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 18.50% of Premier Path Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: ACWX (+$12M), AGG (+$5.1M), NVDA, IEF, VXUS, IEI, GOOGL, JNJ, COST, IGSB.
- Started 24 new stock positions in DTE, PKG, NTAP, RF, RSG, CLX, CARR, ABNB, MPWR, VRT. STE, ED, AON, EQR, SHYG, VRSN, WDC, PTC, KEYS, EOG, BR, AME, CSGP, SNDK.
- Reduced shares in these 10 stocks: XLK, IJR, XLF, USIG, SHV, XLI, DGRO, IDEV, VOO, XLE.
- Sold out of its positions in ALNY, BUD, AXON, CI, CVNA, CMG, SKYY, IVE, MTD, OTIS. PAYX, RBLX, SPDW, SOFI, VONG, VO, VB, VICI, WDAY, RACE.
- Premier Path Wealth Partners was a net buyer of stock by $16M.
- Premier Path Wealth Partners has $767M in assets under management (AUM), dropping by -0.91%.
- Central Index Key (CIK): 0001999925
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Portfolio Holdings for Premier Path Wealth Partners
Premier Path Wealth Partners holds 398 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $39M | 153k | 253.79 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.9 | $30M | +62% | 440k | 68.47 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $28M | +8% | 163k | 174.40 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.1 | $24M | -11% | 181k | 132.90 |
|
| Microsoft Corporation (MSFT) | 2.7 | $21M | +2% | 55k | 370.17 |
|
| Amazon (AMZN) | 1.9 | $15M | +2% | 72k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $15M | +7% | 51k | 287.56 |
|
| Broadcom (AVGO) | 1.5 | $11M | +7% | 37k | 309.51 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.4 | $11M | +21% | 115k | 95.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $11M | +6% | 37k | 286.86 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $9.9M | -12% | 141k | 70.18 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.3 | $9.7M | -18% | 196k | 49.37 |
|
| Meta Platforms Cl A (META) | 1.3 | $9.6M | +8% | 17k | 572.12 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $9.6M | +13% | 81k | 118.60 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.2 | $9.4M | -15% | 184k | 51.23 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.2 | $9.2M | 84k | 108.98 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $8.9M | -11% | 47k | 191.81 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $8.4M | -11% | 102k | 82.57 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.1 | $8.2M | -14% | 98k | 83.57 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.2M | +5% | 28k | 294.16 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.1 | $8.1M | -10% | 73k | 110.86 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $8.0M | -12% | 55k | 146.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $7.7M | +191% | 78k | 99.27 |
|
| Tesla Motors (TSLA) | 0.9 | $7.2M | +4% | 19k | 371.75 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.9 | $7.2M | -17% | 45k | 161.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $6.8M | +5% | 64k | 106.15 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.9 | $6.6M | 82k | 80.61 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $6.4M | +6% | 7.0k | 919.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.7M | -32% | 46k | 124.31 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $5.7M | -14% | 147k | 38.96 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.7M | -8% | 34k | 169.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.5M | +11% | 11k | 479.19 |
|
| Johnson & Johnson (JNJ) | 0.7 | $5.5M | +20% | 22k | 244.44 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $5.2M | -15% | 112k | 46.95 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $5.2M | -14% | 52k | 100.72 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.7 | $5.2M | -15% | 114k | 45.81 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.7 | $5.1M | -14% | 128k | 40.14 |
|
| Wal-Mart Stores (WMT) | 0.7 | $5.0M | +16% | 40k | 124.28 |
|
| Visa Com Cl A (V) | 0.6 | $4.5M | +12% | 15k | 302.25 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $4.5M | +24% | 4.5k | 996.51 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $4.2M | -16% | 52k | 81.98 |
|
| Netflix (NFLX) | 0.5 | $4.0M | +12% | 42k | 96.15 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $3.6M | -3% | 19k | 192.90 |
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $3.5M | +4% | 29k | 118.63 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.4M | -31% | 31k | 110.39 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $3.4M | +3% | 5.5k | 604.37 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.3M | -24% | 16k | 213.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $3.3M | +19% | 6.7k | 499.64 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $3.3M | -14% | 30k | 110.47 |
|
| General Electric Com New (GE) | 0.4 | $3.2M | 11k | 283.78 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.2M | +3% | 5.0k | 653.25 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.2M | -28% | 52k | 61.26 |
|
| Blackrock (BLK) | 0.4 | $3.2M | 3.3k | 961.68 |
|
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.4 | $3.2M | -11% | 72k | 43.74 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.4 | $3.1M | -5% | 7.3k | 426.40 |
|
| Chevron Corporation (CVX) | 0.4 | $3.1M | +5% | 15k | 206.89 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.9M | +5% | 59k | 48.75 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $2.9M | +3% | 20k | 146.28 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $2.8M | -15% | 70k | 40.10 |
|
| Home Depot (HD) | 0.4 | $2.8M | +2% | 8.4k | 328.90 |
|
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.4 | $2.8M | -12% | 40k | 69.35 |
|
| Abbvie (ABBV) | 0.4 | $2.7M | +5% | 13k | 217.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.7M | -11% | 40k | 67.53 |
|
| Caterpillar (CAT) | 0.3 | $2.7M | +13% | 3.8k | 708.54 |
|
| Cisco Systems (CSCO) | 0.3 | $2.7M | +33% | 34k | 77.59 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.3 | $2.6M | -13% | 67k | 39.48 |
|
| TJX Companies (TJX) | 0.3 | $2.6M | +5% | 16k | 159.70 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $2.5M | -11% | 33k | 75.49 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.5M | +18% | 2.8k | 895.25 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.5M | +6% | 47k | 52.01 |
|
| Eaton Corp SHS (ETN) | 0.3 | $2.4M | 6.7k | 357.69 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $2.4M | -12% | 28k | 86.41 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.3 | $2.4M | -13% | 40k | 60.26 |
|
| Goldman Sachs (GS) | 0.3 | $2.4M | +10% | 2.8k | 845.91 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.3 | $2.4M | -13% | 32k | 74.18 |
|
| Citigroup Com New (C) | 0.3 | $2.3M | +14% | 20k | 113.41 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.3M | -12% | 45k | 49.89 |
|
| Applied Materials (AMAT) | 0.3 | $2.3M | +14% | 6.6k | 341.80 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.2M | 28k | 79.61 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $2.2M | -12% | 49k | 44.87 |
|
| Gilead Sciences (GILD) | 0.3 | $2.2M | +19% | 16k | 139.37 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.2M | 4.4k | 491.50 |
|
|
| Amgen (AMGN) | 0.3 | $2.1M | +29% | 6.1k | 351.83 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $2.1M | -6% | 3.1k | 697.61 |
|
| Merck & Co (MRK) | 0.3 | $2.1M | +27% | 18k | 120.29 |
|
| Nextera Energy (NEE) | 0.3 | $2.1M | +2% | 23k | 92.88 |
|
| Micron Technology (MU) | 0.3 | $2.0M | +32% | 6.0k | 337.81 |
|
| Lowe's Companies (LOW) | 0.3 | $2.0M | +14% | 8.3k | 236.29 |
|
| Deere & Company (DE) | 0.3 | $1.9M | +13% | 3.5k | 563.25 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $1.9M | -18% | 42k | 45.89 |
|
| Walt Disney Company (DIS) | 0.2 | $1.9M | -5% | 20k | 96.38 |
|
| Verizon Communications (VZ) | 0.2 | $1.9M | -8% | 38k | 50.20 |
|
| American Express Company (AXP) | 0.2 | $1.9M | +11% | 6.3k | 302.46 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.9M | +5% | 11k | 164.57 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.9M | +61% | 13k | 147.11 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.8M | -2% | 30k | 60.65 |
|
| Ge Vernova (GEV) | 0.2 | $1.8M | +7% | 2.1k | 872.87 |
|
| Pfizer (PFE) | 0.2 | $1.7M | -9% | 62k | 28.08 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.7M | +15% | 8.4k | 203.43 |
|
| salesforce (CRM) | 0.2 | $1.7M | -4% | 9.0k | 186.67 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.7M | -19% | 60k | 27.46 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.7M | +10% | 5.3k | 310.77 |
|
| At&t (T) | 0.2 | $1.6M | +5% | 57k | 28.99 |
|
| International Business Machines (IBM) | 0.2 | $1.6M | 6.8k | 242.38 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.6M | -13% | 40k | 40.83 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.6M | +445% | 21k | 77.11 |
|
| UnitedHealth (UNH) | 0.2 | $1.6M | +24% | 5.9k | 270.58 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | -6% | 22k | 71.82 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.6M | +3% | 4.6k | 343.20 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.6M | 16k | 100.66 |
|
|
| Boeing Company (BA) | 0.2 | $1.6M | -7% | 7.8k | 199.04 |
|
| Corteva (CTVA) | 0.2 | $1.5M | +53% | 19k | 83.71 |
|
| Intel Corporation (INTC) | 0.2 | $1.5M | +20% | 35k | 44.13 |
|
| Pepsi (PEP) | 0.2 | $1.5M | +8% | 9.7k | 155.29 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.5M | -18% | 30k | 49.97 |
|
| Williams Companies (WMB) | 0.2 | $1.5M | +7% | 20k | 72.78 |
|
| Kinder Morgan (KMI) | 0.2 | $1.5M | +5% | 43k | 33.53 |
|
| PNC Financial Services (PNC) | 0.2 | $1.4M | +34% | 7.0k | 208.09 |
|
| Capital One Financial (COF) | 0.2 | $1.4M | +6% | 7.9k | 182.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | +7% | 3.1k | 461.01 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.4M | 2.00 | 718140.00 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.4M | +134% | 27k | 52.56 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.4M | +18% | 50k | 28.71 |
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| Servicenow (NOW) | 0.2 | $1.4M | +48% | 14k | 104.55 |
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| Philip Morris International (PM) | 0.2 | $1.4M | +9% | 8.5k | 165.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.4M | +127% | 13k | 108.99 |
|
| Medtronic SHS (MDT) | 0.2 | $1.4M | -3% | 16k | 86.65 |
|
| Intuit (INTU) | 0.2 | $1.4M | +34% | 3.2k | 432.44 |
|
| Coca-Cola Company (KO) | 0.2 | $1.4M | +24% | 18k | 76.05 |
|
| Honeywell International (HON) | 0.2 | $1.4M | +9% | 6.0k | 226.04 |
|
| Linde SHS (LIN) | 0.2 | $1.3M | +10% | 2.7k | 495.77 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $1.3M | +23% | 12k | 108.25 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | +35% | 5.4k | 242.60 |
|
| Prologis (PLD) | 0.2 | $1.3M | +39% | 9.8k | 132.18 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.3M | +21% | 5.9k | 213.64 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.2M | +6% | 11k | 106.50 |
|
| American Electric Power Company (AEP) | 0.2 | $1.2M | +5% | 9.1k | 131.09 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $1.2M | +4% | 25k | 47.83 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.2M | +5% | 9.5k | 122.78 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +14% | 9.0k | 126.35 |
|
| ConocoPhillips (COP) | 0.1 | $1.1M | +22% | 8.6k | 132.00 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | +8% | 7.8k | 144.44 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.1M | +5% | 22k | 50.45 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | -28% | 3.3k | 337.97 |
|
| Altria (MO) | 0.1 | $1.1M | +40% | 17k | 65.99 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +3% | 12k | 93.98 |
|
| Hca Holdings (HCA) | 0.1 | $1.1M | +17% | 2.3k | 473.19 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.1M | +68% | 4.1k | 260.31 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | +7% | 15k | 71.93 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 11k | 92.31 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.0M | 249.00 | 4216.00 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.0M | +24% | 710.00 | 1471.81 |
|
| Nike CL B (NKE) | 0.1 | $1.0M | -8% | 19k | 52.82 |
|
| Ecolab (ECL) | 0.1 | $1.0M | +22% | 3.8k | 266.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | +4% | 4.2k | 243.06 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.0M | +5% | 2.4k | 416.65 |
|
| Analog Devices (ADI) | 0.1 | $1.0M | +29% | 3.2k | 318.16 |
|
| S&p Global (SPGI) | 0.1 | $1.0M | +9% | 2.4k | 425.25 |
|
| Cummins (CMI) | 0.1 | $999k | +16% | 1.9k | 537.88 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $998k | +9% | 5.0k | 197.72 |
|
| Chubb (CB) | 0.1 | $991k | +3% | 3.0k | 325.97 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $985k | +25% | 5.1k | 194.12 |
|
| Public Service Enterprise (PEG) | 0.1 | $981k | -12% | 12k | 80.95 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $975k | +25% | 3.2k | 304.06 |
|
| Air Products & Chemicals (APD) | 0.1 | $958k | -21% | 3.3k | 290.52 |
|
| Palo Alto Networks (PANW) | 0.1 | $952k | -8% | 5.9k | 160.33 |
|
| 3M Company (MMM) | 0.1 | $942k | +10% | 6.5k | 145.23 |
|
| D.R. Horton (DHI) | 0.1 | $896k | +2% | 6.5k | 137.23 |
|
| Phillips 66 (PSX) | 0.1 | $895k | +6% | 4.9k | 182.18 |
|
| Progressive Corporation (PGR) | 0.1 | $892k | +15% | 4.5k | 198.25 |
|
| Emerson Electric (EMR) | 0.1 | $892k | +9% | 6.8k | 131.02 |
|
| Travelers Companies (TRV) | 0.1 | $887k | +28% | 3.0k | 291.69 |
|
| Becton, Dickinson and (BDX) | 0.1 | $885k | 5.6k | 157.23 |
|
|
| General Motors Company (GM) | 0.1 | $872k | +14% | 12k | 74.50 |
|
| Howmet Aerospace (HWM) | 0.1 | $870k | +17% | 3.8k | 230.43 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $868k | +207% | 4.4k | 195.40 |
|
| CSX Corporation (CSX) | 0.1 | $861k | +18% | 21k | 41.05 |
|
| Moody's Corporation (MCO) | 0.1 | $850k | +84% | 1.9k | 436.22 |
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| Corning Incorporated (GLW) | 0.1 | $840k | +11% | 6.2k | 135.97 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $837k | +11% | 1.9k | 434.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $835k | +3% | 1.9k | 446.58 |
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| Legacy Housing Corp (LEGH) | 0.1 | $835k | 41k | 20.43 |
|
|
| Equifax (EFX) | 0.1 | $832k | -12% | 4.6k | 180.07 |
|
| Intercontinental Exchange (ICE) | 0.1 | $832k | +5% | 5.3k | 157.29 |
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| Dupont De Nemours (DD) | 0.1 | $824k | -31% | 18k | 45.80 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $819k | +13% | 3.0k | 275.14 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $816k | -35% | 15k | 55.19 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $800k | +33% | 4.0k | 198.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $798k | -5% | 6.9k | 115.00 |
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| W.W. Grainger (GWW) | 0.1 | $783k | +13% | 718.00 | 1090.82 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $780k | +7% | 1.1k | 681.96 |
|
| United Rentals (URI) | 0.1 | $778k | +12% | 1.1k | 728.49 |
|
| Quanta Services (PWR) | 0.1 | $775k | +12% | 1.4k | 549.07 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $773k | +29% | 5.9k | 130.94 |
|
| Fastenal Company (FAST) | 0.1 | $769k | +40% | 17k | 46.40 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $766k | +17% | 17k | 45.97 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $748k | +13% | 5.7k | 130.93 |
|
| Entergy Corporation (ETR) | 0.1 | $739k | +5% | 6.6k | 112.36 |
|
| Simon Property (SPG) | 0.1 | $739k | +15% | 4.0k | 186.55 |
|
| Autodesk (ADSK) | 0.1 | $734k | +30% | 3.1k | 239.40 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $733k | -4% | 8.0k | 91.37 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $733k | -4% | 6.1k | 120.81 |
|
| Equinix (EQIX) | 0.1 | $729k | +35% | 744.00 | 980.26 |
|
| Qualcomm (QCOM) | 0.1 | $722k | +7% | 5.6k | 128.78 |
|
| Cintas Corporation (CTAS) | 0.1 | $715k | +26% | 4.2k | 169.15 |
|
| Abbott Laboratories (ABT) | 0.1 | $711k | -12% | 6.9k | 102.67 |
|
| Akamai Technologies (AKAM) | 0.1 | $704k | -48% | 6.1k | 114.85 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $691k | +6% | 1.8k | 390.41 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $689k | +31% | 2.2k | 320.61 |
|
| Ross Stores (ROST) | 0.1 | $675k | +30% | 3.1k | 216.62 |
|
| Allstate Corporation (ALL) | 0.1 | $675k | +12% | 3.3k | 207.33 |
|
| Pulte (PHM) | 0.1 | $669k | +185% | 5.7k | 117.61 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $665k | -30% | 4.4k | 149.98 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $663k | +21% | 2.3k | 283.73 |
|
| Digital Realty Trust (DLR) | 0.1 | $657k | +19% | 3.6k | 180.21 |
|
| Metropcs Communications (TMUS) | 0.1 | $653k | -7% | 3.1k | 210.05 |
|
| McKesson Corporation (MCK) | 0.1 | $653k | +18% | 754.00 | 865.53 |
|
| FedEx Corporation (FDX) | 0.1 | $650k | +44% | 1.8k | 356.20 |
|
| T. Rowe Price (TROW) | 0.1 | $647k | -23% | 7.2k | 90.14 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $646k | +33% | 13k | 51.39 |
|
| Biogen Idec (BIIB) | 0.1 | $646k | -38% | 3.5k | 183.31 |
|
| Ameriprise Financial (AMP) | 0.1 | $645k | +9% | 1.5k | 444.40 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $638k | -8% | 2.0k | 313.81 |
|
| Kkr & Co (KKR) | 0.1 | $626k | +5% | 6.8k | 92.49 |
|
| Zoetis Cl A (ZTS) | 0.1 | $617k | +36% | 5.2k | 118.20 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $616k | -18% | 8.6k | 71.77 |
|
| L3harris Technologies (LHX) | 0.1 | $615k | +16% | 1.8k | 345.10 |
|
| Seagate Technology Hldngs Pl Seagate Technology Hldngs Pl (STX) | 0.1 | $608k | +44% | 1.6k | 391.76 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $604k | -39% | 8.3k | 72.55 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $599k | +31% | 1.8k | 327.10 |
|
| Paccar (PCAR) | 0.1 | $597k | +33% | 5.2k | 115.50 |
|
| Constellation Energy (CEG) | 0.1 | $596k | -9% | 2.1k | 279.23 |
|
| Dominion Resources (D) | 0.1 | $595k | +7% | 9.6k | 61.82 |
|
| Fiserv (FISV) | 0.1 | $595k | -25% | 11k | 55.80 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $595k | +8% | 2.9k | 206.32 |
|
| American Tower Reit (AMT) | 0.1 | $594k | +23% | 3.4k | 172.57 |
|
| Stryker Corporation (SYK) | 0.1 | $593k | 1.8k | 328.60 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $586k | 902.00 | 650.10 |
|
|
| Cme (CME) | 0.1 | $583k | +16% | 2.0k | 295.35 |
|
| Target Corporation (TGT) | 0.1 | $582k | +86% | 4.8k | 121.21 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $579k | -28% | 22k | 26.44 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $574k | +33% | 9.8k | 58.78 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $572k | +4% | 9.1k | 62.75 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $571k | +111% | 6.7k | 84.89 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $566k | -6% | 488.00 | 1159.74 |
|
| Campbell Soup Company (CPB) | 0.1 | $561k | -6% | 25k | 22.27 |
|
| CarMax (KMX) | 0.1 | $557k | -37% | 13k | 41.58 |
|
| Baxter International (BAX) | 0.1 | $557k | -21% | 33k | 16.80 |
|
| Kraft Heinz (KHC) | 0.1 | $556k | -24% | 25k | 22.49 |
|
| Martin Marietta Materials (MLM) | 0.1 | $554k | +4% | 941.00 | 588.68 |
|
| Zimmer Holdings (ZBH) | 0.1 | $552k | -30% | 6.1k | 90.42 |
|
| CoStar (CSGP) | 0.1 | $550k | NEW | 14k | 40.34 |
|
| Clorox Company (CLX) | 0.1 | $549k | NEW | 5.3k | 103.62 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $548k | +43% | 6.4k | 85.22 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $545k | +158% | 8.9k | 61.35 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $542k | -18% | 7.3k | 74.45 |
|
| ConAgra Foods (CAG) | 0.1 | $540k | -26% | 34k | 15.72 |
|
| Hartford Financial Services (HIG) | 0.1 | $538k | +49% | 4.0k | 135.23 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $536k | +14% | 2.6k | 209.04 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $531k | +19% | 5.2k | 102.25 |
|
| Valero Energy Corporation (VLO) | 0.1 | $529k | +8% | 2.1k | 247.05 |
|
| Southern Company (SO) | 0.1 | $526k | +23% | 5.4k | 96.53 |
|
| Nucor Corporation (NUE) | 0.1 | $523k | -64% | 3.1k | 169.10 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $523k | 2.5k | 211.06 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $518k | -13% | 2.5k | 203.19 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $515k | +24% | 667.00 | 772.40 |
|
| Vaneck Etf Trust Semiconductr (SMH) | 0.1 | $508k | -5% | 1.3k | 383.54 |
|
| Marvell Technology (MRVL) | 0.1 | $506k | +60% | 5.1k | 99.06 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $503k | +25% | 8.2k | 61.05 |
|
| Kroger (KR) | 0.1 | $502k | +38% | 6.9k | 72.36 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $496k | +21% | 3.2k | 155.11 |
|
| Oneok (OKE) | 0.1 | $496k | +14% | 5.5k | 90.40 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $495k | +9% | 2.0k | 244.18 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $493k | +12% | 2.8k | 173.47 |
|
| MetLife (MET) | 0.1 | $491k | +8% | 6.9k | 70.72 |
|
| Targa Res Corp (TRGP) | 0.1 | $491k | +13% | 2.0k | 250.73 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $490k | -11% | 1.2k | 398.00 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $489k | 3.6k | 135.46 |
|
|
| Danaher Corporation (DHR) | 0.1 | $484k | +3% | 2.6k | 189.58 |
|
| AmerisourceBergen (COR) | 0.1 | $477k | 1.5k | 314.19 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $471k | +18% | 10k | 46.46 |
|
| Ford Motor Company (F) | 0.1 | $460k | 40k | 11.54 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $459k | +15% | 5.1k | 89.58 |
|
| State Street Corporation (STT) | 0.1 | $459k | +4% | 3.6k | 126.54 |
|
| Monster Beverage Corp (MNST) | 0.1 | $459k | +11% | 6.3k | 72.45 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $458k | NEW | 2.8k | 162.48 |
|
| Rockwell Automation (ROK) | 0.1 | $452k | +69% | 1.3k | 358.89 |
|
| Realty Income (O) | 0.1 | $450k | +11% | 7.4k | 61.18 |
|
| Synchrony Financial (SYF) | 0.1 | $446k | 6.6k | 68.02 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $446k | 3.0k | 148.10 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $442k | -12% | 6.4k | 69.30 |
|
| eBay (EBAY) | 0.1 | $440k | +13% | 4.8k | 91.02 |
|
| Calumet (CLMT) | 0.1 | $440k | -4% | 12k | 35.90 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.1 | $429k | -21% | 16k | 27.38 |
|
| Waste Management (WM) | 0.1 | $429k | +47% | 1.9k | 229.83 |
|
| Wabtec Corporation (WAB) | 0.1 | $429k | +5% | 1.7k | 249.95 |
|
| Cardinal Health (CAH) | 0.1 | $423k | +9% | 2.0k | 211.28 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $416k | +6% | 4.3k | 97.13 |
|
| Msci (MSCI) | 0.1 | $415k | +61% | 769.00 | 539.02 |
|
| M&T Bank Corporation (MTB) | 0.1 | $413k | +7% | 2.0k | 206.67 |
|
| Norfolk Southern (NSC) | 0.1 | $406k | +24% | 1.4k | 287.00 |
|
| Prudential Financial (PRU) | 0.1 | $405k | +27% | 4.1k | 97.68 |
|
| Copart (CPRT) | 0.1 | $404k | -28% | 12k | 33.20 |
|
| Principal Financial (PFG) | 0.1 | $401k | -5% | 4.5k | 90.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $398k | -76% | 667.00 | 597.12 |
|
| American Intl Group Com New (AIG) | 0.1 | $398k | -3% | 5.3k | 75.25 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $396k | +38% | 5.4k | 72.70 |
|
| Eversource Energy (ES) | 0.1 | $395k | +63% | 5.7k | 69.28 |
|
| Blackrock Etf Trust Ii High Yld Muni In (SHYM) | 0.1 | $393k | +41% | 18k | 22.02 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.1 | $393k | +3% | 8.7k | 45.17 |
|
| MercadoLibre (MELI) | 0.1 | $391k | -28% | 226.00 | 1729.02 |
|
| ResMed (RMD) | 0.1 | $385k | +24% | 1.7k | 224.43 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $378k | -10% | 2.0k | 189.61 |
|
| CRH Ord (CRH) | 0.0 | $378k | +29% | 3.6k | 105.13 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $373k | 5.6k | 67.07 |
|
|
| Western Digital (WDC) | 0.0 | $371k | NEW | 1.4k | 270.56 |
|
| Doordash Cl A (DASH) | 0.0 | $368k | -5% | 2.5k | 150.17 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $366k | +39% | 1.9k | 196.90 |
|
| Public Storage (PSA) | 0.0 | $363k | +15% | 1.3k | 270.78 |
|
| Verisign (VRSN) | 0.0 | $362k | NEW | 1.5k | 248.36 |
|
| Sempra Sempra (SRE) | 0.0 | $361k | +24% | 3.7k | 97.17 |
|
| Keysight Technologies (KEYS) | 0.0 | $358k | NEW | 1.3k | 282.31 |
|
| Sandisk Corp (SNDK) | 0.0 | $355k | NEW | 558.00 | 635.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $351k | 1.1k | 320.91 |
|
|
| Garmin SHS (GRMN) | 0.0 | $345k | +28% | 1.5k | 231.93 |
|
| Coherent Corp (COHR) | 0.0 | $344k | 1.4k | 238.21 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $343k | +28% | 3.1k | 109.72 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $343k | -76% | 259.00 | 1322.68 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $342k | +24% | 1.5k | 233.26 |
|
| Ametek (AME) | 0.0 | $341k | NEW | 1.6k | 214.36 |
|
| Vulcan Materials Company (VMC) | 0.0 | $339k | 1.2k | 272.27 |
|
|
| Roivant Sciences SHS (ROIV) | 0.0 | $332k | 12k | 27.70 |
|
|
| EOG Resources (EOG) | 0.0 | $331k | NEW | 2.3k | 144.56 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $329k | NEW | 7.8k | 42.31 |
|
| Fortinet (FTNT) | 0.0 | $327k | +37% | 4.0k | 81.73 |
|
| Cadence Design Systems (CDNS) | 0.0 | $326k | +23% | 1.2k | 277.97 |
|
| Xylem (XYL) | 0.0 | $315k | -5% | 2.6k | 119.49 |
|
| Extra Space Storage (EXR) | 0.0 | $315k | +32% | 2.4k | 131.13 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $315k | 1.7k | 184.72 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $311k | +8% | 554.00 | 561.89 |
|
| Edwards Lifesciences (EW) | 0.0 | $311k | +4% | 3.9k | 80.07 |
|
| United Parcel Service CL B (UPS) | 0.0 | $311k | +47% | 3.2k | 98.39 |
|
| Xcel Energy (XEL) | 0.0 | $309k | +7% | 3.9k | 79.44 |
|
| Exelon Corporation (EXC) | 0.0 | $304k | +17% | 6.2k | 49.02 |
|
| SYSCO Corporation (SYY) | 0.0 | $301k | -7% | 4.2k | 71.33 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $300k | NEW | 274.00 | 1093.35 |
|
| Wec Energy Group (WEC) | 0.0 | $299k | -3% | 2.6k | 115.79 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $297k | +11% | 5.6k | 52.64 |
|
| Apollo Global Mgmt (APO) | 0.0 | $294k | +8% | 2.6k | 111.42 |
|
| Dover Corporation (DOV) | 0.0 | $294k | 1.4k | 208.38 |
|
|
| Anthem (ELV) | 0.0 | $291k | +16% | 993.00 | 292.87 |
|
| Ventas (VTR) | 0.0 | $287k | +2% | 3.5k | 81.77 |
|
| Consolidated Edison (ED) | 0.0 | $283k | NEW | 2.5k | 113.16 |
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $282k | 20k | 13.90 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $281k | +33% | 6.2k | 45.30 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $279k | -14% | 2.6k | 109.10 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $279k | +16% | 4.2k | 66.48 |
|
| Ptc (PTC) | 0.0 | $278k | NEW | 1.9k | 142.49 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $277k | NEW | 4.7k | 59.15 |
|
| Iron Mountain (IRM) | 0.0 | $275k | -4% | 2.7k | 102.13 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $267k | +14% | 4.6k | 57.65 |
|
| Packaging Corporation of America (PKG) | 0.0 | $266k | NEW | 1.3k | 212.23 |
|
| Crown Castle Intl (CCI) | 0.0 | $263k | +37% | 3.2k | 81.32 |
|
| Snowflake Cl A (SNOW) | 0.0 | $258k | -7% | 1.7k | 150.86 |
|
| NetApp (NTAP) | 0.0 | $257k | NEW | 2.5k | 102.37 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $256k | 1.8k | 145.92 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $255k | 442.00 | 577.07 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $251k | NEW | 4.5k | 56.31 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $246k | 2.6k | 93.31 |
|
|
| AutoZone (AZO) | 0.0 | $244k | -22% | 72.00 | 3388.57 |
|
| Regions Financial Corporation (RF) | 0.0 | $242k | NEW | 9.3k | 26.12 |
|
| Aon Shs Cl A (AON) | 0.0 | $241k | NEW | 745.00 | 322.78 |
|
| Steris Shs Usd (STE) | 0.0 | $238k | NEW | 1.1k | 221.13 |
|
| Block Cl A (XYZ) | 0.0 | $236k | -26% | 3.9k | 60.19 |
|
| Paypal Holdings (PYPL) | 0.0 | $235k | -13% | 5.2k | 45.23 |
|
| Darden Restaurants (DRI) | 0.0 | $234k | 1.2k | 196.04 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $232k | -27% | 2.7k | 86.85 |
|
| Microchip Technology (MCHP) | 0.0 | $231k | -79% | 3.6k | 64.61 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $228k | -24% | 1.3k | 174.61 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $227k | -12% | 1.2k | 197.41 |
|
| Republic Services (RSG) | 0.0 | $225k | NEW | 1.0k | 219.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $223k | NEW | 889.00 | 250.58 |
|
| Electronic Arts (EA) | 0.0 | $221k | -2% | 1.1k | 203.87 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $216k | -6% | 3.1k | 70.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $215k | +18% | 1.9k | 113.98 |
|
| Nrg Energy Com New (NRG) | 0.0 | $214k | 1.5k | 146.14 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $213k | 1.9k | 113.11 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $211k | -40% | 1.2k | 175.59 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $210k | NEW | 1.7k | 126.32 |
|
| Franklin Templeton Etf Tr Franklin Templeton Etf Tr (FLJP) | 0.0 | $210k | 5.8k | 36.18 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $208k | -18% | 1.2k | 170.47 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $208k | -6% | 4.1k | 50.82 |
|
| DTE Energy Company (DTE) | 0.0 | $204k | NEW | 1.4k | 146.26 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $184k | 11k | 16.97 |
|
|
| Arbutus Biopharma (ABUS) | 0.0 | $180k | 40k | 4.50 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $155k | -39% | 14k | 11.06 |
|
| Valley National Ban (VLY) | 0.0 | $131k | 11k | 12.28 |
|
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $31k | 10k | 3.07 |
|
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 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