Premier Path Wealth Partners, LLC Purchases in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
15.8K
+ 15.7%
$197.34 - $237.68 $3.11M - $3.75M
116K $26.3B
AAPL
Apple Inc.

Technology
206
+ 0.15%
$207.23 - $234.82 $42.7K - $48.4K
140K $32.6B
TSLA
Tesla, Inc.

Consumer Cyclical
4.4K
+ 36.98%
$191.76 - $263.26 $844K - $1.16M
16.3K $4.26B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
23.3K
+ 27.39%
$50.99 - $57.81 $1.19M - $1.34M
108K $6.19B
NKE
Nike, Inc.

Consumer Cyclical
14.7K
+ 250.76%
$71.09 - $89.44 $1.04M - $1.31M
20.5K $1.82B
XLY
Select Sector Spdr Consumer Di

ETFs
2.51K
+ 5.51%
$170.05 - $200.86 $426K - $504K
48K $9.63B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.23K
+ 558.38%
$147.95 - $191.05 $1.07M - $1.38M
8.53K $1.48B
XLF
Financial Sector Spdr

ETFs
5.2K
+ 2.21%
$40.84 - $45.74 $212K - $238K
241K $10.9B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
13.8K
+ 7.13%
$49.82 - $52.8 $690K - $731K
208K $10.9B
NUE
Nucor Corp

Basic Materials
7.92K
+ 564.95%
$137.77 - $166.14 $1.09M - $1.31M
9.32K $1.4B
XLI
Industrial Sector Spdr

ETFs
1.67K
+ 3.01%
$120.56 - $135.44 $202K - $227K
57.3K $7.76B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
18.6K
+ 78.15%
$49.69 - $50.5 $924K - $939K
42.4K $2.14B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.8K
+ 5.65%
$162.64 - $179.3 $455K - $502K
52.3K $9.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 3.81%
$105.53 - $118.34 $240K - $269K
61.9K $7.24B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.4K
+ 4.14%
$63.46 - $71.43 $279K - $315K
111K $7.85B
DGRO
Ishares Core Dividend Growth E

ETFs
667
+ 0.42%
$57.47 - $62.76 $38.3K - $41.9K
159K $9.95B
XLV
Select Sector Spdr Fund Health

ETFs
1.46K
+ 2.2%
$143.3 - $157.24 $210K - $230K
68K $10.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.48K
+ 8.39%
$81.31 - $83.29 $608K - $623K
96.6K $8.03B
IEF
Ishares Barclays

ETFs
4.11K
+ 5.6%
$92.67 - $99.14 $381K - $408K
77.6K $7.61B
AVLV
American Centy ETF Tr Avantis
6.94K
+ 9.35%
$60.05 - $65.83 $417K - $457K
81.2K $5.34B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.28K
+ 7.14%
$100.75 - $111.62 $330K - $366K
49.1K $5.37B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.39K
+ 6.12%
$114.73 - $120.23 $389K - $407K
58.8K $7.03B
XLP
Consumer Staples Sector Spdr

ETFs
2.94K
+ 5.05%
$76.04 - $76.04 $223K - $223K
61.1K $5.07B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.8K
+ 8.29%
$44.9 - $47.55 $395K - $418K
115K $5.43B
DBND
Doubleline ETF Tr Opportunisti

ETFs
8.38K
+ 8.03%
$44.93 - $47.6 $376K - $399K
113K $5.34B
UNH
Unitedhealth Group Inc

Healthcare
322
+ 6.01%
$488.01 - $604.18 $157K - $195K
5.68K $3.32B
American Centy ETF Tr
7.36K
+ 28.93%
N/A
32.8K $2.11B
DFAI
Dimensional ETF Tr

ETFs
7.25K
+ 4.56%
$28.69 - $32.06 $208K - $233K
166K $5.29B
AVGO
Broadcom Inc.

Technology
29.9K
+ 925.18%
$136.27 - $1745.86 $4.07M - $52.2M
33.1K $5.71B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.06K
+ 4.68%
$35.73 - $39.48 $217K - $239K
136K $5.31B
RTX
Raytheon Technologies Corp

Industrials
66
+ 0.3%
$99.55 - $123.34 $6.57K - $8.14K
22.3K $2.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.34%
$405.19 - $478.57 $11.8K - $13.9K
8.49K $3.91B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.92K
+ 5.47%
$40.6 - $45.07 $159K - $177K
75.5K $3.4B
Spdr Index Shs Fds
4.69K
+ 13.32%
N/A
39.9K $2.51B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.89K
+ 137.38%
$211.47 - $281.27 $399K - $531K
3.26K $801M
BMY
Bristol Myers Squibb CO

Healthcare
2.9K
+ 10.14%
$39.66 - $51.75 $115K - $150K
31.5K $1.63B
XLU
Utilities Sector Spdr

ETFs
1.7K
+ 7.43%
$67.67 - $80.78 $115K - $137K
24.6K $1.99B
GE
General Electric CO

Industrials
92
+ 0.68%
$156.66 - $189.66 $14.4K - $17.4K
13.5K $2.55B
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 1.99%
$333.64 - $405.2 $39.4K - $47.8K
6.04K $2.45B
AVUV
American Centy ETF Tr Avantis

ETFs
1.78K
+ 5.54%
$88.24 - $99.7 $157K - $177K
33.8K $3.25B
JNJ
Johnson & Johnson

Healthcare
1.22K
+ 11.37%
$145.48 - $167.38 $178K - $204K
12K $1.94B
CVS
Cvs Health Corp

Healthcare
4.18K
+ 19.04%
$55.81 - $63.18 $233K - $264K
26.1K $1.64B
DHI
Horton D R Inc

Consumer Cyclical
194
+ 3.14%
$135.21 - $197.06 $26.2K - $38.2K
6.38K $1.22B
USB
Us Bancorp \De\

Financial Services
2.28K
+ 5.71%
$39.04 - $47.23 $88.9K - $107K
42.1K $1.93B
WMT
Walmart Inc.

Consumer Defensive
69
+ 0.28%
$66.91 - $81.4 $4.62K - $5.62K
25.1K $2.03B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.37K
+ 5.11%
$72.52 - $82.35 $99.4K - $113K
28.2K $2.31B
MGK
Vanguard Mega Cap Growth ETF

ETFs
947
+ 32.03%
$285.48 - $330.24 $270K - $313K
3.9K $1.26B
CMCSA
Comcast Corp

Communication Services
3.87K
+ 6.87%
$37.33 - $41.78 $144K - $162K
60.2K $2.51B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.54K
+ 4.52%
$29.23 - $33.51 $103K - $119K
81.9K $2.7B
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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