Premier Path Wealth Partners, LLC Incresed Positions in Q2 2025

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
2.16K
+ 3.39%
N/A
66K $5.34B
NUE
Nucor Corp

Basic Materials
182
+ 1.65%
$103.22 - $131.43 $18.8K - $23.9K
11.2K $1.45B
WMB
Williams Companies, Inc.

Energy
1.12K
+ 6.38%
$54.33 - $62.87 $61.1K - $70.7K
18.7K $1.18B
ADP
Automatic Data Processing Inc

Industrials
364
+ 10.68%
$276.76 - $326.81 $101K - $119K
3.77K $1.16B
LHX
L3 Harris Technologies, Inc.

Industrials
235
+ 16.49%
$200.21 - $256.99 $47K - $60.4K
1.66K $417M
MMM
3 M CO

Industrials
597
+ 11.83%
$126.09 - $154.15 $75.3K - $92K
5.65K $859M
TROW
Price T Rowe Group Inc

Financial Services
629
+ 5.16%
$80.27 - $98.06 $50.5K - $61.7K
12.8K $1.24B
PNC
Pnc Financial Services Group, Inc.

Financial Services
406
+ 10.94%
$149.76 - $186.42 $60.8K - $75.7K
4.12K $767M
GD
General Dynamics Corp

Industrials
95
+ 2.1%
$247.68 - $291.66 $23.5K - $27.7K
4.62K $1.35B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.32K
+ 20.87%
$45.98 - $56.15 $60.9K - $74.3K
7.67K $431M
WBD
Warner Bros. Discovery, Inc.

Communication Services
857
+ 0.64%
$7.69 - $11.46 $6.59K - $9.82K
135K $1.55B
COP
Conocophillips

Energy
2K
+ 41.93%
$82.66 - $106.1 $165K - $212K
6.77K $608M
GWW
W.W. Grainger, Inc.

Industrials
69
+ 10.68%
$919.93 - $1101.66 $63.5K - $76K
715 $744M
LMT
Lockheed Martin Corp

Industrials
34
+ 0.63%
$430.82 - $486.45 $14.6K - $16.5K
5.39K $2.5B
Linde PLC
199
+ 7.07%
N/A
3.02K $1.41B
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.93K
+ 6.48%
$37.08 - $42.26 $109K - $124K
48.2K $1.99B
AEP
American Electric Power CO Inc

Utilities
1.37K
+ 18.88%
$98.59 - $109.11 $135K - $149K
8.6K $892M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
17
+ 0.68%
$201.28 - $266.34 $3.42K - $4.53K
2.52K $671M
KMI
Kinder Morgan, Inc.

Energy
2.16K
+ 5.42%
$25.21 - $29.4 $54.4K - $63.4K
41.9K $1.23B
CTAS
Cintas Corp

Industrials
202
+ 7.15%
$190.11 - $227.66 $38.4K - $46K
3.03K $675M
ARES
Ares Management Corp

Financial Services
49
+ 1.57%
$118.04 - $175.83 $5.78K - $8.62K
3.17K $549M
SHW
Sherwin Williams CO

Basic Materials
286
+ 24.96%
$313.51 - $363.51 $89.7K - $104K
1.43K $492M
CBRE
Cbre Group, Inc.

Real Estate
465
+ 16.77%
$113.94 - $140.12 $53K - $65.2K
3.24K $454M
GILD
Gilead Sciences, Inc.

Healthcare
905
+ 10.21%
$96.91 - $113.0 $87.7K - $102K
9.77K $1.08B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.0%
$19.1 - $23.83 $19.1 - $23.8
38.4K $916M
XLB
Select Sector Spdr Fd Material

ETFs
600
+ 3.08%
$74.27 - $88.92 $44.6K - $53.4K
20.1K $1.77B
LNG
Cheniere Energy, Inc.

Energy
258
+ 12.84%
$197.25 - $244.33 $50.9K - $63K
2.27K $552M
CCI
Crown Castle International Corp

Real Estate
881
+ 26.97%
$94.83 - $107.06 $83.5K - $94.3K
4.15K $426M
CARR
Carrier Global Corp

Industrials
578
+ 13.18%
$55.55 - $75.83 $32.1K - $43.8K
4.96K $363M
DRI
Darden Restaurants Inc

Consumer Cyclical
322
+ 24.94%
$186.58 - $225.78 $60.1K - $72.7K
1.61K $352M
TTWO
Take Two Interactive Software Inc

Communication Services
195
+ 19.38%
$194.58 - $243.05 $37.9K - $47.4K
1.2K $292M
AMP
Ameriprise Financial Inc

Financial Services
31
+ 2.38%
$422.19 - $533.73 $13.1K - $16.5K
1.34K $713M
CVS
Cvs Health Corp

Healthcare
655
+ 2.24%
$60.04 - $70.18 $39.3K - $46K
29.8K $2.06B
RMD
Resmed Inc

Healthcare
161
+ 14.07%
$204.54 - $258.0 $32.9K - $41.5K
1.31K $337M
MLM
Martin Marietta Materials Inc

Basic Materials
37
+ 4.41%
$452.51 - $568.19 $16.7K - $21K
876 $481M
XLV
Select Sector Spdr Fund Health

ETFs
6.07K
+ 9.18%
$128.77 - $144.3 $782K - $876K
72.2K $9.73B
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.01K
+ 300.0%
$50.53 - $212.53 $202K - $851K
5.34K $296M
DUK
Duke Energy Corp

Utilities
715
+ 17.96%
$112.46 - $124.05 $80.4K - $88.7K
4.7K $554M
SYK
Stryker Corp

Healthcare
73
+ 4.36%
$337.37 - $395.63 $24.6K - $28.9K
1.75K $691M
F
Ford Motor CO

Consumer Cyclical
4.41K
+ 18.17%
$8.69 - $10.85 $38.4K - $47.9K
28.7K $311M
BX
Blackstone Inc.

Financial Services
13
+ 0.2%
$120.07 - $151.11 $1.56K - $1.96K
6.54K $978M
ECL
Ecolab Inc.

Basic Materials
78
+ 2.8%
$225.65 - $270.95 $17.6K - $21.1K
2.86K $771M
BSX
Boston Scientific Corp

Healthcare
73
+ 0.84%
$89.7 - $107.41 $6.55K - $7.84K
8.77K $942M
Te Connectivity PLC
57
+ 2.84%
N/A
2.06K $348M
ROST
Ross Stores, Inc.

Consumer Cyclical
507
+ 26.7%
$126.62 - $154.26 $64.2K - $78.2K
2.41K $307M
TRV
Travelers Companies, Inc.

Financial Services
217
+ 13.73%
$233.83 - $276.34 $50.7K - $60K
1.8K $481M
MNST
Monster Beverage Corp

Consumer Defensive
699
+ 15.94%
$55.01 - $64.24 $38.5K - $44.9K
5.09K $319M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
418
+ 1.39%
$72.71 - $82.56 $30.4K - $34.5K
30.6K $2.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.9%
$496.48 - $617.85 $3.97K - $4.94K
895 $553M
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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