Premier-Path-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
372
Total Value
642708650
Accession Number
0001999925-25-000002
Form Type
13F-HR
Manager Name
Premier-Path-Wealth-Partners
Data Enrichment
86% identified
320 identified52 unidentified

Holdings

372 positions • $642.7M total value
Manager:
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LOCKHEED MARTIN CORP
Shares:5.4K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$642.7M)
HOME DEPOT, INC.
Shares:6.5K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$642.7M)
97717Y527
Shares:47.4K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$642.7M)
Walmart Inc.
Shares:26.9K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$642.7M)
AbbVie Inc.
Shares:11.2K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$642.7M)
46434V290
Shares:36.4K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$642.7M)
46137V480
Shares:44.7K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$642.7M)
025072133
Shares:35.5K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$642.7M)
69374H857
Shares:56.9K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
CHEVRON CORP
Shares:12.7K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
464288158
Shares:20.1K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
VERIZON COMMUNICATIONS INC
Shares:46.3K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
81369Y886
Shares:26.4K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
78468R739
Shares:43.3K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$642.7M)
BRISTOL MYERS SQUIBB CO
Shares:33.5K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$642.7M)
72201R874
Shares:39.7K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$642.7M)
COMCAST CORP
Shares:53.6K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$642.7M)
CVS HEALTH Corp
Shares:29.2K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$642.7M)
Bank of New York Mellon Corp
Shares:23.2K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$642.7M)
Walt Disney Co
Shares:19.6K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$642.7M)