Premier Path Wealth Partners, LLC
- SEC CIK
- 0001999925
- Latest filing
- Jul 21, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 12, 2024. Long positions only.
- Positions
- 333
- No filing for Q3 2023
- Portfolio value
- $451.7M
- No filing for Q3 2023
Premier Path Wealth Partners, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 2,792 | $1.12M | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 4,252 | $1.10M | 0.2% | – | – | History |
| Vanguard Financials ETF92204A405 | ETF | 11,966 | $1.10M | 0.2% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 8,938 | $1.09M | 0.2% | – | – | History |
| KHCKraft Heinz Co | Stock | 29,135 | $1.09M | 0.2% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.09M | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 17,880 | $1.09M | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,294 | $1.08M | 0.2% | – | – | History |
| JWNNordstrom Inc | Stock | 57,922 | $1.08M | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 3,692 | $1.06M | 0.2% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 92,182 | $1.06M | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 3,071 | $1.06M | 0.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 11,521 | $1.05M | 0.2% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 13,260 | $1.03M | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,929 | $1.02M | 0.2% | – | – | History |
| LINLinde PLC | Stock | 2,473 | $1.02M | 0.2% | – | – | History |
| BIIBBiogen Inc. | COM | 3,825 | $1.00M | 0.2% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 9,100 | $991.0K | 0.2% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 3,348 | $985.4K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 6,179 | $981.2K | 0.2% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 14,839 | $969.2K | 0.2% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 3,943 | $959.3K | 0.2% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 3,811 | $939.5K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 4,193 | $933.1K | 0.2% | – | – | History |
| CPRTCopart Inc | COM | 18,629 | $912.8K | 0.2% | – | – | History |
| CAGConagra Brands Inc. | Stock | 31,477 | $912.6K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,758 | $912.6K | 0.2% | – | – | History |
| DHIHorton D R Inc | COM | 5,986 | $909.8K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 4,854 | $906.7K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 17,902 | $904.4K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,241 | $897.8K | 0.2% | – | – | History |
| PHParker-Hannifin Corp | Stock | 1,952 | $897.4K | 0.2% | – | – | History |
| KMXCarMax Inc | COM | 11,475 | $893.5K | 0.2% | – | – | History |
| BAXBaxter International Inc | Stock | 22,769 | $891.0K | 0.2% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 14,400 | $880.6K | 0.2% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 12,725 | $878.1K | 0.2% | – | – | – |
| PLDPrologis, Inc. | REIT | 6,507 | $866.3K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 3,501 | $858.8K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 5,157 | $843.5K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 4,980 | $838.4K | 0.2% | – | – | History |
| GSKGSK plc | ADR | 22,051 | $827.6K | 0.2% | – | – | History |
| KKellanova | Stock | 14,532 | $823.7K | 0.2% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 827 | $767.0K | 0.2% | – | – | History |
| WUWestern Union CO | Stock | 61,937 | $748.5K | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,663 | $732.6K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 6,635 | $719.8K | 0.2% | – | – | History |
| CCitigroup Inc | Stock | 13,892 | $714.6K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,546 | $709.9K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 6,692 | $705.6K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 11,839 | $697.7K | 0.2% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,751 | $693.9K | 0.2% | – | – | – |
| PGRProgressive Corp | Stock | 4,361 | $692.9K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 39,204 | $691.6K | 0.2% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 1,767 | $681.7K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,689 | $677.9K | 0.2% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,436 | $676.9K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,543 | $657.1K | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 5,619 | $651.3K | 0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 10,449 | $643.3K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 179 | $636.1K | 0.1% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,824 | $635.6K | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,757 | $633.7K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 6,558 | $628.2K | 0.1% | – | – | History |
| CBChubb Ltd | Stock | 2,785 | $623.3K | 0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,991 | $619.9K | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 2,071 | $612.4K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 2,786 | $601.4K | 0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 17,100 | $586.9K | 0.1% | – | – | History |
| PSXPhillips 66 | Stock | 4,393 | $584.9K | 0.1% | – | – | History |
| CSXCSX Corp | Stock | 16,775 | $581.6K | 0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 2,365 | $576.8K | 0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 1,851 | $574.7K | 0.1% | – | – | History |
| LENLennar Corp | CL A | 3,815 | $568.6K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 4,325 | $566.2K | 0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,386 | $564.1K | 0.1% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 8,193 | $562.7K | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,574 | $561.9K | 0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,907 | $550.9K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 7,941 | $546.3K | 0.1% | – | – | History |
| EQIXEquinix Inc | COM | 668 | $538.0K | 0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,555 | $530.8K | 0.1% | – | – | – |
| CICigna Group | Stock | 1,782 | $524.4K | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 2,629 | $521.5K | 0.1% | – | – | History |
| SLBSLB Limited | Stock | 9,997 | $519.5K | 0.1% | – | – | History |
| ANETArista Networks, Inc. | COM | 2,301 | $519.1K | 0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 9,198 | $514.2K | 0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 504 | $509.7K | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 2,196 | $507.3K | 0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 6,388 | $502.5K | 0.1% | – | – | History |
| SYKStryker Corp | Stock | 1,662 | $497.7K | 0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2,733 | $496.3K | 0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,111 | $491.8K | 0.1% | – | – | History |
| PKEPark Aerospace Corp | COM | 33,349 | $490.2K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,382 | $489.2K | 0.1% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 1,314 | $487.7K | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,121 | $483.3K | 0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 11,360 | $481.2K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 6,314 | $472.2K | 0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 2,913 | $467.0K | 0.1% | – | – | History |
| HEI.AHeico Corp | CL A | 3,237 | $461.0K | 0.1% | – | – | History |