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
TTD
Trade Desk, Inc.

Technology
127
+ 2.39%
$83.08 - $110.79 $10.6K - $14.1K
5.44K $596M
CARR
Carrier Global Corp

Industrials
57
+ 1.43%
$61.9 - $80.88 $3.53K - $4.61K
4.05K $326M
KMX
Carmax Inc

Consumer Cyclical
93
+ 0.57%
$71.21 - $85.78 $6.62K - $7.98K
16.4K $1.27B
XLE
Energy Sector Spdr

ETFs
2.19K
+ 6.13%
$84.35 - $93.39 $185K - $205K
37.9K $3.33B
FITB
Fifth Third Bancorp

Financial Services
491
+ 6.08%
$36.01 - $43.64 $17.7K - $21.4K
8.57K $367M
CGCP
Capital Group Core Plus Income

ETFs
1.12K
+ 2.3%
$22.12 - $23.31 $24.8K - $26.1K
49.7K $1.15B
CTVA
Corteva, Inc.

Basic Materials
499
+ 6.36%
$50.72 - $58.78 $25.3K - $29.3K
8.34K $490M
HWM
Howmet Aerospace Inc.

Industrials
80
+ 3.07%
$77.3 - $100.22 $6.18K - $8.02K
2.69K $269M
OKE
Oneok Inc

Energy
119
+ 2.05%
$78.62 - $95.27 $9.36K - $11.3K
5.93K $540M
SUB
Ishares Short Term National Mu

ETFs
317
+ 1.59%
$104.3 - $106.3 $33.1K - $33.7K
20.3K $2.16B
WDAY
Workday, Inc.

Technology
174
+ 16.04%
$207.75 - $264.68 $36.1K - $46.1K
1.26K $308M
AMGN
Amgen Inc

Healthcare
67
+ 1.52%
$309.38 - $337.38 $20.7K - $22.6K
4.48K $1.44B
RMD
Resmed Inc

Healthcare
32
+ 2.97%
$186.94 - $252.92 $5.98K - $8.09K
1.11K $270M
MTB
M&T Bank Corp

Financial Services
80
+ 4.58%
$146.49 - $179.85 $11.7K - $14.4K
1.83K $325M
STT
State Street Corp

Financial Services
225
+ 8.09%
$73.37 - $89.31 $16.5K - $20.1K
3.01K $266M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
840
+ 2.61%
$59.61 - $60.15 $50.1K - $50.5K
33.1K $1.98B
DUK
Duke Energy Corp

Utilities
53
+ 1.51%
$99.35 - $117.71 $5.27K - $6.24K
3.56K $410M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
369
+ 7.39%
$96.25 - $101.98 $35.5K - $37.6K
5.36K $543M
SYY
Sysco Corp

Consumer Defensive
425
+ 11.46%
$69.16 - $78.98 $29.4K - $33.6K
4.13K $323M
MDLZ
Mondelez International, Inc.

Consumer Defensive
252
+ 5.52%
$64.35 - $75.71 $16.2K - $19.1K
4.82K $355M
TFC
Truist Financial Corp

Financial Services
38
+ 0.27%
$38.22 - $44.94 $1.45K - $1.71K
13.9K $595M
WMB
Williams Companies, Inc.

Energy
3
+ 0.02%
$41.24 - $46.22 $124 - $139
17.3K $792M
SO
Southern CO

Utilities
143
+ 4.31%
$77.0 - $90.52 $11K - $12.9K
3.46K $312M
BDX
Becton Dickinson & CO

Healthcare
68
+ 1.32%
$221.47 - $242.41 $15.1K - $16.5K
5.22K $1.26B
ADSK
Autodesk, Inc.

Technology
101
+ 10.67%
$245.83 - $245.83 $24.8K - $24.8K
1.05K $289M
WEC
Wec Energy Group, Inc.

Utilities
26
+ 0.92%
$77.68 - $96.19 $2.02K - $2.5K
2.85K $274M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
566
+ 5.69%
$91.42 - $91.82 $51.7K - $52K
10.5K $965M
HYMU
Blackrock ETF Tr Ii High Yield
1.47K
+ 5.34%
$22.51 - $23.25 $33.2K - $34.3K
29.1K $674M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.01%
$59.93 - $66.52 $59.9 - $66.5
13.2K $879M
MO
Altria Group, Inc.

Consumer Defensive
73
+ 1.0%
$45.95 - $54.71 $3.35K - $3.99K
7.4K $378M
GM
General Motors CO

Consumer Cyclical
1.22K
+ 16.89%
$39.95 - $49.9 $48.7K - $60.8K
8.44K $378M
ABUS
Arbutus Biopharma Corp

Healthcare
4K
+ 11.11%
$3.12 - $4.56 $12.5K - $18.2K
40K $154M
APH
Amphenol Corp

Technology
797
+ 17.17%
$58.39 - $70.41 $46.5K - $56.1K
5.44K $354M
SRE
Sempra Energy

Utilities
73
+ 1.68%
$74.97 - $84.04 $5.47K - $6.13K
4.42K $370M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 0.19%
$150.01 - $182.29 $450 - $547
1.56K $283M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.1%
$434.77 - $502.96 $1.74K - $2.01K
3.95K $1.93B
TRGP
Targa Resources Corp.

Energy
30
+ 1.79%
$127.86 - $156.46 $3.84K - $4.69K
1.71K $253M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 0.04%
$201.82 - $234.36 $202 - $234
2.5K $577M
LHX
L3 Harris Technologies, Inc.

Industrials
31
+ 2.1%
$221.96 - $243.27 $6.88K - $7.54K
1.51K $359M
MINO
Pimco ETF Tr Municipal Income

ETFs
306
+ 2.01%
$45.07 - $46.16 $13.8K - $14.1K
15.5K $715M
CL
Colgate Palmolive CO

Consumer Defensive
52
+ 1.82%
$95.54 - $108.77 $4.97K - $5.66K
2.91K $302M
SLB
Schlumberger Limited

Energy
1.44K
+ 19.8%
$39.57 - $49.67 $57K - $71.6K
8.72K $366M
ADI
Analog Devices Inc

Technology
59
+ 2.41%
$200.56 - $243.33 $11.8K - $14.4K
2.51K $577M
PRU
Prudential Financial Inc

Financial Services
25
+ 0.67%
$105.53 - $127.32 $2.64K - $3.18K
3.77K $457M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
217
+ 1.97%
$104.47 - $116.17 $22.7K - $25.2K
11.3K $1.21B
FDX
Fedex Corp

Industrials
124
+ 18.26%
$254.64 - $313.52 $31.6K - $38.9K
803 $220M
EMR
Emerson Electric CO

Industrials
248
+ 1.53%
$98.19 - $118.87 $24.4K - $29.5K
16.5K $1.8B
F
Ford Motor CO

Consumer Cyclical
4.77K
+ 25.4%
$9.71 - $14.55 $46.3K - $69.4K
23.6K $249M
PANW
Palo Alto Networks Inc

Technology
13
+ 0.43%
$294.18 - $368.01 $3.82K - $4.78K
3.03K $1.04B
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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