Premier Path Wealth Partners, LLC Incresed Positions in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Spdr Index Shs Fds
2.34K
+ 5.86%
N/A
42.3K $2.41B
AMT
American Tower Corp

Real Estate
268
+ 8.83%
$179.4 - $232.01 $48.1K - $62.2K
3.3K $606M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.44K
+ 3.57%
$50.14 - $52.56 $373K - $391K
216K $10.8B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.84K
+ 2.6%
$34.83 - $38.05 $64.2K - $70.1K
72.8K $2.57B
IEF
Ishares Barclays

ETFs
3.51K
+ 4.53%
$92.08 - $98.18 $324K - $345K
81.1K $7.5B
VZ
Verizon Communications Inc

Communication Services
2.31K
+ 5.36%
$39.6 - $45.21 $91.3K - $104K
45.3K $1.81B
XLI
Industrial Sector Spdr

ETFs
668
+ 1.17%
$131.76 - $143.99 $88K - $96.2K
57.9K $7.63B
IFF
International Flavors & Fragrances Inc

Basic Materials
1.86K
+ 13.37%
$83.96 - $106.19 $156K - $197K
15.8K $1.33B
EL
Estee Lauder Companies Inc

Consumer Defensive
2.61K
+ 19.58%
$62.74 - $97.24 $164K - $254K
15.9K $1.19B
CPB
Campbell Soup CO

Consumer Defensive
983
+ 3.92%
$41.42 - $48.71 $40.7K - $47.9K
26.1K $1.09B
DD
Du Pont De Nemours, Inc.

Basic Materials
722
+ 4.36%
$75.95 - $88.05 $54.8K - $63.6K
17.3K $1.32B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.16K
+ 6.44%
$99.04 - $109.59 $313K - $347K
52.3K $5.21B
NKE
Nike, Inc.

Consumer Cyclical
1.2K
+ 5.85%
$73.36 - $89.13 $88.1K - $107K
21.7K $1.64B
XLB
Select Sector Spdr Fd Material

ETFs
866
+ 4.19%
$83.8 - $97.58 $72.6K - $84.5K
21.5K $1.81B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.53K
+ 13.33%
$49.78 - $66.55 $126K - $168K
21.5K $1.08B
GE
General Electric CO

Industrials
611
+ 4.51%
$159.95 - $194.23 $97.7K - $119K
14.2K $2.36B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
287
+ 0.35%
$30.48 - $34.2 $8.75K - $9.82K
82.1K $2.5B
LEN
Lennar Corp

Consumer Cyclical
87
+ 2.07%
$136.2 - $188.96 $11.8K - $16.4K
4.28K $584M
BAX
Baxter International Inc

Healthcare
2.84K
+ 8.67%
$28.63 - $37.84 $81.4K - $108K
35.6K $1.04B
DFAI
Dimensional ETF Tr

ETFs
7.06K
+ 4.24%
$29.0 - $31.6 $205K - $223K
173K $5.06B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.82K
+ 4.35%
$64.18 - $70.42 $309K - $339K
116K $7.46B
MSFT
Microsoft Corp

Technology
9
+ 0.02%
$406.35 - $454.46 $3.66K - $4.09K
52.4K $22.1B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
3.12K
+ 2.3%
$34.21 - $38.73 $107K - $121K
139K $4.74B
XLV
Select Sector Spdr Fund Health

ETFs
3.12K
+ 4.58%
$136.28 - $154.74 $425K - $482K
71.1K $9.78B
Activity Summary
Buys All Purchases 249 New Holdings 24 Increased Positions 225 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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