Premier Path Wealth Partners, LLC Reduced Holdings in Q2 2025

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-815
- 0.58%
$172.42 - $223.89 $141K - $182K
140K $28.8B
UNH
Unitedhealth Group Inc

Healthcare
-1.3K
- 24.81%
$274.35 - $599.47 $355K - $776K
3.92K $1.22B
MUB
Ishares National Muni Bond ETF

ETFs
-9.32K
- 19.62%
$102.31 - $105.8 $953K - $986K
38.2K $3.99B
JNJ
Johnson & Johnson

Healthcare
-2.74K
- 15.05%
$146.36 - $159.82 $401K - $438K
15.5K $2.36B
MRK
Merck & Co., Inc.

Healthcare
-2.96K
- 24.43%
$73.47 - $87.12 $218K - $258K
9.16K $725M
LLY
Eli Lilly & CO

Healthcare
-79
- 1.29%
$713.71 - $898.95 $56.4K - $71K
6.07K $4.73B
PEP
Pepsico Inc

Consumer Defensive
-1.38K
- 15.9%
$128.02 - $151.37 $177K - $209K
7.31K $965M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.37K
- 11.68%
$166.82 - $194.23 $395K - $459K
17.9K $3.47B
CVX
Chevron Corp

Energy
-184
- 1.44%
$133.73 - $168.51 $24.6K - $31K
12.6K $1.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-247
- 13.05%
$390.26 - $489.06 $96.4K - $121K
1.65K $667M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-5.86K
- 24.81%
$58.52 - $71.7 $343K - $420K
17.7K $1.22B
PLD
Prologis, Inc.

Real Estate
-1.79K
- 34.04%
$89.76 - $112.34 $161K - $201K
3.47K $364M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-3.9K
- 9.83%
$49.18 - $50.17 $192K - $196K
35.8K $1.8B
CPRT
Copart Inc

Consumer Cyclical
-1.18K
- 7.09%
$47.72 - $63.84 $56.4K - $75.4K
15.5K $760M
SLB
Schlumberger Limited

Energy
-2.73K
- 28.08%
$31.95 - $42.2 $87.1K - $115K
6.98K $236M
SUB
Ishares Short Term National Mu

ETFs
-1.68K
- 8.33%
$104.77 - $106.34 $176K - $178K
18.5K $1.96B
LEGH
Legacy Housing Corp

Consumer Cyclical
-2.1K
- 4.79%
$21.61 - $25.73 $45.4K - $54.1K
41.8K $947M
PG
Procter & Gamble CO

Consumer Defensive
-282
- 2.91%
$157.66 - $172.39 $44.5K - $48.6K
9.4K $1.5B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.24K
- 7.48%
$47.02 - $47.83 $152K - $155K
40.1K $1.92B
FISV
Fiserv Inc

Technology
-51
- 1.86%
N/A
2.69K $464M
TGT
Target Corp

Consumer Defensive
-1.08K
- 30.72%
$88.76 - $105.77 $96.1K - $115K
2.44K $241M
VZ
Verizon Communications Inc

Communication Services
-401
- 0.87%
$41.67 - $45.62 $16.7K - $18.3K
45.9K $1.98B
TMUS
T Mobile Us, Inc.

Communication Services
-32
- 0.92%
$220.99 - $268.54 $7.07K - $8.59K
3.45K $823M
SBUX
Starbucks Corp

Consumer Cyclical
-630
- 10.64%
$79.69 - $99.41 $50.2K - $62.6K
5.29K $485M
IWN
Ishares Russell2000 Val ETF

ETFs
-732
- 24.61%
$131.84 - $157.76 $96.5K - $115K
2.24K $354M
Gsk PLC
-2.17K
- 6.45%
N/A
31.5K $1.21B
AJG
Arthur J. Gallagher & Co.

Financial Services
-217
- 21.74%
$310.86 - $348.77 $67.5K - $75.7K
781 $250M
LOW
Lowes Companies Inc

Consumer Cyclical
-80
- 1.25%
$210.83 - $235.28 $16.9K - $18.8K
6.34K $1.41B
ELV
Elevance Health, Inc.

Healthcare
-128
- 14.61%
$372.27 - $452.69 $47.7K - $57.9K
748 $291M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.68K
- 3.55%
$50.28 - $50.47 $84.6K - $84.9K
45.7K $2.3B
HES
Hess Corp

Energy
-146
- 5.11%
$126.32 - $161.29 $18.4K - $23.5K
2.71K $375M
ADBE
Adobe Inc.

Technology
-248
- 5.41%
$340.0 - $420.68 $84.3K - $104K
4.33K $1.68B
PRU
Prudential Financial Inc

Financial Services
-576
- 15.26%
$95.12 - $112.71 $54.8K - $64.9K
3.2K $344M
UNP
Union Pacific Corp

Industrials
-228
- 5.74%
$208.27 - $238.46 $47.5K - $54.4K
3.74K $861M
CI
Cigna Corp

Healthcare
-225
- 11.47%
$301.89 - $340.04 $67.9K - $76.5K
1.74K $574M
DHR
Danaher Corp

Healthcare
-294
- 18.16%
$174.64 - $205.16 $51.3K - $60.3K
1.33K $262M
ACN
Accenture PLC

Technology
-110
- 3.94%
$279.23 - $323.21 $30.7K - $35.6K
2.68K $801M
TFC
Truist Financial Corp

Financial Services
-2.25K
- 15.26%
$34.79 - $42.99 $78.1K - $96.6K
12.5K $536M
ZTS
Zoetis Inc.

Healthcare
-135
- 2.43%
$144.41 - $170.3 $19.5K - $23K
5.41K $844M
SPG
Simon Property Group Inc

Real Estate
-303
- 8.57%
$140.37 - $171.44 $42.5K - $51.9K
3.23K $520M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-675
- 22.4%
$99.1 - $99.49 $66.9K - $67.2K
2.34K $233M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.46K
- 26.22%
$32.66 - $40.75 $80.2K - $100K
6.91K $280M
MET
Metlife Inc

Financial Services
-770
- 11.11%
$68.42 - $82.49 $52.7K - $63.5K
6.16K $496M
EFX
Equifax Inc

Industrials
-590
- 9.84%
$205.5 - $280.54 $121K - $166K
5.4K $1.4B
HYMU
Blackrock ETF Tr Ii High Yield
-2.09K
- 6.7%
N/A
29.1K $649M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.18K
- 28.84%
$29.15 - $44.46 $63.7K - $97.1K
5.39K $234M
BKR
Baker Hughes CO

Energy
-379
- 6.0%
$35.0 - $44.92 $13.3K - $17K
5.94K $228M
MINO
Pimco ETF Tr Municipal Income

ETFs
-952
- 6.1%
$43.42 - $45.15 $41.3K - $43K
14.7K $649M
DEO
Diageo PLC

Consumer Defensive
-52
- 0.47%
$99.86 - $115.75 $5.19K - $6.02K
11K $1.11B
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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