Premier Path Wealth Partners, LLC Incresed Positions in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
4
+ 0.27%
N/A
1.48K $377M
SBUX
Starbucks Corp

Consumer Cyclical
497
+ 13.09%
$72.51 - $98.6 $36K - $49K
4.29K $419M
ICE
Intercontinental Exchange, Inc.

Financial Services
76
+ 1.74%
$136.93 - $162.81 $10.4K - $12.4K
4.45K $715M
PLD
Prologis, Inc.

Real Estate
368
+ 7.38%
$111.95 - $132.43 $41.2K - $48.7K
5.35K $676M
KKR
Kkr & Co. Inc.

Financial Services
64
+ 1.51%
$104.51 - $133.23 $6.69K - $8.53K
4.3K $561M
Gsk PLC
1.24K
+ 4.58%
N/A
28.3K $1.16B
TMUS
T Mobile Us, Inc.

Communication Services
76
+ 2.35%
$175.14 - $206.36 $13.3K - $15.7K
3.31K $682M
PHM
Pultegroup Inc

Consumer Cyclical
260
+ 11.73%
$103.95 - $144.98 $27K - $37.7K
2.48K $355M
KHC
Kraft Heinz CO

Consumer Defensive
150
+ 0.42%
$31.86 - $36.13 $4.78K - $5.42K
35.6K $1.25B
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 0.55%
$107.93 - $120.23 $7.88K - $8.78K
13.3K $1.56B
MET
Metlife Inc

Financial Services
99
+ 1.35%
$67.96 - $82.48 $6.73K - $8.17K
7.46K $615M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.44K
+ 20.15%
$22.38 - $23.66 $76.9K - $81.3K
20.5K $481M
SHW
Sherwin Williams CO

Basic Materials
37
+ 3.83%
$294.65 - $384.0 $10.9K - $14.2K
1K $383M
AEP
American Electric Power CO Inc

Utilities
19
+ 0.32%
$87.11 - $104.95 $1.66K - $1.99K
6.05K $621M
IRM
Iron Mountain Inc

Real Estate
129
+ 4.94%
$89.69 - $119.32 $11.6K - $15.4K
2.74K $325M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 1.11%
$459.02 - $510.25 $9.64K - $10.7K
1.92K $951M
COF
Capital One Financial Corp

Financial Services
305
+ 8.4%
$131.42 - $153.05 $40.1K - $46.7K
3.94K $590M
CTAS
Cintas Corp

Industrials
2.06K
+ 300.0%
$201.38 - $819.83 $414K - $1.69M
2.74K $565M
FISV
Fiserv Inc

Technology
66
+ 2.8%
N/A
2.42K $435M
NOC
Northrop Grumman Corp

Industrials
14
+ 1.71%
$423.73 - $533.14 $5.93K - $7.46K
831 $439M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.17%
$896.19 - $1044.18 $896 - $1.04K
595 $618M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$255.18 - $283.2 $255 - $283
5.2K $1.47B
AFL
Aflac Inc

Financial Services
37
+ 1.08%
$88.52 - $111.8 $3.28K - $4.14K
3.47K $388M
WU
Western Union CO

Financial Services
8.92K
+ 10.23%
$11.35 - $12.97 $101K - $116K
96.2K $1.15B
O
Realty Income Corp

Real Estate
475
+ 9.93%
$52.36 - $63.42 $24.9K - $30.1K
5.26K $334M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.18%
$475.2 - $527.7 $2.38K - $2.64K
2.81K $1.48B
DASH
Door Dash, Inc.

Communication Services
104
+ 5.44%
$100.28 - $143.99 $10.4K - $15K
2.02K $288M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 4.37%
$3305.62 - $4268.05 $26.4K - $34.1K
191 $806M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
251
+ 12.85%
$138.85 - $182.81 $34.9K - $45.9K
2.2K $391M
CMI
Cummins Inc

Industrials
68
+ 5.55%
$266.63 - $326.4 $18.1K - $22.2K
1.29K $419M
SQ
Block, Inc.

Technology
971
+ 19.69%
$57.21 - $72.07 $55.6K - $70K
5.9K $396M
TTD
Trade Desk, Inc.

Technology
127
+ 2.39%
$83.08 - $110.79 $10.6K - $14.1K
5.44K $596M
CARR
Carrier Global Corp

Industrials
57
+ 1.43%
$61.9 - $80.88 $3.53K - $4.61K
4.05K $326M
KMX
Carmax Inc

Consumer Cyclical
93
+ 0.57%
$71.21 - $85.78 $6.62K - $7.98K
16.4K $1.27B
XLE
Energy Sector Spdr

ETFs
2.19K
+ 6.13%
$84.35 - $93.39 $185K - $205K
37.9K $3.33B
FITB
Fifth Third Bancorp

Financial Services
491
+ 6.08%
$36.01 - $43.64 $17.7K - $21.4K
8.57K $367M
CGCP
Capital Group Core Plus Income

ETFs
1.12K
+ 2.3%
$22.12 - $23.31 $24.8K - $26.1K
49.7K $1.15B
CTVA
Corteva, Inc.

Basic Materials
499
+ 6.36%
$50.72 - $58.78 $25.3K - $29.3K
8.34K $490M
HWM
Howmet Aerospace Inc.

Industrials
80
+ 3.07%
$77.3 - $100.22 $6.18K - $8.02K
2.69K $269M
OKE
Oneok Inc

Energy
119
+ 2.05%
$78.62 - $95.27 $9.36K - $11.3K
5.93K $540M
SUB
Ishares Short Term National Mu

ETFs
317
+ 1.59%
$104.3 - $106.3 $33.1K - $33.7K
20.3K $2.16B
WDAY
Workday, Inc.

Technology
174
+ 16.04%
$207.75 - $264.68 $36.1K - $46.1K
1.26K $308M
AMGN
Amgen Inc

Healthcare
67
+ 1.52%
$309.38 - $337.38 $20.7K - $22.6K
4.48K $1.44B
RMD
Resmed Inc

Healthcare
32
+ 2.97%
$186.94 - $252.92 $5.98K - $8.09K
1.11K $270M
MTB
M&T Bank Corp

Financial Services
80
+ 4.58%
$146.49 - $179.85 $11.7K - $14.4K
1.83K $325M
STT
State Street Corp

Financial Services
225
+ 8.09%
$73.37 - $89.31 $16.5K - $20.1K
3.01K $266M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
840
+ 2.61%
$59.61 - $60.15 $50.1K - $50.5K
33.1K $1.98B
DUK
Duke Energy Corp

Utilities
53
+ 1.51%
$99.35 - $117.71 $5.27K - $6.24K
3.56K $410M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
369
+ 7.39%
$96.25 - $101.98 $35.5K - $37.6K
5.36K $543M
Activity Summary
Buys All Purchases 216 New Holdings 19 Increased Positions 197 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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