Premier Path Wealth Partners, LLC Incresed Positions in Q3 2024

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
217
+ 4.1%
$175.1 - $223.38 $38K - $48.5K
5.5K $1.22B
BX
Blackstone Inc.

Financial Services
1.02K
+ 20.82%
$120.77 - $159.66 $123K - $162K
5.9K $903M
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 0.39%
$213.3 - $270.78 $4.69K - $5.96K
5.71K $1.55B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.58K
+ 4.71%
$60.1 - $66.57 $95K - $105K
35.1K $2.33B
ABBV
Abb Vie Inc.

Healthcare
188
+ 2.12%
$163.84 - $199.33 $30.8K - $37.5K
9.07K $1.79B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.72K
+ 3.99%
$33.62 - $38.33 $91.5K - $104K
71K $2.67B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.83K
+ 6.45%
$42.22 - $48.62 $119K - $137K
46.6K $2.17B
CRM
Salesforce, Inc.

Technology
359
+ 3.87%
$238.42 - $276.53 $85.6K - $99.3K
9.64K $2.64B
CAT
Caterpillar Inc

Industrials
274
+ 11.02%
$316.8 - $391.12 $86.8K - $107K
2.76K $1.08B
EL
Estee Lauder Companies Inc

Consumer Defensive
3.17K
+ 31.27%
$84.18 - $106.5 $267K - $338K
13.3K $1.33B
SHV
Ishares Tr

ETFs
2.12K
+ 8.9%
$110.05 - $110.63 $233K - $235K
25.9K $2.87B
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 10.58%
$24.09 - $37.95 $38.1K - $60K
16.5K $615M
PH
Parker Hannifin Corp

Industrials
7
+ 0.38%
$501.01 - $635.92 $3.51K - $4.45K
1.83K $1.16B
DE
Deere & CO

Industrials
310
+ 13.16%
$344.84 - $418.0 $107K - $130K
2.67K $1.11B
MDT
Medtronic PLC

Healthcare
389
+ 2.27%
$76.84 - $91.03 $29.9K - $35.4K
17.5K $1.58B
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.1K
+ 9.05%
$6.71 - $8.78 $88K - $115K
158K $1.3B
XLB
Select Sector Spdr Fd Material

ETFs
626
+ 3.12%
$86.95 - $97.09 $54.4K - $60.8K
20.7K $1.99B
ACN
Accenture PLC

Technology
245
+ 9.34%
$295.44 - $355.81 $72.4K - $87.2K
2.87K $1.01B
MELI
Mercadolibre Inc

Consumer Cyclical
66
+ 32.51%
$1591.44 - $2140.1 $105K - $141K
269 $552M
SPG
Simon Property Group Inc

Real Estate
141
+ 1.28%
$146.09 - $170.11 $20.6K - $24K
11.2K $1.89B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.06K
+ 5.45%
$51.3 - $59.04 $105K - $121K
39.7K $2.19B
URI
United Rentals, Inc.

Industrials
90
+ 11.8%
$627.41 - $814.1 $56.5K - $73.3K
853 $690M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
610
+ 3.32%
$58.35 - $66.29 $35.6K - $40.4K
19K $1.26B
VZ
Verizon Communications Inc

Communication Services
745
+ 1.76%
$38.89 - $45.0 $29K - $33.5K
43K $1.93B
MUB
Ishares National Muni Bond ETF

ETFs
859
+ 2.14%
$106.13 - $108.7 $91.2K - $93.4K
41K $4.46B
CAG
Conagra Brands Inc.

Consumer Defensive
346
+ 0.86%
$28.13 - $32.83 $9.73K - $11.4K
40.7K $1.32B
LEN
Lennar Corp

Consumer Cyclical
93
+ 2.27%
$142.5 - $192.45 $13.3K - $17.9K
4.2K $787M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.09K
+ 21.76%
$113.41 - $125.62 $124K - $137K
6.12K $768M
DD
Du Pont De Nemours, Inc.

Basic Materials
260
+ 1.6%
$77.22 - $89.49 $20.1K - $23.3K
16.6K $1.48B
PNC
Pnc Financial Services Group, Inc.

Financial Services
324
+ 9.5%
$156.14 - $187.2 $50.6K - $60.7K
3.74K $690M
CGDV
Capital Group Divid Value ETF

ETFs
725
+ 1.89%
$32.96 - $36.48 $23.9K - $26.4K
39.1K $1.42B
VGT
Vanguard Information Technolog

ETFs
182
+ 3.54%
$514.43 - $606.85 $93.6K - $110K
5.32K $3.12B
PYPL
Pay Pal Holdings, Inc.

Financial Services
65
+ 0.86%
$57.22 - $80.08 $3.72K - $5.21K
7.66K $598M
UNP
Union Pacific Corp

Industrials
381
+ 12.43%
$221.78 - $256.09 $84.5K - $97.6K
3.45K $849M
BAX
Baxter International Inc

Healthcare
111
+ 0.34%
$32.85 - $40.26 $3.65K - $4.47K
32.8K $1.24B
PSA
Public Storage

Real Estate
204
+ 20.88%
$283.13 - $365.01 $57.8K - $74.5K
1.18K $430M
NEM
Newmont Corp

Basic Materials
1.23K
+ 17.85%
$41.65 - $55.85 $51.3K - $68.8K
8.13K $434M
UBER
Uber Technologies, Inc

Technology
1.49K
+ 12.46%
$58.48 - $77.47 $86.9K - $115K
13.4K $1.01B
PFE
Pfizer Inc

Healthcare
2.91K
+ 4.92%
$27.7 - $31.39 $80.6K - $91.3K
62.1K $1.8B
ADP
Automatic Data Processing Inc

Industrials
96
+ 3.25%
$233.44 - $279.45 $22.4K - $26.8K
3.05K $844M
CCI
Crown Castle International Corp

Real Estate
672
+ 23.86%
$95.29 - $120.24 $64K - $80.8K
3.49K $414M
VICI
Vici Properties Inc.

Real Estate
2.72K
+ 26.85%
$27.64 - $34.08 $75.2K - $92.7K
12.8K $428M
AMT
American Tower Corp

Real Estate
103
+ 3.51%
$192.27 - $242.73 $19.8K - $25K
3.04K $706M
SPGI
S&P Global Inc.

Financial Services
10
+ 0.54%
$446.32 - $527.38 $4.46K - $5.27K
1.85K $954M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.15%
$801.83 - $917.05 $4.01K - $4.59K
3.41K $3.02B
GILD
Gilead Sciences, Inc.

Healthcare
926
+ 27.82%
$66.59 - $83.99 $61.7K - $77.8K
4.26K $357M
KO
Coca Cola CO

Consumer Defensive
371
+ 3.02%
$62.69 - $73.01 $23.3K - $27.1K
12.6K $909M
PM
Philip Morris International Inc.

Consumer Defensive
53
+ 0.88%
$101.25 - $127.45 $5.37K - $6.75K
6.06K $736M
CBRE
Cbre Group, Inc.

Real Estate
362
+ 16.05%
$85.97 - $124.48 $31.1K - $45.1K
2.62K $326M
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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