Premier Path Wealth Partners, LLC Incresed Positions in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 7.85%
$213.65 - $479.86 $273K - $614K
17.6K $7.1B
AAPL
Apple Inc.

Technology
1.37K
+ 0.98%
$221.69 - $259.02 $304K - $355K
141K $35.4B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 2.5%
$180.88 - $232.93 $292K - $375K
66.1K $14.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
12.9K
+ 60.65%
$183.23 - $199.79 $2.36M - $2.58M
34.2K $6.33B
GOOGL
Alphabet Inc.

Communication Services
3.32K
+ 7.77%
$161.86 - $196.66 $538K - $653K
46.1K $8.72B
GOOG
Alphabet Inc.

Communication Services
2.73K
+ 8.04%
$163.08 - $198.16 $445K - $541K
36.7K $6.99B
XLK
Technology Sector Spdr

ETFs
2.1K
+ 1.8%
$220.26 - $241.44 $462K - $506K
118K $27.5B
MCHP
Microchip Technology Inc

Technology
20.5K
+ 683.05%
$55.51 - $79.05 $1.14M - $1.62M
23.6K $1.35B
XOM
Exxon Mobil Corp

Energy
11.7K
+ 46.6%
$105.51 - $125.37 $1.23M - $1.47M
36.8K $3.96B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
28.9K
+ 26.69%
$52.1 - $57.26 $1.5M - $1.65M
137K $7.15B
ADBE
Adobe Inc.

Technology
1.97K
+ 105.93%
$437.39 - $552.96 $859K - $1.09M
3.82K $1.7B
PLTR
Palantir Technologies Inc.

Technology
538
+ 3.25%
$36.46 - $82.38 $19.6K - $44.3K
17.1K $1.29B
V
Visa Inc.

Financial Services
111
+ 1.05%
$273.87 - $320.91 $30.4K - $35.6K
10.7K $3.38B
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 8.98%
$79.1 - $95.7 $178K - $216K
27.3K $2.47B
BA
Boeing CO

Industrials
918
+ 9.58%
$138.14 - $180.72 $127K - $166K
10.5K $1.86B
GILD
Gilead Sciences, Inc.

Healthcare
3.8K
+ 89.24%
$83.95 - $97.9 $319K - $372K
8.05K $744M
JNJ
Johnson & Johnson

Healthcare
4.11K
+ 34.36%
$143.34 - $165.86 $589K - $682K
16.1K $2.32B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.98K
+ 6.19%
$81.68 - $82.93 $488K - $496K
103K $8.41B
CSCO
Cisco Systems, Inc.

Technology
4.29K
+ 31.17%
$52.45 - $60.02 $225K - $258K
18.1K $1.07B
CVX
Chevron Corp

Energy
2.42K
+ 23.91%
$141.15 - $162.53 $341K - $393K
12.5K $1.82B
AVLV
American Centy ETF Tr Avantis
3.38K
+ 4.16%
$65.51 - $71.22 $221K - $241K
84.5K $5.64B
BMY
Bristol Myers Squibb CO

Healthcare
1.87K
+ 5.93%
$51.92 - $59.94 $97K - $112K
33.4K $1.89B
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 9.95%
$4100.99 - $5300.34 $77.9K - $101K
210 $1.05B
KMI
Kinder Morgan, Inc.

Energy
303
+ 0.77%
$22.59 - $28.54 $6.84K - $8.65K
39.6K $1.09B
PNC
Pnc Financial Services Group, Inc.

Financial Services
967
+ 25.89%
$178.39 - $215.0 $173K - $208K
4.7K $907M
DE
Deere & CO

Industrials
456
+ 17.11%
$389.45 - $466.0 $178K - $212K
3.12K $1.32B
BAC
Bank Of America Corp

Financial Services
451
+ 1.02%
$39.22 - $47.77 $17.7K - $21.5K
44.6K $1.96B
GS
Goldman Sachs Group Inc

Financial Services
95
+ 4.95%
$486.1 - $608.57 $46.2K - $57.8K
2.02K $1.15B
LMT
Lockheed Martin Corp

Industrials
1.25K
+ 28.97%
$479.66 - $614.62 $598K - $766K
5.55K $2.7B
MA
Mastercard Inc

Financial Services
59
+ 1.3%
$491.3 - $536.15 $29K - $31.6K
4.59K $2.41B
BX
Blackstone Inc.

Financial Services
370
+ 6.27%
$148.45 - $199.05 $54.9K - $73.6K
6.27K $1.08B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.22K
+ 20.0%
$124.26 - $134.12 $152K - $164K
7.34K $944M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 2.5%
$176.42 - $186.91 $231K - $244K
53.6K $9.55B
WMB
Williams Companies, Inc.

Energy
159
+ 0.92%
$46.37 - $59.74 $7.37K - $9.5K
17.5K $948M
HD
Home Depot, Inc.

Consumer Cyclical
641
+ 10.61%
$385.02 - $431.37 $247K - $277K
6.68K $2.6B
SQ
Block, Inc.

Technology
508
+ 8.61%
$65.06 - $98.92 $33.1K - $50.3K
6.41K $545M
HON
Honeywell International Inc

Industrials
191
+ 3.61%
$202.84 - $236.0 $38.7K - $45.1K
5.48K $1.24B
DGRO
Ishares Core Dividend Growth E

ETFs
5.76K
+ 3.63%
$60.73 - $64.94 $350K - $374K
165K $10.1B
BK
Bank Of New York Mellon Corp

Financial Services
319
+ 1.4%
$70.82 - $81.87 $22.6K - $26.1K
23K $1.77B
SHV
Ishares Tr

ETFs
1.37K
+ 5.28%
$109.92 - $110.57 $151K - $151K
27.3K $3.01B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
66
+ 2.99%
$173.13 - $258.09 $11.4K - $17K
2.27K $524M
PYPL
Pay Pal Holdings, Inc.

Financial Services
887
+ 11.58%
$77.25 - $91.3 $68.5K - $81K
8.55K $730M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.1K
+ 77.25%
$131.66 - $144.0 $144K - $158K
2.52K $332M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.85%
$873.59 - $994.69 $25.3K - $28.8K
3.44K $3.15B
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 1.16%
$570.51 - $610.59 $45.1K - $48.2K
6.89K $4.06B
American Centy ETF Tr
1.42K
+ 4.34%
N/A
34.2K $2.23B
C
Citigroup Inc

Financial Services
202
+ 1.44%
$61.31 - $72.5 $12.4K - $14.6K
14.2K $1B
COF
Capital One Financial Corp

Financial Services
50
+ 1.27%
$145.19 - $192.01 $7.26K - $9.6K
3.99K $711M
AXP
American Express CO

Financial Services
7
+ 0.15%
$267.35 - $305.57 $1.87K - $2.14K
4.54K $1.35B
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
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email