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, ACWX, NVDA, XLK, MSFT, and represent 18.56% of Premier Path Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp, IDEV, IWF, VGT, DFAI, KLAC, IQDG, ACWX, AAPL, AVUV.
- Started 21 new stock positions in SPCX, Gmr Solutions, INVH, VONG, DLTR, HON, HONA, DELL, MGK, BE. DD, MRNA, Exxon Mobil Corp, SBAC, DDOG, CIEN, UAL, DVN, HPE, SKYY, SCCO.
- Reduced shares in these 10 stocks: XLK (-$8.3M), , IJR, SGOV, Honeywell International, QUAL, Dupont De Nemours, XLF, XLI, XLY.
- Sold out of its positions in A, AZO, COIN, Dupont De Nemours, EA, EXR, XOM, Honeywell International, IQV, SGOV. KTOS, LEN, PTC, PYPL, RSG, TSCO, VLY, VEEV, STE.
- Premier Path Wealth Partners was a net buyer of stock by $20M.
- Premier Path Wealth Partners has $870M in assets under management (AUM), dropping by 13.32%.
- Central Index Key (CIK): 0001999925
Tip: Access up to 7 years of quarterly data
Positions held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Premier Path Wealth Partners
Premier Path Wealth Partners holds 400 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.2 | $45M | +2% | 157k | 289.36 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.1 | $35M | +5% | 463k | 76.11 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $33M | +2% | 167k | 200.09 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.0 | $26M | -24% | 137k | 190.52 |
|
| Microsoft Corporation (MSFT) | 2.4 | $21M | +2% | 57k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $19M | +4% | 53k | 357.37 |
|
| Amazon (AMZN) | 2.0 | $18M | +3% | 74k | 238.34 |
|
| Broadcom (AVGO) | 1.6 | $14M | +3% | 38k | 377.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $13M | 37k | 353.33 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $13M | +43% | 141k | 89.01 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.3 | $12M | +7% | 123k | 94.57 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $10M | +7% | 87k | 117.45 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.2 | $10M | -4% | 135k | 75.79 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.2 | $10M | +7% | 197k | 51.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.1 | $9.7M | -7% | 181k | 53.61 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $9.6M | +4% | 29k | 327.33 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $9.3M | -9% | 42k | 219.43 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.1 | $9.3M | -6% | 79k | 117.28 |
|
| Meta Platforms Cl A (META) | 1.1 | $9.2M | -2% | 16k | 563.27 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $8.9M | +7% | 109k | 82.11 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $8.7M | +4% | 7.3k | 1199.47 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.0 | $8.5M | +39% | 205k | 41.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $8.4M | +8% | 85k | 98.98 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.0 | $8.3M | +10% | 91k | 91.21 |
|
| Tesla Motors (TSLA) | 1.0 | $8.3M | 20k | 420.61 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $8.2M | -5% | 51k | 158.66 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.9 | $7.8M | 73k | 107.13 |
|
|
| Micron Technology (MU) | 0.9 | $7.6M | +9% | 6.6k | 1154.20 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.9 | $7.5M | -9% | 40k | 185.23 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.8 | $7.3M | +33% | 170k | 43.08 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $7.3M | +5% | 68k | 107.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.9M | +3% | 12k | 500.41 |
|
| Johnson & Johnson (JNJ) | 0.7 | $5.9M | +3% | 23k | 253.98 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $5.6M | +8% | 56k | 100.35 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.6 | $5.6M | +7% | 120k | 46.81 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.6 | $5.6M | +8% | 123k | 45.59 |
|
| Visa Com Cl A (V) | 0.6 | $5.6M | +9% | 16k | 343.08 |
|
| Advanced Micro Devices (AMD) | 0.6 | $5.5M | +12% | 9.5k | 580.92 |
|
| Intel Corporation (INTC) | 0.6 | $5.3M | +9% | 38k | 139.63 |
|
| Applied Materials (AMAT) | 0.6 | $5.2M | +9% | 7.2k | 723.03 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $4.7M | +26% | 38k | 124.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.7M | -30% | 32k | 148.31 |
|
| Exxon Mobil Corp | 0.5 | $4.7M | NEW | 35k | 136.72 |
|
| Cisco Systems (CSCO) | 0.5 | $4.6M | +12% | 39k | 117.46 |
|
| Wal-Mart Stores (WMT) | 0.5 | $4.4M | -4% | 39k | 113.26 |
|
| Caterpillar (CAT) | 0.5 | $4.4M | +8% | 4.1k | 1065.01 |
|
| Bank of New York Mellon Corporation (BNY) | 0.5 | $4.3M | 30k | 144.61 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $4.2M | -2% | 50k | 83.07 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.5 | $4.0M | +16% | 85k | 47.52 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.0M | +7% | 5.4k | 748.86 |
|
| General Electric Com New (GE) | 0.5 | $4.0M | -6% | 11k | 373.73 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $3.9M | +13% | 79k | 49.18 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.8M | -8% | 4.1k | 935.54 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.8M | +9% | 34k | 110.35 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.8M | +11% | 66k | 56.98 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.7M | -3% | 15k | 242.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.7M | +18% | 47k | 77.11 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.4 | $3.6M | +31% | 88k | 40.96 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.4 | $3.6M | +294% | 29k | 124.17 |
|
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.4 | $3.6M | +12% | 45k | 79.92 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $3.6M | 19k | 189.73 |
|
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.4 | $3.5M | +25% | 50k | 69.59 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.4 | $3.4M | +15% | 38k | 89.14 |
|
| Abbvie (ABBV) | 0.4 | $3.3M | +5% | 13k | 251.64 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $3.3M | +28% | 36k | 91.57 |
|
| UnitedHealth (UNH) | 0.4 | $3.3M | +32% | 7.8k | 415.61 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $3.2M | -5% | 6.3k | 513.57 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $3.1M | +21% | 7.1k | 433.31 |
|
| Citigroup Com New (C) | 0.4 | $3.1M | +8% | 22k | 139.96 |
|
| Goldman Sachs (GS) | 0.3 | $3.0M | +7% | 3.0k | 1011.52 |
|
| Blackrock (BLK) | 0.3 | $3.0M | -4% | 3.1k | 961.55 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.3 | $3.0M | +16% | 37k | 80.53 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $3.0M | +18% | 59k | 50.61 |
|
| Eaton Corp SHS (ETN) | 0.3 | $2.9M | +2% | 6.9k | 426.14 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.8M | 5.6k | 509.45 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $2.8M | +675% | 24k | 119.52 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.8M | 47k | 60.40 |
|
|
| Netflix (NFLX) | 0.3 | $2.8M | -5% | 39k | 71.40 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.7M | 51k | 53.11 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.7M | 2.7k | 978.13 |
|
|
| Home Depot (HD) | 0.3 | $2.7M | -10% | 7.6k | 352.67 |
|
| Morgan Stanley Com New (MS) | 0.3 | $2.5M | +6% | 12k | 209.04 |
|
| Ge Vernova (GEV) | 0.3 | $2.5M | +4% | 2.1k | 1174.83 |
|
| TJX Companies (TJX) | 0.3 | $2.5M | 17k | 151.50 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.5M | 15k | 165.76 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $2.4M | +1036% | 8.1k | 301.72 |
|
| Merck & Co (MRK) | 0.3 | $2.4M | +7% | 19k | 128.50 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.4M | +2% | 29k | 82.64 |
|
| American Express Company (AXP) | 0.3 | $2.3M | +7% | 6.8k | 338.24 |
|
| Amgen (AMGN) | 0.3 | $2.3M | +2% | 6.2k | 362.11 |
|
| Deere & Company (DE) | 0.3 | $2.2M | 3.5k | 634.37 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $2.2M | +7% | 6.4k | 341.04 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.1M | -6% | 42k | 50.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.1M | -6% | 18k | 116.67 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $2.1M | -7% | 20k | 103.45 |
|
| Gilead Sciences (GILD) | 0.2 | $2.0M | +2% | 16k | 126.34 |
|
| International Business Machines (IBM) | 0.2 | $2.0M | +4% | 7.1k | 281.20 |
|
| Nextera Energy (NEE) | 0.2 | $2.0M | 23k | 87.77 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | -9% | 3.9k | 501.33 |
|
| PNC Financial Services (PNC) | 0.2 | $1.9M | +9% | 7.6k | 246.23 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.8M | -4% | 40k | 45.34 |
|
| Walt Disney Company (DIS) | 0.2 | $1.8M | -7% | 18k | 96.25 |
|
| Seagate Technology Hldngs Pl Seagate Technology Hldngs Pl (STX) | 0.2 | $1.7M | +16% | 1.8k | 965.02 |
|
| Philip Morris International (PM) | 0.2 | $1.7M | +11% | 9.5k | 180.92 |
|
| Marvell Technology (MRVL) | 0.2 | $1.7M | +12% | 5.8k | 297.86 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.7M | +5% | 10k | 169.88 |
|
| Corning Incorporated (GLW) | 0.2 | $1.7M | +8% | 6.7k | 255.45 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $1.7M | +7% | 9.7k | 176.32 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.7M | -9% | 11k | 146.55 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | +10% | 5.6k | 298.05 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.7M | 4.7k | 354.22 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.6M | -5% | 28k | 57.62 |
|
| Corteva (CTVA) | 0.2 | $1.6M | +3% | 19k | 84.69 |
|
| Capital One Financial (COF) | 0.2 | $1.6M | 8.1k | 200.61 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $1.6M | +8% | 5.9k | 271.99 |
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | +8% | 19k | 81.27 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.6M | -10% | 36k | 44.03 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.6M | +8% | 30k | 52.41 |
|
| Williams Companies (WMB) | 0.2 | $1.5M | 21k | 74.34 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.5M | -4% | 36k | 42.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.5M | +8% | 14k | 109.07 |
|
| Lowe's Companies (LOW) | 0.2 | $1.5M | -17% | 6.9k | 220.50 |
|
| Boeing Company (BA) | 0.2 | $1.5M | -10% | 7.0k | 216.48 |
|
| Sandisk Corp (SNDK) | 0.2 | $1.5M | +18% | 660.00 | 2273.73 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 748850.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.5M | +9% | 1.9k | 763.14 |
|
| Linde SHS (LIN) | 0.2 | $1.4M | +2% | 2.8k | 518.95 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.4M | -6% | 28k | 50.83 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.4M | -11% | 53k | 26.66 |
|
| Altria (MO) | 0.2 | $1.4M | +19% | 20k | 71.95 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.4M | 5.2k | 270.29 |
|
|
| Cummins (CMI) | 0.2 | $1.4M | +6% | 2.0k | 713.04 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.4M | +16% | 13k | 106.47 |
|
| Prologis (PLD) | 0.2 | $1.4M | +4% | 10k | 135.47 |
|
| Analog Devices (ADI) | 0.2 | $1.4M | +9% | 3.5k | 397.19 |
|
| Kinder Morgan (KMI) | 0.2 | $1.4M | 43k | 31.97 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $1.4M | +15% | 29k | 47.96 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.3M | +16% | 26k | 50.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.3M | -28% | 15k | 85.49 |
|
| American Electric Power Company (AEP) | 0.1 | $1.3M | 9.2k | 136.81 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.3M | +8% | 13k | 93.40 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.2M | +4% | 2.5k | 491.06 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.2M | +6% | 8.3k | 146.63 |
|
| United Rentals (URI) | 0.1 | $1.2M | 1.1k | 1132.53 |
|
|
| Pfizer (PFE) | 0.1 | $1.2M | -20% | 49k | 24.08 |
|
| At&t (T) | 0.1 | $1.2M | 56k | 20.70 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $1.2M | +20% | 5.3k | 216.60 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.1M | 5.1k | 226.98 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | -7% | 2.9k | 397.74 |
|
| Western Digital (WDC) | 0.1 | $1.1M | +30% | 1.8k | 638.85 |
|
| Qualcomm (QCOM) | 0.1 | $1.1M | +9% | 6.1k | 184.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | -28% | 2.4k | 477.49 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.1M | 4.1k | 270.48 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.1M | +4% | 3.4k | 330.44 |
|
| 3M Company (MMM) | 0.1 | $1.1M | +5% | 6.9k | 161.91 |
|
| CSX Corporation (CSX) | 0.1 | $1.1M | +8% | 23k | 47.53 |
|
| D.R. Horton (DHI) | 0.1 | $1.1M | 6.6k | 162.89 |
|
|
| Legacy Housing Corp (LEGH) | 0.1 | $1.1M | 41k | 26.27 |
|
|
| Ecolab (ECL) | 0.1 | $1.1M | 3.8k | 278.62 |
|
|
| Quanta Services (PWR) | 0.1 | $1.1M | +4% | 1.5k | 720.10 |
|
| Pepsi (PEP) | 0.1 | $1.0M | -20% | 7.7k | 135.40 |
|
| W.W. Grainger (GWW) | 0.1 | $1.0M | +7% | 771.00 | 1360.41 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.0M | 11k | 92.09 |
|
|
| Travelers Companies (TRV) | 0.1 | $1.0M | +3% | 3.1k | 330.14 |
|
| Chubb (CB) | 0.1 | $1.0M | 3.0k | 340.78 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $1.0M | 3.8k | 268.83 |
|
|
| Emerson Electric (EMR) | 0.1 | $1.0M | +3% | 7.0k | 143.14 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | -17% | 41k | 24.55 |
|
| Uber Technologies (UBER) | 0.1 | $1.0M | -7% | 14k | 72.16 |
|
| salesforce (CRM) | 0.1 | $1.0M | -29% | 6.4k | 156.65 |
|
| Progressive Corporation (PGR) | 0.1 | $1.0M | +2% | 4.6k | 218.47 |
|
| Public Service Enterprise (PEG) | 0.1 | $977k | 12k | 81.16 |
|
|
| Moody's Corporation (MCO) | 0.1 | $975k | +10% | 2.2k | 452.89 |
|
| Booking Holdings (BKNG) | 0.1 | $964k | +2071% | 5.4k | 178.25 |
|
| Hca Holdings (HCA) | 0.1 | $955k | +6% | 2.5k | 389.93 |
|
| Servicenow (NOW) | 0.1 | $953k | -28% | 9.6k | 99.29 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $947k | +9% | 6.5k | 146.12 |
|
| S&p Global (SPGI) | 0.1 | $946k | 2.3k | 407.18 |
|
|
| General Motors Company (GM) | 0.1 | $942k | +4% | 12k | 77.08 |
|
| Simon Property (SPG) | 0.1 | $940k | +6% | 4.2k | 223.63 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $933k | 2.9k | 317.54 |
|
|
| ConocoPhillips (COP) | 0.1 | $926k | +3% | 8.9k | 103.95 |
|
| Medtronic SHS (MDT) | 0.1 | $920k | -26% | 12k | 78.23 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $913k | -14% | 9.9k | 92.27 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $870k | -6% | 1.8k | 496.70 |
|
| Allstate Corporation (ALL) | 0.1 | $858k | +10% | 3.6k | 237.93 |
|
| Vaneck Etf Trust Semiconductr (SMH) | 0.1 | $856k | 1.3k | 656.14 |
|
|
| Equinix (EQIX) | 0.1 | $854k | +10% | 819.00 | 1042.43 |
|
| Phillips 66 (PSX) | 0.1 | $846k | 5.0k | 169.06 |
|
|
| Pulte (PHM) | 0.1 | $839k | +7% | 6.1k | 137.22 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $837k | +41% | 9.1k | 91.69 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $821k | 17k | 49.82 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $813k | -15% | 2.8k | 293.23 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $809k | 1.9k | 415.33 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $792k | -2% | 6.7k | 117.67 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $789k | 6.0k | 131.61 |
|
|
| Intuit (INTU) | 0.1 | $776k | -7% | 3.0k | 261.02 |
|
| Fastenal Company (FAST) | 0.1 | $775k | -2% | 16k | 48.03 |
|
| Automatic Data Processing (ADP) | 0.1 | $774k | +35% | 3.5k | 223.98 |
|
| Entergy Corporation (ETR) | 0.1 | $760k | 6.6k | 114.86 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $756k | -5% | 1.9k | 393.96 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $754k | +11% | 2.0k | 370.62 |
|
| Nucor Corporation (NUE) | 0.1 | $740k | +7% | 3.3k | 222.75 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $727k | 5.7k | 126.58 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $719k | +7% | 1.6k | 458.77 |
|
| Ross Stores (ROST) | 0.1 | $715k | +7% | 3.4k | 212.84 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $714k | -3% | 2.1k | 344.39 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $708k | 2.9k | 245.26 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $698k | -2% | 4.1k | 170.10 |
|
| Rockwell Automation (ROK) | 0.1 | $692k | +10% | 1.4k | 495.10 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $688k | +8% | 1.3k | 515.23 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $682k | +11% | 11k | 62.89 |
|
| Target Corporation (TGT) | 0.1 | $679k | +8% | 5.2k | 130.61 |
|
| MetLife (MET) | 0.1 | $670k | +13% | 7.9k | 84.61 |
|
| Dominion Resources (D) | 0.1 | $669k | 9.8k | 68.29 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $668k | +2% | 3.7k | 179.58 |
|
| Honeywell International (HON) | 0.1 | $663k | NEW | 3.0k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.1 | $652k | NEW | 3.0k | 221.08 |
|
| Fortinet (FTNT) | 0.1 | $652k | +6% | 4.2k | 153.64 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $649k | 487.00 | 1332.94 |
|
|
| American Tower Reit (AMT) | 0.1 | $644k | +14% | 3.9k | 163.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $642k | -25% | 3.1k | 205.03 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $639k | 2.5k | 257.88 |
|
|
| Stryker Corporation (SYK) | 0.1 | $630k | +10% | 2.0k | 314.81 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $629k | -6% | 842.00 | 746.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $628k | +24% | 5.0k | 124.43 |
|
| State Street Corporation (STT) | 0.1 | $623k | 3.7k | 169.62 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $621k | +2% | 6.5k | 96.12 |
|
| FedEx Corporation (FDX) | 0.1 | $620k | +8% | 2.0k | 313.15 |
|
| Kkr & Co (KKR) | 0.1 | $615k | 6.7k | 91.78 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $612k | +4% | 13k | 46.49 |
|
| Nike CL B (NKE) | 0.1 | $611k | -23% | 15k | 41.05 |
|
| Dupont De Nemours Common Stock (DD) | 0.1 | $611k | NEW | 4.5k | 135.64 |
|
| Biogen Idec (BIIB) | 0.1 | $602k | -20% | 2.8k | 216.03 |
|
| Valero Energy Corporation (VLO) | 0.1 | $601k | +7% | 2.3k | 260.41 |
|
| T. Rowe Price (TROW) | 0.1 | $600k | -26% | 5.3k | 113.70 |
|
| eBay (EBAY) | 0.1 | $597k | +10% | 5.3k | 111.76 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $596k | -6% | 5.9k | 100.29 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $592k | -15% | 6.7k | 87.71 |
|
| Paccar (PCAR) | 0.1 | $591k | -4% | 4.9k | 120.11 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $589k | -23% | 11k | 52.42 |
|
| Coherent Corp (COHR) | 0.1 | $589k | +3% | 1.5k | 394.47 |
|
| Fifth Third Ban (FITB) | 0.1 | $587k | +2% | 10k | 56.37 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $577k | +3% | 2.4k | 239.05 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $577k | +10% | 2.1k | 281.02 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $572k | 5.2k | 110.15 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $568k | +8% | 5.6k | 102.19 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $566k | +9% | 2.2k | 255.67 |
|
| Southern Company (SO) | 0.1 | $562k | +7% | 5.9k | 95.71 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $562k | +26% | 5.4k | 103.88 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $562k | -6% | 3.0k | 188.09 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $557k | +7% | 2.8k | 201.63 |
|
| Ford Motor Company (F) | 0.1 | $557k | 40k | 13.90 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $551k | -35% | 3.6k | 151.31 |
|
| M&T Bank Corporation (MTB) | 0.1 | $549k | +15% | 2.3k | 237.96 |
|
| Constellation Energy (CEG) | 0.1 | $548k | +3% | 2.2k | 248.37 |
|
| McKesson Corporation (MCK) | 0.1 | $544k | -4% | 720.00 | 755.76 |
|
| Targa Res Corp (TRGP) | 0.1 | $537k | +2% | 2.0k | 268.14 |
|
| Synchrony Financial (SYF) | 0.1 | $524k | +5% | 6.9k | 76.05 |
|
| Metropcs Communications (TMUS) | 0.1 | $515k | 3.1k | 167.72 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $512k | -21% | 4.2k | 123.11 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $506k | 254.00 | 1992.28 |
|
|
| Msci (MSCI) | 0.1 | $505k | +17% | 902.00 | 560.05 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $504k | -18% | 3.6k | 139.08 |
|
| Hartford Financial Services (HIG) | 0.1 | $502k | -4% | 3.8k | 132.50 |
|
| L3harris Technologies (LHX) | 0.1 | $500k | -3% | 1.7k | 290.54 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $493k | +7% | 8.9k | 55.50 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $492k | -7% | 6.2k | 78.82 |
|
| Martin Marietta Materials (MLM) | 0.1 | $490k | -9% | 849.00 | 576.70 |
|
| Principal Financial (PFG) | 0.1 | $489k | 4.5k | 107.78 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $487k | +10% | 1.3k | 375.44 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $485k | -16% | 952.00 | 509.07 |
|
| Norfolk Southern (NSC) | 0.1 | $475k | +6% | 1.5k | 314.59 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $475k | -2% | 5.5k | 87.04 |
|
| Eversource Energy (ES) | 0.1 | $469k | +13% | 6.5k | 72.27 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $468k | +12% | 6.1k | 76.40 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $467k | 2.8k | 166.69 |
|
|
| Prudential Financial (PRU) | 0.1 | $466k | +4% | 4.3k | 107.93 |
|
| Blackrock Etf Trust Ii High Yld Muni In (SHYM) | 0.1 | $466k | +16% | 21k | 22.45 |
|
| Doordash Cl A (DASH) | 0.1 | $465k | +2% | 2.5k | 184.57 |
|
| Wabtec Corporation (WAB) | 0.1 | $464k | 1.7k | 269.64 |
|
|
| Cardinal Health (CAH) | 0.1 | $463k | -2% | 2.0k | 237.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $458k | 667.00 | 686.32 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $458k | +2% | 1.3k | 350.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $455k | +15% | 4.9k | 93.66 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $452k | -31% | 5.7k | 79.23 |
|
| Akamai Technologies (AKAM) | 0.1 | $445k | -38% | 3.8k | 118.21 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $441k | -34% | 5.6k | 78.95 |
|
| Verisign (VRSN) | 0.1 | $441k | +20% | 1.8k | 251.56 |
|
| Calumet (CLMT) | 0.1 | $439k | 12k | 36.02 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $439k | -7% | 2.8k | 158.01 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.1 | $439k | +10% | 9.6k | 45.76 |
|
| Anthem (ELV) | 0.1 | $438k | +13% | 1.1k | 386.89 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $431k | -2% | 1.9k | 221.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $430k | +6% | 1.2k | 369.90 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $426k | -12% | 3.2k | 134.69 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $425k | 12k | 35.39 |
|
|
| AmerisourceBergen (COR) | 0.0 | $423k | 1.5k | 283.03 |
|
|
| CarMax (KMX) | 0.0 | $422k | -40% | 8.0k | 52.89 |
|
| Realty Income (O) | 0.0 | $416k | -8% | 6.7k | 61.96 |
|
| Danaher Corporation (DHR) | 0.0 | $411k | -15% | 2.2k | 190.45 |
|
| Baxter International (BAX) | 0.0 | $409k | -42% | 19k | 21.32 |
|
| Copart (CPRT) | 0.0 | $401k | +16% | 14k | 28.19 |
|
| Kroger (KR) | 0.0 | $401k | +4% | 7.2k | 55.53 |
|
| Waste Management (WM) | 0.0 | $401k | -3% | 1.8k | 222.92 |
|
| Abbott Laboratories (ABT) | 0.0 | $400k | -36% | 4.4k | 90.74 |
|
| Equifax (EFX) | 0.0 | $399k | -45% | 2.5k | 158.75 |
|
| Block Cl A (XYZ) | 0.0 | $397k | +33% | 5.2k | 76.00 |
|
| Kraft Heinz (KHC) | 0.0 | $392k | -32% | 17k | 23.62 |
|
| Campbell Soup Company (CPB) | 0.0 | $390k | -30% | 18k | 22.27 |
|
| Ametek (AME) | 0.0 | $389k | 1.6k | 242.01 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $387k | +2% | 280.00 | 1382.38 |
|
| Public Storage (PSA) | 0.0 | $387k | -9% | 1.2k | 318.38 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $384k | -34% | 14k | 26.65 |
|
| Clorox Company (CLX) | 0.0 | $384k | -24% | 4.0k | 95.43 |
|
| ConAgra Foods (CAG) | 0.0 | $384k | -16% | 29k | 13.46 |
|
| Vulcan Materials Company (VMC) | 0.0 | $382k | +4% | 1.3k | 294.98 |
|
| Fiserv (FISV) | 0.0 | $380k | -27% | 7.7k | 49.05 |
|
| Oneok (OKE) | 0.0 | $378k | -20% | 4.4k | 86.93 |
|
| Zoetis Cl A (ZTS) | 0.0 | $376k | 5.2k | 71.86 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $372k | -36% | 4.6k | 80.38 |
|
| Zimmer Holdings (ZBH) | 0.0 | $370k | -29% | 4.3k | 86.09 |
|
| NetApp (NTAP) | 0.0 | $370k | -4% | 2.4k | 154.73 |
|
| Dell Technologies CL C (DELL) | 0.0 | $369k | NEW | 856.00 | 431.46 |
|
| Autodesk (ADSK) | 0.0 | $367k | -38% | 1.9k | 194.42 |
|
| Snowflake Cl A (SNOW) | 0.0 | $361k | -17% | 1.4k | 254.45 |
|
| Sempra Sempra (SRE) | 0.0 | $360k | +4% | 3.9k | 92.70 |
|
| Regions Financial Corporation (RF) | 0.0 | $359k | +28% | 12k | 30.20 |
|
| Garmin SHS (GRMN) | 0.0 | $350k | 1.5k | 237.50 |
|
|
| Gmr Solutions Com Cl A | 0.0 | $348k | NEW | 23k | 15.46 |
|
| Crown Castle Intl (CCI) | 0.0 | $347k | +41% | 4.6k | 75.74 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $346k | +4% | 8.2k | 42.41 |
|
| Cme (CME) | 0.0 | $344k | -21% | 1.6k | 220.83 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $343k | 1.4k | 237.34 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $342k | -2% | 3.8k | 90.47 |
|
| American Intl Group Com New (AIG) | 0.0 | $341k | -13% | 4.6k | 74.53 |
|
| Iron Mountain (IRM) | 0.0 | $341k | 2.7k | 126.32 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $340k | +14% | 1.0k | 334.82 |
|
| AFLAC Incorporated (AFL) | 0.0 | $339k | -7% | 2.9k | 117.26 |
|
| Carrier Global Corporation (CARR) | 0.0 | $336k | +2% | 4.6k | 73.35 |
|
| Packaging Corporation of America (PKG) | 0.0 | $334k | +11% | 1.4k | 238.30 |
|
| CRH Ord (CRH) | 0.0 | $333k | -13% | 3.1k | 106.99 |
|
| MercadoLibre (MELI) | 0.0 | $331k | -13% | 195.00 | 1695.22 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.0 | $330k | -44% | 8.6k | 38.16 |
|
| United Parcel Service CL B (UPS) | 0.0 | $328k | -3% | 3.1k | 107.52 |
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $328k | -9% | 18k | 17.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $325k | 442.00 | 736.26 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $325k | +2% | 4.8k | 67.94 |
|
| SYSCO Corporation (SYY) | 0.0 | $324k | -8% | 3.9k | 83.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $323k | +20% | 5.6k | 57.84 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $321k | 2.6k | 121.43 |
|
|
| Microchip Technology (MCHP) | 0.0 | $321k | 3.5k | 91.20 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $320k | NEW | 1.2k | 260.25 |
|
| CoStar (CSGP) | 0.0 | $319k | -17% | 11k | 28.32 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $316k | -23% | 507.00 | 623.29 |
|
| Ventas (VTR) | 0.0 | $315k | 3.6k | 88.79 |
|
|
| Dover Corporation (DOV) | 0.0 | $314k | 1.4k | 224.20 |
|
|
| ResMed (RMD) | 0.0 | $304k | -8% | 1.6k | 194.85 |
|
| Apollo Global Mgmt (APO) | 0.0 | $300k | -4% | 2.5k | 118.32 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $299k | NEW | 6.6k | 45.11 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $294k | NEW | 971.00 | 302.70 |
|
| Exelon Corporation (EXC) | 0.0 | $294k | 6.3k | 46.62 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $293k | 5.7k | 51.85 |
|
|
| EOG Resources (EOG) | 0.0 | $289k | -2% | 2.2k | 129.73 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $286k | -2% | 1.7k | 172.27 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $285k | -26% | 2.1k | 136.96 |
|
| Xcel Energy (XEL) | 0.0 | $284k | -9% | 3.5k | 80.31 |
|
| Wec Energy Group (WEC) | 0.0 | $282k | -6% | 2.4k | 116.76 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $279k | -3% | 1.1k | 249.87 |
|
| Xylem (XYL) | 0.0 | $276k | -11% | 2.3k | 118.20 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $270k | 1.8k | 152.20 |
|
|
| Consolidated Edison (ED) | 0.0 | $270k | -2% | 2.4k | 110.63 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $263k | -23% | 6.8k | 38.73 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $261k | -8% | 2.3k | 111.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $257k | 1.9k | 137.53 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $254k | +2% | 767.00 | 331.69 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $253k | NEW | 1.5k | 170.85 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $249k | -14% | 472.00 | 526.44 |
|
| Devon Energy Corporation (DVN) | 0.0 | $244k | NEW | 5.9k | 41.32 |
|
| Invitation Homes (INVH) | 0.0 | $244k | NEW | 8.1k | 30.21 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $237k | NEW | 1.3k | 176.48 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $237k | 1.7k | 143.10 |
|
|
| Darden Restaurants (DRI) | 0.0 | $233k | -5% | 1.1k | 206.01 |
|
| Franklin Templeton Etf Tr Franklin Templeton Etf Tr (FLJP) | 0.0 | $231k | 5.8k | 39.75 |
|
|
| Moderna (MRNA) | 0.0 | $226k | NEW | 3.2k | 70.03 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $224k | NEW | 456.00 | 490.56 |
|
| Hldgs (UAL) | 0.0 | $222k | NEW | 1.6k | 135.99 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $219k | -9% | 3.7k | 58.91 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $217k | NEW | 1.7k | 127.81 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $215k | -44% | 5.0k | 42.68 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $213k | NEW | 1.2k | 174.31 |
|
| Nrg Energy Com New (NRG) | 0.0 | $212k | 1.5k | 146.06 |
|
|
| DTE Energy Company (DTE) | 0.0 | $209k | 1.4k | 152.41 |
|
|
| Dollar Tree (DLTR) | 0.0 | $208k | NEW | 1.7k | 120.95 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $208k | NEW | 2.4k | 87.91 |
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $202k | NEW | 1.5k | 134.60 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $201k | -6% | 10k | 19.89 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $152k | 14k | 10.87 |
|
|
| Arbutus Biopharma (ABUS) | 0.0 | $144k | -25% | 30k | 4.80 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $26k | 10k | 2.59 |
|
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 2026 Q2 filed July 21, 2026
- Premier Path Wealth Partners 2026 Q1 filed April 23, 2026
- 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