Premier Path Wealth Partners, LLC Reduced Holdings in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-106
- 1.82%
$108.64 - $131.17 $11.5K - $13.9K
5.71K $626M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-727
- 28.88%
$128.74 - $138.67 $93.6K - $101K
1.79K $243M
CSX
Csx Corp

Industrials
-1.43K
- 8.88%
$29.11 - $33.67 $41.6K - $48.1K
14.7K $431M
MSTR
Microstrategy Inc

Technology
-294
- 25.88%
$239.27 - $396.5 $70.3K - $117K
842 $243M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-37
- 1.59%
$254.58 - $302.92 $9.42K - $11.2K
2.29K $585M
ROST
Ross Stores, Inc.

Consumer Cyclical
-253
- 11.76%
$123.3 - $154.95 $31.2K - $39.2K
1.9K $243M
XLC
Select Sector Spdr Tr Communic

ETFs
-505
- 0.56%
$94.84 - $105.31 $47.9K - $53.2K
89.6K $8.64B
A
Agilent Technologies, Inc.

Healthcare
-319
- 14.02%
$116.69 - $152.6 $37.2K - $48.7K
1.96K $229M
UPS
United Parcel Service Inc

Industrials
-306
- 11.53%
$109.66 - $136.26 $33.6K - $41.7K
2.35K $258M
CMCSA
Comcast Corp

Communication Services
-1.13K
- 2.06%
$33.19 - $38.23 $37.5K - $43.2K
53.6K $1.98B
PWR
Quanta Services, Inc.

Industrials
-23
- 2.11%
$236.71 - $358.03 $5.44K - $8.23K
1.07K $272M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.23K
- 3.09%
$21.23 - $23.75 $26K - $29.1K
38.4K $827M
UNH
Unitedhealth Group Inc

Healthcare
-326
- 5.88%
$461.52 - $548.18 $150K - $179K
5.22K $2.73B
MET
Metlife Inc

Financial Services
-716
- 9.36%
$77.7 - $87.0 $55.6K - $62.3K
6.93K $557M
GM
General Motors CO

Consumer Cyclical
-269
- 2.95%
$45.22 - $54.92 $12.2K - $14.8K
8.86K $416M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.65K
- 3.67%
$47.33 - $47.92 $78K - $79K
43.3K $2.06B
IWN
Ishares Russell2000 Val ETF

ETFs
-175
- 5.56%
$149.27 - $169.4 $26.1K - $29.6K
2.97K $449M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-65
- 2.53%
$221.78 - $273.45 $14.4K - $17.8K
2.5K $570M
PEG
Public Service Enterprise Group Inc

Utilities
-357
- 2.4%
$78.2 - $90.39 $27.9K - $32.3K
14.5K $1.2B
OKE
Oneok Inc

Energy
-546
- 8.98%
$89.57 - $109.85 $48.9K - $60K
5.54K $549M
IRM
Iron Mountain Inc

Real Estate
-54
- 1.9%
$82.79 - $111.31 $4.47K - $6.01K
2.79K $240M
SPY
Spdr S&P 500 ETF Trust

ETFs
-56
- 5.94%
$551.42 - $612.93 $30.9K - $34.3K
887 $496M
MAR
Marriott International Inc

Consumer Cyclical
-18
- 1.48%
$237.01 - $304.45 $4.27K - $5.48K
1.2K $285M
MSI
Motorola Solutions, Inc.

Technology
-26
- 1.56%
$411.73 - $482.1 $10.7K - $12.5K
1.64K $717M
CMI
Cummins Inc

Industrials
-6
- 0.44%
$312.92 - $386.07 $1.88K - $2.32K
1.36K $427M
AVXL
Anavex Life Sciences Corp.

Healthcare
-2.5K
- 20.0%
$7.85 - $13.46 $19.6K - $33.7K
10K $85.8M
CGDV
Capital Group Divid Value ETF

ETFs
-1.75K
- 4.48%
$34.95 - $37.36 $61.2K - $65.5K
37.4K $1.33B
PHM
Pultegroup Inc

Consumer Cyclical
-303
- 11.78%
$101.09 - $118.51 $30.6K - $35.9K
2.27K $233M
XLI
Industrial Sector Spdr

ETFs
-47
- 0.08%
$128.78 - $141.67 $6.05K - $6.66K
57.9K $7.59B
MLM
Martin Marietta Materials Inc

Basic Materials
-25
- 2.89%
$460.39 - $552.64 $11.5K - $13.8K
839 $401M
DFS
Discover Financial Services

Financial Services
-226
- 10.42%
$152.99 - $203.25 $34.6K - $45.9K
1.94K $332M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.08K
- 12.48%
$34.5 - $43.01 $37.3K - $46.5K
7.57K $287M
XEL
Xcel Energy Inc

Utilities
-738
- 19.45%
$63.37 - $72.1 $46.8K - $53.2K
3.06K $216M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-50
- 1.86%
$126.86 - $146.45 $6.34K - $7.32K
2.63K $334M
PG
Procter & Gamble CO

Consumer Defensive
-381
- 3.79%
$158.56 - $176.26 $60.4K - $67.2K
9.68K $1.65B
PAVE
Global X Fds Us Infrastructure

ETFs
-143
- 1.3%
$37.31 - $43.82 $5.34K - $6.27K
10.8K $409M
FITB
Fifth Third Bancorp

Financial Services
-130
- 1.49%
$37.48 - $44.96 $4.87K - $5.84K
8.6K $337M
LHX
L3 Harris Technologies, Inc.

Industrials
-136
- 8.71%
$194.65 - $222.86 $26.5K - $30.3K
1.43K $298M
STT
State Street Corp

Financial Services
-23
- 0.75%
$84.47 - $102.23 $1.94K - $2.35K
3.04K $272M
PRU
Prudential Financial Inc

Financial Services
-5
- 0.13%
$105.04 - $122.33 $525 - $612
3.77K $421M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-634
- 1.57%
$49.75 - $50.27 $31.5K - $31.9K
39.7K $1.99B
SPG
Simon Property Group Inc

Real Estate
-4
- 0.11%
$159.48 - $187.78 $638 - $751
3.54K $587M
CL
Colgate Palmolive CO

Consumer Defensive
-309
- 9.54%
$85.68 - $97.5 $26.5K - $30.1K
2.93K $275M
KMB
Kimberly Clark Corp

Consumer Defensive
-253
- 14.57%
$124.46 - $147.4 $31.5K - $37.3K
1.48K $211M
APD
Air Products & Chemicals, Inc.

Basic Materials
-127
- 2.66%
$283.24 - $338.07 $36K - $42.9K
4.64K $1.37B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 0.13%
$175.5 - $209.86 $351 - $420
1.57K $284M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-960
- 9.3%
$33.84 - $37.77 $32.5K - $36.3K
9.36K $341M
AVB
Avalonbay Communities Inc

Real Estate
-10
- 0.91%
$207.86 - $228.08 $2.08K - $2.28K
1.09K $233M
CHTR
Charter Communications, Inc.

Communication Services
-87
- 9.17%
$334.89 - $384.77 $29.1K - $33.5K
862 $318M
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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