Premier Path Wealth Partners, LLC Reduced Holdings in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-57.9K
- 81.18%
$19.07 - $26.23 $1.1M - $1.52M
13.4K $269M
SPG
Simon Property Group Inc

Real Estate
-7.64K
- 68.34%
$167.23 - $183.84 $1.28M - $1.4M
3.54K $609M
EMR
Emerson Electric CO

Industrials
-10.6K
- 64.67%
$108.13 - $134.33 $1.15M - $1.43M
5.82K $721M
NOW
Service Now, Inc.

Technology
-1.44K
- 46.34%
$867.18 - $1148.42 $1.25M - $1.66M
1.67K $1.77B
WFC
Wells Fargo & Company

Financial Services
-20.8K
- 47.39%
$54.98 - $77.35 $1.15M - $1.61M
23.1K $1.62B
LLY
Eli Lilly & CO

Healthcare
-56
- 0.91%
$727.2 - $932.06 $40.7K - $52.2K
6.07K $4.68B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.75K
- 64.2%
$91.29 - $91.8 $616K - $619K
3.76K $344M
UNH
Unitedhealth Group Inc

Healthcare
-134
- 2.36%
$485.52 - $625.25 $65.1K - $83.8K
5.55K $2.81B
CVS
Cvs Health Corp

Healthcare
-969
- 3.71%
$43.78 - $67.46 $42.4K - $65.4K
25.2K $1.13B
AMD
Advanced Micro Devices Inc

Technology
-1.25K
- 15.35%
$118.88 - $172.8 $149K - $217K
6.91K $835M
ELV
Elevance Health, Inc.

Healthcare
-662
- 47.56%
$365.96 - $514.62 $242K - $341K
730 $269M
MRK
Merck & Co., Inc.

Healthcare
-2.01K
- 13.65%
$96.31 - $114.76 $194K - $231K
12.7K $1.27B
AMAT
Applied Materials Inc

Technology
-879
- 14.18%
$161.44 - $213.89 $142K - $188K
5.32K $865M
NEE
Nextera Energy Inc

Utilities
-840
- 3.63%
$69.77 - $85.43 $58.6K - $71.8K
22.3K $1.6B
DHI
Horton D R Inc

Consumer Cyclical
-183
- 2.87%
$137.24 - $194.56 $25.1K - $35.6K
6.2K $866M
NUE
Nucor Corp

Basic Materials
-301
- 3.23%
$115.78 - $167.74 $34.8K - $50.5K
9.02K $1.05B
UBER
Uber Technologies, Inc

Technology
-2.33K
- 17.4%
$59.93 - $86.34 $140K - $201K
11.1K $668M
AMGN
Amgen Inc

Healthcare
-47
- 1.05%
$258.78 - $328.31 $12.2K - $15.4K
4.43K $1.16B
XLE
Energy Sector Spdr

ETFs
-2.25K
- 5.93%
$83.32 - $97.27 $187K - $219K
35.7K $3.06B
PLD
Prologis, Inc.

Real Estate
-1.25K
- 23.26%
$101.4 - $126.96 $126K - $158K
4.11K $434M
PEP
Pepsico Inc

Consumer Defensive
-429
- 4.74%
$151.29 - $176.1 $64.9K - $75.5K
8.61K $1.31B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-84
- 4.48%
$501.29 - $612.85 $42.1K - $51.5K
1.79K $931M
GD
General Dynamics Corp

Industrials
-99
- 2.09%
$260.28 - $314.03 $25.8K - $31.1K
4.63K $1.22B
NEM
Newmont Corp

Basic Materials
-2.06K
- 25.35%
$37.0 - $58.68 $76.2K - $121K
6.07K $226M
PFE
Pfizer Inc

Healthcare
-1.94K
- 3.13%
$24.8 - $30.19 $48.2K - $58.7K
60.1K $1.6B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8K
- 39.03%
$22.39 - $23.45 $179K - $188K
12.5K $287M
ZTS
Zoetis Inc.

Healthcare
-90
- 1.64%
$162.24 - $194.42 $14.6K - $17.5K
5.39K $878M
MDT
Medtronic PLC

Healthcare
-12
- 0.07%
$79.61 - $92.24 $955 - $1.11K
17.5K $1.4B
QCOM
Qualcomm Inc

Technology
-604
- 11.66%
$150.4 - $178.04 $90.8K - $108K
4.57K $703M
PSX
Phillips 66

Energy
-554
- 9.79%
$110.35 - $138.93 $61.1K - $77K
5.1K $581M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-901
- 1.93%
$43.84 - $48.76 $39.5K - $43.9K
45.7K $2.01B
CCI
Crown Castle International Corp

Real Estate
-619
- 17.75%
$89.78 - $119.11 $55.6K - $73.7K
2.87K $260M
RTX
Raytheon Technologies Corp

Industrials
-278
- 1.25%
$114.45 - $127.21 $31.8K - $35.4K
22K $2.54B
HCA
Hca Healthcare, Inc.

Healthcare
-19
- 1.37%
$297.52 - $415.61 $5.65K - $7.9K
1.37K $411M
FCX
Freeport Mcmoran Inc

Basic Materials
-912
- 9.53%
$38.08 - $50.82 $34.7K - $46.3K
8.65K $330M
MELI
Mercadolibre Inc

Consumer Cyclical
-30
- 11.15%
$1666.0 - $2117.3 $50K - $63.5K
239 $407M
TXN
Texas Instruments Inc

Technology
-212
- 4.47%
N/A
4.53K $850M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.03K
- 4.79%
$49.74 - $50.43 $101K - $102K
40.4K $2.01B
DHR
Danaher Corp

Healthcare
-73
- 3.15%
$226.16 - $274.52 $16.5K - $20K
2.25K $515M
TGT
Target Corp

Consumer Defensive
-394
- 11.06%
$121.59 - $160.69 $47.9K - $63.3K
3.17K $428M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-947
- 8.42%
$101.77 - $113.02 $96.4K - $107K
10.3K $1.09B
KLAC
Kla Corp

Technology
-76
- 14.87%
$614.46 - $829.55 $46.7K - $63K
435 $274M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-708
- 14.7%
$59.25 - $72.99 $41.9K - $51.7K
4.11K $245M
VICI
Vici Properties Inc.

Real Estate
-1.76K
- 13.69%
$28.27 - $33.19 $49.7K - $58.4K
11.1K $324M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.39K
- 2.99%
$47.26 - $48.18 $65.6K - $66.9K
45K $2.13B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.7K
- 14.16%
$34.13 - $37.35 $58.1K - $63.6K
10.3K $352M
MU
Micron Technology Inc

Technology
-103
- 2.42%
$84.16 - $113.41 $8.67K - $11.7K
4.15K $349M
ADI
Analog Devices Inc

Technology
-110
- 4.39%
$206.35 - $236.48 $22.7K - $26K
2.4K $509M
PGR
Progressive Corp

Financial Services
-39
- 0.99%
$239.6 - $268.88 $9.34K - $10.5K
3.91K $936M
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
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