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
STZ
Constellation Brands, Inc.

Consumer Defensive
1.9K
+ 27.74%
$131.78 - $176.09 $250K - $334K
8.73K $1.18B
DUK
Duke Energy Corp

Utilities
292
+ 6.22%
$116.31 - $125.93 $34K - $36.8K
4.99K $617M
GRMN
Garmin LTD

Technology
83
+ 7.73%
$211.13 - $246.22 $17.5K - $20.4K
1.16K $285M
TSCO
Tractor Supply CO

Consumer Cyclical
731
+ 15.95%
$54.08 - $62.65 $39.5K - $45.8K
5.31K $302M
MPC
Marathon Petroleum Corp

Energy
79
+ 4.75%
$158.59 - $198.69 $12.5K - $15.7K
1.74K $336M
NET
Cloudflare, Inc.

Technology
62
+ 2.52%
$181.39 - $228.28 $11.2K - $14.2K
2.52K $542M
XYL
Xylem Inc.

Industrials
35
+ 1.26%
$129.67 - $147.5 $4.54K - $5.16K
2.81K $415M
SO
Southern CO

Utilities
462
+ 12.53%
$90.83 - $96.0 $42K - $44.4K
4.15K $393M
SNOW
Snowflake Inc.

Technology
228
+ 17.04%
$191.73 - $241.0 $43.7K - $54.9K
1.57K $353M
DHR
Danaher Corp

Healthcare
245
+ 18.49%
$181.46 - $212.2 $44.5K - $52K
1.57K $311M
XLRE
Select Sector Spdr Tr Real Est

ETFs
356
+ 0.74%
$40.94 - $42.85 $14.6K - $15.3K
48.5K $2.04B
ALL
Allstate Corp

Financial Services
74
+ 3.01%
$192.0 - $214.65 $14.2K - $15.9K
2.53K $543M
CDNS
Cadence Design Systems Inc

Technology
26
+ 2.9%
$309.46 - $373.37 $8.05K - $9.71K
923 $324M
QCOM
Qualcomm Inc

Technology
89
+ 1.92%
$145.84 - $173.55 $13K - $15.4K
4.73K $786M
D
Dominion Energy, Inc

Utilities
68
+ 0.77%
$56.32 - $62.1 $3.83K - $4.22K
8.85K $541M
PAVE
Global X Fds Us Infrastructure

ETFs
33
+ 0.32%
$44.02 - $47.63 $1.45K - $1.57K
10.4K $496M
DEO
Diageo PLC

Consumer Defensive
1.07K
+ 9.72%
$93.64 - $115.33 $100K - $123K
12.1K $1.15B
PWR
Quanta Services, Inc.

Industrials
5
+ 0.45%
$372.29 - $421.68 $1.86K - $2.11K
1.12K $463M
ITW
Illinois Tool Works Inc

Industrials
37
+ 1.53%
$252.31 - $269.41 $9.34K - $9.97K
2.45K $640M
FITB
Fifth Third Bancorp

Financial Services
267
+ 3.18%
$40.91 - $46.28 $10.9K - $12.4K
8.67K $386M
JCI
Johnson Controls International PLC

Industrials
221
+ 6.24%
$103.24 - $111.73 $22.8K - $24.7K
3.76K $413M
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.69%
$103.66 - $114.59 $2.49K - $2.75K
3.49K $400M
VEEV
Veeva Systems Inc

Healthcare
64
+ 3.36%
$269.2 - $297.91 $17.2K - $19.1K
1.97K $587M
UNP
Union Pacific Corp

Industrials
59
+ 1.58%
$214.91 - $237.16 $12.7K - $14K
3.8K $899M
O
Realty Income Corp

Real Estate
290
+ 4.97%
$56.13 - $60.79 $16.3K - $17.6K
6.13K $372M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
950
+ 20.48%
$46.51 - $50.07 $44.2K - $47.6K
5.59K $262M
TMUS
T Mobile Us, Inc.

Communication Services
129
+ 3.73%
$226.02 - $259.01 $29.2K - $33.4K
3.58K $858M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
28
+ 1.14%
$301.44 - $365.84 $8.44K - $10.2K
2.48K $801M
MNST
Monster Beverage Corp

Consumer Defensive
161
+ 3.17%
$58.65 - $67.31 $9.44K - $10.8K
5.25K $353M
HWM
Howmet Aerospace Inc.

Industrials
17
+ 0.55%
$171.0 - $196.23 $2.91K - $3.34K
3.11K $609M
ADSK
Autodesk, Inc.

Technology
64
+ 3.66%
N/A
1.81K $576M
LQD
Ishares Iboxx $ Investment Gra

ETFs
274
+ 14.07%
$107.66 - $112.36 $29.5K - $30.8K
2.22K $248M
EFA
Ishares Tr Msci Eafe ETF

ETFs
208
+ 5.77%
$87.29 - $93.61 $18.2K - $19.5K
3.81K $356M
NXPI
Nxp Semiconductors N.V.

Technology
106
+ 11.52%
$205.16 - $239.07 $21.7K - $25.3K
1.03K $234M
PCAR
Paccar Inc

Industrials
214
+ 6.24%
$92.91 - $102.86 $19.9K - $22K
3.64K $358M
MCK
Mckesson Corp

Healthcare
17
+ 3.58%
$659.01 - $772.54 $11.2K - $13.1K
492 $380M
CSGP
Costar Group, Inc.

Real Estate
244
+ 8.68%
$81.42 - $96.83 $19.9K - $23.6K
3.06K $258M
FDX
Fedex Corp

Industrials
93
+ 8.83%
$217.1 - $243.2 $20.2K - $22.6K
1.15K $270M
STT
State Street Corp

Financial Services
9
+ 0.31%
$102.01 - $117.25 $918 - $1.06K
2.94K $341M
TRV
Travelers Companies, Inc.

Financial Services
26
+ 1.45%
$250.62 - $279.43 $6.52K - $7.27K
1.82K $509M
CGGR
Capital Group Growth ETF Shs C

ETFs
94
+ 1.3%
$40.2 - $44.58 $3.78K - $4.19K
7.3K $321M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
484
+ 10.39%
$52.39 - $53.11 $25.4K - $25.7K
5.14K $273M
CEG
Constellation Energy Corp

Utilities
34
+ 1.46%
$298.82 - $354.89 $10.2K - $12.1K
2.37K $778M
MMM
3 M CO

Industrials
53
+ 0.94%
$144.41 - $160.2 $7.65K - $8.49K
5.7K $884M
CGCP
Capital Group Core Plus Income

ETFs
554
+ 1.04%
$22.27 - $22.95 $12.3K - $12.7K
53.6K $1.22B
HIG
Hartford Financial Services Group, Inc.

Financial Services
71
+ 3.24%
$119.73 - $134.7 $8.5K - $9.56K
2.26K $302M
SLB
Schlumberger Limited

Energy
572
+ 8.19%
$32.37 - $37.31 $18.5K - $21.3K
7.55K $260M
USFR
Wisdomtree Floating Rate Treas

ETFs
503
+ 1.1%
$50.23 - $50.48 $25.3K - $25.4K
46.2K $2.32B
ABC
Amerisourcebergen Corp

Healthcare
19
+ 1.38%
N/A
1.4K $437M
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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