Premier Path Wealth Partners, LLC Sells in Q4 2024

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
-24
- 0.88%
$234.32 - $261.43 $5.62K - $6.27K
2.72K $637M
UPS
United Parcel Service Inc

Industrials
-248
- 8.54%
$122.65 - $138.35 $30.4K - $34.3K
2.66K $335M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-75
- 0.85%
$70.1 - $76.53 $5.26K - $5.74K
8.77K $620M
PFG
Principal Financial Group Inc

Financial Services
-135
- 2.42%
$74.91 - $91.26 $10.1K - $12.3K
5.45K $422M
XYL
Xylem Inc.

Industrials
-14
- 0.48%
$116.02 - $137.45 $1.62K - $1.92K
2.91K $338M
AIG
American International Group, Inc.

Financial Services
-718
- 11.29%
$70.0 - $79.22 $50.3K - $56.9K
5.64K $411M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.72K
- 20.99%
$14.4 - $15.83 $39.2K - $43.1K
10.2K $149M
CGCP
Capital Group Core Plus Income

ETFs
-159
- 0.32%
$22.13 - $23.17 $3.52K - $3.68K
49.6K $1.1B
FANG
Diamondback Energy, Inc.

Energy
-203
- 12.79%
$153.06 - $199.5 $31.1K - $40.5K
1.38K $227M
APD
Air Products & Chemicals, Inc.

Basic Materials
-17
- 0.36%
$285.5 - $335.62 $4.85K - $5.71K
4.77K $1.38B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-104
- 3.19%
$238.25 - $261.28 $24.8K - $27.2K
3.16K $765M
ETN
Eaton Corp PLC

Industrials
-116
- 1.64%
$326.96 - $377.52 $37.9K - $43.8K
6.94K $2.3B
D
Dominion Energy, Inc

Utilities
-40
- 0.47%
$52.63 - $60.92 $2.11K - $2.44K
8.43K $454M
OTIS
Otis Worldwide Corp

Industrials
-52
- 1.98%
$92.57 - $106.01 $4.81K - $5.51K
2.58K $239M
SUB
Ishares Short Term National Mu

ETFs
-191
- 0.94%
$104.94 - $106.2 $20K - $20.3K
20.1K $2.12B
AFL
Aflac Inc

Financial Services
-49
- 1.41%
$100.37 - $115.27 $4.92K - $5.65K
3.43K $354M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.04%
$209.89 - $233.24 $210 - $233
2.66K $565M
RACE
Ferrari N.V.

Consumer Cyclical
-3
- 0.51%
$422.83 - $490.34 $1.27K - $1.47K
587 $249M
INTU
Intuit Inc

Technology
-59
- 2.98%
$602.01 - $706.25 $35.5K - $41.7K
1.92K $1.21B
MINO
Pimco ETF Tr Municipal Income

ETFs
-106
- 0.68%
$44.94 - $46.07 $4.76K - $4.88K
15.4K $693M
CTSH
Cognizant Technology Solutions Corp

Technology
-233
- 7.05%
$74.37 - $82.32 $17.3K - $19.2K
3.07K $236M
HYMU
Blackrock ETF Tr Ii High Yield
-147
- 0.51%
$22.59 - $23.2 $3.32K - $3.41K
28.9K $655M
ROST
Ross Stores, Inc.

Consumer Cyclical
-132
- 5.78%
$138.59 - $156.61 $18.3K - $20.7K
2.15K $326M
Te Connectivity PLC
-9
- 0.49%
N/A
1.82K $261M
SYK
Stryker Corp

Healthcare
-17
- 1.01%
$345.14 - $392.15 $5.87K - $6.67K
1.67K $599M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-65
- 0.2%
$59.74 - $60.03 $3.88K - $3.9K
33K $1.97B
IVW
Ishares S&P 500 Growth ETF

ETFs
-182
- 8.22%
$94.43 - $105.47 $17.2K - $19.2K
2.03K $206M
EW
Edwards Lifesciences Corp

Healthcare
-467
- 10.93%
$64.54 - $75.92 $30.1K - $35.5K
3.81K $282M
T
At&T Inc.

Communication Services
-3.56K
- 3.09%
$21.22 - $23.88 $75.6K - $85.1K
112K $2.55B
SCHW
Schwab Charles Corp

Financial Services
-964
- 11.16%
$63.31 - $82.85 $61K - $79.9K
7.68K $568M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.04%
$278.19 - $315.36 $278 - $315
2.33K $669M
HPE
Hewlett Packard Enterprise CO

Technology
-340
- 1.87%
$19.31 - $23.95 $6.57K - $8.14K
17.8K $380M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11
- 0.18%
$55.73 - $66.16 $613 - $728
6.02K $363M
MCK
Mckesson Corp

Healthcare
-21
- 4.44%
$482.27 - $628.5 $10.1K - $13.2K
452 $258M
SKYY
First Trust Cloud Computing Et

ETFs
-10
- 0.5%
$99.98 - $130.46 $1K - $1.3K
1.97K $235M
PKE
Park Aerospace Corp

Industrials
-607
- 2.07%
$12.72 - $15.39 $7.72K - $9.34K
28.7K $420M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-789
- 9.25%
$172.07 - $207.36 $136K - $164K
7.74K $1.53B
USB
Us Bancorp \De\

Financial Services
-822
- 1.95%
$43.98 - $53.66 $36.2K - $44.1K
41.3K $1.97B
DLR
Digital Realty Trust, Inc.

Real Estate
-1
- 0.03%
$156.46 - $195.69 $156 - $196
3.21K $569M
VFH
Vanguard Financial ETF

ETFs
-5
- 0.08%
$108.87 - $126.2 $544 - $631
6.61K $780M
KMX
Carmax Inc

Consumer Cyclical
-206
- 1.26%
$71.11 - $87.2 $14.6K - $18K
16.2K $1.32B
DIS
Walt Disney CO

Communication Services
-1.99K
- 9.18%
$92.39 - $117.6 $184K - $234K
19.7K $2.19B
VGT
Vanguard Information Technolog

ETFs
-114
- 2.14%
$571.78 - $647.97 $65.2K - $73.9K
5.2K $3.24B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-22.3K
- 14.09%
$7.33 - $12.37 $163K - $276K
136K $1.44B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-240
- 2.42%
$370.24 - $418.94 $88.9K - $101K
9.7K $3.89B
META
Meta Platforms, Inc.

Communication Services
-14
- 0.1%
$554.08 - $632.68 $7.76K - $8.86K
14.3K $8.39B
MS
Morgan Stanley

Financial Services
-271
- 2.62%
$104.42 - $134.99 $28.3K - $36.6K
10.1K $1.27B
CRM
Salesforce, Inc.

Technology
-783
- 8.12%
$270.87 - $367.87 $212K - $288K
8.86K $2.96B
XLC
Select Sector Spdr Tr Communic

ETFs
-2.24K
- 2.42%
$89.66 - $102.16 $201K - $229K
90.1K $8.73B
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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