Premier Path Wealth Partners, LLC Sells in Q3 2025

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-161
- 0.38%
$26.23 - $28.5 $4.22K - $4.59K
41.8K $1.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
-132
- 16.9%
$284.17 - $319.49 $37.5K - $42.2K
649 $201M
BFB
Brown Forman Corp Cl B
-1.97K
- 4.39%
N/A
42.9K $1.16B
TT
Trane Technologies PLC

Industrials
-21
- 0.91%
$398.96 - $472.54 $8.38K - $9.92K
2.28K $960M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-409
- 4.29%
$459.11 - $506.91 $188K - $207K
9.12K $4.58B
NKE
Nike, Inc.

Consumer Cyclical
-100
- 0.38%
$69.24 - $79.24 $6.92K - $7.92K
26.2K $1.83B
AFL
Aflac Inc

Financial Services
-532
- 15.31%
$98.09 - $111.7 $52.2K - $59.4K
2.94K $329M
OTIS
Otis Worldwide Corp

Industrials
-153
- 5.04%
$84.93 - $101.07 $13K - $15.5K
2.88K $264M
PSA
Public Storage

Real Estate
-104
- 8.22%
$271.94 - $298.09 $28.3K - $31K
1.16K $335M
KR
Kroger CO

Consumer Defensive
-175
- 3.33%
$64.52 - $74.35 $11.3K - $13K
5.09K $343M
DOV
Dover Corp

Industrials
-58
- 3.89%
$165.59 - $190.9 $9.6K - $11.1K
1.43K $239M
KHC
Kraft Heinz CO

Consumer Defensive
-1.7K
- 3.63%
$25.63 - $28.94 $43.6K - $49.3K
45.2K $1.18B
HEIA
Heico Crp Cl A
-60
- 2.1%
N/A
2.79K $709M
ABT
Abbott Laboratories

Healthcare
-76
- 0.89%
$120.51 - $136.62 $9.16K - $10.4K
8.5K $1.14B
VONG
Vanguard Russell 1000 Growth E

ETFs
-414
- 19.64%
$108.08 - $121.73 $44.7K - $50.4K
1.69K $204M
EQIX
Equinix Inc

Real Estate
-24
- 4.4%
$756.7 - $811.13 $18.2K - $19.5K
522 $409M
PRU
Prudential Financial Inc

Financial Services
-125
- 3.91%
$100.68 - $109.89 $12.6K - $13.7K
3.07K $319M
WM
Waste Management Inc

Industrials
-49
- 4.04%
$213.88 - $237.1 $10.5K - $11.6K
1.17K $257M
XLB
Select Sector Spdr Fd Material

ETFs
-624
- 3.1%
$86.72 - $92.61 $54.1K - $57.8K
19.5K $1.75B
PEG
Public Service Enterprise Group Inc

Utilities
-79
- 0.58%
$79.99 - $90.14 $6.32K - $7.12K
13.6K $1.13B
TRGP
Targa Resources Corp.

Energy
-16
- 0.83%
$160.52 - $174.4 $2.57K - $2.79K
1.92K $322M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4
- 0.25%
$185.65 - $214.38 $743 - $858
1.62K $325M
PFG
Principal Financial Group Inc

Financial Services
-383
- 7.34%
$75.53 - $82.95 $28.9K - $31.8K
4.83K $401M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.11K
- 8.42%
$90.62 - $107.71 $100K - $119K
12.1K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
-415
- 10.58%
$237.77 - $353.61 $98.7K - $147K
3.51K $1.21B
VZ
Verizon Communications Inc

Communication Services
-988
- 2.15%
$40.84 - $45.06 $40.3K - $44.5K
44.9K $1.97B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.36K
- 19.28%
$224.68 - $282.71 $305K - $383K
5.68K $1.59B
DLR
Digital Realty Trust, Inc.

Real Estate
-14
- 0.45%
$161.21 - $180.02 $2.26K - $2.52K
3.08K $532M
RACE
Ferrari N.V.

Consumer Cyclical
-7
- 1.2%
$436.24 - $517.65 $3.05K - $3.62K
578 $280M
IRM
Iron Mountain Inc

Real Estate
-29
- 1.0%
$89.46 - $104.46 $2.59K - $3.03K
2.86K $291M
VTR
Ventas, Inc.

Real Estate
-391
- 11.03%
$62.76 - $69.99 $24.5K - $27.4K
3.15K $221M
EW
Edwards Lifesciences Corp

Healthcare
-16
- 0.38%
$73.75 - $81.83 $1.18K - $1.31K
4.19K $326M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-18
- 0.77%
$99.12 - $99.52 $1.78K - $1.79K
2.32K $231M
NRG
Nrg Energy, Inc.

Utilities
-7
- 0.48%
$144.77 - $173.91 $1.01K - $1.22K
1.46K $237M
PKE
Park Aerospace Corp

Industrials
-7.58K
- 27.16%
$14.4 - $20.31 $109K - $154K
20.3K $413M
MTB
M&T Bank Corp

Financial Services
-16
- 0.83%
$183.74 - $204.05 $2.94K - $3.26K
1.91K $377M
MET
Metlife Inc

Financial Services
-58
- 0.94%
$73.82 - $82.37 $4.28K - $4.78K
6.1K $503M
ROST
Ross Stores, Inc.

Consumer Cyclical
-338
- 14.05%
$127.59 - $152.81 $43.1K - $51.6K
2.07K $315M
AMGN
Amgen Inc

Healthcare
-19
- 0.4%
$271.18 - $309.22 $5.15K - $5.88K
4.7K $1.33B
MCD
Mcdonalds Corp

Consumer Cyclical
-157
- 3.12%
$291.67 - $316.99 $45.8K - $49.8K
4.87K $1.48B
IVW
Ishares S&P 500 Growth ETF

ETFs
-71
- 3.64%
$108.97 - $121.65 $7.74K - $8.64K
1.88K $227M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-54
- 1.74%
$132.9 - $142.03 $7.18K - $7.67K
3.05K $430M
TTWO
Take Two Interactive Software Inc

Communication Services
-3
- 0.25%
$217.37 - $259.96 $652 - $780
1.2K $310M
SKYY
First Trust Cloud Computing Et

ETFs
-33
- 1.71%
$118.24 - $138.53 $3.9K - $4.57K
1.89K $254M
ATO
Atmos Energy Corp

Utilities
-46
- 2.63%
$151.51 - $170.75 $6.97K - $7.85K
1.7K $291M
TROW
Price T Rowe Group Inc

Financial Services
-558
- 4.36%
$98.67 - $111.52 $55.1K - $62.2K
12.3K $1.26B
ADI
Analog Devices Inc

Technology
-2
- 0.06%
$220.68 - $255.63 $441 - $511
3.15K $774M
VFH
Vanguard Financial ETF

ETFs
-4
- 0.06%
$125.23 - $132.78 $501 - $531
6.39K $838M
NUE
Nucor Corp

Basic Materials
-295
- 2.63%
$133.3 - $150.33 $39.3K - $44.3K
10.9K $1.48B
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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