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
O
Realty Income Corp

Real Estate
-745
- 11.32%
$52.27 - $58.52 $38.9K - $43.6K
5.84K $336M
PEG
Public Service Enterprise Group Inc

Utilities
-861
- 5.93%
$77.13 - $84.18 $66.4K - $72.5K
13.7K $1.15B
PSX
Phillips 66

Energy
-193
- 3.7%
$92.87 - $125.73 $17.9K - $24.3K
5.02K $599M
WDAY
Workday, Inc.

Technology
-222
- 16.59%
$210.47 - $274.71 $46.7K - $61K
1.12K $268M
PFG
Principal Financial Group Inc

Financial Services
-182
- 3.37%
$69.56 - $86.19 $12.7K - $15.7K
5.22K $414M
Atlassian Corporation
-127
- 9.22%
N/A
1.25K $254M
MSI
Motorola Solutions, Inc.

Technology
-16
- 0.98%
$394.72 - $440.39 $6.32K - $7.05K
1.62K $682M
QCOM
Qualcomm Inc

Technology
-381
- 7.59%
$124.66 - $159.48 $47.5K - $60.8K
4.64K $739M
T
At&T Inc.

Communication Services
-3.39K
- 3.36%
$26.33 - $28.94 $89.2K - $98K
97.5K $2.82B
LEN
Lennar Corp

Consumer Cyclical
-116
- 3.09%
$102.76 - $115.66 $11.9K - $13.4K
3.63K $402M
VTR
Ventas, Inc.

Real Estate
-25
- 0.7%
$62.45 - $70.08 $1.56K - $1.75K
3.55K $224M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.18K
- 15.86%
$57.41 - $74.81 $67.5K - $87.9K
6.23K $463M
AFL
Aflac Inc

Financial Services
-2
- 0.06%
$99.77 - $112.45 $200 - $225
3.48K $366M
ITW
Illinois Tool Works Inc

Industrials
-73
- 2.93%
$218.41 - $252.43 $15.9K - $18.4K
2.42K $598M
PCAR
Paccar Inc

Industrials
-97
- 2.75%
$86.4 - $99.09 $8.38K - $9.61K
3.43K $326M
EQIX
Equinix Inc

Real Estate
-1
- 0.18%
$740.07 - $914.43 $740 - $914
546 $434M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-150
- 4.6%
$114.78 - $133.31 $17.2K - $20K
3.11K $414M
NSC
Norfolk Southern Corp

Industrials
-69
- 7.11%
$206.34 - $257.46 $14.2K - $17.8K
901 $231M
DOV
Dover Corp

Industrials
-48
- 3.12%
$151.14 - $186.7 $7.25K - $8.96K
1.49K $273M
D
Dominion Energy, Inc

Utilities
-5
- 0.06%
$49.66 - $58.0 $248 - $290
8.78K $496M
XYL
Xylem Inc.

Industrials
-191
- 6.44%
$102.86 - $129.5 $19.6K - $24.7K
2.78K $359M
FITB
Fifth Third Bancorp

Financial Services
-201
- 2.34%
$33.32 - $41.51 $6.7K - $8.34K
8.4K $345M
IEF
Ishares Barclays

ETFs
-261
- 0.29%
$93.15 - $96.56 $24.3K - $25.2K
88.5K $8.48B
GM
General Motors CO

Consumer Cyclical
-157
- 1.77%
$42.48 - $50.46 $6.67K - $7.92K
8.7K $428M
FTNT
Fortinet, Inc.

Technology
-142
- 4.39%
$84.71 - $108.69 $12K - $15.4K
3.1K $327M
CHTR
Charter Communications, Inc.

Communication Services
-38
- 4.41%
$321.68 - $427.25 $12.2K - $16.2K
824 $337M
PKE
Park Aerospace Corp

Industrials
-800
- 2.79%
$12.21 - $14.77 $9.77K - $11.8K
27.9K $412M
STT
State Street Corp

Financial Services
-115
- 3.78%
$75.33 - $106.34 $8.66K - $12.2K
2.93K $311M
VFH
Vanguard Financial ETF

ETFs
-91
- 1.4%
$104.87 - $127.3 $9.54K - $11.6K
6.39K $814M
PAVE
Global X Fds Us Infrastructure

ETFs
-459
- 4.24%
$33.78 - $43.68 $15.5K - $20K
10.4K $452M
SQ
Block, Inc.

Technology
-318
- 6.54%
N/A
4.55K $309M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-63
- 0.73%
$73.0 - $85.5 $4.6K - $5.39K
8.56K $720M
TDG
Trans Digm Group Inc

Industrials
-12
- 2.43%
$1231.75 - $1520.64 $14.8K - $18.2K
482 $733M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-61
- 2.66%
$224.16 - $285.86 $13.7K - $17.4K
2.23K $637M
TXN
Texas Instruments Inc

Technology
-338
- 6.94%
N/A
4.53K $941M
SYF
Synchrony Financial

Financial Services
-39
- 0.77%
$43.81 - $66.74 $1.71K - $2.6K
5K $334M
Lam Research Corp
-187
- 4.52%
N/A
3.95K $384M
DLR
Digital Realty Trust, Inc.

Real Estate
-72
- 2.27%
$136.11 - $177.69 $9.8K - $12.8K
3.09K $539M
SNOW
Snowflake Inc.

Technology
-52
- 3.74%
$130.53 - $223.77 $6.79K - $11.6K
1.34K $299M
HON
Honeywell International Inc

Industrials
-27
- 0.51%
$182.86 - $232.88 $4.94K - $6.29K
5.31K $1.24B
KLAC
Kla Corp

Technology
-3
- 0.58%
$576.53 - $902.94 $1.73K - $2.71K
518 $464M
AXON
Axon Enterprise, Inc.

Industrials
-23
- 5.25%
$497.13 - $827.94 $11.4K - $19K
415 $344M
HEIA
Heico Crp Cl A
-94
- 3.19%
N/A
2.85K $738M
MU
Micron Technology Inc

Technology
-149
- 3.67%
$64.72 - $127.91 $9.64K - $19.1K
3.91K $482M
BA
Boeing CO

Industrials
-1.16K
- 11.83%
$136.59 - $217.51 $159K - $253K
8.67K $1.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-249
- 0.56%
$51.16 - $62.02 $12.7K - $15.4K
44.2K $2.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 0.63%
$456.74 - $568.03 $8.68K - $10.8K
2.99K $1.7B
ASML
Asml Holding Nv

Technology
-124
- 6.83%
$595.37 - $815.24 $73.8K - $101K
1.69K $1.36B
PANW
Palo Alto Networks Inc

Technology
-194
- 3.16%
$152.44 - $204.64 $29.6K - $39.7K
5.95K $1.22B
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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