Premier Path Wealth Partners, LLC Purchases in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
3.37K
New
N/A
3.37K $3.46B
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 7.85%
$213.65 - $479.86 $273K - $614K
17.6K $7.1B
AAPL
Apple Inc.

Technology
1.37K
+ 0.98%
$221.69 - $259.02 $304K - $355K
141K $35.4B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 2.5%
$180.88 - $232.93 $292K - $375K
66.1K $14.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
12.9K
+ 60.65%
$183.23 - $199.79 $2.36M - $2.58M
34.2K $6.33B
GOOGL
Alphabet Inc.

Communication Services
3.32K
+ 7.77%
$161.86 - $196.66 $538K - $653K
46.1K $8.72B
ASML
Asml Holding Nv

Technology
1.97K
New
$658.43 - $872.27 $1.3M - $1.72M
1.97K $1.36B
GOOG
Alphabet Inc.

Communication Services
2.73K
+ 8.04%
$163.08 - $198.16 $445K - $541K
36.7K $6.99B
DEO
Diageo PLC

Consumer Defensive
10.3K
New
$118.0 - $139.88 $1.21M - $1.44M
10.3K $1.31B
XLK
Technology Sector Spdr

ETFs
2.1K
+ 1.8%
$220.26 - $241.44 $462K - $506K
118K $27.5B
MCHP
Microchip Technology Inc

Technology
20.5K
+ 683.05%
$55.51 - $79.05 $1.14M - $1.62M
23.6K $1.35B
XOM
Exxon Mobil Corp

Energy
11.7K
+ 46.6%
$105.51 - $125.37 $1.23M - $1.47M
36.8K $3.96B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
28.9K
+ 26.69%
$52.1 - $57.26 $1.5M - $1.65M
137K $7.15B
Arista Networks Inc
8.59K
New
N/A
8.59K $949M
JPM
Jpmorgan Chase & CO

Financial Services
186
+ 0.76%
$205.18 - $250.29 $38.2K - $46.6K
24.6K $5.89B
ADBE
Adobe Inc.

Technology
1.97K
+ 105.93%
$437.39 - $552.96 $859K - $1.09M
3.82K $1.7B
PLTR
Palantir Technologies Inc.

Technology
538
+ 3.25%
$36.46 - $82.38 $19.6K - $44.3K
17.1K $1.29B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.48K
New
$311.11 - $335.64 $459K - $495K
1.48K $476M
V
Visa Inc.

Financial Services
111
+ 1.05%
$273.87 - $320.91 $30.4K - $35.6K
10.7K $3.38B
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 8.98%
$79.1 - $95.7 $178K - $216K
27.3K $2.47B
BA
Boeing CO

Industrials
918
+ 9.58%
$138.14 - $180.72 $127K - $166K
10.5K $1.86B
GILD
Gilead Sciences, Inc.

Healthcare
3.8K
+ 89.24%
$83.95 - $97.9 $319K - $372K
8.05K $744M
JNJ
Johnson & Johnson

Healthcare
4.11K
+ 34.36%
$143.34 - $165.86 $589K - $682K
16.1K $2.32B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.98K
+ 6.19%
$81.68 - $82.93 $488K - $496K
103K $8.41B
CSCO
Cisco Systems, Inc.

Technology
4.29K
+ 31.17%
$52.45 - $60.02 $225K - $258K
18.1K $1.07B
MSTR
Microstrategy Inc

Technology
1.14K
New
$162.69 - $473.83 $185K - $538K
1.14K $329M
CVX
Chevron Corp

Energy
2.42K
+ 23.91%
$141.15 - $162.53 $341K - $393K
12.5K $1.82B
COIN
Coinbase Global, Inc.

Technology
1.28K
New
$163.17 - $343.62 $210K - $441K
1.28K $319M
Atlassian Corporation
1.29K
New
N/A
1.29K $314M
AVLV
American Centy ETF Tr Avantis
3.38K
+ 4.16%
$65.51 - $71.22 $221K - $241K
84.5K $5.64B
MRVL
Marvell Technology, Inc.

Technology
2.35K
New
$70.31 - $124.78 $165K - $293K
2.35K $259M
FTNT
Fortinet, Inc.

Technology
2.74K
New
$76.49 - $99.21 $209K - $271K
2.74K $258M
BMY
Bristol Myers Squibb CO

Healthcare
1.87K
+ 5.93%
$51.92 - $59.94 $97K - $112K
33.4K $1.89B
XEL
Xcel Energy Inc

Utilities
3.8K
New
$62.16 - $72.92 $236K - $277K
3.8K $256M
BKR
Baker Hughes CO

Energy
5.91K
New
$35.98 - $44.88 $213K - $265K
5.91K $242M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
+ 9.95%
$4100.99 - $5300.34 $77.9K - $101K
210 $1.05B
Lam Research Corp
3.27K
New
N/A
3.27K $236M
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
New
$216.13 - $242.4 $231K - $259K
1.07K $236M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.34K
New
$138.3 - $192.95 $185K - $258K
1.34K $236M
KMB
Kimberly Clark Corp

Consumer Defensive
1.74K
New
$130.37 - $146.09 $226K - $254K
1.74K $227M
MNST
Monster Beverage Corp

Consumer Defensive
4.23K
New
$49.24 - $56.38 $208K - $238K
4.23K $222M
AXON
Axon Enterprise, Inc.

Industrials
373
New
$399.22 - $689.78 $149K - $257K
373 $222M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.4K
New
$49.79 - $51.14 $219K - $225K
4.4K $220M
NET
Cloudflare, Inc.

Technology
2.02K
New
$78.11 - $117.56 $158K - $237K
2.02K $217M
KMI
Kinder Morgan, Inc.

Energy
303
+ 0.77%
$22.59 - $28.54 $6.84K - $8.65K
39.6K $1.09B
PNC
Pnc Financial Services Group, Inc.

Financial Services
967
+ 25.89%
$178.39 - $215.0 $173K - $208K
4.7K $907M
DAL
Delta Air Lines, Inc.

Industrials
3.49K
New
$47.46 - $65.77 $166K - $230K
3.49K $211M
DE
Deere & CO

Industrials
456
+ 17.11%
$389.45 - $466.0 $178K - $212K
3.12K $1.32B
BAC
Bank Of America Corp

Financial Services
451
+ 1.02%
$39.22 - $47.77 $17.7K - $21.5K
44.6K $1.96B
Activity Summary
Buys All Purchases 249 New Holdings 24 Increased Positions 225 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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