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
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
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
291
+ 9.21%
$211.47 - $267.17 $61.5K - $77.7K
3.45K $730M
ARES
Ares Management Corp

Financial Services
324
+ 11.58%
$140.19 - $198.28 $45.4K - $64.2K
3.12K $458M
ITOT
Ishares Core S&P Total U.S. St

ETFs
64
+ 0.87%
$120.29 - $134.6 $7.7K - $8.61K
7.4K $903M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
320
+ 5.31%
$47.79 - $59.89 $15.3K - $19.2K
6.34K $318M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.64%
$524.81 - $672.19 $6.82K - $8.74K
2.03K $1.11B
American Centy ETF Tr
1.31K
+ 3.81%
N/A
35.5K $2.18B
ISRG
Intuitive Surgical Inc

Healthcare
39
+ 1.4%
$476.63 - $610.45 $18.6K - $23.8K
2.82K $1.4B
KKR
Kkr & Co. Inc.

Financial Services
728
+ 16.75%
$108.17 - $167.07 $78.7K - $122K
5.07K $586M
AMP
Ameriprise Financial Inc

Financial Services
12
+ 0.93%
$472.29 - $575.13 $5.67K - $6.9K
1.31K $632M
TGT
Target Corp

Consumer Defensive
357
+ 11.27%
$103.65 - $142.5 $37K - $50.9K
3.53K $368M
IFF
International Flavors & Fragrances Inc

Basic Materials
319
+ 2.02%
$76.48 - $87.72 $24.4K - $28K
16.1K $1.25B
AXP
American Express CO

Financial Services
128
+ 2.82%
$255.39 - $325.87 $32.7K - $41.7K
4.67K $1.26B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
860
+ 1.11%
$41.26 - $44.98 $35.5K - $38.7K
78.3K $3.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 2.68%
$57.21 - $65.8 $66.4K - $76.4K
44.4K $2.59B
NKE
Nike, Inc.

Consumer Cyclical
2.13K
+ 9.78%
$63.29 - $81.72 $134K - $174K
23.9K $1.51B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
761
+ 2.13%
$60.91 - $71.4 $46.4K - $54.3K
36.4K $2.26B
DEO
Diageo PLC

Consumer Defensive
760
+ 7.39%
$104.79 - $126.12 $79.6K - $95.9K
11K $1.16B
Blackrock Inc
104
+ 3.08%
N/A
3.48K $3.29B
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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