Premier Path Wealth Partners, LLC Sells in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-354
- 0.67%
$395.15 - $467.56 $140K - $166K
52.4K $22.5B
MMM
3 M CO

Industrials
-11.4K
- 70.12%
$99.69 - $139.42 $1.14M - $1.59M
4.85K $663M
BK
Bank Of New York Mellon Corp

Financial Services
-19.7K
- 46.39%
$59.54 - $72.17 $1.17M - $1.42M
22.7K $1.63B
GOOG
Alphabet Inc.

Communication Services
-354
- 1.03%
$149.54 - $192.66 $52.9K - $68.2K
34K $5.68B
CVX
Chevron Corp

Energy
-2K
- 16.51%
$137.88 - $161.97 $276K - $324K
10.1K $1.49B
LMT
Lockheed Martin Corp

Industrials
-1.88K
- 30.43%
$460.3 - $584.56 $867K - $1.1M
4.3K $2.52B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.1K
- 47.9%
$33.74 - $37.96 $373K - $420K
12K $452M
NVDA
Nvidia Corp

Technology
-90
- 0.06%
$98.91 - $134.91 $8.9K - $12.1K
140K $17B
CRWD
Crowd Strike Holdings, Inc.

Technology
-499
- 33.22%
$217.89 - $392.15 $109K - $196K
1K $281M
AMAT
Applied Materials Inc

Technology
-230
- 3.58%
$174.88 - $254.97 $40.2K - $58.6K
6.2K $1.25B
SNPS
Synopsys Inc

Technology
-336
- 41.18%
$463.97 - $621.3 $156K - $209K
480 $243M
EW
Edwards Lifesciences Corp

Healthcare
-1.26K
- 22.71%
$59.7 - $93.78 $75K - $118K
4.27K $282M
QCOM
Qualcomm Inc

Technology
-347
- 6.28%
$156.12 - $209.64 $54.2K - $72.7K
5.18K $881M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.78K
- 55.57%
$125.95 - $142.04 $224K - $252K
1.42K $202M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.94K
- 40.85%
$117.9 - $128.2 $229K - $249K
2.81K $360M
MU
Micron Technology Inc

Technology
-439
- 9.36%
$86.27 - $136.82 $37.9K - $60.1K
4.25K $441M
HON
Honeywell International Inc

Industrials
-494
- 8.55%
$196.73 - $220.21 $97.2K - $109K
5.28K $1.09B
LLY
Eli Lilly & CO

Healthcare
-21
- 0.34%
$772.14 - $960.02 $16.2K - $20.2K
6.12K $5.42B
LRCX
Lam Research Corp

Technology
-39
- 9.31%
$731.56 - $1127.3 $28.5K - $44K
380 $310M
AMD
Advanced Micro Devices Inc

Technology
-917
- 10.1%
$128.67 - $183.96 $118K - $169K
8.17K $1.34B
SCHW
Schwab Charles Corp

Financial Services
-597
- 6.46%
$61.74 - $76.08 $36.9K - $45.4K
8.64K $560M
MCHP
Microchip Technology Inc

Technology
-849
- 22.01%
$72.0 - $95.98 $61.1K - $81.5K
3.01K $242M
PEP
Pepsico Inc

Consumer Defensive
-952
- 9.53%
$161.9 - $179.3 $154K - $171K
9.04K $1.54B
NXPI
Nxp Semiconductors N.V.

Technology
-277
- 19.44%
$225.14 - $290.78 $62.4K - $80.5K
1.15K $275M
CPRT
Copart Inc

Consumer Cyclical
-1.46K
- 8.19%
$49.19 - $55.54 $71.8K - $81K
16.4K $857M
DIS
Walt Disney CO

Communication Services
-250
- 1.14%
$85.6 - $98.61 $21.4K - $24.7K
21.7K $2.09B
COP
Conocophillips

Energy
-457
- 11.34%
$102.3 - $116.61 $46.8K - $53.3K
3.57K $376M
XOM
Exxon Mobil Corp

Energy
-1.11K
- 4.22%
$109.72 - $119.0 $122K - $132K
25.1K $2.94B
HPE
Hewlett Packard Enterprise CO

Technology
-2.85K
- 13.57%
$16.1 - $21.44 $45.9K - $61.1K
18.1K $371M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-530
- 8.07%
$49.83 - $62.75 $26.4K - $33.3K
6.03K $348M
PCAR
Paccar Inc

Industrials
-491
- 14.0%
$91.64 - $109.98 $45K - $54K
3.02K $298M
MCK
Mckesson Corp

Healthcare
-15
- 3.07%
$479.06 - $630.38 $7.19K - $9.46K
473 $234M
PKE
Park Aerospace Corp

Industrials
-2.21K
- 7.01%
$12.01 - $14.37 $26.5K - $31.8K
29.3K $382M
IDXX
Idexx Laboratories Inc

Healthcare
-116
- 17.96%
$455.08 - $517.19 $52.8K - $60K
530 $268M
UPS
United Parcel Service Inc

Industrials
-306
- 9.54%
$123.32 - $147.38 $37.7K - $45.1K
2.9K $396M
ELV
Elevance Health, Inc.

Healthcare
-18
- 1.28%
$500.12 - $562.29 $9K - $10.1K
1.39K $724M
KLAC
Kla Corp

Technology
-14
- 2.67%
$696.17 - $892.35 $9.75K - $12.5K
511 $395M
MPC
Marathon Petroleum Corp

Energy
-73
- 3.69%
$158.61 - $180.75 $11.6K - $13.2K
1.9K $310M
FCX
Freeport Mcmoran Inc

Basic Materials
-821
- 7.9%
$39.52 - $51.92 $32.4K - $42.6K
9.57K $478M
AIG
American International Group, Inc.

Financial Services
-252
- 3.81%
$70.16 - $79.23 $17.7K - $20K
6.36K $466M
C
Citigroup Inc

Financial Services
-183
- 1.29%
$56.11 - $67.61 $10.3K - $12.4K
14K $879M
STZ
Constellation Brands, Inc.

Consumer Defensive
-89
- 1.7%
$236.42 - $259.82 $21K - $23.1K
5.16K $1.33B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-235
- 8.06%
$116.79 - $133.54 $27.4K - $31.4K
2.68K $354M
HPQ
Hp Inc

Technology
-569
- 7.02%
$32.02 - $38.11 $18.2K - $21.7K
7.54K $270M
WM
Waste Management Inc

Industrials
-36
- 3.43%
$196.96 - $223.45 $7.09K - $8.04K
1.01K $210M
PFG
Principal Financial Group Inc

Financial Services
-702
- 11.17%
$72.94 - $87.46 $51.2K - $61.4K
5.58K $480M
BAC
Bank Of America Corp

Financial Services
-151
- 0.34%
$36.65 - $44.13 $5.53K - $6.66K
44.2K $1.75B
CME
Cme Group Inc.

Financial Services
-213
- 13.83%
$193.43 - $220.62 $41.2K - $47K
1.33K $293M
MAR
Marriott International Inc

Consumer Cyclical
-73
- 5.68%
$211.35 - $255.11 $15.4K - $18.6K
1.21K $301M
Activity Summary
Buys All Purchases 216 New Holdings 19 Increased Positions 197 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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