Premier Path Wealth Partners, LLC Purchases in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
291
+ 9.21%
$211.47 - $267.17 $61.5K - $77.7K
3.45K $730M
ARES
Ares Management Corp

Financial Services
324
+ 11.58%
$140.19 - $198.28 $45.4K - $64.2K
3.12K $458M
ITOT
Ishares Core S&P Total U.S. St

ETFs
64
+ 0.87%
$120.29 - $134.6 $7.7K - $8.61K
7.4K $903M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
320
+ 5.31%
$47.79 - $59.89 $15.3K - $19.2K
6.34K $318M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.64%
$524.81 - $672.19 $6.82K - $8.74K
2.03K $1.11B
American Centy ETF Tr
1.31K
+ 3.81%
N/A
35.5K $2.18B
ISRG
Intuitive Surgical Inc

Healthcare
39
+ 1.4%
$476.63 - $610.45 $18.6K - $23.8K
2.82K $1.4B
KKR
Kkr & Co. Inc.

Financial Services
728
+ 16.75%
$108.17 - $167.07 $78.7K - $122K
5.07K $586M
AMP
Ameriprise Financial Inc

Financial Services
12
+ 0.93%
$472.29 - $575.13 $5.67K - $6.9K
1.31K $632M
TGT
Target Corp

Consumer Defensive
357
+ 11.27%
$103.65 - $142.5 $37K - $50.9K
3.53K $368M
AXP
American Express CO

Financial Services
128
+ 2.82%
$255.39 - $325.87 $32.7K - $41.7K
4.67K $1.26B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
860
+ 1.11%
$41.26 - $44.98 $35.5K - $38.7K
78.3K $3.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 2.68%
$57.21 - $65.8 $66.4K - $76.4K
44.4K $2.59B
NKE
Nike, Inc.

Consumer Cyclical
2.13K
+ 9.78%
$63.29 - $81.72 $134K - $174K
23.9K $1.51B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
761
+ 2.13%
$60.91 - $71.4 $46.4K - $54.3K
36.4K $2.26B
DEO
Diageo PLC

Consumer Defensive
760
+ 7.39%
$104.79 - $126.12 $79.6K - $95.9K
11K $1.16B
Blackrock Inc
104
+ 3.08%
N/A
3.48K $3.29B
BX
Blackstone Inc.

Financial Services
258
+ 4.12%
$136.53 - $186.74 $35.2K - $48.2K
6.53K $912M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 2.36%
$168.16 - $186.21 $213K - $235K
54.9K $9.38B
MCHP
Microchip Technology Inc

Technology
361
+ 1.53%
$48.41 - $64.3 $17.5K - $23.2K
23.9K $1.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.27K
+ 6.78%
$102.49 - $119.96 $438K - $513K
67.3K $7.04B
Arista Networks Inc
28
+ 0.33%
N/A
8.61K $667M
AVUV
American Centy ETF Tr Avantis

ETFs
114
+ 0.33%
$84.95 - $100.62 $9.68K - $11.5K
34.8K $3.03B
XLY
Select Sector Spdr Consumer Di

ETFs
4.25K
+ 9.33%
$192.6 - $233.2 $819K - $991K
49.8K $9.83B
CRM
Salesforce, Inc.

Technology
560
+ 6.32%
$268.36 - $359.95 $150K - $202K
9.42K $2.53B
AVGO
Broadcom Inc.

Technology
55
+ 0.17%
$167.43 - $244.7 $9.21K - $13.5K
32.8K $5.49B
XLK
Technology Sector Spdr

ETFs
2.83K
+ 2.39%
$206.38 - $242.18 $583K - $684K
121K $25B
Activity Summary
Buys All Purchases 228 New Holdings 18 Increased Positions 210 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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