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
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
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
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
PANW
Palo Alto Networks Inc

Technology
272
+ 4.57%
$167.06 - $208.19 $45.4K - $56.6K
6.22K $1.27B
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
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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