Premier Path Wealth Partners, LLC Incresed Positions in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
5.45K
+ 40.59%
$19.1 - $27.39 $104K - $149K
18.9K $429M
PLD
Prologis, Inc.

Real Estate
1.15K
+ 27.95%
$103.59 - $124.04 $119K - $142K
5.26K $587M
BMY
Bristol Myers Squibb CO

Healthcare
88
+ 0.26%
$53.9 - $63.11 $4.74K - $5.55K
33.5K $2.04B
KO
Coca Cola CO

Consumer Defensive
358
+ 2.69%
$60.81 - $72.32 $21.8K - $25.9K
13.7K $978M
ICE
Intercontinental Exchange, Inc.

Financial Services
244
+ 5.35%
$142.8 - $176.36 $34.8K - $43K
4.8K $828M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.85K
+ 6.4%
$50.29 - $50.5 $143K - $144K
47.4K $2.39B
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 22.02%
$91.75 - $115.81 $98.1K - $124K
5.92K $581M
Linde PLC
3
+ 0.11%
N/A
2.82K $1.31B
PAYX
Paychex Inc

Industrials
519
+ 14.32%
$136.06 - $154.52 $70.6K - $80.2K
4.14K $639M
WELL
Welltower Inc.

Real Estate
77
+ 1.77%
$124.05 - $156.86 $9.55K - $12.1K
4.43K $678M
HES
Hess Corp

Energy
363
+ 14.56%
$135.42 - $160.52 $49.2K - $58.3K
2.86K $456M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.2K
+ 24.43%
$36.64 - $45.76 $409K - $511K
56.9K $2.13B
NEM
Newmont Corp

Basic Materials
1.08K
+ 17.87%
$37.79 - $48.39 $41K - $52.5K
7.15K $345M
UNP
Union Pacific Corp

Industrials
374
+ 10.4%
$225.21 - $254.42 $84.2K - $95.2K
3.97K $938M
ELV
Elevance Health, Inc.

Healthcare
146
+ 20.0%
$365.9 - $436.25 $53.4K - $63.7K
876 $381M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.75K
+ 30.98%
$161.05 - $222.93 $282K - $390K
7.39K $1.36B
CTVA
Corteva, Inc.

Basic Materials
860
+ 9.52%
$55.94 - $66.15 $48.1K - $56.9K
9.89K $622M
WMB
Williams Companies, Inc.

Energy
103
+ 0.59%
$54.02 - $61.09 $5.56K - $6.29K
17.6K $1.05B
MELI
Mercadolibre Inc

Consumer Cyclical
22
+ 9.21%
$1739.0 - $2260.0 $38.3K - $49.7K
261 $510M
ADP
Automatic Data Processing Inc

Industrials
200
+ 6.24%
$286.85 - $318.64 $57.4K - $63.7K
3.41K $1.04B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.26K
+ 4.37%
$78.12 - $83.7 $98.6K - $106K
30.2K $2.43B
BSX
Boston Scientific Corp

Healthcare
9
+ 0.1%
$89.38 - $106.18 $804 - $956
8.7K $878M
MMM
3 M CO

Industrials
60
+ 1.2%
$129.7 - $155.12 $7.78K - $9.31K
5.05K $741M
FISV
Fiserv Inc

Technology
259
+ 10.42%
N/A
2.75K $606M
BDX
Becton Dickinson & CO

Healthcare
358
+ 6.54%
$222.79 - $249.08 $79.8K - $89.2K
5.83K $1.34B
MO
Altria Group, Inc.

Consumer Defensive
579
+ 7.58%
$50.81 - $60.02 $29.4K - $34.8K
8.22K $493M
O
Realty Income Corp

Real Estate
1.16K
+ 21.36%
$51.67 - $58.49 $59.8K - $67.7K
6.58K $382M
CGCP
Capital Group Core Plus Income

ETFs
3.48K
+ 7.01%
$21.94 - $22.64 $76.3K - $78.7K
53K $1.19B
HCA
Hca Healthcare, Inc.

Healthcare
74
+ 5.41%
$296.7 - $345.55 $22K - $25.6K
1.44K $498M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.19%
$208.48 - $244.03 $1.04K - $1.22K
2.66K $650M
KR
Kroger CO

Consumer Defensive
798
+ 19.96%
$58.36 - $67.72 $46.6K - $54K
4.8K $325M
CCI
Crown Castle International Corp

Real Estate
397
+ 13.84%
$84.33 - $106.39 $33.5K - $42.2K
3.27K $340M
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
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
ECL
Ecolab Inc.

Basic Materials
66
+ 2.43%
$229.72 - $269.82 $15.2K - $17.8K
2.78K $706M
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
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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