Premier Path Wealth Partners, LLC Reduced Holdings in Q1 2025

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-183
- 0.13%
$209.68 - $247.1 $38.4K - $45.2K
141K $31.3B
NVDA
Nvidia Corp

Technology
-1.33K
- 0.96%
$106.98 - $149.43 $142K - $199K
138K $15B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.27K
- 9.48%
$190.26 - $242.06 $1.19M - $1.52M
59.9K $11.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.06K
- 11.69%
$222.15 - $428.22 $457K - $880K
15.5K $4.02B
MSFT
Microsoft Corp

Technology
-879
- 1.68%
$375.39 - $447.2 $330K - $393K
51.5K $19.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
-13.9K
- 40.74%
$182.82 - $196.21 $2.55M - $2.73M
20.2K $3.81B
GOOGL
Alphabet Inc.

Communication Services
-1.35K
- 2.93%
$154.33 - $206.19 $208K - $279K
44.7K $6.92B
GOOG
Alphabet Inc.

Communication Services
-1.18K
- 3.22%
$156.06 - $207.71 $184K - $245K
35.5K $5.55B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-14.5K
- 44.07%
$59.78 - $60.03 $870K - $873K
18.5K $1.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-557
- 5.75%
$360.07 - $417.26 $201K - $232K
9.14K $3.3B
NOW
Service Now, Inc.

Technology
-4
- 0.24%
$783.83 - $1170.39 $3.14K - $4.68K
1.67K $1.33B
VGT
Vanguard Information Technolog

ETFs
-44
- 0.85%
$542.38 - $646.34 $23.9K - $28.4K
5.16K $2.8B
ETN
Eaton Corp PLC

Industrials
-26
- 0.37%
$271.83 - $371.23 $7.07K - $9.65K
6.91K $1.88B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-383
- 4.95%
$165.25 - $224.62 $63.3K - $86K
7.35K $1.22B
LMT
Lockheed Martin Corp

Industrials
-191
- 3.44%
$423.19 - $506.29 $80.8K - $96.7K
5.36K $2.39B
SQ
Block, Inc.

Technology
-1.55K
- 24.1%
$54.04 - $92.95 $83.5K - $144K
4.87K $264M
TROW
Price T Rowe Group Inc

Financial Services
-164
- 1.33%
$91.57 - $116.93 $15K - $19.2K
12.2K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
-133
- 1.93%
$554.06 - $615.85 $73.7K - $81.9K
6.76K $3.8B
DIS
Walt Disney CO

Communication Services
-106
- 0.54%
$96.87 - $114.0 $10.3K - $12.1K
19.6K $1.93B
USB
Us Bancorp \De\

Financial Services
-652
- 1.58%
$40.92 - $50.9 $26.7K - $33.2K
40.6K $1.72B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-992
- 21.1%
$168.84 - $202.89 $167K - $201K
3.71K $652M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.14K
- 13.34%
$65.15 - $91.81 $74.3K - $105K
7.41K $483M
CAT
Caterpillar Inc

Industrials
-353
- 10.85%
$326.75 - $407.63 $115K - $144K
2.9K $956M
ORCL
Oracle Corp

Technology
-170
- 2.42%
$139.81 - $186.47 $23.8K - $31.7K
6.85K $957M
HD
Home Depot, Inc.

Consumer Cyclical
-159
- 2.38%
$347.25 - $424.87 $55.2K - $67.6K
6.52K $2.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-63
- 1.58%
$468.34 - $539.52 $29.5K - $34K
3.93K $1.84B
SRE
Sempra Energy

Utilities
-1.59K
- 35.16%
$67.85 - $87.67 $108K - $139K
2.93K $209M
DHR
Danaher Corp

Healthcare
-627
- 27.92%
$201.62 - $250.59 $126K - $157K
1.62K $332M
BA
Boeing CO

Industrials
-671
- 6.39%
$148.15 - $186.25 $99.4K - $125K
9.83K $1.68B
MRK
Merck & Co., Inc.

Healthcare
-598
- 4.7%
$83.01 - $101.02 $49.6K - $60.4K
12.1K $1.09B
ASML
Asml Holding Nv

Technology
-154
- 7.82%
$662.63 - $776.99 $102K - $120K
1.82K $1.2B
BAC
Bank Of America Corp

Financial Services
-1.5K
- 3.36%
$39.61 - $47.74 $59.4K - $71.6K
43.1K $1.8B
MS
Morgan Stanley

Financial Services
-545
- 5.41%
$111.68 - $141.08 $60.9K - $76.9K
9.53K $1.11B
LEN
Lennar Corp

Consumer Cyclical
-536
- 12.51%
$113.93 - $141.54 $61.1K - $75.9K
3.75K $430M
ACN
Accenture PLC

Technology
-119
- 4.09%
$300.91 - $398.25 $35.8K - $47.4K
2.79K $870M
HPE
Hewlett Packard Enterprise CO

Technology
-1.95K
- 10.97%
$14.77 - $24.42 $28.8K - $47.7K
15.8K $244M
XLB
Select Sector Spdr Fd Material

ETFs
-2.03K
- 9.4%
$83.19 - $90.99 $168K - $184K
19.5K $1.68B
URI
United Rentals, Inc.

Industrials
-105
- 12.03%
$594.17 - $789.56 $62.4K - $82.9K
768 $481M
XLV
Select Sector Spdr Fund Health

ETFs
-5.02K
- 7.06%
$137.61 - $149.68 $691K - $752K
66.1K $9.65B
KMX
Carmax Inc

Consumer Cyclical
-815
- 5.04%
$69.25 - $89.19 $56.4K - $72.7K
15.4K $1.2B
AMAT
Applied Materials Inc

Technology
-183
- 3.44%
$145.06 - $195.51 $26.5K - $35.8K
5.14K $745M
TT
Trane Technologies PLC

Industrials
-115
- 4.68%
$332.0 - $400.86 $38.2K - $46.1K
2.34K $789M
DLR
Digital Realty Trust, Inc.

Real Estate
-44
- 1.37%
$142.1 - $183.56 $6.25K - $8.08K
3.17K $454M
CGUS
Capital Group Core Equity ETF
-1.77K
- 5.12%
$33.08 - $36.62 $58.4K - $64.7K
32.7K $1.09B
DHI
Horton D R Inc

Consumer Cyclical
-268
- 4.32%
$125.29 - $147.65 $33.6K - $39.6K
5.93K $754M
WMT
Walmart Inc.

Consumer Defensive
-447
- 1.63%
$84.5 - $105.05 $37.8K - $47K
26.9K $2.36B
HON
Honeywell International Inc

Industrials
-140
- 2.56%
$202.75 - $226.52 $28.4K - $31.7K
5.34K $1.13B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 2.38%
$4295.4 - $5141.88 $21.5K - $25.7K
205 $946M
EQIX
Equinix Inc

Real Estate
-28
- 4.87%
$803.0 - $959.97 $22.5K - $26.9K
547 $446M
Activity Summary
Buys All Purchases 228 New Holdings 18 Increased Positions 210 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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