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
KLAC
Kla Corp

Technology
86
+ 19.77%
$636.62 - $777.63 $54.7K - $66.9K
521 $354M
VICI
Vici Properties Inc.

Real Estate
1.27K
+ 11.45%
$28.21 - $32.68 $35.8K - $41.5K
12.4K $403M
TDG
Trans Digm Group Inc

Industrials
16
+ 3.35%
$1251.32 - $1394.11 $20K - $22.3K
494 $683M
KHC
Kraft Heinz CO

Consumer Defensive
2.85K
+ 7.1%
$28.51 - $32.22 $81.2K - $91.8K
43K $1.31B
VEEV
Veeva Systems Inc

Healthcare
177
+ 11.61%
$210.58 - $246.8 $37.3K - $43.7K
1.7K $394M
ABC
Amerisourcebergen Corp

Healthcare
16
+ 1.24%
N/A
1.31K $363M
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
20.3K
New
$3.0 - $4.15 $60.8K - $84.1K
20.3K $71.7M
CTAS
Cintas Corp

Industrials
39
+ 1.4%
$182.09 - $208.14 $7.1K - $8.12K
2.83K $581M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
694
+ 29.91%
$99.16 - $99.52 $68.8K - $69.1K
3.01K $300M
SPGI
S&P Global Inc.

Financial Services
99
+ 5.35%
$478.26 - $543.77 $47.3K - $53.8K
1.95K $990M
OTIS
Otis Worldwide Corp

Industrials
402
+ 15.59%
$90.77 - $104.01 $36.5K - $41.8K
2.98K $308M
QCOM
Qualcomm Inc

Technology
445
+ 9.73%
$151.94 - $175.86 $67.6K - $78.3K
5.02K $771M
CME
Cme Group Inc.

Financial Services
77
+ 5.46%
$225.82 - $266.54 $17.4K - $20.5K
1.49K $394M
DASH
Door Dash, Inc.

Communication Services
196
+ 9.5%
$168.37 - $213.38 $33K - $41.8K
2.26K $413M
NOC
Northrop Grumman Corp

Industrials
51
+ 5.45%
$433.45 - $513.82 $22.1K - $26.2K
987 $506M
Lam Research Corp
863
+ 26.39%
N/A
4.13K $300M
HWM
Howmet Aerospace Inc.

Industrials
63
+ 2.3%
$110.79 - $139.39 $6.98K - $8.78K
2.8K $363M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.33K
+ 30.29%
$49.25 - $50.66 $65.6K - $67.5K
5.73K $284M
PSX
Phillips 66

Energy
111
+ 2.18%
$113.93 - $131.55 $12.6K - $14.6K
5.21K $644M
ITW
Illinois Tool Works Inc

Industrials
297
+ 13.54%
$244.9 - $274.48 $72.7K - $81.5K
2.49K $618M
WEC
Wec Energy Group, Inc.

Utilities
98
+ 3.03%
$92.12 - $108.98 $9.03K - $10.7K
3.34K $363M
ADBE
Adobe Inc.

Technology
762
+ 19.95%
$377.84 - $464.11 $288K - $354K
4.58K $1.76B
ETR
Entergy Corp

Utilities
16
+ 0.27%
$75.26 - $87.89 $1.2K - $1.41K
5.86K $501M
COF
Capital One Financial Corp

Financial Services
300
+ 7.52%
$163.87 - $209.82 $49.2K - $62.9K
4.29K $769M
DUK
Duke Energy Corp

Utilities
8
+ 0.2%
$105.87 - $121.97 $847 - $976
3.98K $486M
TRV
Travelers Companies, Inc.

Financial Services
82
+ 5.47%
$232.43 - $265.13 $19.1K - $21.7K
1.58K $418M
META
Meta Platforms, Inc.

Communication Services
326
+ 2.27%
$576.36 - $736.67 $188K - $240K
14.7K $8.45B
FTNT
Fortinet, Inc.

Technology
502
+ 18.35%
$92.49 - $114.57 $46.4K - $57.5K
3.24K $312M
FAST
Fastenal CO

Industrials
409
+ 10.86%
$71.11 - $79.98 $29.1K - $32.7K
4.18K $324M
WFC
Wells Fargo & Company

Financial Services
235
+ 1.02%
$66.78 - $81.42 $15.7K - $19.1K
23.4K $1.68B
HYMU
Blackrock ETF Tr Ii High Yield
2.27K
+ 7.84%
$22.43 - $23.19 $50.8K - $52.5K
31.2K $707M
CAG
Conagra Brands Inc.

Consumer Defensive
3.69K
+ 8.14%
$23.9 - $27.67 $88.3K - $102K
49.1K $1.31B
KMI
Kinder Morgan, Inc.

Energy
145
+ 0.37%
$26.1 - $31.22 $3.78K - $4.53K
39.8K $1.14B
EBAY
Ebay Inc

Consumer Cyclical
344
+ 8.76%
$61.61 - $70.93 $21.2K - $24.4K
4.27K $289M
NET
Cloudflare, Inc.

Technology
306
+ 15.17%
$110.71 - $176.5 $33.9K - $54K
2.32K $262M
SCHW
Schwab Charles Corp

Financial Services
140
+ 1.82%
$71.24 - $83.64 $9.97K - $11.7K
7.82K $612M
WM
Waste Management Inc

Industrials
53
+ 5.21%
$200.54 - $233.78 $10.6K - $12.4K
1.07K $248M
INTU
Intuit Inc

Technology
112
+ 5.83%
$555.63 - $630.23 $62.2K - $70.6K
2.03K $1.25B
TJX
Tjx Companies Inc

Consumer Cyclical
222
+ 1.65%
$112.81 - $126.16 $25K - $28K
13.7K $1.66B
ATO
Atmos Energy Corp

Utilities
106
+ 7.22%
$136.51 - $154.58 $14.5K - $16.4K
1.58K $243M
D
Dominion Energy, Inc

Utilities
355
+ 4.21%
$52.85 - $57.43 $18.8K - $20.4K
8.79K $493M
BIIB
Biogen Inc.

Healthcare
1.16K
+ 15.3%
$133.43 - $153.27 $154K - $177K
8.71K $1.19B
HIG
Hartford Financial Services Group, Inc.

Financial Services
65
+ 3.34%
$106.31 - $123.73 $6.91K - $8.04K
2.01K $249M
ZTS
Zoetis Inc.

Healthcare
161
+ 2.99%
$156.48 - $175.67 $25.2K - $28.3K
5.55K $914M
CEG
Constellation Energy Corp

Utilities
362
+ 21.21%
$201.63 - $347.44 $73K - $126K
2.07K $417M
F
Ford Motor CO

Consumer Cyclical
3.24K
+ 15.39%
$9.12 - $10.43 $29.5K - $33.8K
24.3K $244M
BKR
Baker Hughes CO

Energy
406
+ 6.87%
$41.16 - $48.85 $16.7K - $19.8K
6.32K $278M
MNST
Monster Beverage Corp

Consumer Defensive
159
+ 3.76%
$46.16 - $58.58 $7.34K - $9.31K
4.39K $257M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
215
+ 3.71%
$95.85 - $99.25 $20.6K - $21.3K
6.01K $594M
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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