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
Calumet Inc
1.32K
+ 11.45%
N/A
12.9K $202M
IRM
Iron Mountain Inc

Real Estate
97
+ 3.48%
$76.93 - $105.25 $7.46K - $10.2K
2.89K $296M
CMI
Cummins Inc

Industrials
111
+ 8.15%
$267.12 - $336.65 $29.7K - $37.4K
1.47K $482M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
55
+ 3.51%
$160.22 - $209.35 $8.81K - $11.5K
1.62K $340M
INTC
Intel Corp

Technology
2.72K
+ 14.44%
$18.13 - $22.69 $49.4K - $61.8K
21.6K $484M
CAH
Cardinal Health Inc

Healthcare
28
+ 1.68%
$125.0 - $168.0 $3.5K - $4.7K
1.7K $285M
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 13.76%
$55.56 - $60.91 $62.8K - $68.9K
9.35K $548M
CSX
Csx Corp

Industrials
225
+ 1.54%
$26.69 - $32.91 $6.01K - $7.4K
14.9K $486M
EW
Edwards Lifesciences Corp

Healthcare
395
+ 10.35%
$67.07 - $78.22 $26.5K - $30.9K
4.21K $329M
KR
Kroger CO

Consumer Defensive
465
+ 9.7%
$64.62 - $74.0 $30K - $34.4K
5.26K $377M
ABC
Amerisourcebergen Corp

Healthcare
73
+ 5.59%
N/A
1.38K $413M
MCK
Mckesson Corp

Healthcare
32
+ 7.22%
$652.83 - $732.78 $20.9K - $23.4K
475 $348M
KMX
Carmax Inc

Consumer Cyclical
3.13K
+ 20.35%
$62.27 - $82.77 $195K - $259K
18.5K $1.24B
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.92%
$211.12 - $274.14 $2.32K - $3.02K
1.21K $330M
MTB
M&T Bank Corp

Financial Services
14
+ 0.73%
$156.58 - $193.99 $2.19K - $2.72K
1.92K $373M
EBAY
Ebay Inc

Consumer Cyclical
33
+ 0.77%
$59.52 - $79.36 $1.96K - $2.62K
4.3K $320M
SHV
Ishares Tr

ETFs
284
+ 0.97%
$110.06 - $110.46 $31.3K - $31.4K
29.6K $3.27B
WM
Waste Management Inc

Industrials
143
+ 13.35%
$216.47 - $242.1 $31K - $34.6K
1.21K $278M
HIG
Hartford Financial Services Group, Inc.

Financial Services
179
+ 8.9%
$109.83 - $131.67 $19.7K - $23.6K
2.19K $278M
SO
Southern CO

Utilities
304
+ 8.99%
$84.91 - $92.56 $25.8K - $28.1K
3.69K $339M
CB
Chubb LTD

Financial Services
227
+ 7.12%
$274.32 - $302.46 $62.3K - $68.7K
3.42K $989M
ATO
Atmos Energy Corp

Utilities
175
+ 11.11%
$145.06 - $162.66 $25.4K - $28.5K
1.75K $270M
APD
Air Products & Chemicals, Inc.

Basic Materials
290
+ 6.25%
$248.61 - $294.96 $72.1K - $85.5K
4.93K $1.39B
ALL
Allstate Corp

Financial Services
167
+ 7.29%
$180.53 - $212.64 $30.1K - $35.5K
2.46K $495M
CL
Colgate Palmolive CO

Consumer Defensive
310
+ 10.58%
$87.57 - $96.0 $27.1K - $29.8K
3.24K $295M
XLE
Energy Sector Spdr

ETFs
3.87K
+ 10.84%
$76.44 - $94.13 $296K - $364K
39.6K $3.35B
WELL
Welltower Inc.

Real Estate
108
+ 2.44%
$136.49 - $155.22 $14.7K - $16.8K
4.54K $697M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
319
+ 7.35%
$51.68 - $52.76 $16.5K - $16.8K
4.66K $246M
AWK
American Water Works Company, Inc.

Utilities
216
+ 15.14%
$133.82 - $151.96 $28.9K - $32.8K
1.64K $229M
PFE
Pfizer Inc

Healthcare
3.56K
+ 5.6%
$21.59 - $24.84 $76.9K - $88.5K
67.2K $1.63B
DHI
Horton D R Inc

Consumer Cyclical
38
+ 0.64%
$115.1 - $129.63 $4.37K - $4.93K
5.97K $769M
SYY
Sysco Corp

Consumer Defensive
109
+ 2.32%
$68.0 - $75.91 $7.41K - $8.27K
4.81K $364M
AIG
American International Group, Inc.

Financial Services
207
+ 3.71%
$77.56 - $87.72 $16.1K - $18.2K
5.78K $495M
NOC
Northrop Grumman Corp

Industrials
42
+ 4.26%
$456.3 - $540.39 $19.2K - $22.7K
1.03K $515M
BIIB
Biogen Inc.

Healthcare
839
+ 9.63%
$113.38 - $135.49 $95.1K - $114K
9.55K $1.2B
EXC
Exelon Corp

Utilities
364
+ 8.08%
$42.2 - $47.37 $15.4K - $17.2K
4.87K $211M
CGCP
Capital Group Core Plus Income

ETFs
20
+ 0.04%
$21.92 - $22.56 $438 - $451
53.1K $1.19B
MDLZ
Mondelez International, Inc.

Consumer Defensive
57
+ 1.41%
$63.54 - $68.5 $3.62K - $3.9K
4.09K $276M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19
+ 0.49%
$91.43 - $91.74 $1.74K - $1.74K
3.86K $354M
ETR
Entergy Corp

Utilities
187
+ 3.19%
$79.01 - $86.61 $14.8K - $16.2K
6.05K $503M
PSA
Public Storage

Real Estate
29
+ 2.35%
$266.31 - $309.77 $7.72K - $8.98K
1.27K $371M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12
+ 0.06%
$59.8 - $60.07 $718 - $721
18.5K $1.11B
VICI
Vici Properties Inc.

Real Estate
29
+ 0.23%
$29.41 - $32.97 $853 - $956
12.4K $404M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.11%
$121.58 - $136.74 $243 - $273
1.79K $243M
PAYX
Paychex Inc

Industrials
239
+ 5.77%
$137.01 - $159.78 $32.7K - $38.2K
4.38K $637M
WEC
Wec Energy Group, Inc.

Utilities
134
+ 4.02%
$102.24 - $109.76 $13.7K - $14.7K
3.47K $361M
IFF
International Flavors & Fragrances Inc

Basic Materials
808
+ 5.03%
$66.85 - $79.33 $54K - $64.1K
16.9K $1.24B
OTIS
Otis Worldwide Corp

Industrials
55
+ 1.85%
$90.88 - $104.3 $5K - $5.74K
3.04K $301M
CMCSA
Comcast Corp

Communication Services
1.61K
+ 3.01%
$32.84 - $36.72 $53K - $59.2K
55.3K $1.97B
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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