Premier Path Wealth Partners, LLC Incresed Positions in Q3 2025

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
1.07K
+ 2.31%
$44.92 - $52.42 $48K - $56K
47.4K $2.44B
PLD
Prologis, Inc.

Real Estate
1.92K
+ 55.37%
$104.08 - $115.35 $200K - $221K
5.39K $617M
NEM
Newmont Corp

Basic Materials
273
+ 3.16%
$57.35 - $85.25 $15.7K - $23.3K
8.91K $751M
BX
Blackstone Inc.

Financial Services
620
+ 9.48%
$152.77 - $188.68 $94.7K - $117K
7.16K $1.22B
PFE
Pfizer Inc

Healthcare
6.18K
+ 9.21%
$23.29 - $25.88 $144K - $160K
73.3K $1.87B
MGK
Vanguard Mega Cap Growth ETF

ETFs
52
+ 0.87%
$362.31 - $405.74 $18.8K - $21.1K
6.06K $2.44B
GS
Goldman Sachs Group Inc

Financial Services
47
+ 2.16%
$696.56 - $806.32 $32.7K - $37.9K
2.22K $1.77B
SHV
Ishares Tr

ETFs
2.01K
+ 6.78%
$110.06 - $110.49 $221K - $222K
31.6K $3.49B
MU
Micron Technology Inc

Technology
303
+ 7.74%
$104.88 - $168.89 $31.8K - $51.2K
4.22K $705M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
143
+ 1.24%
$89.32 - $107.82 $12.8K - $15.4K
11.7K $1.26B
Spdr Index Shs Fds
829
+ 1.79%
N/A
47.1K $3.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 0.41%
$546.99 - $602.2 $8.75K - $9.64K
3.96K $2.38B
XLU
Utilities Sector Spdr

ETFs
565
+ 2.08%
$81.14 - $87.32 $45.8K - $49.3K
27.7K $2.42B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.7K
+ 4.83%
$37.98 - $39.81 $140K - $147K
80.2K $3.12B
URI
United Rentals, Inc.

Industrials
25
+ 2.91%
$774.14 - $975.23 $19.4K - $24.4K
884 $844M
APH
Amphenol Corp

Technology
59
+ 0.82%
$97.39 - $125.4 $5.75K - $7.4K
7.24K $896M
Lam Research Corp
304
+ 7.7%
N/A
4.25K $569M
MS
Morgan Stanley

Financial Services
9
+ 0.09%
$139.09 - $161.16 $1.25K - $1.45K
10.1K $1.6B
RBLX
Roblox Corp

Communication Services
494
+ 14.49%
$100.65 - $141.56 $49.7K - $69.9K
3.9K $541M
BA
Boeing CO

Industrials
572
+ 6.6%
$209.79 - $237.38 $120K - $136K
9.24K $1.99B
PSX
Phillips 66

Energy
637
+ 12.69%
$118.37 - $139.46 $75.4K - $88.8K
5.66K $770M
Ge Vernova Inc
37
+ 2.15%
N/A
1.76K $1.08B
PH
Parker Hannifin Corp

Industrials
64
+ 3.25%
$697.13 - $769.67 $44.6K - $49.3K
2.03K $1.54B
SHW
Sherwin Williams CO

Basic Materials
453
+ 31.63%
$330.88 - $375.23 $150K - $170K
1.89K $653M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 0.88%
$303.93 - $329.86 $15.8K - $17.2K
5.95K $1.95B
GLW
Corning Inc

Technology
254
+ 5.38%
$51.6 - $82.03 $13.1K - $20.8K
4.98K $408M
SQ
Block, Inc.

Technology
1.93K
+ 42.39%
N/A
6.48K $468M
MO
Altria Group, Inc.

Consumer Defensive
1.29K
+ 13.84%
$57.75 - $67.68 $74.7K - $87.6K
10.6K $703M
LHX
L3 Harris Technologies, Inc.

Industrials
206
+ 12.41%
$252.18 - $305.41 $51.9K - $62.9K
1.87K $570M
CMI
Cummins Inc

Industrials
32
+ 2.17%
$327.85 - $426.39 $10.5K - $13.6K
1.51K $636M
USB
Us Bancorp \De\

Financial Services
474
+ 1.13%
$43.94 - $50.41 $20.8K - $23.9K
42.6K $2.06B
PEP
Pepsico Inc

Consumer Defensive
634
+ 8.67%
$133.81 - $152.16 $84.8K - $96.5K
7.94K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.9%
$567.77 - $614.76 $15.3K - $16.6K
3.02K $1.85B
GILD
Gilead Sciences, Inc.

Healthcare
1.32K
+ 13.49%
$108.22 - $120.47 $143K - $159K
11.1K $1.23B
WFC
Wells Fargo & Company

Financial Services
599
+ 2.4%
$77.05 - $85.16 $46.2K - $51K
25.6K $2.14B
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
SYY
Sysco Corp

Consumer Defensive
867
+ 18.04%
$76.33 - $82.51 $66.2K - $71.5K
5.67K $467M
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
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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