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
CBRE
Cbre Group, Inc.

Real Estate
465
+ 16.77%
$113.94 - $140.12 $53K - $65.2K
3.24K $454M
GILD
Gilead Sciences, Inc.

Healthcare
905
+ 10.21%
$96.91 - $113.0 $87.7K - $102K
9.77K $1.08B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.0%
$19.1 - $23.83 $19.1 - $23.8
38.4K $916M
XLB
Select Sector Spdr Fd Material

ETFs
600
+ 3.08%
$74.27 - $88.92 $44.6K - $53.4K
20.1K $1.77B
LNG
Cheniere Energy, Inc.

Energy
258
+ 12.84%
$197.25 - $244.33 $50.9K - $63K
2.27K $552M
CCI
Crown Castle International Corp

Real Estate
881
+ 26.97%
$94.83 - $107.06 $83.5K - $94.3K
4.15K $426M
CARR
Carrier Global Corp

Industrials
578
+ 13.18%
$55.55 - $75.83 $32.1K - $43.8K
4.96K $363M
DRI
Darden Restaurants Inc

Consumer Cyclical
322
+ 24.94%
$186.58 - $225.78 $60.1K - $72.7K
1.61K $352M
TTWO
Take Two Interactive Software Inc

Communication Services
195
+ 19.38%
$194.58 - $243.05 $37.9K - $47.4K
1.2K $292M
AMP
Ameriprise Financial Inc

Financial Services
31
+ 2.38%
$422.19 - $533.73 $13.1K - $16.5K
1.34K $713M
RMD
Resmed Inc

Healthcare
161
+ 14.07%
$204.54 - $258.0 $32.9K - $41.5K
1.31K $337M
MLM
Martin Marietta Materials Inc

Basic Materials
37
+ 4.41%
$452.51 - $568.19 $16.7K - $21K
876 $481M
XLV
Select Sector Spdr Fund Health

ETFs
6.07K
+ 9.18%
$128.77 - $144.3 $782K - $876K
72.2K $9.73B
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.01K
+ 300.0%
$50.53 - $212.53 $202K - $851K
5.34K $296M
DUK
Duke Energy Corp

Utilities
715
+ 17.96%
$112.46 - $124.05 $80.4K - $88.7K
4.7K $554M
SYK
Stryker Corp

Healthcare
73
+ 4.36%
$337.37 - $395.63 $24.6K - $28.9K
1.75K $691M
F
Ford Motor CO

Consumer Cyclical
4.41K
+ 18.17%
$8.69 - $10.85 $38.4K - $47.9K
28.7K $311M
BX
Blackstone Inc.

Financial Services
13
+ 0.2%
$120.07 - $151.11 $1.56K - $1.96K
6.54K $978M
ECL
Ecolab Inc.

Basic Materials
78
+ 2.8%
$225.65 - $270.95 $17.6K - $21.1K
2.86K $771M
BSX
Boston Scientific Corp

Healthcare
73
+ 0.84%
$89.7 - $107.41 $6.55K - $7.84K
8.77K $942M
Te Connectivity PLC
57
+ 2.84%
N/A
2.06K $348M
ROST
Ross Stores, Inc.

Consumer Cyclical
507
+ 26.7%
$126.62 - $154.26 $64.2K - $78.2K
2.41K $307M
TRV
Travelers Companies, Inc.

Financial Services
217
+ 13.73%
$233.83 - $276.34 $50.7K - $60K
1.8K $481M
MNST
Monster Beverage Corp

Consumer Defensive
699
+ 15.94%
$55.01 - $64.24 $38.5K - $44.9K
5.09K $319M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
418
+ 1.39%
$72.71 - $82.56 $30.4K - $34.5K
30.6K $2.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.9%
$496.48 - $617.85 $3.97K - $4.94K
895 $553M
Calumet Inc
1.32K
+ 11.45%
N/A
12.9K $202M
IRM
Iron Mountain Inc

Real Estate
97
+ 3.48%
$76.93 - $105.25 $7.46K - $10.2K
2.89K $296M
CMI
Cummins Inc

Industrials
111
+ 8.15%
$267.12 - $336.65 $29.7K - $37.4K
1.47K $482M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
55
+ 3.51%
$160.22 - $209.35 $8.81K - $11.5K
1.62K $340M
INTC
Intel Corp

Technology
2.72K
+ 14.44%
$18.13 - $22.69 $49.4K - $61.8K
21.6K $484M
CAH
Cardinal Health Inc

Healthcare
28
+ 1.68%
$125.0 - $168.0 $3.5K - $4.7K
1.7K $285M
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 13.76%
$55.56 - $60.91 $62.8K - $68.9K
9.35K $548M
CSX
Csx Corp

Industrials
225
+ 1.54%
$26.69 - $32.91 $6.01K - $7.4K
14.9K $486M
EW
Edwards Lifesciences Corp

Healthcare
395
+ 10.35%
$67.07 - $78.22 $26.5K - $30.9K
4.21K $329M
KR
Kroger CO

Consumer Defensive
465
+ 9.7%
$64.62 - $74.0 $30K - $34.4K
5.26K $377M
CME
Cme Group Inc.

Financial Services
129
+ 8.68%
$252.37 - $290.71 $32.6K - $37.5K
1.62K $445M
ABC
Amerisourcebergen Corp

Healthcare
73
+ 5.59%
N/A
1.38K $413M
MCK
Mckesson Corp

Healthcare
32
+ 7.22%
$652.83 - $732.78 $20.9K - $23.4K
475 $348M
KMX
Carmax Inc

Consumer Cyclical
3.13K
+ 20.35%
$62.27 - $82.77 $195K - $259K
18.5K $1.24B
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.92%
$211.12 - $274.14 $2.32K - $3.02K
1.21K $330M
MTB
M&T Bank Corp

Financial Services
14
+ 0.73%
$156.58 - $193.99 $2.19K - $2.72K
1.92K $373M
EBAY
Ebay Inc

Consumer Cyclical
33
+ 0.77%
$59.52 - $79.36 $1.96K - $2.62K
4.3K $320M
SHV
Ishares Tr

ETFs
284
+ 0.97%
$110.06 - $110.46 $31.3K - $31.4K
29.6K $3.27B
WM
Waste Management Inc

Industrials
143
+ 13.35%
$216.47 - $242.1 $31K - $34.6K
1.21K $278M
HIG
Hartford Financial Services Group, Inc.

Financial Services
179
+ 8.9%
$109.83 - $131.67 $19.7K - $23.6K
2.19K $278M
SO
Southern CO

Utilities
304
+ 8.99%
$84.91 - $92.56 $25.8K - $28.1K
3.69K $339M
CB
Chubb LTD

Financial Services
227
+ 7.12%
$274.32 - $302.46 $62.3K - $68.7K
3.42K $989M
ATO
Atmos Energy Corp

Utilities
175
+ 11.11%
$145.06 - $162.66 $25.4K - $28.5K
1.75K $270M
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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