Premier Path Wealth Partners, LLC Purchases in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
182
+ 3.54%
$514.43 - $606.85 $93.6K - $110K
5.32K $3.12B
PYPL
Pay Pal Holdings, Inc.

Financial Services
65
+ 0.86%
$57.22 - $80.08 $3.72K - $5.21K
7.66K $598M
UNP
Union Pacific Corp

Industrials
381
+ 12.43%
$221.78 - $256.09 $84.5K - $97.6K
3.45K $849M
BAX
Baxter International Inc

Healthcare
111
+ 0.34%
$32.85 - $40.26 $3.65K - $4.47K
32.8K $1.24B
PSA
Public Storage

Real Estate
204
+ 20.88%
$283.13 - $365.01 $57.8K - $74.5K
1.18K $430M
NEM
Newmont Corp

Basic Materials
1.23K
+ 17.85%
$41.65 - $55.85 $51.3K - $68.8K
8.13K $434M
UBER
Uber Technologies, Inc

Technology
1.49K
+ 12.46%
$58.48 - $77.47 $86.9K - $115K
13.4K $1.01B
PFE
Pfizer Inc

Healthcare
2.91K
+ 4.92%
$27.7 - $31.39 $80.6K - $91.3K
62.1K $1.8B
ADP
Automatic Data Processing Inc

Industrials
96
+ 3.25%
$233.44 - $279.45 $22.4K - $26.8K
3.05K $844M
CCI
Crown Castle International Corp

Real Estate
672
+ 23.86%
$95.29 - $120.24 $64K - $80.8K
3.49K $414M
AMT
American Tower Corp

Real Estate
103
+ 3.51%
$192.27 - $242.73 $19.8K - $25K
3.04K $706M
SPGI
S&P Global Inc.

Financial Services
10
+ 0.54%
$446.32 - $527.38 $4.46K - $5.27K
1.85K $954M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.15%
$801.83 - $917.05 $4.01K - $4.59K
3.41K $3.02B
GILD
Gilead Sciences, Inc.

Healthcare
926
+ 27.82%
$66.59 - $83.99 $61.7K - $77.8K
4.26K $357M
KO
Coca Cola CO

Consumer Defensive
371
+ 3.02%
$62.69 - $73.01 $23.3K - $27.1K
12.6K $909M
PM
Philip Morris International Inc.

Consumer Defensive
53
+ 0.88%
$101.25 - $127.45 $5.37K - $6.75K
6.06K $736M
CBRE
Cbre Group, Inc.

Real Estate
362
+ 16.05%
$85.97 - $124.48 $31.1K - $45.1K
2.62K $326M
Ge Vernova Inc
4
+ 0.27%
N/A
1.48K $377M
SBUX
Starbucks Corp

Consumer Cyclical
497
+ 13.09%
$72.51 - $98.6 $36K - $49K
4.29K $419M
ICE
Intercontinental Exchange, Inc.

Financial Services
76
+ 1.74%
$136.93 - $162.81 $10.4K - $12.4K
4.45K $715M
PLD
Prologis, Inc.

Real Estate
368
+ 7.38%
$111.95 - $132.43 $41.2K - $48.7K
5.35K $676M
KKR
Kkr & Co. Inc.

Financial Services
64
+ 1.51%
$104.51 - $133.23 $6.69K - $8.53K
4.3K $561M
Gsk PLC
1.24K
+ 4.58%
N/A
28.3K $1.16B
TMUS
T Mobile Us, Inc.

Communication Services
76
+ 2.35%
$175.14 - $206.36 $13.3K - $15.7K
3.31K $682M
PHM
Pultegroup Inc

Consumer Cyclical
260
+ 11.73%
$103.95 - $144.98 $27K - $37.7K
2.48K $355M
KHC
Kraft Heinz CO

Consumer Defensive
150
+ 0.42%
$31.86 - $36.13 $4.78K - $5.42K
35.6K $1.25B
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 0.55%
$107.93 - $120.23 $7.88K - $8.78K
13.3K $1.56B
WELL
Welltower Inc.

Real Estate
60
+ 1.45%
$104.0 - $129.74 $6.24K - $7.78K
4.21K $539M
MET
Metlife Inc

Financial Services
99
+ 1.35%
$67.96 - $82.48 $6.73K - $8.17K
7.46K $615M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.44K
+ 20.15%
$22.38 - $23.66 $76.9K - $81.3K
20.5K $481M
SHW
Sherwin Williams CO

Basic Materials
37
+ 3.83%
$294.65 - $384.0 $10.9K - $14.2K
1K $383M
AEP
American Electric Power CO Inc

Utilities
19
+ 0.32%
$87.11 - $104.95 $1.66K - $1.99K
6.05K $621M
IRM
Iron Mountain Inc

Real Estate
129
+ 4.94%
$89.69 - $119.32 $11.6K - $15.4K
2.74K $325M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 1.11%
$459.02 - $510.25 $9.64K - $10.7K
1.92K $951M
COF
Capital One Financial Corp

Financial Services
305
+ 8.4%
$131.42 - $153.05 $40.1K - $46.7K
3.94K $590M
CTAS
Cintas Corp

Industrials
2.06K
+ 300.0%
$201.38 - $819.83 $414K - $1.69M
2.74K $565M
FISV
Fiserv Inc

Technology
66
+ 2.8%
N/A
2.42K $435M
NOC
Northrop Grumman Corp

Industrials
14
+ 1.71%
$423.73 - $533.14 $5.93K - $7.46K
831 $439M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.17%
$896.19 - $1044.18 $896 - $1.04K
595 $618M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$255.18 - $283.2 $255 - $283
5.2K $1.47B
AFL
Aflac Inc

Financial Services
37
+ 1.08%
$88.52 - $111.8 $3.28K - $4.14K
3.47K $388M
WU
Western Union CO

Financial Services
8.92K
+ 10.23%
$11.35 - $12.97 $101K - $116K
96.2K $1.15B
O
Realty Income Corp

Real Estate
475
+ 9.93%
$52.36 - $63.42 $24.9K - $30.1K
5.26K $334M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.18%
$475.2 - $527.7 $2.38K - $2.64K
2.81K $1.48B
DASH
Door Dash, Inc.

Communication Services
104
+ 5.44%
$100.28 - $143.99 $10.4K - $15K
2.02K $288M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 4.37%
$3305.62 - $4268.05 $26.4K - $34.1K
191 $806M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
251
+ 12.85%
$138.85 - $182.81 $34.9K - $45.9K
2.2K $391M
CMI
Cummins Inc

Industrials
68
+ 5.55%
$266.63 - $326.4 $18.1K - $22.2K
1.29K $419M
SQ
Block, Inc.

Technology
971
+ 19.69%
$57.21 - $72.07 $55.6K - $70K
5.9K $396M
Activity Summary
Buys All Purchases 216 New Holdings 19 Increased Positions 197 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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