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:
Search and click to pin securities to the top
Page 8 of 19
DIAGEO PLC
Shares:11.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$642.7M)
Parker-Hannifin Corp
Shares:1.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$642.7M)
KINDER MORGAN, INC.
Shares:39.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
HONEYWELL INTERNATIONAL INC
Shares:5.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
PRICE T ROWE GROUP INC
Shares:12.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
MORGAN STANLEY
Shares:9.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
GOLDMAN SACHS GROUP INC
Shares:2.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
Legacy Housing Corp
Shares:43.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
33739Q408
Shares:18.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
PROGRESSIVE CORP/OH/
Shares:3.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
14020V108
Shares:32.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
Merck & Co., Inc.
Shares:12.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
O REILLY AUTOMOTIVE INC
Shares:756
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
WILLIAMS COMPANIES, INC.
Shares:17.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$642.7M)
Palo Alto Networks Inc
Shares:6.1K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$642.7M)
AUTOMATIC DATA PROCESSING INC
Shares:3.4K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$642.7M)
CITIGROUP INC
Shares:14.5K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$642.7M)
Philip Morris International Inc.
Shares:6.4K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$642.7M)
ABBOTT LABORATORIES
Shares:7.7K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$642.7M)
GILEAD SCIENCES, INC.
Shares:8.9K
Value:$993.3K
% of Portfolio:0.2% ($993.3K/$642.7M)