Premier Path Wealth Partners
Latest statistics and disclosures from Premier Path Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XLK, NVDA, MSFT, ACWX, and represent 18.49% of Premier Path Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$13M), XLY, ACWX, NFLX, AAPL, AMZN, SHV, AGG, XLE, MUB.
- Started 21 new stock positions in SOFI, MRVL, IQV, IVE, EXR, VB, ES, A, DAL, EA. VO, MTD, UPS, VLY, COHR, CRH, ROK, CTSH, REGN, ODFL, VXUS.
- Reduced shares in these 10 stocks: SPY (-$150M), MGK, USFR, IVV, QQQ, VTI, CGDV, CGUS, VGT, CGCP.
- Sold out of its positions in CGGR, CGUS, CGDV, CGCP, CARR, CSGP, CPNG, DTE, FTSM, AJG. ITOT, MSTR, BILS, BIL, SCHB, SNPS, MGK, USFR.
- Premier Path Wealth Partners was a net seller of stock by $-136M.
- Premier Path Wealth Partners has $774M in assets under management (AUM), dropping by -0.34%.
- Central Index Key (CIK): 0001999925
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Portfolio Holdings for Premier Path Wealth Partners
Premier Path Wealth Partners holds 394 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $41M | +6% | 152k | 271.86 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.8 | $30M | +79% | 205k | 143.97 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $28M | +3% | 150k | 186.50 |
|
| Microsoft Corporation (MSFT) | 3.4 | $26M | 54k | 483.62 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.3 | $18M | +31% | 271k | 67.13 |
|
| Amazon (AMZN) | 2.1 | $16M | +12% | 70k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $15M | +5% | 47k | 313.00 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.7 | $13M | -6% | 240k | 54.77 |
|
| Broadcom (AVGO) | 1.5 | $12M | 34k | 346.10 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.4 | $11M | -6% | 162k | 69.42 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.4 | $11M | -7% | 216k | 51.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $11M | +2% | 35k | 313.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $11M | -7% | 53k | 198.62 |
|
| Meta Platforms Cl A (META) | 1.3 | $10M | 16k | 660.10 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.3 | $10M | +85% | 85k | 119.41 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.2 | $9.7M | -6% | 82k | 117.72 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $9.6M | -10% | 62k | 154.80 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $9.6M | -5% | 116k | 82.82 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.2 | $9.5M | -6% | 115k | 82.48 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.2 | $9.1M | +6% | 95k | 96.16 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.1 | $8.5M | +3% | 71k | 119.35 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.5M | +2% | 26k | 322.23 |
|
| Tesla Motors (TSLA) | 1.1 | $8.4M | +6% | 19k | 449.72 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.1 | $8.4M | -6% | 54k | 155.12 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $8.2M | -5% | 68k | 120.18 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $7.0M | +5% | 6.5k | 1074.75 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.8 | $6.6M | -6% | 172k | 38.11 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $6.5M | +22% | 61k | 107.11 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.8 | $6.3M | -7% | 83k | 75.77 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $6.2M | -7% | 132k | 47.08 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.8 | $6.2M | -7% | 134k | 46.36 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.8 | $6.2M | -5% | 149k | 41.48 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $6.1M | -8% | 60k | 101.67 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.2M | +12% | 10k | 502.65 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.7 | $5.1M | +45% | 46k | 110.15 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $4.8M | -6% | 62k | 77.68 |
|
| Visa Com Cl A (V) | 0.6 | $4.7M | +14% | 13k | 350.70 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $4.4M | +2% | 37k | 120.34 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $4.4M | +25% | 21k | 210.33 |
|
| Johnson & Johnson (JNJ) | 0.5 | $3.9M | +6% | 19k | 206.95 |
|
| Wal-Mart Stores (WMT) | 0.5 | $3.9M | +18% | 35k | 111.41 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.5 | $3.7M | 7.8k | 473.27 |
|
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.5 | $3.6M | -3% | 82k | 43.74 |
|
| Blackrock (BLK) | 0.5 | $3.6M | -4% | 3.4k | 1070.29 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $3.6M | -6% | 35k | 101.98 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $3.5M | -6% | 19k | 183.40 |
|
| General Electric Com New (GE) | 0.5 | $3.5M | -4% | 11k | 308.03 |
|
| Netflix (NFLX) | 0.4 | $3.5M | +928% | 37k | 93.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.4M | +4% | 19k | 177.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.3M | -39% | 4.8k | 684.99 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $3.3M | +16% | 28k | 116.09 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.2M | +88% | 73k | 44.71 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $3.2M | -7% | 83k | 39.02 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $3.2M | +8% | 5.6k | 570.84 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.1M | +3% | 3.6k | 862.35 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.1M | +18% | 56k | 55.00 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.4 | $3.0M | -2% | 78k | 39.15 |
|
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.4 | $3.0M | -3% | 45k | 66.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.0M | -4% | 45k | 66.00 |
|
| Home Depot (HD) | 0.4 | $2.8M | 8.2k | 344.12 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.4 | $2.8M | -4% | 38k | 74.88 |
|
| Abbvie (ABBV) | 0.3 | $2.7M | +4% | 12k | 228.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.7M | +140% | 27k | 99.88 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $2.7M | -3% | 32k | 84.22 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.6M | +10% | 28k | 93.20 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.3 | $2.6M | -5% | 46k | 57.14 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.3 | $2.6M | -5% | 37k | 71.20 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.6M | +6% | 52k | 50.29 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.6M | 5.4k | 483.65 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $2.5M | -6% | 57k | 44.37 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.5M | -5% | 4.3k | 579.41 |
|
| salesforce (CRM) | 0.3 | $2.5M | -5% | 9.4k | 264.92 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $2.5M | -33% | 3.3k | 753.85 |
|
| Walt Disney Company (DIS) | 0.3 | $2.4M | 21k | 113.77 |
|
|
| TJX Companies (TJX) | 0.3 | $2.4M | +5% | 16k | 153.61 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.4M | +4% | 44k | 53.36 |
|
| Goldman Sachs (GS) | 0.3 | $2.2M | +13% | 2.5k | 879.06 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.2M | +86% | 52k | 42.69 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $2.2M | -14% | 75k | 28.82 |
|
| Eaton Corp SHS (ETN) | 0.3 | $2.2M | 6.8k | 318.50 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.1M | -8% | 14k | 152.41 |
|
| American Express Company (AXP) | 0.3 | $2.1M | +3% | 5.7k | 369.93 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.1M | +15% | 2.3k | 878.96 |
|
| Citigroup Com New (C) | 0.3 | $2.1M | +11% | 18k | 116.69 |
|
| Cisco Systems (CSCO) | 0.3 | $2.0M | +9% | 26k | 77.03 |
|
| International Business Machines (IBM) | 0.3 | $2.0M | +7% | 6.7k | 296.20 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.9M | +7% | 11k | 177.53 |
|
| Caterpillar (CAT) | 0.2 | $1.9M | +6% | 3.3k | 572.81 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.9M | -9% | 24k | 79.36 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.9M | -4% | 46k | 40.35 |
|
| Boeing Company (BA) | 0.2 | $1.8M | -7% | 8.5k | 217.13 |
|
| Capital One Financial (COF) | 0.2 | $1.8M | +4% | 7.4k | 242.35 |
|
| Nextera Energy (NEE) | 0.2 | $1.8M | -2% | 22k | 80.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | -6% | 2.8k | 627.02 |
|
| Lowe's Companies (LOW) | 0.2 | $1.8M | +3% | 7.3k | 241.17 |
|
| Pfizer (PFE) | 0.2 | $1.7M | -6% | 68k | 24.90 |
|
| Verizon Communications (VZ) | 0.2 | $1.7M | -7% | 42k | 40.73 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.7M | +88% | 37k | 45.35 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.6M | -7% | 31k | 53.94 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.6M | 2.9k | 566.41 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.6M | +19% | 13k | 122.74 |
|
| Medtronic SHS (MDT) | 0.2 | $1.6M | -6% | 17k | 96.06 |
|
| Intuit (INTU) | 0.2 | $1.6M | +5% | 2.4k | 662.48 |
|
| UnitedHealth (UNH) | 0.2 | $1.6M | +35% | 4.8k | 330.11 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.6M | 16k | 100.38 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | +28% | 7.3k | 214.15 |
|
| Amgen (AMGN) | 0.2 | $1.5M | 4.7k | 327.29 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.5M | 7.9k | 194.90 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $1.5M | 4.5k | 336.66 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | 4.8k | 305.61 |
|
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| Applied Materials (AMAT) | 0.2 | $1.5M | 5.7k | 256.99 |
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| Merck & Co (MRK) | 0.2 | $1.5M | +18% | 14k | 105.26 |
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| Nucor Corporation (NUE) | 0.2 | $1.4M | -19% | 8.8k | 163.11 |
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| Deere & Company (DE) | 0.2 | $1.4M | -3% | 3.1k | 465.59 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.4M | -18% | 4.6k | 303.88 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | -11% | 4.0k | 349.99 |
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| Servicenow (NOW) | 0.2 | $1.4M | +403% | 9.1k | 153.20 |
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| Nike CL B (NKE) | 0.2 | $1.4M | -18% | 21k | 63.71 |
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| Booking Holdings (BKNG) | 0.2 | $1.4M | +22% | 252.00 | 5362.47 |
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| At&t (T) | 0.2 | $1.3M | -2% | 54k | 24.84 |
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| Micron Technology (MU) | 0.2 | $1.3M | +7% | 4.5k | 285.38 |
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| Pepsi (PEP) | 0.2 | $1.3M | +12% | 9.0k | 143.52 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | -27% | 42k | 29.89 |
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| Philip Morris International (PM) | 0.2 | $1.2M | +10% | 7.8k | 160.40 |
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| Ge Vernova (GEV) | 0.2 | $1.2M | +8% | 1.9k | 653.69 |
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| Palo Alto Networks (PANW) | 0.2 | $1.2M | +3% | 6.5k | 184.21 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.2M | -23% | 1.1k | 1070.21 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.2M | 9.0k | 131.03 |
|
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| Equifax (EFX) | 0.1 | $1.1M | -8% | 5.3k | 216.97 |
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| Uber Technologies (UBER) | 0.1 | $1.1M | 14k | 81.71 |
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| Williams Companies (WMB) | 0.1 | $1.1M | 19k | 60.11 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.1M | -11% | 24k | 47.99 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.1M | -12% | 11k | 106.70 |
|
| Microchip Technology (MCHP) | 0.1 | $1.1M | -12% | 18k | 63.72 |
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| Kinder Morgan (KMI) | 0.1 | $1.1M | 41k | 27.49 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.1M | -24% | 23k | 49.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | +2% | 7.3k | 154.13 |
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| S&p Global (SPGI) | 0.1 | $1.1M | -8% | 2.2k | 522.71 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +23% | 11k | 99.91 |
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| Public Service Enterprise (PEG) | 0.1 | $1.1M | +2% | 14k | 80.30 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $1.1M | -24% | 11k | 104.72 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.1M | -22% | 5.6k | 194.07 |
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| PNC Financial Services (PNC) | 0.1 | $1.1M | +19% | 5.2k | 208.74 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.5k | 195.09 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.1M | -17% | 17k | 64.04 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +9% | 7.9k | 135.14 |
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| Intel Corporation (INTC) | 0.1 | $1.1M | +18% | 29k | 36.90 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.1M | -12% | 21k | 50.43 |
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| Dupont De Nemours (DD) | 0.1 | $1.1M | +46% | 26k | 40.20 |
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| Linde SHS (LIN) | 0.1 | $1.0M | -18% | 2.5k | 426.44 |
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| Air Products & Chemicals (APD) | 0.1 | $1.0M | -13% | 4.2k | 247.03 |
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| Akamai Technologies (AKAM) | 0.1 | $1.0M | -21% | 12k | 87.25 |
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| Procter & Gamble Company (PG) | 0.1 | $1.0M | -13% | 7.2k | 143.32 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.0M | -3% | 11k | 91.21 |
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| Coca-Cola Company (KO) | 0.1 | $1.0M | -2% | 14k | 69.91 |
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| Biogen Idec (BIIB) | 0.1 | $1.0M | -36% | 5.7k | 175.97 |
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| American Electric Power Company (AEP) | 0.1 | $1000k | 8.7k | 115.31 |
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| Newmont Mining Corporation (NEM) | 0.1 | $998k | +12% | 10k | 99.85 |
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| Abbott Laboratories (ABT) | 0.1 | $989k | -7% | 7.9k | 125.28 |
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| T. Rowe Price (TROW) | 0.1 | $959k | -23% | 9.4k | 102.37 |
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| Fiserv (FI) | 0.1 | $957k | +27% | 14k | 67.17 |
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| 3M Company (MMM) | 0.1 | $941k | +3% | 5.9k | 160.09 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $941k | +44% | 1.4k | 673.82 |
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| International Flavors & Fragrances (IFF) | 0.1 | $921k | -30% | 14k | 67.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $919k | +4% | 4.0k | 231.35 |
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| Chubb (CB) | 0.1 | $916k | -3% | 2.9k | 312.14 |
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| D.R. Horton (DHI) | 0.1 | $914k | 6.3k | 144.03 |
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| Hca Holdings (HCA) | 0.1 | $912k | +9% | 2.0k | 466.86 |
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| Prologis (PLD) | 0.1 | $895k | +30% | 7.0k | 127.66 |
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| Qualcomm (QCOM) | 0.1 | $891k | +10% | 5.2k | 171.06 |
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| Trane Technologies SHS (TT) | 0.1 | $890k | 2.3k | 389.20 |
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| Progressive Corporation (PGR) | 0.1 | $887k | -2% | 3.9k | 227.69 |
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| Constellation Brands Cl A (STZ) | 0.1 | $885k | -26% | 6.4k | 137.95 |
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| Welltower Inc Com reit (WELL) | 0.1 | $859k | 4.6k | 185.59 |
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| Vanguard World Fds Financials Etf (VFH) | 0.1 | $847k | 6.3k | 133.49 |
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| General Motors Company (GM) | 0.1 | $835k | +11% | 10k | 81.32 |
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| Boston Scientific Corporation (BSX) | 0.1 | $833k | -4% | 8.7k | 95.35 |
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| CarMax (KMX) | 0.1 | $831k | +2% | 22k | 38.64 |
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| Constellation Energy (CEG) | 0.1 | $830k | 2.3k | 353.23 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $828k | +13% | 4.8k | 171.18 |
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| Emerson Electric (EMR) | 0.1 | $827k | -5% | 6.2k | 132.72 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $824k | +7% | 7.3k | 113.10 |
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| Ecolab (ECL) | 0.1 | $821k | +8% | 3.1k | 262.52 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $820k | +6% | 1.8k | 453.46 |
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| Kkr & Co (KKR) | 0.1 | $817k | +5% | 6.4k | 127.48 |
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| Cummins (CMI) | 0.1 | $816k | +6% | 1.6k | 510.45 |
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| Intercontinental Exchange (ICE) | 0.1 | $813k | -10% | 5.0k | 161.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $811k | +25% | 3.0k | 268.34 |
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| Baxter International (BAX) | 0.1 | $810k | -17% | 42k | 19.11 |
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| ConAgra Foods (CAG) | 0.1 | $807k | -27% | 47k | 17.31 |
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| Corteva (CTVA) | 0.1 | $805k | +9% | 12k | 67.03 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $800k | -28% | 31k | 26.06 |
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| Legacy Housing Corp (LEGH) | 0.1 | $798k | 41k | 19.52 |
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| Kraft Heinz (KHC) | 0.1 | $797k | -27% | 33k | 24.25 |
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| Zimmer Holdings (ZBH) | 0.1 | $786k | -27% | 8.7k | 89.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $776k | +13% | 1.7k | 468.74 |
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| United Rentals (URI) | 0.1 | $768k | +7% | 949.00 | 809.02 |
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| Diageo Spon Adr New (DEO) | 0.1 | $767k | -26% | 8.9k | 86.27 |
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| Automatic Data Processing (ADP) | 0.1 | $760k | -21% | 3.0k | 257.19 |
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| Campbell Soup Company (CPB) | 0.1 | $750k | -27% | 27k | 27.87 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $732k | 2.5k | 287.23 |
|
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| Royal Caribbean Cruises (RCL) | 0.1 | $728k | +5% | 2.6k | 278.92 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $725k | 8.4k | 86.25 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $715k | 2.2k | 323.01 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $704k | -8% | 4.1k | 173.47 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $699k | +3% | 14k | 49.21 |
|
| Autodesk (ADSK) | 0.1 | $697k | +29% | 2.4k | 296.01 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $693k | +11% | 521.00 | 1330.69 |
|
| Kla Corp Com New (KLAC) | 0.1 | $691k | +9% | 569.00 | 1214.46 |
|
| Metropcs Communications (TMUS) | 0.1 | $684k | -5% | 3.4k | 203.05 |
|
| Travelers Companies (TRV) | 0.1 | $684k | +29% | 2.4k | 290.07 |
|
| Altria (MO) | 0.1 | $679k | +10% | 12k | 57.66 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $664k | +5% | 1.7k | 383.24 |
|
| Copart (CPRT) | 0.1 | $662k | +11% | 17k | 39.15 |
|
| Analog Devices (ADI) | 0.1 | $661k | -22% | 2.4k | 271.19 |
|
| Howmet Aerospace (HWM) | 0.1 | $658k | +3% | 3.2k | 205.02 |
|
| ConocoPhillips (COP) | 0.1 | $656k | -2% | 7.0k | 93.61 |
|
| Ameriprise Financial (AMP) | 0.1 | $648k | 1.3k | 490.34 |
|
|
| CSX Corporation (CSX) | 0.1 | $640k | +10% | 18k | 36.25 |
|
| Simon Property (SPG) | 0.1 | $637k | +6% | 3.4k | 185.12 |
|
| W.W. Grainger (GWW) | 0.1 | $636k | -13% | 630.00 | 1009.05 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $634k | -10% | 2.5k | 252.40 |
|
| MercadoLibre (MELI) | 0.1 | $634k | 315.00 | 2011.06 |
|
|
| Stryker Corporation (SYK) | 0.1 | $633k | +2% | 1.8k | 351.38 |
|
| Cintas Corporation (CTAS) | 0.1 | $627k | +9% | 3.3k | 188.08 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $622k | +154% | 5.6k | 110.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $622k | -99% | 912.00 | 681.67 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $616k | +126% | 12k | 52.88 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $609k | 1.1k | 569.95 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $605k | 2.5k | 246.32 |
|
|
| Allstate Corporation (ALL) | 0.1 | $601k | +14% | 2.9k | 208.13 |
|
| Phillips 66 (PSX) | 0.1 | $595k | -18% | 4.6k | 129.04 |
|
| Doordash Cl A (DASH) | 0.1 | $590k | +7% | 2.6k | 226.48 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $589k | 5.0k | 117.21 |
|
|
| Entergy Corporation (ETR) | 0.1 | $576k | 6.2k | 92.43 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $574k | +5% | 3.6k | 160.77 |
|
| Danaher Corporation (DHR) | 0.1 | $567k | +57% | 2.5k | 228.89 |
|
| Martin Marietta Materials (MLM) | 0.1 | $562k | +2% | 902.00 | 622.66 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $546k | +21% | 4.6k | 119.75 |
|
| Synchrony Financial (SYF) | 0.1 | $544k | +14% | 6.5k | 83.43 |
|
| Moody's Corporation (MCO) | 0.1 | $541k | +34% | 1.1k | 510.77 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $532k | -12% | 1.6k | 324.10 |
|
| Quanta Services (PWR) | 0.1 | $530k | +12% | 1.3k | 422.18 |
|
| Dominion Resources (D) | 0.1 | $523k | 8.9k | 58.59 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $522k | +4% | 2.6k | 197.11 |
|
| Ford Motor Company (F) | 0.1 | $522k | +20% | 40k | 13.12 |
|
| McKesson Corporation (MCK) | 0.1 | $521k | +29% | 635.00 | 820.47 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $510k | NEW | 1.8k | 290.22 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $510k | +7% | 2.2k | 227.51 |
|
| Vaneck Etf Trust Semiconductr (SMH) | 0.1 | $507k | -58% | 1.4k | 360.13 |
|
| AmerisourceBergen (COR) | 0.1 | $506k | +7% | 1.5k | 337.75 |
|
| MetLife (MET) | 0.1 | $505k | +4% | 6.4k | 78.94 |
|
| American Tower Reit (AMT) | 0.1 | $488k | -26% | 2.8k | 175.54 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $486k | 3.0k | 161.63 |
|
|
| Corning Incorporated (GLW) | 0.1 | $484k | +11% | 5.5k | 87.57 |
|
| Zoetis Cl A (ZTS) | 0.1 | $482k | -24% | 3.8k | 125.80 |
|
| Fastenal Company (FAST) | 0.1 | $475k | +3% | 12k | 40.13 |
|
| Digital Realty Trust (DLR) | 0.1 | $472k | 3.1k | 154.71 |
|
|
| Marsh & McLennan Companies | 0.1 | $468k | 2.5k | 185.54 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $467k | +2% | 5.5k | 85.55 |
|
| Cme (CME) | 0.1 | $464k | +4% | 1.7k | 273.08 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $450k | +2% | 2.0k | 223.25 |
|
| L3harris Technologies (LHX) | 0.1 | $449k | -18% | 1.5k | 293.66 |
|
| State Street Corporation (STT) | 0.1 | $447k | +18% | 3.5k | 128.99 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $445k | 4.3k | 102.54 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $442k | 2.6k | 167.94 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $435k | +8% | 5.7k | 76.67 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $434k | +7% | 1.4k | 310.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $431k | 3.0k | 143.54 |
|
|
| Ross Stores (ROST) | 0.1 | $430k | +15% | 2.4k | 180.14 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.1 | $426k | 20k | 21.34 |
|
|
| Paccar (PCAR) | 0.1 | $424k | +6% | 3.9k | 109.51 |
|
| Equinix (EQIX) | 0.1 | $422k | +5% | 551.00 | 766.16 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $414k | NEW | 537.00 | 771.57 |
|
| Principal Financial (PFG) | 0.1 | $414k | -2% | 4.7k | 88.21 |
|
| Snowflake Cl A (SNOW) | 0.1 | $406k | +18% | 1.8k | 219.36 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $402k | 2.2k | 181.21 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $402k | 8.6k | 46.81 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $389k | +3% | 1.7k | 226.14 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $388k | +6% | 4.0k | 96.03 |
|
| Southern Company (SO) | 0.0 | $384k | +6% | 4.4k | 87.20 |
|
| Xylem (XYL) | 0.0 | $381k | 2.8k | 136.18 |
|
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.0 | $380k | -12% | 8.4k | 45.32 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $379k | 3.7k | 102.80 |
|
|
| Cardinal Health (CAH) | 0.0 | $375k | +7% | 1.8k | 205.44 |
|
| M&T Bank Corporation (MTB) | 0.0 | $374k | -2% | 1.9k | 201.45 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $374k | -15% | 1.9k | 194.34 |
|
| Starbucks Corporation (SBUX) | 0.0 | $374k | -18% | 4.4k | 84.22 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $372k | +32% | 7.3k | 50.79 |
|
| eBay (EBAY) | 0.0 | $371k | 4.3k | 87.09 |
|
|
| Realty Income (O) | 0.0 | $370k | +7% | 6.6k | 56.37 |
|
| Prudential Financial (PRU) | 0.0 | $369k | +6% | 3.3k | 112.86 |
|
| Hartford Financial Services (HIG) | 0.0 | $368k | +17% | 2.7k | 137.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $367k | -81% | 1.1k | 335.37 |
|
| FedEx Corporation (FDX) | 0.0 | $365k | +10% | 1.3k | 288.87 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $362k | +24% | 9.4k | 38.38 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $360k | 5.6k | 64.31 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $354k | +7% | 2.4k | 144.76 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $353k | +66% | 4.5k | 79.01 |
|
| Paypal Holdings (PYPL) | 0.0 | $352k | -14% | 6.0k | 58.38 |
|
| Oneok (OKE) | 0.0 | $352k | -8% | 4.8k | 73.50 |
|
| Vulcan Materials Company (VMC) | 0.0 | $351k | +12% | 1.2k | 285.31 |
|
| Block Cl A (XYZ) | 0.0 | $348k | -17% | 5.3k | 65.09 |
|
| CRH Ord (CRH) | 0.0 | $347k | NEW | 2.8k | 124.80 |
|
| Wabtec Corporation (WAB) | 0.0 | $346k | 1.6k | 213.45 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $346k | +16% | 512.00 | 676.53 |
|
| Iqvia Holdings (IQV) | 0.0 | $338k | NEW | 1.5k | 225.41 |
|
| SYSCO Corporation (SYY) | 0.0 | $337k | -19% | 4.6k | 73.69 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $336k | +9% | 1.3k | 256.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $334k | NEW | 1.3k | 257.95 |
|
| ResMed (RMD) | 0.0 | $332k | -6% | 1.4k | 240.89 |
|
| Norfolk Southern (NSC) | 0.0 | $329k | +7% | 1.1k | 288.72 |
|
| Valero Energy Corporation (VLO) | 0.0 | $321k | +6% | 2.0k | 162.83 |
|
| Targa Res Corp (TRGP) | 0.0 | $319k | -10% | 1.7k | 184.50 |
|
| Edwards Lifesciences (EW) | 0.0 | $317k | -11% | 3.7k | 85.24 |
|
| AutoZone (AZO) | 0.0 | $316k | +60% | 93.00 | 3399.89 |
|
| Kroger (KR) | 0.0 | $312k | 5.0k | 62.48 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $309k | 7.0k | 44.41 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $309k | +18% | 3.2k | 97.13 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $302k | +6% | 1.9k | 162.63 |
|
| Public Storage (PSA) | 0.0 | $300k | 1.2k | 259.50 |
|
|
| Cigna Corp (CI) | 0.0 | $300k | -24% | 1.1k | 275.32 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $299k | +8% | 6.6k | 45.54 |
|
| Anthem (ELV) | 0.0 | $298k | +28% | 849.00 | 350.69 |
|
| Cadence Design Systems (CDNS) | 0.0 | $297k | +2% | 950.00 | 312.72 |
|
| Seagate Technology Hldngs Pl Seagate Technology Hldngs Pl (STX) | 0.0 | $295k | +24% | 1.1k | 275.39 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $291k | -8% | 3.6k | 81.03 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $290k | +30% | 1.3k | 217.03 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $290k | NEW | 3.8k | 75.44 |
|
| Rockwell Automation (ROK) | 0.0 | $289k | NEW | 743.00 | 389.07 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $289k | 23k | 12.43 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $288k | 1.7k | 167.63 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $285k | NEW | 3.4k | 83.00 |
|
| Wec Energy Group (WEC) | 0.0 | $282k | -23% | 2.7k | 105.46 |
|
| Blackrock Etf Trust Ii High Yld Muni In (SHYM) | 0.0 | $280k | -34% | 13k | 22.22 |
|
| Waste Management (WM) | 0.0 | $278k | +8% | 1.3k | 219.76 |
|
| Sofi Technologies (SOFI) | 0.0 | $274k | NEW | 11k | 26.18 |
|
| Msci (MSCI) | 0.0 | $273k | +22% | 476.00 | 573.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $272k | -88% | 442.00 | 614.17 |
|
| Marvell Technology (MRVL) | 0.0 | $271k | NEW | 3.2k | 84.99 |
|
| Dover Corporation (DOV) | 0.0 | $271k | -3% | 1.4k | 195.17 |
|
| AFLAC Incorporated (AFL) | 0.0 | $268k | -17% | 2.4k | 110.25 |
|
| Xcel Energy (XEL) | 0.0 | $267k | +5% | 3.6k | 73.85 |
|
| Ventas (VTR) | 0.0 | $265k | +8% | 3.4k | 77.38 |
|
| Carvana Cl A (CVNA) | 0.0 | $264k | -2% | 625.00 | 422.02 |
|
| Coherent Corp (COHR) | 0.0 | $264k | NEW | 1.4k | 184.57 |
|
| Sempra Sempra (SRE) | 0.0 | $264k | +19% | 3.0k | 88.30 |
|
| Vici Pptys (VICI) | 0.0 | $264k | -26% | 9.4k | 28.12 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $263k | +29% | 1.2k | 222.63 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $260k | 12k | 21.70 |
|
|
| Calumet (CLMT) | 0.0 | $255k | 13k | 19.87 |
|
|
| Target Corporation (TGT) | 0.0 | $252k | -11% | 2.6k | 97.76 |
|
| Paychex (PAYX) | 0.0 | $252k | -42% | 2.2k | 112.17 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $250k | NEW | 3.6k | 69.40 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $249k | 2.6k | 94.20 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $247k | 3.3k | 75.91 |
|
|
| Axon Enterprise (AXON) | 0.0 | $247k | -3% | 435.00 | 567.93 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $246k | 1.8k | 139.18 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $246k | 1.9k | 130.05 |
|
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $245k | 20k | 12.08 |
|
|
| Workday Cl A (WDAY) | 0.0 | $238k | -4% | 1.1k | 214.78 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $237k | +18% | 596.00 | 397.32 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $237k | -9% | 5.0k | 47.02 |
|
| Extra Space Storage (EXR) | 0.0 | $235k | NEW | 1.8k | 130.22 |
|
| Eversource Energy (ES) | 0.0 | $235k | NEW | 3.5k | 67.33 |
|
| Garmin SHS (GRMN) | 0.0 | $235k | 1.2k | 202.85 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $234k | +9% | 633.00 | 369.56 |
|
| Pulte (PHM) | 0.0 | $234k | +5% | 2.0k | 117.24 |
|
| Iron Mountain (IRM) | 0.0 | $233k | 2.8k | 82.95 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $233k | 1.5k | 159.24 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $232k | -12% | 4.6k | 50.01 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $232k | 1.9k | 123.26 |
|
|
| Fortinet (FTNT) | 0.0 | $231k | 2.9k | 79.41 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $230k | NEW | 165.00 | 1396.22 |
|
| Exelon Corporation (EXC) | 0.0 | $229k | +3% | 5.3k | 43.59 |
|
| Electronic Arts (EA) | 0.0 | $228k | NEW | 1.1k | 204.33 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $227k | +11% | 6.1k | 37.00 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $226k | NEW | 1.4k | 156.80 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $226k | 3.9k | 57.48 |
|
|
| Darden Restaurants (DRI) | 0.0 | $222k | -27% | 1.2k | 184.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $218k | 4.0k | 53.83 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $216k | NEW | 1.6k | 136.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $216k | NEW | 1.0k | 212.07 |
|
| United Parcel Service CL B (UPS) | 0.0 | $212k | NEW | 2.1k | 99.18 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $211k | -16% | 2.4k | 87.35 |
|
| Crown Castle Intl (CCI) | 0.0 | $210k | -37% | 2.4k | 88.88 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $208k | -58% | 4.4k | 47.78 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $206k | 1.7k | 121.75 |
|
|
| Franklin Templeton Etf Tr Franklin Templeton Etf Tr (FLJP) | 0.0 | $203k | 5.9k | 34.45 |
|
|
| Arbutus Biopharma (ABUS) | 0.0 | $192k | 40k | 4.81 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $175k | -5% | 11k | 15.86 |
|
| Valley National Ban (VLY) | 0.0 | $125k | NEW | 11k | 11.68 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $36k | 10k | 3.56 |
|
Past Filings by Premier Path Wealth Partners
SEC 13F filings are viewable for Premier Path Wealth Partners going back to 2023
- Premier Path Wealth Partners 2025 Q4 filed Jan. 22, 2026
- Premier Path Wealth Partners 2025 Q3 filed Nov. 4, 2025
- Premier Path Wealth Partners 2025 Q2 filed Aug. 4, 2025
- Premier Path Wealth Partners 2025 Q1 filed April 21, 2025
- Premier Path Wealth Partners 2024 Q4 filed Jan. 15, 2025
- Premier Path Wealth Partners 2024 Q3 filed Oct. 15, 2024
- Premier Path Wealth Partners 2024 Q2 filed July 24, 2024
- Premier Path Wealth Partners 2024 Q1 filed April 24, 2024
- Premier Path Wealth Partners 2023 Q4 filed Jan. 12, 2024