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
APD
Air Products & Chemicals, Inc.

Basic Materials
290
+ 6.25%
$248.61 - $294.96 $72.1K - $85.5K
4.93K $1.39B
ALL
Allstate Corp

Financial Services
167
+ 7.29%
$180.53 - $212.64 $30.1K - $35.5K
2.46K $495M
CL
Colgate Palmolive CO

Consumer Defensive
310
+ 10.58%
$87.57 - $96.0 $27.1K - $29.8K
3.24K $295M
XLE
Energy Sector Spdr

ETFs
3.87K
+ 10.84%
$76.44 - $94.13 $296K - $364K
39.6K $3.35B
WELL
Welltower Inc.

Real Estate
108
+ 2.44%
$136.49 - $155.22 $14.7K - $16.8K
4.54K $697M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
319
+ 7.35%
$51.68 - $52.76 $16.5K - $16.8K
4.66K $246M
AWK
American Water Works Company, Inc.

Utilities
216
+ 15.14%
$133.82 - $151.96 $28.9K - $32.8K
1.64K $229M
PFE
Pfizer Inc

Healthcare
3.56K
+ 5.6%
$21.59 - $24.84 $76.9K - $88.5K
67.2K $1.63B
DHI
Horton D R Inc

Consumer Cyclical
38
+ 0.64%
$115.1 - $129.63 $4.37K - $4.93K
5.97K $769M
SYY
Sysco Corp

Consumer Defensive
109
+ 2.32%
$68.0 - $75.91 $7.41K - $8.27K
4.81K $364M
NOC
Northrop Grumman Corp

Industrials
42
+ 4.26%
$456.3 - $540.39 $19.2K - $22.7K
1.03K $515M
BIIB
Biogen Inc.

Healthcare
839
+ 9.63%
$113.38 - $135.49 $95.1K - $114K
9.55K $1.2B
EXC
Exelon Corp

Utilities
364
+ 8.08%
$42.2 - $47.37 $15.4K - $17.2K
4.87K $211M
CGCP
Capital Group Core Plus Income

ETFs
20
+ 0.04%
$21.92 - $22.56 $438 - $451
53.1K $1.19B
MDLZ
Mondelez International, Inc.

Consumer Defensive
57
+ 1.41%
$63.54 - $68.5 $3.62K - $3.9K
4.09K $276M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19
+ 0.49%
$91.43 - $91.74 $1.74K - $1.74K
3.86K $354M
ETR
Entergy Corp

Utilities
187
+ 3.19%
$79.01 - $86.61 $14.8K - $16.2K
6.05K $503M
PSA
Public Storage

Real Estate
29
+ 2.35%
$266.31 - $309.77 $7.72K - $8.98K
1.27K $371M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12
+ 0.06%
$59.8 - $60.07 $718 - $721
18.5K $1.11B
VICI
Vici Properties Inc.

Real Estate
29
+ 0.23%
$29.41 - $32.97 $853 - $956
12.4K $404M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.11%
$121.58 - $136.74 $243 - $273
1.79K $243M
PAYX
Paychex Inc

Industrials
239
+ 5.77%
$137.01 - $159.78 $32.7K - $38.2K
4.38K $637M
WEC
Wec Energy Group, Inc.

Utilities
134
+ 4.02%
$102.24 - $109.76 $13.7K - $14.7K
3.47K $361M
IFF
International Flavors & Fragrances Inc

Basic Materials
808
+ 5.03%
$66.85 - $79.33 $54K - $64.1K
16.9K $1.24B
OTIS
Otis Worldwide Corp

Industrials
55
+ 1.85%
$90.88 - $104.3 $5K - $5.74K
3.04K $301M
CMCSA
Comcast Corp

Communication Services
1.61K
+ 3.01%
$32.84 - $36.72 $53K - $59.2K
55.3K $1.97B
XEL
Xcel Energy Inc

Utilities
7
+ 0.23%
$65.65 - $72.39 $460 - $507
3.06K $209M
TRGP
Targa Resources Corp.

Energy
216
+ 12.54%
$157.32 - $205.72 $34K - $44.4K
1.94K $338M
NEE
Nextera Energy Inc

Utilities
331
+ 1.47%
$64.11 - $75.0 $21.2K - $24.8K
22.8K $1.58B
TSCO
Tractor Supply CO

Consumer Cyclical
9
+ 0.2%
$47.86 - $55.77 $431 - $502
4.58K $242M
BDX
Becton Dickinson & CO

Healthcare
1.76K
+ 30.23%
$165.15 - $226.42 $291K - $399K
7.59K $1.31B
MDT
Medtronic PLC

Healthcare
192
+ 1.09%
$80.68 - $88.86 $15.5K - $17.1K
17.8K $1.55B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.12K
+ 6.22%
$55.13 - $75.25 $61.9K - $84.5K
19.2K $1.32B
OKE
Oneok Inc

Energy
771
+ 13.93%
$78.71 - $100.37 $60.7K - $77.4K
6.31K $515M
PGR
Progressive Corp

Financial Services
103
+ 2.65%
$255.27 - $288.74 $26.3K - $29.7K
3.99K $1.06B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
128
+ 4.8%
$212.1 - $244.27 $27.1K - $31.3K
2.79K $611M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.8K
+ 1424.74%
$87.84 - $1441.89 $946K - $15.5M
11.5K $1.04B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
45
+ 2.51%
$421.16 - $509.5 $19K - $22.9K
1.84K $817M
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.46%
$285.55 - $321.23 $6.57K - $7.39K
5.03K $1.47B
KHC
Kraft Heinz CO

Consumer Defensive
3.89K
+ 9.06%
$25.61 - $30.81 $99.7K - $120K
46.9K $1.21B
BFB
Brown Forman Corp Cl B
6K
+ 15.44%
N/A
44.8K $1.21B
AMGN
Amgen Inc

Healthcare
80
+ 1.72%
$262.28 - $309.85 $21K - $24.8K
4.72K $1.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
580
+ 6.48%
$483.48 - $539.8 $280K - $313K
9.53K $4.63B
BAX
Baxter International Inc

Healthcare
146
+ 0.37%
$27.8 - $34.02 $4.06K - $4.97K
39.5K $1.2B
CAG
Conagra Brands Inc.

Consumer Defensive
5.15K
+ 10.49%
$20.4 - $26.78 $105K - $138K
54.2K $1.11B
CPB
Campbell Soup CO

Consumer Defensive
3.14K
+ 9.71%
$30.65 - $39.9 $96.1K - $125K
35.4K $1.09B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
694
+ 5.56%
$90.21 - $112.66 $62.6K - $78.2K
13.2K $1.2B
ABBV
Abb Vie Inc.

Healthcare
38
+ 0.34%
$170.16 - $206.27 $6.47K - $7.84K
11.2K $2.08B
XOM
Exxon Mobil Corp

Energy
955
+ 2.73%
$99.93 - $119.04 $95.4K - $114K
35.9K $3.87B
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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