Portfolio (Quarterly)
Guide ↗
Premier Path Wealth Partners, LLC
· CIK 0001999925| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 16,678 | $1.1M | 0.14% | SOLD |
| 2 | VO | VANGUARD INDEX FDS | — | 1,757 | $510K | 0.07% | SOLD |
| 3 | VB | VANGUARD INDEX FDS | — | 1,296 | $334K | 0.04% | SOLD |
| 4 | SPDW | SPDR INDEX SHS FDS | — | 6,960 | $309K | 0.04% | SOLD |
| 5 | CI | THE CIGNA GROUP | Healthcare | 1,089 | $300K | 0.04% | SOLD |
| 6 | RBLX | ROBLOX CORP | Technology | 3,588 | $291K | 0.04% | SOLD |
| 7 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,464 | $274K | 0.04% | SOLD |
| 8 | CVNA | CARVANA CO | Consumer Cyclical | 625 | $264K | 0.03% | SOLD |
| 9 | VICI | VICI PPTYS INC | Real Estate | 9,371 | $264K | 0.03% | SOLD |
| 10 | PAYX | PAYCHEX INC | Industrials | 2,245 | $252K | 0.03% | SOLD |
| 11 | AXON | AXON ENTERPRISE INC | Industrials | 435 | $247K | 0.03% | SOLD |
| 12 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 1,889 | $246K | 0.03% | SOLD |
| 13 | WDAY | WORKDAY INC | Technology | 1,106 | $238K | 0.03% | SOLD |
| 14 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 596 | $237K | 0.03% | SOLD |
| 15 | RACE | FERRARI N V | Consumer Cyclical | 633 | $234K | 0.03% | SOLD |
| 16 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 165 | $230K | 0.03% | SOLD |
| 17 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,135 | $227K | 0.03% | SOLD |
| 18 | IVE | ISHARES TR | — | 1,018 | $216K | 0.03% | SOLD |
| 19 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,418 | $211K | 0.03% | SOLD |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,694 | $206K | 0.03% | SOLD |
Sector Allocation
Technology
31.2%
Financial Services
13.5%
Communication Services
10.5%
Industrials
10.2%
Healthcare
9.8%
Consumer Cyclical
9.6%
Consumer Defensive
5.0%
Energy
3.9%
Utilities
2.4%
Basic Materials
2.2%