Premier Path Wealth Partners, LLC Purchases in Q3 2025

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
30
+ 0.13%
$69.77 - $77.54 $2.09K - $2.33K
22.8K $1.72B
NOC
Northrop Grumman Corp

Industrials
34
+ 3.3%
$498.9 - $609.32 $17K - $20.7K
1.06K $648M
GM
General Motors CO

Consumer Cyclical
497
+ 5.71%
$48.89 - $61.24 $24.3K - $30.4K
9.2K $561M
AMAT
Applied Materials Inc

Technology
55
+ 0.99%
$156.25 - $204.95 $8.59K - $11.3K
5.63K $1.15B
UBER
Uber Technologies, Inc

Technology
717
+ 5.47%
$86.91 - $99.57 $62.3K - $71.4K
13.8K $1.35B
WELL
Welltower Inc.

Real Estate
27
+ 0.6%
$150.71 - $178.14 $4.07K - $4.81K
4.56K $813M
CGDV
Capital Group Divid Value ETF

ETFs
392
+ 1.05%
$39.59 - $42.21 $15.5K - $16.5K
37.7K $1.59B
Te Connectivity PLC
27
+ 1.31%
N/A
2.09K $458M
FAST
Fastenal CO

Industrials
593
+ 5.48%
$42.47 - $50.39 $25.2K - $29.9K
11.4K $559M
PNC
Pnc Financial Services Group, Inc.

Financial Services
222
+ 5.39%
$185.88 - $207.44 $41.3K - $46.1K
4.34K $872M
VLO
Valero Energy Corp

Energy
255
+ 15.95%
$131.77 - $175.63 $33.6K - $44.8K
1.85K $316M
COIN
Coinbase Global, Inc.

Technology
348
+ 26.44%
$297.99 - $419.78 $104K - $146K
1.66K $562M
CGUS
Capital Group Core Equity ETF
364
+ 1.11%
$36.89 - $39.72 $13.4K - $14.5K
33.1K $1.31B
IEF
Ishares Barclays

ETFs
373
+ 0.42%
$93.91 - $97.26 $35K - $36.3K
88.9K $8.58B
ORCC
Owl Rock Capital Corp

Financial Services
9.24K
+ 66.01%
N/A
23.2K $297M
MA
Mastercard Inc

Financial Services
100
+ 1.97%
$550.18 - $598.96 $55K - $59.9K
5.18K $2.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
806
+ 7.81%
$97.75 - $100.75 $78.8K - $81.2K
11.1K $1.12B
TFC
Truist Financial Corp

Financial Services
1.21K
+ 9.7%
$42.83 - $47.07 $51.8K - $57K
13.7K $626M
SPG
Simon Property Group Inc

Real Estate
13
+ 0.4%
$159.93 - $187.67 $2.08K - $2.44K
3.25K $609M
ITOT
Ishares Core S&P Total U.S. St

ETFs
71
+ 0.96%
$135.0 - $146.02 $9.59K - $10.4K
7.47K $1.09B
IBKR
Interactive Brokers Group, Inc.

Financial Services
250
+ 4.68%
$56.32 - $68.81 $14.1K - $17.2K
5.59K $385M
NSC
Norfolk Southern Corp

Industrials
160
+ 17.76%
$259.49 - $300.41 $41.5K - $48.1K
1.06K $319M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
485
+ 1.26%
$23.82 - $25.84 $11.6K - $12.5K
38.9K $1B
CSX
Csx Corp

Industrials
1.16K
+ 7.82%
$32.05 - $36.52 $37.3K - $42.5K
16K $570M
F
Ford Motor CO

Consumer Cyclical
4.15K
+ 14.45%
$10.82 - $12.09 $44.9K - $50.2K
32.9K $393M
AEP
American Electric Power CO Inc

Utilities
52
+ 0.6%
$103.26 - $115.0 $5.37K - $5.98K
8.65K $973M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 0.51%
$334.32 - $426.2 $3.01K - $3.84K
1.79K $763M
CPB
Campbell Soup CO

Consumer Defensive
1.49K
+ 4.2%
$30.41 - $34.03 $45.2K - $50.6K
36.9K $1.17B
CBRE
Cbre Group, Inc.

Real Estate
146
+ 4.51%
$137.04 - $165.9 $20K - $24.2K
3.38K $533M
COF
Capital One Financial Corp

Financial Services
368
+ 5.49%
$207.29 - $229.74 $76.3K - $84.5K
7.07K $1.5B
ETR
Entergy Corp

Utilities
158
+ 2.61%
$80.93 - $93.55 $12.8K - $14.8K
6.21K $578M
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 0.46%
$546.36 - $631.12 $2.19K - $2.52K
880 $555M
COP
Conocophillips

Energy
432
+ 6.38%
$91.0 - $98.99 $39.3K - $42.8K
7.21K $682M
EFX
Equifax Inc

Industrials
346
+ 6.4%
$234.03 - $265.73 $81K - $91.9K
5.75K $1.48B
EBAY
Ebay Inc

Consumer Cyclical
18
+ 0.42%
$75.33 - $100.77 $1.36K - $1.81K
4.32K $393M
DASH
Door Dash, Inc.

Communication Services
45
+ 1.9%
$234.5 - $272.5 $10.6K - $12.3K
2.41K $657M
SYF
Synchrony Financial

Financial Services
704
+ 14.07%
$67.53 - $76.86 $47.5K - $54.1K
5.71K $405M
LEN
Lennar Corp

Consumer Cyclical
114
+ 3.14%
$107.73 - $142.4 $12.3K - $16.2K
3.75K $472M
CPNG
Coupang, Inc.

Consumer Cyclical
1.63K
+ 20.52%
$27.67 - $33.53 $45.2K - $54.7K
9.58K $309M
SCHW
Schwab Charles Corp

Financial Services
337
+ 3.86%
$91.03 - $98.69 $30.7K - $33.3K
9.08K $866M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
330
+ 0.48%
$117.65 - $120.08 $38.8K - $39.6K
68.8K $8.22B
IDXX
Idexx Laboratories Inc

Healthcare
43
+ 10.83%
$514.61 - $682.78 $22.1K - $29.4K
440 $281M
XEL
Xcel Energy Inc

Utilities
364
+ 11.88%
$67.56 - $80.65 $24.6K - $29.4K
3.43K $276M
RMD
Resmed Inc

Healthcare
171
+ 13.1%
$252.01 - $293.73 $43.1K - $50.2K
1.48K $404M
CSCO
Cisco Systems, Inc.

Technology
1.3K
+ 5.79%
$66.2 - $71.79 $85.9K - $93.2K
23.7K $1.62B
MSI
Motorola Solutions, Inc.

Technology
14
+ 0.86%
$408.73 - $490.3 $5.72K - $6.86K
1.64K $748M
VMC
Vulcan Materials CO

Basic Materials
57
+ 5.51%
$260.62 - $307.62 $14.9K - $17.5K
1.09K $336M
BKR
Baker Hughes CO

Energy
86
+ 1.45%
$38.68 - $50.55 $3.33K - $4.35K
6.02K $293M
CAG
Conagra Brands Inc.

Consumer Defensive
9.95K
+ 18.35%
$18.04 - $21.14 $179K - $210K
64.2K $1.18B
Activity Summary
Buys All Purchases 248 New Holdings 14 Increased Positions 234 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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