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
VFH
Vanguard Financial ETF

ETFs
-124
- 1.88%
$114.07 - $127.34 $14.1K - $15.8K
6.48K $774M
ALL
Allstate Corp

Financial Services
-190
- 7.66%
$180.99 - $210.18 $34.4K - $39.9K
2.29K $474M
CBRE
Cbre Group, Inc.

Real Estate
-14
- 0.5%
$121.79 - $147.13 $1.71K - $2.06K
2.77K $363M
RACE
Ferrari N.V.

Consumer Cyclical
-2
- 0.34%
$413.73 - $508.15 $827 - $1.02K
585 $250M
LEGH
Legacy Housing Corp

Consumer Cyclical
-913
- 2.04%
$22.54 - $28.49 $20.6K - $26K
43.9K $1.11B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.73K
- 1.27%
$9.47 - $11.46 $16.4K - $19.8K
134K $1.44B
MU
Micron Technology Inc

Technology
-84
- 2.03%
$86.89 - $109.38 $7.3K - $9.19K
4.06K $353M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.19K
- 2.55%
$39.18 - $43.52 $46.4K - $51.6K
45.2K $1.89B
TSCO
Tractor Supply CO

Consumer Cyclical
-71
- 1.53%
$51.66 - $57.94 $3.67K - $4.11K
4.57K $252M
GD
General Dynamics Corp

Industrials
-106
- 2.29%
$241.94 - $272.58 $25.6K - $28.9K
4.53K $1.23B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.05K
- 1.41%
$49.67 - $51.43 $151K - $157K
213K $10.9B
COST
Costco Wholesale Corp

Consumer Defensive
-81
- 2.36%
$890.62 - $1076.86 $72.1K - $87.2K
3.36K $3.17B
SO
Southern CO

Utilities
-86
- 2.48%
$80.96 - $92.96 $6.96K - $7.99K
3.38K $311M
COP
Conocophillips

Energy
-2
- 0.04%
$88.6 - $105.85 $177 - $212
4.77K $501M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-71
- 1.73%
$56.12 - $68.15 $3.98K - $4.84K
4.04K $274M
PFG
Principal Financial Group Inc

Financial Services
-50
- 0.92%
$76.34 - $89.04 $3.82K - $4.45K
5.4K $455M
TRGP
Targa Resources Corp.

Energy
-21
- 1.2%
$178.44 - $217.22 $3.75K - $4.56K
1.72K $345M
CI
Cigna Corp

Healthcare
-239
- 10.86%
$274.49 - $329.0 $65.6K - $78.6K
1.96K $645M
MCK
Mckesson Corp

Healthcare
-9
- 1.99%
$566.21 - $672.99 $5.1K - $6.06K
443 $298M
XLU
Utilities Sector Spdr

ETFs
-518
- 1.92%
$74.7 - $80.27 $38.7K - $41.6K
26.5K $2.09B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-147
- 1.68%
$69.81 - $78.9 $10.3K - $11.6K
8.63K $672M
XLP
Consumer Staples Sector Spdr

ETFs
-1.57K
- 2.4%
N/A
63.8K $5.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-136
- 2.64%
$279.74 - $321.29 $38K - $43.7K
5.01K $1.56B
AIG
American International Group, Inc.

Financial Services
-66
- 1.17%
$70.5 - $86.94 $4.65K - $5.74K
5.57K $485M
CB
Chubb LTD

Financial Services
-23
- 0.72%
$257.71 - $301.99 $5.93K - $6.95K
3.19K $963M
JPM
Jpmorgan Chase & CO

Financial Services
-121
- 0.49%
$225.19 - $279.95 $27.2K - $33.9K
24.4K $6B
DE
Deere & CO

Industrials
-60
- 1.92%
$408.57 - $509.27 $24.5K - $30.6K
3.06K $1.44B
Gsk PLC
-563
- 1.64%
N/A
33.7K $1.31B
PGR
Progressive Corp

Financial Services
-19
- 0.49%
$235.61 - $291.22 $4.48K - $5.53K
3.89K $1.1B
XOM
Exxon Mobil Corp

Energy
-1.87K
- 5.08%
$105.44 - $118.93 $197K - $223K
35K $4.16B
GE
General Electric CO

Industrials
-1.03K
- 7.24%
$168.59 - $212.13 $173K - $217K
13.1K $2.63B
RTX
Raytheon Technologies Corp

Industrials
-561
- 2.55%
$114.1 - $135.66 $64K - $76.1K
21.4K $2.84B
T
At&T Inc.

Communication Services
-11.1K
- 9.93%
$21.56 - $28.28 $240K - $314K
101K $2.85B
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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