Premier Path Wealth Partners, LLC Purchases in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
15.9K
+ 11.64%
$51.39 - $57.43 $819K - $915K
153K $8.48B
IEF
Ishares Barclays

ETFs
7.71K
+ 9.51%
$91.17 - $95.39 $703K - $735K
88.8K $8.47B
AMD
Advanced Micro Devices Inc

Technology
10.3K
+ 148.77%
$96.63 - $129.55 $994K - $1.33M
17.2K $1.77B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.26K
+ 11.97%
$97.25 - $104.79 $609K - $656K
58.6K $6.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
340
+ 3.95%
$442.66 - $534.52 $151K - $182K
8.95K $4.77B
CVS
Cvs Health Corp

Healthcare
4.03K
+ 16.0%
$44.22 - $68.64 $178K - $276K
29.2K $1.98B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.04K
+ 8.21%
$114.57 - $118.14 $577K - $595K
66.4K $7.85B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.31K
+ 2.86%
$63.77 - $71.36 $211K - $236K
119K $8.2B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.95K
+ 7.74%
$81.83 - $82.73 $650K - $657K
111K $9.14B
JNJ
Johnson & Johnson

Healthcare
2.14K
+ 13.33%
$142.06 - $167.7 $304K - $359K
18.2K $3.02B
DBND
Doubleline ETF Tr Opportunisti

ETFs
10.7K
+ 8.98%
$44.88 - $46.36 $482K - $498K
130K $6.02B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
9.91K
+ 7.15%
$34.14 - $37.91 $338K - $376K
149K $5.3B
DFAI
Dimensional ETF Tr

ETFs
5.23K
+ 3.01%
$28.88 - $32.4 $151K - $169K
179K $5.58B
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.1K
+ 53.85%
$307.43 - $357.48 $647K - $752K
6.01K $1.86B
MUB
Ishares National Muni Bond ETF

ETFs
5.25K
+ 12.44%
$104.71 - $107.69 $550K - $566K
47.5K $5.01B
ABBV
Abb Vie Inc.

Healthcare
769
+ 7.38%
$169.2 - $216.66 $130K - $167K
11.2K $2.35B
V
Visa Inc.

Financial Services
78
+ 0.73%
$306.92 - $362.71 $23.9K - $28.3K
10.8K $3.77B
LLY
Eli Lilly & CO

Healthcare
81
+ 1.34%
$725.72 - $929.72 $58.8K - $75.3K
6.15K $5.08B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.11K
+ 9.84%
$46.15 - $63.53 $97.6K - $134K
23.6K $1.45B
AJG
Arthur J. Gallagher & Co.

Financial Services
998
New
$275.89 - $345.24 $275K - $345K
998 $344M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.17K
+ 21.04%
$98.98 - $113.18 $215K - $245K
12.5K $1.41B
CVX
Chevron Corp

Energy
208
+ 1.66%
$146.71 - $167.97 $30.5K - $34.9K
12.7K $2.13B
BAX
Baxter International Inc

Healthcare
3.74K
+ 10.49%
$29.26 - $36.57 $109K - $137K
39.4K $1.35B
AMGN
Amgen Inc

Healthcare
205
+ 4.62%
$258.59 - $327.36 $53K - $67.1K
4.64K $1.44B
VZ
Verizon Communications Inc

Communication Services
971
+ 2.14%
$37.81 - $46.49 $36.7K - $45.1K
46.3K $2.1B
PM
Philip Morris International Inc.

Consumer Defensive
328
+ 5.38%
$117.15 - $158.79 $38.4K - $52.1K
6.43K $1.02B
XLE
Energy Sector Spdr

ETFs
1
+ 0.0%
$85.7 - $93.96 $85.7 - $94
35.7K $3.34B
DGRO
Ishares Core Dividend Growth E

ETFs
3.33K
+ 2.02%
$60.46 - $64.42 $201K - $214K
168K $10.4B
NUE
Nucor Corp

Basic Materials
2.02K
+ 22.36%
$114.48 - $142.52 $231K - $287K
11K $1.33B
DRI
Darden Restaurants Inc

Consumer Cyclical
1.29K
New
$180.02 - $208.56 $232K - $269K
1.29K $268M
Spdr Index Shs Fds
3.93K
+ 9.31%
N/A
46.2K $2.66B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.83K
New
$48.65 - $53.06 $235K - $256K
4.83K $251M
GILD
Gilead Sciences, Inc.

Healthcare
812
+ 10.08%
$89.14 - $117.41 $72.4K - $95.3K
8.86K $993M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.21K
New
$33.98 - $39.84 $245K - $287K
7.21K $247M
VTR
Ventas, Inc.

Real Estate
3.57K
New
$56.9 - $70.47 $203K - $252K
3.57K $245M
EXR
Extra Space Storage Inc.

Real Estate
1.65K
New
$143.8 - $161.28 $237K - $265K
1.65K $244M
CAH
Cardinal Health Inc

Healthcare
1.67K
New
$118.02 - $137.77 $197K - $230K
1.67K $230M
SHV
Ishares Tr

ETFs
1.99K
+ 7.3%
$110.11 - $110.51 $220K - $220K
29.3K $3.24B
NSC
Norfolk Southern Corp

Industrials
970
New
$227.69 - $259.76 $221K - $252K
970 $230M
UBER
Uber Technologies, Inc

Technology
1.24K
+ 11.21%
$63.17 - $81.49 $78.5K - $101K
12.3K $897M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.34K
New
$51.52 - $52.37 $224K - $227K
4.34K $227M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
344
New
$634.14 - $744.83 $218K - $256K
344 $218M
CSCO
Cisco Systems, Inc.

Technology
2.75K
+ 15.25%
$58.74 - $64.87 $162K - $179K
20.8K $1.28B
PLTR
Palantir Technologies Inc.

Technology
735
+ 4.31%
$64.98 - $124.62 $47.8K - $91.6K
17.8K $1.5B
AWK
American Water Works Company, Inc.

Utilities
1.43K
New
$121.01 - $149.31 $173K - $213K
1.43K $211M
HOOD
Robinhood Markets, Inc.

Technology
5.03K
New
$35.63 - $65.28 $179K - $328K
5.03K $209M
LNG
Cheniere Energy, Inc.

Energy
819
+ 68.77%
$209.32 - $253.66 $171K - $208K
2.01K $465M
TTWO
Take Two Interactive Software Inc

Communication Services
1.01K
New
$178.61 - $217.95 $180K - $219K
1.01K $208M
EXC
Exelon Corp

Utilities
4.5K
New
$37.3 - $46.08 $168K - $207K
4.5K $207M
Activity Summary
Buys All Purchases 228 New Holdings 18 Increased Positions 210 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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