Premier Path Wealth Partners, LLC Incresed Positions in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
19
+ 1.29%
N/A
1.5K $492M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 1.09%
$481.22 - $538.17 $20.7K - $23.1K
3.99K $2.04B
GM
General Motors CO

Consumer Cyclical
690
+ 8.18%
$44.82 - $60.2 $30.9K - $41.5K
9.13K $486M
SYF
Synchrony Financial

Financial Services
423
+ 8.73%
$49.01 - $68.55 $20.7K - $29K
5.27K $342M
CAT
Caterpillar Inc

Industrials
492
+ 17.83%
$360.37 - $416.88 $177K - $205K
3.25K $1.18B
SPY
Spdr S&P 500 ETF Trust

ETFs
150
+ 18.92%
$567.81 - $607.81 $85.2K - $91.2K
943 $553M
AVUV
American Centy ETF Tr Avantis

ETFs
805
+ 2.38%
$94.37 - $106.41 $76K - $85.7K
34.6K $3.34B
COP
Conocophillips

Energy
1.2K
+ 33.58%
$95.12 - $114.72 $114K - $138K
4.77K $473M
ADP
Automatic Data Processing Inc

Industrials
159
+ 5.22%
$280.08 - $307.97 $44.5K - $49K
3.21K $939M
AMP
Ameriprise Financial Inc

Financial Services
12
+ 0.94%
$473.15 - $574.01 $5.68K - $6.89K
1.29K $688M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.03%
$316.94 - $357.88 $317 - $358
3.91K $1.34B
CPRT
Copart Inc

Consumer Cyclical
38
+ 0.23%
$51.36 - $63.8 $1.95K - $2.42K
16.4K $941M
CHTR
Charter Communications, Inc.

Communication Services
199
+ 26.53%
$315.38 - $408.02 $62.8K - $81.2K
949 $325M
KKR
Kkr & Co. Inc.

Financial Services
50
+ 1.16%
$129.87 - $162.87 $6.49K - $8.14K
4.35K $643M
TMUS
T Mobile Us, Inc.

Communication Services
149
+ 4.51%
$206.1 - $246.94 $30.7K - $36.8K
3.46K $763M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
555
+ 1.58%
$65.31 - $74.15 $36.2K - $41.2K
35.7K $2.41B
DBND
Doubleline ETF Tr Opportunisti

ETFs
6.84K
+ 6.06%
$45.15 - $47.26 $309K - $323K
120K $5.42B
FISV
Fiserv Inc

Technology
63
+ 2.6%
N/A
2.49K $511M
ETR
Entergy Corp

Utilities
3.03K
+ 107.97%
$73.19 - $156.4 $222K - $475K
5.84K $443M
XLP
Consumer Staples Sector Spdr

ETFs
4.34K
+ 7.1%
N/A
65.4K $5.14B
OKE
Oneok Inc

Energy
156
+ 2.63%
$92.28 - $117.05 $14.4K - $18.3K
6.08K $611M
ARES
Ares Management Corp

Financial Services
64
+ 2.34%
$153.38 - $183.7 $9.82K - $11.8K
2.8K $496M
CRWD
Crowd Strike Holdings, Inc.

Technology
13
+ 1.3%
$275.15 - $388.2 $3.58K - $5.05K
1.02K $348M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.62K
+ 4.45%
$115.08 - $119.55 $301K - $313K
61.4K $7.09B
TJX
Tjx Companies Inc

Consumer Cyclical
159
+ 1.2%
$112.15 - $127.2 $17.8K - $20.2K
13.4K $1.62B
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 14.91%
$164.99 - $203.87 $223K - $276K
10.4K $1.85B
TRGP
Targa Resources Corp.

Energy
37
+ 2.17%
$150.58 - $207.69 $5.57K - $7.68K
1.74K $311M
DASH
Door Dash, Inc.

Communication Services
47
+ 2.33%
$141.93 - $180.48 $6.67K - $8.48K
2.06K $346M
CMI
Cummins Inc

Industrials
75
+ 5.8%
$324.93 - $383.42 $24.4K - $28.8K
1.37K $477M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
66
+ 2.64%
$229.83 - $258.46 $15.2K - $17.1K
2.57K $635M
ABT
Abbott Laboratories

Healthcare
564
+ 8.49%
$111.93 - $119.39 $63.1K - $67.3K
7.2K $815M
TROW
Price T Rowe Group Inc

Financial Services
57
+ 0.46%
$106.48 - $124.69 $6.07K - $7.11K
12.3K $1.4B
XLU
Utilities Sector Spdr

ETFs
2.39K
+ 9.73%
$74.89 - $82.93 $179K - $198K
27K $2.04B
GWW
W.W. Grainger, Inc.

Industrials
43
+ 7.23%
$1023.06 - $1220.93 $44K - $52.5K
638 $672M
EQIX
Equinix Inc

Real Estate
25
+ 4.55%
$865.69 - $985.0 $21.6K - $24.6K
575 $542M
LNG
Cheniere Energy, Inc.

Energy
61
+ 5.4%
$181.07 - $225.92 $11K - $13.8K
1.19K $256M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 3.14%
$1146.59 - $1270.6 $26.4K - $29.2K
755 $896M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.3K
+ 3.28%
$53.38 - $60.64 $69.6K - $79K
41K $2.24B
BSX
Boston Scientific Corp

Healthcare
6
+ 0.07%
$83.62 - $91.5 $502 - $549
8.69K $776M
FAST
Fastenal CO

Industrials
632
+ 20.17%
$69.99 - $84.35 $44.2K - $53.3K
3.77K $271M
TTD
Trade Desk, Inc.

Technology
15
+ 0.28%
$108.7 - $139.51 $1.63K - $2.09K
5.45K $641M
APH
Amphenol Corp

Technology
289
+ 5.31%
$62.07 - $75.35 $17.9K - $21.8K
5.73K $398M
MUB
Ishares National Muni Bond ETF

ETFs
1.2K
+ 2.92%
$105.78 - $108.7 $127K - $130K
42.2K $4.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
339
+ 12.06%
$126.68 - $134.74 $42.9K - $45.7K
3.15K $402M
ADSK
Autodesk, Inc.

Technology
67
+ 6.39%
N/A
1.12K $330M
TT
Trane Technologies PLC

Industrials
227
+ 10.17%
$369.35 - $419.14 $83.8K - $95.1K
2.46K $908M
CBRE
Cbre Group, Inc.

Real Estate
169
+ 6.46%
$119.22 - $140.71 $20.1K - $23.8K
2.79K $366M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.19%
$280.04 - $302.45 $2.8K - $3.02K
5.21K $1.51B
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$246.06 - $292.59 $246 - $293
1.21K $338M
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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