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
AFL
Aflac Inc

Financial Services
52
+ 1.52%
$100.99 - $111.19 $5.25K - $5.78K
3.48K $387M
DD
Du Pont De Nemours, Inc.

Basic Materials
776
+ 4.49%
$72.7 - $84.32 $56.4K - $65.4K
18.1K $1.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
196
+ 6.97%
$507.05 - $563.67 $99.4K - $110K
3.01K $1.55B
CTSH
Cognizant Technology Solutions Corp

Technology
397
+ 12.93%
$75.32 - $90.7 $29.9K - $36K
3.47K $265M
C
Citigroup Inc

Financial Services
243
+ 1.71%
$67.23 - $84.63 $16.3K - $20.6K
14.5K $1.03B
TXN
Texas Instruments Inc

Technology
336
+ 7.41%
N/A
4.87K $875M
SYK
Stryker Corp

Healthcare
8
+ 0.48%
$355.18 - $399.9 $2.84K - $3.2K
1.67K $623M
WU
Western Union CO

Financial Services
2.34K
+ 2.09%
$10.24 - $11.62 $23.9K - $27.2K
114K $1.21B
Te Connectivity PLC
180
+ 9.87%
N/A
2K $283M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.5K
+ 15.67%
$64.26 - $85.48 $160K - $213K
18.4K $1.22B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
109
+ 3.46%
$126.11 - $135.06 $13.7K - $14.7K
3.26K $420M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 2.17%
$308.86 - $455.36 $6.79K - $10K
1.04K $366M
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.69%
$330.16 - $365.55 $6.27K - $6.95K
1.15K $400M
XYL
Xylem Inc.

Industrials
59
+ 2.03%
$114.02 - $132.04 $6.73K - $7.79K
2.97K $355M
PFE
Pfizer Inc

Healthcare
3.47K
+ 5.78%
$25.01 - $27.13 $86.9K - $94.2K
63.6K $1.61B
ADI
Analog Devices Inc

Technology
207
+ 8.64%
$201.56 - $243.82 $41.7K - $50.5K
2.6K $525M
AVLV
American Centy ETF Tr Avantis
2.26K
+ 2.68%
$63.51 - $70.42 $144K - $159K
86.8K $5.66B
TMO
Thermo Fisher Scientific Inc.

Healthcare
104
+ 5.81%
$497.6 - $606.74 $51.8K - $63.1K
1.89K $942M
JCI
Johnson Controls International PLC

Industrials
92
+ 3.34%
$76.12 - $90.6 $7K - $8.34K
2.84K $228M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
83
+ 2.21%
$91.45 - $91.75 $7.59K - $7.62K
3.84K $353M
AXON
Axon Enterprise, Inc.

Industrials
65
+ 17.43%
$496.65 - $710.01 $32.3K - $46.2K
438 $230M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.64K
+ 8.86%
$49.34 - $55.91 $179K - $203K
44.7K $2.24B
SYY
Sysco Corp

Consumer Defensive
176
+ 3.89%
$70.0 - $77.13 $12.3K - $13.6K
4.7K $353M
MINO
Pimco ETF Tr Municipal Income

ETFs
231
+ 1.5%
$44.44 - $45.83 $10.3K - $10.6K
15.6K $699M
SUB
Ishares Short Term National Mu

ETFs
21
+ 0.1%
$105.3 - $106.24 $2.21K - $2.23K
20.1K $2.13B
PSA
Public Storage

Real Estate
15
+ 1.23%
$288.99 - $313.98 $4.33K - $4.71K
1.24K $370M
EFX
Equifax Inc

Industrials
278
+ 4.86%
$235.63 - $278.34 $65.5K - $77.4K
5.99K $1.46B
CPRT
Copart Inc

Consumer Cyclical
278
+ 1.7%
$52.3 - $59.83 $14.5K - $16.6K
16.7K $943M
VTI
Vanguard Total Stock Market Et

ETFs
293
+ 5.62%
$271.18 - $303.12 $79.5K - $88.8K
5.51K $1.51B
CARR
Carrier Global Corp

Industrials
271
+ 6.59%
$62.07 - $70.55 $16.8K - $19.1K
4.39K $278M
TFC
Truist Financial Corp

Financial Services
690
+ 4.92%
$39.48 - $48.15 $27.2K - $33.2K
14.7K $606M
DOV
Dover Corp

Industrials
80
+ 5.49%
$174.65 - $206.43 $14K - $16.5K
1.54K $270M
RMD
Resmed Inc

Healthcare
8
+ 0.7%
$219.7 - $257.65 $1.76K - $2.06K
1.14K $256M
EW
Edwards Lifesciences Corp

Healthcare
8
+ 0.21%
$67.95 - $76.19 $544 - $610
3.82K $277M
NEE
Nextera Energy Inc

Utilities
166
+ 0.75%
$66.96 - $76.16 $11.1K - $12.6K
22.4K $1.59B
APH
Amphenol Corp

Technology
243
+ 4.24%
$61.62 - $78.55 $15K - $19.1K
5.97K $392M
PEP
Pepsico Inc

Consumer Defensive
79
+ 0.92%
$142.64 - $156.42 $11.3K - $12.4K
8.69K $1.3B
MTB
M&T Bank Corp

Financial Services
52
+ 2.8%
$170.47 - $201.98 $8.86K - $10.5K
1.91K $341M
FICO
Fair Isaac Corp

Technology
4
+ 3.77%
$1695.35 - $2030.47 $6.78K - $8.12K
110 $203M
LOW
Lowes Companies Inc

Consumer Cyclical
301
+ 4.92%
$222.66 - $268.42 $67K - $80.8K
6.42K $1.5B
WDAY
Workday, Inc.

Technology
67
+ 5.27%
$233.53 - $277.82 $15.6K - $18.6K
1.34K $312M
Ge Vernova Inc
47
+ 3.14%
N/A
1.54K $471M
Atlassian Corporation
88
+ 6.83%
N/A
1.38K $292M
PANW
Palo Alto Networks Inc

Technology
260
+ 4.42%
$167.82 - $208.28 $43.6K - $54.2K
6.14K $1.05B
ADSK
Autodesk, Inc.

Technology
56
+ 5.02%
N/A
1.17K $307M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
140
+ 6.17%
$203.38 - $274.79 $28.5K - $38.5K
2.41K $495M
PH
Parker Hannifin Corp

Industrials
34
+ 1.83%
$591.65 - $707.05 $20.1K - $24K
1.89K $1.15B
IT
Gartner Inc

Technology
6
+ 1.06%
$418.25 - $548.38 $2.51K - $3.29K
571 $240M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.25%
$953.54 - $1132.42 $7.63K - $9.06K
646 $638M
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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