Premier Path Wealth Partners, LLC Purchases in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
217
+ 4.1%
$175.1 - $223.38 $38K - $48.5K
5.5K $1.22B
BX
Blackstone Inc.

Financial Services
1.02K
+ 20.82%
$120.77 - $159.66 $123K - $162K
5.9K $903M
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 0.39%
$213.3 - $270.78 $4.69K - $5.96K
5.71K $1.55B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.58K
+ 4.71%
$60.1 - $66.57 $95K - $105K
35.1K $2.33B
Te Connectivity PLC
1.83K
New
N/A
1.83K $277M
ABBV
Abb Vie Inc.

Healthcare
188
+ 2.12%
$163.84 - $199.33 $30.8K - $37.5K
9.07K $1.79B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.72K
+ 3.99%
$33.62 - $38.33 $91.5K - $104K
71K $2.67B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.83K
+ 6.45%
$42.22 - $48.62 $119K - $137K
46.6K $2.17B
EXR
Extra Space Storage Inc.

Real Estate
1.45K
New
$151.92 - $183.06 $220K - $265K
1.45K $261M
CTSH
Cognizant Technology Solutions Corp

Technology
3.3K
New
$66.89 - $77.87 $221K - $257K
3.3K $255M
CAT
Caterpillar Inc

Industrials
274
+ 11.02%
$316.8 - $391.12 $86.8K - $107K
2.76K $1.08B
EL
Estee Lauder Companies Inc

Consumer Defensive
3.17K
+ 31.27%
$84.18 - $106.5 $267K - $338K
13.3K $1.33B
CHTR
Charter Communications, Inc.

Communication Services
750
New
$290.56 - $383.07 $218K - $287K
750 $243M
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 0.67%
$194.9 - $224.8 $31.6K - $36.4K
24.4K $5.14B
SHV
Ishares Tr

ETFs
2.12K
+ 8.9%
$110.05 - $110.63 $233K - $235K
25.9K $2.87B
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 10.58%
$24.09 - $37.95 $38.1K - $60K
16.5K $615M
PH
Parker Hannifin Corp

Industrials
7
+ 0.38%
$501.01 - $635.92 $3.51K - $4.45K
1.83K $1.16B
DE
Deere & CO

Industrials
310
+ 13.16%
$344.84 - $418.0 $107K - $130K
2.67K $1.11B
MDT
Medtronic PLC

Healthcare
389
+ 2.27%
$76.84 - $91.03 $29.9K - $35.4K
17.5K $1.58B
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.93K
New
$98.71 - $117.61 $191K - $227K
1.93K $227M
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.1K
+ 9.05%
$6.71 - $8.78 $88K - $115K
158K $1.3B
FAST
Fastenal CO

Industrials
3.13K
New
$62.09 - $71.83 $195K - $225K
3.13K $224M
XLB
Select Sector Spdr Fd Material

ETFs
626
+ 3.12%
$86.95 - $97.09 $54.4K - $60.8K
20.7K $1.99B
VTR
Ventas, Inc.

Real Estate
3.43K
New
$50.88 - $65.33 $174K - $224K
3.43K $220M
ACN
Accenture PLC

Technology
245
+ 9.34%
$295.44 - $355.81 $72.4K - $87.2K
2.87K $1.01B
MELI
Mercadolibre Inc

Consumer Cyclical
66
+ 32.51%
$1591.44 - $2140.1 $105K - $141K
269 $552M
SPG
Simon Property Group Inc

Real Estate
141
+ 1.28%
$146.09 - $170.11 $20.6K - $24K
11.2K $1.89B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.21K
New
$84.77 - $97.13 $188K - $215K
2.21K $212M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.06K
+ 5.45%
$51.3 - $59.04 $105K - $121K
39.7K $2.19B
Ge Healthcare Technologies I
2.24K
New
N/A
2.24K $211M
BLDR
Builders First Source, Inc.

Industrials
1.07K
New
$132.6 - $201.83 $142K - $216K
1.07K $207M
JCI
Johnson Controls International PLC

Industrials
2.64K
New
$65.52 - $77.61 $173K - $205K
2.64K $205M
ATO
Atmos Energy Corp

Utilities
1.47K
New
$114.08 - $138.75 $168K - $204K
1.47K $204M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.11K
New
$85.48 - $98.39 $180K - $207K
2.11K $203M
LNG
Cheniere Energy, Inc.

Energy
1.13K
New
$172.24 - $186.09 $195K - $210K
1.13K $203M
SKYY
First Trust Cloud Computing Et

ETFs
1.98K
New
$86.45 - $102.48 $171K - $203K
1.98K $203M
CPNG
Coupang, Inc.

Consumer Cyclical
8.24K
New
$19.79 - $24.92 $163K - $205K
8.24K $202M
PKG
Packaging Corp Of America

Consumer Cyclical
930
New
$176.32 - $215.7 $164K - $201K
930 $200M
FICO
Fair Isaac Corp

Technology
103
New
$1496.51 - $1947.38 $154K - $201K
103 $200M
URI
United Rentals, Inc.

Industrials
90
+ 11.8%
$627.41 - $814.1 $56.5K - $73.3K
853 $690M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
610
+ 3.32%
$58.35 - $66.29 $35.6K - $40.4K
19K $1.26B
VZ
Verizon Communications Inc

Communication Services
745
+ 1.76%
$38.89 - $45.0 $29K - $33.5K
43K $1.93B
MUB
Ishares National Muni Bond ETF

ETFs
859
+ 2.14%
$106.13 - $108.7 $91.2K - $93.4K
41K $4.46B
CAG
Conagra Brands Inc.

Consumer Defensive
346
+ 0.86%
$28.13 - $32.83 $9.73K - $11.4K
40.7K $1.32B
LEN
Lennar Corp

Consumer Cyclical
93
+ 2.27%
$142.5 - $192.45 $13.3K - $17.9K
4.2K $787M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.09K
+ 21.76%
$113.41 - $125.62 $124K - $137K
6.12K $768M
DD
Du Pont De Nemours, Inc.

Basic Materials
260
+ 1.6%
$77.22 - $89.49 $20.1K - $23.3K
16.6K $1.48B
PNC
Pnc Financial Services Group, Inc.

Financial Services
324
+ 9.5%
$156.14 - $187.2 $50.6K - $60.7K
3.74K $690M
CGDV
Capital Group Divid Value ETF

ETFs
725
+ 1.89%
$32.96 - $36.48 $23.9K - $26.4K
39.1K $1.42B
Activity Summary
Buys All Purchases 216 New Holdings 19 Increased Positions 197 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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