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
MCO
Moodys Corp

Financial Services
444
New
$437.8 - $527.48 $194K - $234K
444 $207M
ABT
Abbott Laboratories

Healthcare
480
+ 6.66%
$111.1 - $140.22 $53.3K - $67.3K
7.68K $1.02B
SNOW
Snowflake Inc.

Technology
1.39K
New
$146.16 - $192.78 $203K - $268K
1.39K $203M
NFLX
Netflix Inc

Communication Services
66
+ 1.93%
$828.4 - $1058.6 $54.7K - $69.9K
3.49K $3.26B
CPB
Campbell Soup CO

Consumer Defensive
6.2K
+ 23.79%
$37.29 - $42.04 $231K - $261K
32.3K $1.29B
IBM
International Business Machines Corp

Technology
118
+ 2.12%
$217.4 - $264.74 $25.7K - $31.2K
5.67K $1.41B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
104
+ 6.17%
$402.49 - $513.76 $41.9K - $53.4K
1.79K $868M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.13%
$1187.71 - $1432.58 $1.19K - $1.43K
756 $1.08B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.97K
+ 6.05%
$29.72 - $31.94 $148K - $159K
87.1K $2.69B
MDT
Medtronic PLC

Healthcare
47
+ 0.27%
$79.84 - $94.5 $3.75K - $4.44K
17.6K $1.58B
BK
Bank Of New York Mellon Corp

Financial Services
170
+ 0.74%
$75.42 - $88.95 $12.8K - $15.1K
23.2K $1.95B
TMUS
T Mobile Us, Inc.

Communication Services
30
+ 0.87%
$211.3 - $272.83 $6.34K - $8.18K
3.49K $930M
MA
Mastercard Inc

Financial Services
122
+ 2.66%
$504.67 - $576.31 $61.6K - $70.3K
4.71K $2.58B
AMT
American Tower Corp

Real Estate
235
+ 7.11%
$173.46 - $217.6 $40.8K - $51.1K
3.54K $770M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.68K
+ 5.05%
$34.23 - $36.9 $126K - $136K
76.5K $2.73B
INTC
Intel Corp

Technology
5.45K
+ 40.59%
$19.1 - $27.39 $104K - $149K
18.9K $429M
PLD
Prologis, Inc.

Real Estate
1.15K
+ 27.95%
$103.59 - $124.04 $119K - $142K
5.26K $587M
BMY
Bristol Myers Squibb CO

Healthcare
88
+ 0.26%
$53.9 - $63.11 $4.74K - $5.55K
33.5K $2.04B
KO
Coca Cola CO

Consumer Defensive
358
+ 2.69%
$60.81 - $72.32 $21.8K - $25.9K
13.7K $978M
ICE
Intercontinental Exchange, Inc.

Financial Services
244
+ 5.35%
$142.8 - $176.36 $34.8K - $43K
4.8K $828M
Calumet Inc
11.5K
New
N/A
11.5K $146M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.85K
+ 6.4%
$50.29 - $50.5 $143K - $144K
47.4K $2.39B
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 22.02%
$91.75 - $115.81 $98.1K - $124K
5.92K $581M
Linde PLC
3
+ 0.11%
N/A
2.82K $1.31B
PAYX
Paychex Inc

Industrials
519
+ 14.32%
$136.06 - $154.52 $70.6K - $80.2K
4.14K $639M
WELL
Welltower Inc.

Real Estate
77
+ 1.77%
$124.05 - $156.86 $9.55K - $12.1K
4.43K $678M
BFB
Brown Forman Corp Cl B
7.42K
+ 23.61%
N/A
38.8K $1.32B
HES
Hess Corp

Energy
363
+ 14.56%
$135.42 - $160.52 $49.2K - $58.3K
2.86K $456M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.2K
+ 24.43%
$36.64 - $45.76 $409K - $511K
56.9K $2.13B
NEM
Newmont Corp

Basic Materials
1.08K
+ 17.87%
$37.79 - $48.39 $41K - $52.5K
7.15K $345M
UNP
Union Pacific Corp

Industrials
374
+ 10.4%
$225.21 - $254.42 $84.2K - $95.2K
3.97K $938M
ELV
Elevance Health, Inc.

Healthcare
146
+ 20.0%
$365.9 - $436.25 $53.4K - $63.7K
876 $381M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.75K
+ 30.98%
$161.05 - $222.93 $282K - $390K
7.39K $1.36B
CTVA
Corteva, Inc.

Basic Materials
860
+ 9.52%
$55.94 - $66.15 $48.1K - $56.9K
9.89K $622M
WMB
Williams Companies, Inc.

Energy
103
+ 0.59%
$54.02 - $61.09 $5.56K - $6.29K
17.6K $1.05B
MELI
Mercadolibre Inc

Consumer Cyclical
22
+ 9.21%
$1739.0 - $2260.0 $38.3K - $49.7K
261 $510M
ADP
Automatic Data Processing Inc

Industrials
200
+ 6.24%
$286.85 - $318.64 $57.4K - $63.7K
3.41K $1.04B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.26K
+ 4.37%
$78.12 - $83.7 $98.6K - $106K
30.2K $2.43B
BSX
Boston Scientific Corp

Healthcare
9
+ 0.1%
$89.38 - $106.18 $804 - $956
8.7K $878M
MMM
3 M CO

Industrials
60
+ 1.2%
$129.7 - $155.12 $7.78K - $9.31K
5.05K $741M
FISV
Fiserv Inc

Technology
259
+ 10.42%
N/A
2.75K $606M
BDX
Becton Dickinson & CO

Healthcare
358
+ 6.54%
$222.79 - $249.08 $79.8K - $89.2K
5.83K $1.34B
MO
Altria Group, Inc.

Consumer Defensive
579
+ 7.58%
$50.81 - $60.02 $29.4K - $34.8K
8.22K $493M
O
Realty Income Corp

Real Estate
1.16K
+ 21.36%
$51.67 - $58.49 $59.8K - $67.7K
6.58K $382M
CGCP
Capital Group Core Plus Income

ETFs
3.48K
+ 7.01%
$21.94 - $22.64 $76.3K - $78.7K
53K $1.19B
HCA
Hca Healthcare, Inc.

Healthcare
74
+ 5.41%
$296.7 - $345.55 $22K - $25.6K
1.44K $498M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.19%
$208.48 - $244.03 $1.04K - $1.22K
2.66K $650M
KR
Kroger CO

Consumer Defensive
798
+ 19.96%
$58.36 - $67.72 $46.6K - $54K
4.8K $325M
CCI
Crown Castle International Corp

Real Estate
397
+ 13.84%
$84.33 - $106.39 $33.5K - $42.2K
3.27K $340M
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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