Premier Path Wealth Partners, LLC Incresed Positions in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.33K
+ 30.29%
$49.25 - $50.66 $65.6K - $67.5K
5.73K $284M
PSX
Phillips 66

Energy
111
+ 2.18%
$113.93 - $131.55 $12.6K - $14.6K
5.21K $644M
ITW
Illinois Tool Works Inc

Industrials
297
+ 13.54%
$244.9 - $274.48 $72.7K - $81.5K
2.49K $618M
WEC
Wec Energy Group, Inc.

Utilities
98
+ 3.03%
$92.12 - $108.98 $9.03K - $10.7K
3.34K $363M
ADBE
Adobe Inc.

Technology
762
+ 19.95%
$377.84 - $464.11 $288K - $354K
4.58K $1.76B
ETR
Entergy Corp

Utilities
16
+ 0.27%
$75.26 - $87.89 $1.2K - $1.41K
5.86K $501M
COF
Capital One Financial Corp

Financial Services
300
+ 7.52%
$163.87 - $209.82 $49.2K - $62.9K
4.29K $769M
DUK
Duke Energy Corp

Utilities
8
+ 0.2%
$105.87 - $121.97 $847 - $976
3.98K $486M
TRV
Travelers Companies, Inc.

Financial Services
82
+ 5.47%
$232.43 - $265.13 $19.1K - $21.7K
1.58K $418M
META
Meta Platforms, Inc.

Communication Services
326
+ 2.27%
$576.36 - $736.67 $188K - $240K
14.7K $8.45B
FAST
Fastenal CO

Industrials
409
+ 10.86%
$71.11 - $79.98 $29.1K - $32.7K
4.18K $324M
WFC
Wells Fargo & Company

Financial Services
235
+ 1.02%
$66.78 - $81.42 $15.7K - $19.1K
23.4K $1.68B
HYMU
Blackrock ETF Tr Ii High Yield
2.27K
+ 7.84%
$22.43 - $23.19 $50.8K - $52.5K
31.2K $707M
CAG
Conagra Brands Inc.

Consumer Defensive
3.69K
+ 8.14%
$23.9 - $27.67 $88.3K - $102K
49.1K $1.31B
KMI
Kinder Morgan, Inc.

Energy
145
+ 0.37%
$26.1 - $31.22 $3.78K - $4.53K
39.8K $1.14B
EBAY
Ebay Inc

Consumer Cyclical
344
+ 8.76%
$61.61 - $70.93 $21.2K - $24.4K
4.27K $289M
NET
Cloudflare, Inc.

Technology
306
+ 15.17%
$110.71 - $176.5 $33.9K - $54K
2.32K $262M
SCHW
Schwab Charles Corp

Financial Services
140
+ 1.82%
$71.24 - $83.64 $9.97K - $11.7K
7.82K $612M
WM
Waste Management Inc

Industrials
53
+ 5.21%
$200.54 - $233.78 $10.6K - $12.4K
1.07K $248M
INTU
Intuit Inc

Technology
112
+ 5.83%
$555.63 - $630.23 $62.2K - $70.6K
2.03K $1.25B
TJX
Tjx Companies Inc

Consumer Cyclical
222
+ 1.65%
$112.81 - $126.16 $25K - $28K
13.7K $1.66B
ATO
Atmos Energy Corp

Utilities
106
+ 7.22%
$136.51 - $154.58 $14.5K - $16.4K
1.58K $243M
D
Dominion Energy, Inc

Utilities
355
+ 4.21%
$52.85 - $57.43 $18.8K - $20.4K
8.79K $493M
BIIB
Biogen Inc.

Healthcare
1.16K
+ 15.3%
$133.43 - $153.27 $154K - $177K
8.71K $1.19B
HIG
Hartford Financial Services Group, Inc.

Financial Services
65
+ 3.34%
$106.31 - $123.73 $6.91K - $8.04K
2.01K $249M
ZTS
Zoetis Inc.

Healthcare
161
+ 2.99%
$156.48 - $175.67 $25.2K - $28.3K
5.55K $914M
CEG
Constellation Energy Corp

Utilities
362
+ 21.21%
$201.63 - $347.44 $73K - $126K
2.07K $417M
F
Ford Motor CO

Consumer Cyclical
3.24K
+ 15.39%
$9.12 - $10.43 $29.5K - $33.8K
24.3K $244M
BKR
Baker Hughes CO

Energy
406
+ 6.87%
$41.16 - $48.85 $16.7K - $19.8K
6.32K $278M
MNST
Monster Beverage Corp

Consumer Defensive
159
+ 3.76%
$46.16 - $58.58 $7.34K - $9.31K
4.39K $257M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
215
+ 3.71%
$95.85 - $99.25 $20.6K - $21.3K
6.01K $594M
AFL
Aflac Inc

Financial Services
52
+ 1.52%
$100.99 - $111.19 $5.25K - $5.78K
3.48K $387M
DD
Du Pont De Nemours, Inc.

Basic Materials
776
+ 4.49%
$72.7 - $84.32 $56.4K - $65.4K
18.1K $1.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
196
+ 6.97%
$507.05 - $563.67 $99.4K - $110K
3.01K $1.55B
CTSH
Cognizant Technology Solutions Corp

Technology
397
+ 12.93%
$75.32 - $90.7 $29.9K - $36K
3.47K $265M
C
Citigroup Inc

Financial Services
243
+ 1.71%
$67.23 - $84.63 $16.3K - $20.6K
14.5K $1.03B
TXN
Texas Instruments Inc

Technology
336
+ 7.41%
N/A
4.87K $875M
SYK
Stryker Corp

Healthcare
8
+ 0.48%
$355.18 - $399.9 $2.84K - $3.2K
1.67K $623M
WU
Western Union CO

Financial Services
2.34K
+ 2.09%
$10.24 - $11.62 $23.9K - $27.2K
114K $1.21B
Te Connectivity PLC
180
+ 9.87%
N/A
2K $283M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.5K
+ 15.67%
$64.26 - $85.48 $160K - $213K
18.4K $1.22B
PCAR
Paccar Inc

Industrials
429
+ 13.85%
$96.91 - $112.51 $41.6K - $48.3K
3.53K $343M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
109
+ 3.46%
$126.11 - $135.06 $13.7K - $14.7K
3.26K $420M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 2.17%
$308.86 - $455.36 $6.79K - $10K
1.04K $366M
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.69%
$330.16 - $365.55 $6.27K - $6.95K
1.15K $400M
XYL
Xylem Inc.

Industrials
59
+ 2.03%
$114.02 - $132.04 $6.73K - $7.79K
2.97K $355M
PFE
Pfizer Inc

Healthcare
3.47K
+ 5.78%
$25.01 - $27.13 $86.9K - $94.2K
63.6K $1.61B
ADI
Analog Devices Inc

Technology
207
+ 8.64%
$201.56 - $243.82 $41.7K - $50.5K
2.6K $525M
AVLV
American Centy ETF Tr Avantis
2.26K
+ 2.68%
$63.51 - $70.42 $144K - $159K
86.8K $5.66B
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
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