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Portfolio (Quarterly) Guide ↗

Premier Path Wealth Partners, LLC

· CIK 0001999925
13F Portfolio $870M AUM 400 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 199 Added 155 Reduced 19 Exited
Page 5 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 7,567.0 $2.7M 0.31% -849.0 -10.1% $352.67 -17.2%
82 MS MORGAN STANLEY Financial Services 12,125.0 $2.5M 0.29% +687.0 +6.0% $209.04 -6.1%
83 GEV GE VERNOVA INC Utilities 2,145.0 $2.5M 0.29% +89.0 +4.3% $1174.83 -18.7%
84 TJX TJX COS INC NEW Consumer Cyclical 16,461.0 $2.5M 0.29% +112.0 +0.7% $151.50 -13.2%
85 CVX CHEVRON CORP NEW Energy 15,044.0 $2.5M 0.29% +139.0 +0.9% $165.76 +24.0%
86 KLAC KLA CORP Technology 8,070.0 $2.4M 0.28% +7K +1036.6% $301.72 -38.0%
87 MRK MERCK & CO INC Healthcare 18,915.0 $2.4M 0.28% +1K +7.6% $128.50 +15.2%
88 WFC WELLS FARGO CO NEW Financial Services 28,987.0 $2.4M 0.28% +744.0 +2.6% $82.64 -0.5%
89 AXP AMERICAN EXPRESS CO Financial Services 6,752.0 $2.3M 0.26% +468.0 +7.5% $338.24 -9.6%
90 AMGN AMGEN INC Healthcare 6,238.0 $2.3M 0.26% +149.0 +2.5% $362.11 +12.1%
91 DE DEERE & CO Industrials 3,515.0 $2.2M 0.26% +54.0 +1.6% $634.37 +9.5%
92 PANW PALO ALTO NETWORKS INC Technology 6,411.0 $2.2M 0.25% +472.0 +8.0% $341.04 +14.3%
93 VTEB VANGUARD MUN BD FDS — 42,389.0 $2.1M 0.25% -3K -6.4% $50.58 -5.7%
94 PLTR PALANTIR TECHNOLOGIES INC Technology 18,346.0 $2.1M 0.25% -1K -6.2% $116.67 +65.1%
95 CVS CVS HEALTH CORP Healthcare 20,349.0 $2.1M 0.24% -2K -7.8% $103.45 -17.8%
96 GILD GILEAD SCIENCES INC Healthcare 16,156.0 $2.0M 0.23% +340.0 +2.1% $126.34 +18.5%
97 IBM INTERNATIONAL BUSINESS MACHS Technology 7,072.0 $2.0M 0.23% +319.0 +4.7% $281.20 -19.3%
98 NEE NEXTERA ENERGY INC Utilities 22,587.0 $2.0M 0.23% -145.0 -0.6% $87.77 -13.8%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,945.0 $2.0M 0.23% -437.0 -10.0% $501.33 +35.3%
100 PNC PNC FINL SVCS GROUP INC Financial Services 7,595.0 $1.9M 0.21% +639.0 +9.2% $246.23 -9.3%
Page 5 of 20  ·  400 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 13.7%
Industrials 10.3%
Consumer Cyclical 9.3%
Healthcare 9.2%
Communication Services 7.7%
Consumer Defensive 4.3%
Utilities 2.3%
Energy 2.3%
Basic Materials 1.9%