta Services, Inc.

Industrials
19
+ 1.77%
$296.05 - $346.6 $5.62K - $6.59K
1.09K $345M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
703
+ 2.49%
$80.18 - $88.79 $56.4K - $62.4K
28.9K $2.33B
ITW
Illinois Tool Works Inc

Industrials
167
+ 8.24%
$253.56 - $278.5 $42.3K - $46.5K
2.19K $556M
KR
Kroger CO

Consumer Defensive
167
+ 4.36%
$55.21 - $63.3 $9.22K - $10.6K
4K $244M
PCAR
Paccar Inc

Industrials
82
+ 2.72%
$97.92 - $118.41 $8.03K - $9.71K
3.1K $322M
SBUX
Starbucks Corp

Consumer Cyclical
560
+ 13.04%
$87.44 - $102.5 $49K - $57.4K
4.85K $443M
PH
Parker Hannifin Corp

Industrials
26
+ 1.42%
$621.74 - $709.46 $16.2K - $18.4K
1.86K $1.18B
CTVA
Corteva, Inc.

Basic Materials
692
+ 8.3%
$55.21 - $64.13 $38.2K - $44.4K
9.03K $514M
MTB
M&T Bank Corp

Financial Services
31
+ 1.7%
$172.48 - $221.95 $5.35K - $6.88K
1.86K $349M
SYY
Sysco Corp

Consumer Defensive
390
+ 9.44%
$73.63 - $81.77 $28.7K - $31.9K
4.52K $346M
MO
Altria Group, Inc.

Consumer Defensive
244
+ 3.3%
$49.06 - $57.74 $12K - $14.1K
7.64K $400M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26.4K
+ 200.01%
$22.01 - $66.82 $582K - $1.77M
39.6K $900M
Activity Summary
Buys All Purchases 249 New Holdings 24 Increased Positions 225 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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