Premier Path Wealth Partners, LLC Reduced Holdings in Q3 2025

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-42.2K
- 43.28%
$26.94 - $29.62 $1.14M - $1.25M
55.3K $1.56B
AMD
Advanced Micro Devices Inc

Technology
-9.31K
- 62.18%
$134.8 - $184.42 $1.26M - $1.72M
5.67K $916M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.47K
- 35.25%
$100.37 - $100.74 $850K - $853K
15.6K $1.57B
SUB
Ishares Short Term National Mu

ETFs
-6.31K
- 34.19%
$106.17 - $107.3 $670K - $677K
12.1K $1.3B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-13.4K
- 33.54%
$47.76 - $48.46 $642K - $651K
26.6K $1.28B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-11.9K
- 33.09%
$50.09 - $50.73 $594K - $601K
24K $1.21B
CRM
Salesforce, Inc.

Technology
-89
- 0.89%
$231.66 - $273.65 $20.6K - $24.4K
9.96K $2.36B
ISRG
Intuitive Surgical Inc

Healthcare
-103
- 3.5%
$433.66 - $544.47 $44.7K - $56.1K
2.84K $1.27B
NOW
Service Now, Inc.

Technology
-115
- 5.99%
$850.86 - $1044.69 $97.8K - $120K
1.81K $1.66B
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 0.4%
$915.95 - $994.57 $12.8K - $13.9K
3.48K $3.22B
EL
Estee Lauder Companies Inc

Consumer Defensive
-4K
- 22.3%
$83.65 - $95.26 $335K - $381K
13.9K $1.23B
HYMU
Blackrock ETF Tr Ii High Yield
-9.91K
- 34.07%
N/A
19.2K $429M
DIS
Walt Disney CO

Communication Services
-163
- 0.77%
$112.25 - $124.0 $18.3K - $20.2K
21.1K $2.41B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.18K
- 28.46%
$38.58 - $58.24 $84.2K - $127K
5.49K $215M
MINO
Pimco ETF Tr Municipal Income

ETFs
-5.07K
- 34.54%
$43.6 - $45.33 $221K - $230K
9.6K $435M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.3K
- 9.86%
$48.5 - $50.19 $257K - $266K
48.5K $2.43B
ACN
Accenture PLC

Technology
-273
- 10.19%
$232.56 - $304.78 $63.5K - $83.2K
2.41K $593M
DE
Deere & CO

Industrials
-48
- 1.49%
$457.26 - $524.37 $21.9K - $25.2K
3.16K $1.45B
AMT
American Tower Corp

Real Estate
-289
- 7.07%
$192.32 - $232.35 $55.6K - $67.1K
3.8K $730M
MCHP
Microchip Technology Inc

Technology
-482
- 2.31%
$60.95 - $75.26 $29.4K - $36.3K
20.4K $1.31B
CI
Cigna Corp

Healthcare
-290
- 16.71%
$262.23 - $334.39 $76K - $97K
1.45K $417M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-145
- 7.9%
$366.54 - $479.53 $53.1K - $69.5K
1.69K $662M
PAYX
Paychex Inc

Industrials
-477
- 10.88%
$126.69 - $147.99 $60.4K - $70.6K
3.91K $495M
KO
Coca Cola CO

Consumer Defensive
-983
- 6.22%
$65.67 - $71.67 $64.6K - $70.5K
14.8K $982M
CB
Chubb LTD

Financial Services
-383
- 11.22%
$265.99 - $289.59 $102K - $111K
3.03K $856M
OKE
Oneok Inc

Energy
-1.06K
- 16.84%
$71.36 - $83.47 $75.8K - $88.6K
5.24K $383M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.44K
- 8.03%
$192.76 - $203.86 $277K - $293K
16.4K $3.35B
TXN
Texas Instruments Inc

Technology
-89
- 1.96%
N/A
4.44K $816M
TDG
Trans Digm Group Inc

Industrials
-13
- 2.7%
$1271.04 - $1620.83 $16.5K - $21.1K
469 $619M
ZTS
Zoetis Inc.

Healthcare
-364
- 6.72%
$141.13 - $159.19 $51.4K - $57.9K
5.05K $739M
ICE
Intercontinental Exchange, Inc.

Financial Services
-72
- 1.26%
$167.28 - $188.45 $12K - $13.6K
5.62K $947M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-242
- 8.67%
$196.15 - $217.83 $47.5K - $52.7K
2.55K $514M
AKAM
Akamai Technologies Inc

Technology
-427
- 2.75%
N/A
15.1K $1.14B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.48%
$5364.25 - $5815.92 $5.36K - $5.82K
206 $1.11B
FTNT
Fortinet, Inc.

Technology
-191
- 6.17%
$74.39 - $107.65 $14.2K - $20.6K
2.91K $244M
CVS
Cvs Health Corp

Healthcare
-3.64K
- 12.19%
$58.75 - $76.5 $214K - $278K
26.2K $1.98B
CL
Colgate Palmolive CO

Consumer Defensive
-564
- 17.4%
$79.36 - $93.33 $44.8K - $52.6K
2.68K $214M
IBM
International Business Machines Corp

Technology
-7
- 0.11%
$234.77 - $292.47 $1.64K - $2.05K
6.19K $1.75B
CPRT
Copart Inc

Consumer Cyclical
-369
- 2.38%
$44.6 - $49.97 $16.5K - $18.4K
15.1K $680M
AIG
American International Group, Inc.

Financial Services
-477
- 8.25%
$76.34 - $85.87 $36.4K - $41K
5.3K $416M
ELV
Elevance Health, Inc.

Healthcare
-88
- 11.76%
$274.66 - $395.76 $24.2K - $34.8K
660 $213M
APD
Air Products & Chemicals, Inc.

Basic Materials
-112
- 2.27%
$265.78 - $299.3 $29.8K - $33.5K
4.82K $1.31B
XLV
Select Sector Spdr Fund Health

ETFs
-2.8K
- 3.87%
$129.01 - $139.72 $361K - $391K
69.4K $9.65B
CARR
Carrier Global Corp

Industrials
-88
- 1.77%
$58.75 - $80.73 $5.17K - $7.1K
4.88K $291M
CCI
Crown Castle International Corp

Real Estate
-391
- 9.43%
$92.96 - $113.91 $36.3K - $44.5K
3.76K $362M
ADP
Automatic Data Processing Inc

Industrials
-23
- 0.61%
$288.69 - $310.94 $6.64K - $7.15K
3.75K $1.1B
ARES
Ares Management Corp

Financial Services
-119
- 3.75%
$159.89 - $192.76 $19K - $22.9K
3.05K $488M
BMY
Bristol Myers Squibb CO

Healthcare
-458
- 1.36%
$43.31 - $48.98 $19.8K - $22.4K
33.1K $1.49B
AMP
Ameriprise Financial Inc

Financial Services
-1
- 0.07%
$486.13 - $544.55 $486 - $545
1.34K $656M
Activity Summary
Buys All Purchases 248 New Holdings 14 Increased Positions 234 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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