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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922908769
Shares:5.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
Palantir Technologies Inc.
Shares:17.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
LOWES COMPANIES INC
Shares:6.4K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
EQUIFAX INC
Shares:6.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
Anheuser-Busch InBev SA/NV
Shares:23.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
AMGEN INC
Shares:4.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
Warner Bros. Discovery, Inc.
Shares:134.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
DEERE & CO
Shares:3.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
ZIMMER BIOMET HOLDINGS, INC.
Shares:12.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:5.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
INTUITIVE SURGICAL INC
Shares:2.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
Air Products & Chemicals, Inc.
Shares:4.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
CONSTELLATION BRANDS, INC.
Shares:7.4K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$642.7M)
DuPont de Nemours, Inc.
Shares:18.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
BAXTER INTERNATIONAL INC
Shares:39.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
BECTON DICKINSON & CO
Shares:5.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
14020W106
Shares:37.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
NUCOR CORP
Shares:11.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
ServiceNow, Inc.
Shares:1.7K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)
BROWN FORMAN CORP
Shares:38.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$642.7M)