Premier Path Wealth Partners, LLC Purchases in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
95
+ 4.95%
$486.1 - $608.57 $46.2K - $57.8K
2.02K $1.15B
FE
Firstenergy Corp

Utilities
5.06K
New
$39.14 - $44.52 $198K - $225K
5.06K $201M
LMT
Lockheed Martin Corp

Industrials
1.25K
+ 28.97%
$479.66 - $614.62 $598K - $766K
5.55K $2.7B
MA
Mastercard Inc

Financial Services
59
+ 1.3%
$491.3 - $536.15 $29K - $31.6K
4.59K $2.41B
BX
Blackstone Inc.

Financial Services
370
+ 6.27%
$148.45 - $199.05 $54.9K - $73.6K
6.27K $1.08B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.22K
+ 20.0%
$124.26 - $134.12 $152K - $164K
7.34K $944M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 2.5%
$176.42 - $186.91 $231K - $244K
53.6K $9.55B
WMB
Williams Companies, Inc.

Energy
159
+ 0.92%
$46.37 - $59.74 $7.37K - $9.5K
17.5K $948M
HD
Home Depot, Inc.

Consumer Cyclical
641
+ 10.61%
$385.02 - $431.37 $247K - $277K
6.68K $2.6B
SQ
Block, Inc.

Technology
508
+ 8.61%
$65.06 - $98.92 $33.1K - $50.3K
6.41K $545M
DGRO
Ishares Core Dividend Growth E

ETFs
5.76K
+ 3.63%
$60.73 - $64.94 $350K - $374K
165K $10.1B
BK
Bank Of New York Mellon Corp

Financial Services
319
+ 1.4%
$70.82 - $81.87 $22.6K - $26.1K
23K $1.77B
SHV
Ishares Tr

ETFs
1.37K
+ 5.28%
$109.92 - $110.57 $151K - $151K
27.3K $3.01B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.7K
New
$9.95 - $12.23 $116K - $143K
11.7K $137M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
66
+ 2.99%
$173.13 - $258.09 $11.4K - $17K
2.27K $524M
PYPL
Pay Pal Holdings, Inc.

Financial Services
887
+ 11.58%
$77.25 - $91.3 $68.5K - $81K
8.55K $730M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.1K
+ 77.25%
$131.66 - $144.0 $144K - $158K
2.52K $332M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.85%
$873.59 - $994.69 $25.3K - $28.8K
3.44K $3.15B
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 1.16%
$570.51 - $610.59 $45.1K - $48.2K
6.89K $4.06B
American Centy ETF Tr
1.42K
+ 4.34%
N/A
34.2K $2.23B
C
Citigroup Inc

Financial Services
202
+ 1.44%
$61.31 - $72.5 $12.4K - $14.6K
14.2K $1B
COF
Capital One Financial Corp

Financial Services
50
+ 1.27%
$145.19 - $192.01 $7.26K - $9.6K
3.99K $711M
AXP
American Express CO

Financial Services
7
+ 0.15%
$267.35 - $305.57 $1.87K - $2.14K
4.54K $1.35B
Ge Vernova Inc
19
+ 1.29%
N/A
1.5K $492M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 1.09%
$481.22 - $538.17 $20.7K - $23.1K
3.99K $2.04B
GM
General Motors CO

Consumer Cyclical
690
+ 8.18%
$44.82 - $60.2 $30.9K - $41.5K
9.13K $486M
SYF
Synchrony Financial

Financial Services
423
+ 8.73%
$49.01 - $68.55 $20.7K - $29K
5.27K $342M
CAT
Caterpillar Inc

Industrials
492
+ 17.83%
$360.37 - $416.88 $177K - $205K
3.25K $1.18B
SPY
Spdr S&P 500 ETF Trust

ETFs
150
+ 18.92%
$567.81 - $607.81 $85.2K - $91.2K
943 $553M
AVUV
American Centy ETF Tr Avantis

ETFs
805
+ 2.38%
$94.37 - $106.41 $76K - $85.7K
34.6K $3.34B
COP
Conocophillips

Energy
1.2K
+ 33.58%
$95.12 - $114.72 $114K - $138K
4.77K $473M
ADP
Automatic Data Processing Inc

Industrials
159
+ 5.22%
$280.08 - $307.97 $44.5K - $49K
3.21K $939M
AMP
Ameriprise Financial Inc

Financial Services
12
+ 0.94%
$473.15 - $574.01 $5.68K - $6.89K
1.29K $688M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.04%
$471.27 - $550.62 $471 - $551
2.79K $1.45B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.03%
$316.94 - $357.88 $317 - $358
3.91K $1.34B
CPRT
Copart Inc

Consumer Cyclical
38
+ 0.23%
$51.36 - $63.8 $1.95K - $2.42K
16.4K $941M
CHTR
Charter Communications, Inc.

Communication Services
199
+ 26.53%
$315.38 - $408.02 $62.8K - $81.2K
949 $325M
KKR
Kkr & Co. Inc.

Financial Services
50
+ 1.16%
$129.87 - $162.87 $6.49K - $8.14K
4.35K $643M
TMUS
T Mobile Us, Inc.

Communication Services
149
+ 4.51%
$206.1 - $246.94 $30.7K - $36.8K
3.46K $763M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
555
+ 1.58%
$65.31 - $74.15 $36.2K - $41.2K
35.7K $2.41B
DBND
Doubleline ETF Tr Opportunisti

ETFs
6.84K
+ 6.06%
$45.15 - $47.26 $309K - $323K
120K $5.42B
FISV
Fiserv Inc

Technology
63
+ 2.6%
N/A
2.49K $511M
ETR
Entergy Corp

Utilities
3.03K
+ 107.97%
$73.19 - $156.4 $222K - $475K
5.84K $443M
XLP
Consumer Staples Sector Spdr

ETFs
4.34K
+ 7.1%
N/A
65.4K $5.14B
OKE
Oneok Inc

Energy
156
+ 2.63%
$92.28 - $117.05 $14.4K - $18.3K
6.08K $611M
ARES
Ares Management Corp

Financial Services
64
+ 2.34%
$153.38 - $183.7 $9.82K - $11.8K
2.8K $496M
CRWD
Crowd Strike Holdings, Inc.

Technology
13
+ 1.3%
$275.15 - $388.2 $3.58K - $5.05K
1.02K $348M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.62K
+ 4.45%
$115.08 - $119.55 $301K - $313K
61.4K $7.09B
TJX
Tjx Companies Inc

Consumer Cyclical
159
+ 1.2%
$112.15 - $127.2 $17.8K - $20.2K
13.4K $1.62B
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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