Premier Path Wealth Partners, LLC Incresed Positions in Q2 2025

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
38
+ 1.58%
$177.93 - $313.14 $6.76K - $11.9K
2.45K $767M
CSCO
Cisco Systems, Inc.

Technology
1.61K
+ 7.73%
$53.19 - $69.38 $85.5K - $112K
22.4K $1.56B
MELI
Mercadolibre Inc

Consumer Cyclical
36
+ 13.79%
$1794.73 - $2613.63 $64.6K - $94.1K
297 $775M
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.53K
+ 4.24%
$45.18 - $46.32 $250K - $256K
136K $6.28B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
710
+ 1.95%
$54.28 - $67.95 $38.5K - $48.2K
37.1K $2.52B
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.98%
$4164.15 - $5789.24 $8.33K - $11.6K
207 $1.2B
Spdr Index Shs Fds
93
+ 0.2%
N/A
46.3K $2.92B
PM
Philip Morris International Inc.

Consumer Defensive
529
+ 8.23%
$149.23 - $184.95 $78.9K - $97.8K
6.95K $1.27B
Arista Networks Inc
277
+ 3.22%
N/A
8.89K $910M
EMR
Emerson Electric CO

Industrials
798
+ 13.98%
$94.15 - $133.33 $75.1K - $106K
6.51K $868M
ADSK
Autodesk, Inc.

Technology
578
+ 49.36%
N/A
1.75K $541M
BK
Bank Of New York Mellon Corp

Financial Services
721
+ 3.11%
$73.31 - $91.62 $52.9K - $66.1K
23.9K $2.18B
ADI
Analog Devices Inc

Technology
548
+ 21.06%
$164.6 - $238.02 $90.2K - $130K
3.15K $750M
MSTR
Microstrategy Inc

Technology
315
+ 37.41%
$237.95 - $421.61 $75K - $133K
1.16K $468M
PH
Parker Hannifin Corp

Industrials
74
+ 3.91%
$517.23 - $700.54 $38.3K - $51.8K
1.97K $1.37B
NET
Cloudflare, Inc.

Technology
139
+ 5.98%
$97.08 - $195.83 $13.5K - $27.2K
2.46K $482M
ICE
Intercontinental Exchange, Inc.

Financial Services
892
+ 18.58%
$151.62 - $183.47 $135K - $164K
5.69K $1.04B
AVUV
American Centy ETF Tr Avantis

ETFs
852
+ 2.45%
$75.17 - $91.21 $64K - $77.7K
35.6K $3.24B
CRM
Salesforce, Inc.

Technology
629
+ 6.68%
$236.26 - $291.15 $149K - $183K
10K $2.74B
HWM
Howmet Aerospace Inc.

Industrials
287
+ 10.25%
$112.33 - $186.13 $32.2K - $53.4K
3.09K $575M
V
Visa Inc.

Financial Services
430
+ 3.99%
$308.27 - $373.31 $133K - $161K
11.2K $3.98B
ISRG
Intuitive Surgical Inc

Healthcare
120
+ 4.25%
$451.58 - $565.94 $54.2K - $67.9K
2.94K $1.6B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.18K
+ 5.43%
$97.29 - $105.63 $309K - $336K
61.7K $6.27B
DE
Deere & CO

Industrials
151
+ 4.93%
$412.99 - $531.48 $62.4K - $80.3K
3.21K $1.63B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.06K
+ 3.08%
$45.2 - $46.6 $184K - $189K
136K $6.3B
USB
Us Bancorp \De\

Financial Services
1.45K
+ 3.57%
$36.4 - $45.76 $52.9K - $66.4K
42.1K $1.9B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.41K
+ 2.48%
$32.0 - $39.87 $45.2K - $56.3K
58.3K $2.32B
American Centy ETF Tr
719
+ 2.02%
N/A
36.2K $2.37B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
26
+ 0.03%
$32.61 - $38.62 $848 - $1K
76.5K $2.92B
SCHW
Schwab Charles Corp

Financial Services
922
+ 11.79%
$69.06 - $91.24 $63.7K - $84.1K
8.74K $797M
HCA
Hca Healthcare, Inc.

Healthcare
340
+ 23.58%
$317.61 - $387.52 $108K - $132K
1.78K $683M
SPGI
S&P Global Inc.

Financial Services
268
+ 13.75%
$438.31 - $527.29 $117K - $141K
2.22K $1.17B
CAT
Caterpillar Inc

Industrials
16
+ 0.55%
$273.94 - $388.21 $4.38K - $6.21K
2.92K $1.13B
DASH
Door Dash, Inc.

Communication Services
109
+ 4.82%
$163.16 - $246.51 $17.8K - $26.9K
2.37K $584M
MCO
Moodys Corp

Financial Services
300
+ 67.57%
$396.7 - $501.59 $119K - $150K
744 $373M
URI
United Rentals, Inc.

Industrials
91
+ 11.85%
$551.94 - $753.4 $50.2K - $68.6K
859 $647M
CTVA
Corteva, Inc.

Basic Materials
600
+ 6.07%
$55.52 - $74.53 $33.3K - $44.7K
10.5K $782M
NEM
Newmont Corp

Basic Materials
1.49K
+ 20.78%
$44.18 - $59.46 $65.7K - $88.4K
8.64K $503M
VEEV
Veeva Systems Inc

Healthcare
205
+ 12.04%
$209.39 - $289.94 $42.9K - $59.4K
1.91K $549M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.41K
+ 3.14%
$44.22 - $52.08 $62.1K - $73.2K
46.1K $2.4B
PWR
Quanta Services, Inc.

Industrials
43
+ 4.02%
$239.47 - $381.26 $10.3K - $16.4K
1.11K $421M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.26K
+ 1.61%
$37.73 - $43.54 $47.5K - $54.8K
79.6K $3.44B
ABT
Abbott Laboratories

Healthcare
892
+ 11.61%
$123.95 - $138.08 $111K - $123K
8.58K $1.17B
JCI
Johnson Controls International PLC

Industrials
695
+ 24.44%
$71.14 - $105.62 $49.4K - $73.4K
3.54K $374M
CGDV
Capital Group Divid Value ETF

ETFs
2
+ 0.01%
$31.93 - $39.49 $63.9 - $79
37.4K $1.48B
KO
Coca Cola CO

Consumer Defensive
2.14K
+ 15.66%
$68.37 - $73.9 $146K - $158K
15.8K $1.12B
XLU
Utilities Sector Spdr

ETFs
732
+ 2.77%
$73.09 - $82.77 $53.5K - $60.6K
27.2K $2.22B
AMT
American Tower Corp

Real Estate
548
+ 15.49%
$203.96 - $228.19 $112K - $125K
4.09K $903M
FAST
Fastenal CO

Industrials
6.64K
+ 159.07%
$40.65 - $83.16 $270K - $552K
10.8K $454M
Activity Summary
Buys All Purchases 251 New Holdings 27 Increased Positions 224 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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