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
SO
Southern CO

Utilities
11
+ 0.32%
$81.5 - $94.15 $897 - $1.04K
3.47K $286M
IRM
Iron Mountain Inc

Real Estate
106
+ 3.87%
$101.62 - $128.14 $10.8K - $13.6K
2.84K $299M
UNP
Union Pacific Corp

Industrials
151
+ 4.38%
$223.15 - $249.32 $33.7K - $37.6K
3.6K $820M
CSX
Csx Corp

Industrials
199
+ 1.25%
$31.58 - $36.88 $6.28K - $7.34K
16.1K $519M
LHX
L3 Harris Technologies, Inc.

Industrials
51
+ 3.38%
$208.94 - $264.22 $10.7K - $13.5K
1.56K $328M
EFX
Equifax Inc

Industrials
652
+ 12.88%
$245.03 - $293.5 $160K - $191K
5.72K $1.46B
SPGI
S&P Global Inc.

Financial Services
4
+ 0.22%
$480.36 - $529.17 $1.92K - $2.12K
1.85K $921M
CB
Chubb LTD

Financial Services
16
+ 0.5%
$271.57 - $301.89 $4.35K - $4.83K
3.21K $887M
ICE
Intercontinental Exchange, Inc.

Financial Services
106
+ 2.38%
$148.29 - $166.93 $15.7K - $17.7K
4.56K $679M
LOW
Lowes Companies Inc

Consumer Cyclical
408
+ 7.14%
$244.52 - $284.07 $99.8K - $116K
6.12K $1.51B
CARR
Carrier Global Corp

Industrials
68
+ 1.68%
$66.69 - $82.65 $4.53K - $5.62K
4.11K $281M
CGDV
Capital Group Divid Value ETF

ETFs
7
+ 0.02%
$35.16 - $37.12 $246 - $260
39.1K $1.38B
CTAS
Cintas Corp

Industrials
42
+ 1.53%
$182.7 - $226.47 $7.67K - $9.51K
2.79K $509M
CEG
Constellation Energy Corp

Utilities
19
+ 1.13%
$224.28 - $285.52 $4.26K - $5.42K
1.71K $382M
TDG
Trans Digm Group Inc

Industrials
10
+ 2.14%
$1239.0 - $1442.53 $12.4K - $14.4K
478 $606M
PSA
Public Storage

Real Estate
40
+ 3.39%
$289.33 - $360.21 $11.6K - $14.4K
1.22K $366M
CAG
Conagra Brands Inc.

Consumer Defensive
4.68K
+ 11.49%
$26.48 - $32.72 $124K - $153K
45.4K $1.26B
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.65K
+ 6.06%
$40.06 - $45.21 $106K - $120K
46.4K $1.89B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
80
+ 4.98%
$396.64 - $516.74 $31.7K - $41.3K
1.69K $679M
PHM
Pultegroup Inc

Consumer Cyclical
95
+ 3.84%
$108.86 - $149.04 $10.3K - $14.2K
2.57K $280M
URI
United Rentals, Inc.

Industrials
20
+ 2.34%
$704.44 - $880.32 $14.1K - $17.6K
873 $615M
KO
Coca Cola CO

Consumer Defensive
652
+ 5.15%
$61.74 - $71.71 $40.3K - $46.8K
13.3K $828M
STZ
Constellation Brands, Inc.

Consumer Defensive
485
+ 9.4%
$219.66 - $257.62 $107K - $125K
5.64K $1.25B
Spdr Index Shs Fds
2.34K
+ 5.86%
N/A
42.3K $2.41B
AMT
American Tower Corp

Real Estate
268
+ 8.83%
$179.4 - $232.01 $48.1K - $62.2K
3.3K $606M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.44K
+ 3.57%
$50.14 - $52.56 $373K - $391K
216K $10.8B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.84K
+ 2.6%
$34.83 - $38.05 $64.2K - $70.1K
72.8K $2.57B
IEF
Ishares Barclays

ETFs
3.51K
+ 4.53%
$92.08 - $98.18 $324K - $345K
81.1K $7.5B
VZ
Verizon Communications Inc

Communication Services
2.31K
+ 5.36%
$39.6 - $45.21 $91.3K - $104K
45.3K $1.81B
XLI
Industrial Sector Spdr

ETFs
668
+ 1.17%
$131.76 - $143.99 $88K - $96.2K
57.9K $7.63B
IFF
International Flavors & Fragrances Inc

Basic Materials
1.86K
+ 13.37%
$83.96 - $106.19 $156K - $197K
15.8K $1.33B
EL
Estee Lauder Companies Inc

Consumer Defensive
2.61K
+ 19.58%
$62.74 - $97.24 $164K - $254K
15.9K $1.19B
CPB
Campbell Soup CO

Consumer Defensive
983
+ 3.92%
$41.42 - $48.71 $40.7K - $47.9K
26.1K $1.09B
Linde PLC
52
+ 1.88%
N/A
2.81K $1.18B
DD
Du Pont De Nemours, Inc.

Basic Materials
722
+ 4.36%
$75.95 - $88.05 $54.8K - $63.6K
17.3K $1.32B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.16K
+ 6.44%
$99.04 - $109.59 $313K - $347K
52.3K $5.21B
NKE
Nike, Inc.

Consumer Cyclical
1.2K
+ 5.85%
$73.36 - $89.13 $88.1K - $107K
21.7K $1.64B
XLB
Select Sector Spdr Fd Material

ETFs
866
+ 4.19%
$83.8 - $97.58 $72.6K - $84.5K
21.5K $1.81B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.53K
+ 13.33%
$49.78 - $66.55 $126K - $168K
21.5K $1.08B
GE
General Electric CO

Industrials
611
+ 4.51%
$159.95 - $194.23 $97.7K - $119K
14.2K $2.36B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
287
+ 0.35%
$30.48 - $34.2 $8.75K - $9.82K
82.1K $2.5B
LEN
Lennar Corp

Consumer Cyclical
87
+ 2.07%
$136.2 - $188.96 $11.8K - $16.4K
4.28K $584M
BAX
Baxter International Inc

Healthcare
2.84K
+ 8.67%
$28.63 - $37.84 $81.4K - $108K
35.6K $1.04B
DFAI
Dimensional ETF Tr

ETFs
7.06K
+ 4.24%
$29.0 - $31.6 $205K - $223K
173K $5.06B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.82K
+ 4.35%
$64.18 - $70.42 $309K - $339K
116K $7.46B
MSFT
Microsoft Corp

Technology
9
+ 0.02%
$406.35 - $454.46 $3.66K - $4.09K
52.4K $22.1B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
3.12K
+ 2.3%
$34.21 - $38.73 $107K - $121K
139K $4.74B
XLV
Select Sector Spdr Fund Health

ETFs
3.12K
+ 4.58%
$136.28 - $154.74 $425K - $482K
71.1K $9.78B
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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