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
WDAY
Workday, Inc.

Technology
12
+ 0.95%
$233.85 - $279.91 $2.81K - $3.36K
1.27K $328M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
433
+ 8.08%
$96.64 - $101.23 $41.8K - $43.8K
5.79K $561M
DUK
Duke Energy Corp

Utilities
418
+ 11.76%
$105.76 - $120.76 $44.2K - $50.5K
3.97K $428M
VEEV
Veeva Systems Inc

Healthcare
81
+ 5.61%
$201.81 - $250.45 $16.3K - $20.3K
1.53K $321M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
281
+ 0.65%
$61.68 - $67.87 $17.3K - $19.1K
43.2K $2.69B
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 6.2%
$288.47 - $316.54 $86.5K - $95K
5.14K $1.49B
PAVE
Global X Fds Us Infrastructure

ETFs
584
+ 5.62%
$40.41 - $45.95 $23.6K - $26.8K
11K $444M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
14
+ 0.9%
$180.39 - $205.43 $2.53K - $2.88K
1.57K $298M
TFC
Truist Financial Corp

Financial Services
126
+ 0.91%
$41.51 - $48.1 $5.23K - $6.06K
14K $609M
TRV
Travelers Companies, Inc.

Financial Services
13
+ 0.88%
$225.97 - $266.66 $2.94K - $3.47K
1.5K $361M
VMC
Vulcan Materials CO

Basic Materials
23
+ 2.85%
$237.95 - $292.31 $5.47K - $6.72K
829 $213M
MET
Metlife Inc

Financial Services
191
+ 2.56%
$78.15 - $88.25 $14.9K - $16.9K
7.65K $626M
FICO
Fair Isaac Corp

Technology
3
+ 2.91%
$1911.01 - $2382.4 $5.73K - $7.15K
106 $211M
HES
Hess Corp

Energy
125
+ 5.28%
$127.66 - $148.65 $16K - $18.6K
2.49K $332M
WELL
Welltower Inc.

Real Estate
139
+ 3.3%
$123.11 - $139.3 $17.1K - $19.4K
4.35K $548M
ACN
Accenture PLC

Technology
39
+ 1.36%
$343.9 - $376.86 $13.4K - $14.7K
2.91K $1.02B
FDX
Fedex Corp

Industrials
3
+ 0.37%
$260.5 - $305.15 $782 - $915
806 $227M
USFR
Wisdomtree Floating Rate Treas

ETFs
35
+ 0.08%
$50.23 - $50.46 $1.76K - $1.77K
44.5K $2.24B
IBM
International Business Machines Corp

Technology
51
+ 0.93%
$204.9 - $238.04 $10.4K - $12.1K
5.56K $1.22B
FITB
Fifth Third Bancorp

Financial Services
162
+ 1.89%
$41.76 - $48.44 $6.77K - $7.85K
8.73K $369M
Gsk PLC
5.97K
+ 21.08%
N/A
34.3K $1.16B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
25
+ 1.09%
$99.0 - $99.5 $2.48K - $2.49K
2.32K $230M
ABC
Amerisourcebergen Corp

Healthcare
5
+ 0.39%
N/A
1.29K $290M
NOC
Northrop Grumman Corp

Industrials
105
+ 12.64%
$466.52 - $543.88 $49K - $57.1K
936 $439M
SHW
Sherwin Williams CO

Basic Materials
123
+ 12.25%
$338.75 - $399.71 $41.7K - $49.2K
1.13K $383M
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 0.56%
$118.38 - $133.06 $4.02K - $4.52K
6.1K $734M
IT
Gartner Inc

Technology
18
+ 3.29%
$481.22 - $551.8 $8.66K - $9.93K
565 $274M
AVB
Avalonbay Communities Inc

Real Estate
9
+ 0.83%
$216.28 - $237.81 $1.95K - $2.14K
1.1K $241M
PG
Procter & Gamble CO

Consumer Defensive
298
+ 3.05%
$161.05 - $179.7 $48K - $53.6K
10.1K $1.69B
WM
Waste Management Inc

Industrials
5
+ 0.49%
$201.79 - $228.46 $1.01K - $1.14K
1.02K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119
+ 1.4%
$442.29 - $483.08 $52.6K - $57.5K
8.61K $3.9B
DOV
Dover Corp

Industrials
3
+ 0.21%
$184.72 - $206.51 $554 - $620
1.46K $274M
PEG
Public Service Enterprise Group Inc

Utilities
715
+ 5.05%
$81.87 - $94.51 $58.5K - $67.6K
14.9K $1.26B
AEP
American Electric Power CO Inc

Utilities
602
+ 9.95%
$90.91 - $102.21 $54.7K - $61.5K
6.65K $613M
CL
Colgate Palmolive CO

Consumer Defensive
332
+ 11.42%
$90.22 - $102.31 $30K - $34K
3.24K $295M
PRU
Prudential Financial Inc

Financial Services
5
+ 0.13%
$114.59 - $129.52 $573 - $648
3.78K $448M
BIIB
Biogen Inc.

Healthcare
1.55K
+ 25.77%
$146.47 - $191.55 $227K - $297K
7.56K $1.16B
RMD
Resmed Inc

Healthcare
28
+ 2.53%
$228.69 - $256.07 $6.4K - $7.17K
1.14K $260M
EBAY
Ebay Inc

Consumer Cyclical
25
+ 0.64%
$57.51 - $67.17 $1.44K - $1.68K
3.93K $243M
ORCL
Oracle Corp

Technology
82
+ 1.18%
$165.41 - $192.43 $13.6K - $15.8K
7.02K $1.17B
HIG
Hartford Financial Services Group, Inc.

Financial Services
13
+ 0.67%
$107.06 - $123.74 $1.39K - $1.61K
1.95K $213M
A
Agilent Technologies, Inc.

Healthcare
105
+ 4.84%
$125.69 - $146.56 $13.2K - $15.4K
2.28K $306M
BDX
Becton Dickinson & CO

Healthcare
251
+ 4.81%
$220.02 - $243.75 $55.2K - $61.2K
5.47K $1.24B
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.23%
$516.5 - $619.58 $1.03K - $1.24K
864 $446M
KHC
Kraft Heinz CO

Consumer Defensive
4.51K
+ 12.67%
$30.1 - $36.02 $136K - $163K
40.1K $1.23B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.89K
+ 2.5%
$43.6 - $47.2 $82.5K - $89.3K
77.4K $3.39B
MMM
3 M CO

Industrials
136
+ 2.8%
$124.74 - $137.12 $17K - $18.6K
4.99K $644M
TSCO
Tractor Supply CO

Consumer Cyclical
3.73K
+ 406.54%
$52.59 - $303.74 $196K - $1.13M
4.65K $246M
HPQ
Hp Inc

Technology
39
+ 0.52%
$32.46 - $39.3 $1.27K - $1.53K
7.58K $247M
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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