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  Name: Premier Path Wealth Partners LLC
  City: MADISON
  State: NJ
  Zip: 07940
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $634,325,000
  Total Value Change : $47,527,000
  Securities Held Change : -3
   
All Securities Held : 364
  New Positions : 12
  Closed Positions : 21
  Increased Positions : 203
  Unchanged Positions : 9
  Decreased Positions : 140

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 324 New $164.74 $261,000 1,446 0.04% 261,000 1,446 0.001    REIT - Industrial
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 331 New $331.30 $243,000 750 0.04% 243,000 750 0.001    CATV Systems
   (HIG)1 Year Chart         HIG Hartford Financial Services... 338 New $112.72 $227,000 1,934 0.04% 227,000 1,934 0.001    Property & Casualty I...
   (FAST)1 Year Chart         FAST Fastenal Co 339 New $78.34 $224,000 3,134 0.04% 224,000 3,134 0.001    Home Improvement Stores
   (VTR)1 Year Chart         VTR Ventas Inc 342 New $66.48 $220,000 3,428 0.03% 220,000 3,428 0    REIT - Healthcare Fac...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 344 New $97.93 $212,000 2,214 0.03% 212,000 2,214 0    Closed - End Fund - E...
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 348 New $76.32 $205,000 2,643 0.03% 205,000 2,643 0    Conglomerates
   (ATO)1 Year Chart         ATO Atmos Energy Corp 349 New $139.62 $204,000 1,469 0.03% 204,000 1,469 0.005    Gas Utilities
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 353 New $107.05 $203,000 1,982 0.03% 203,000 1,982 0    N/A
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 356 New $0.00 $202,000 8,236 0.03% 202,000 8,236 0    N/A
   (PKG)1 Year Chart         PKG Packaging Corp Of America 358 New $228.80 $200,000 930 0.03% 200,000 930 0.002    Paper & Paper Products
   (FICO)1 Year Chart         FICO Fair Isaac Corp 360 New $2,006.99 $200,000 103 0.03% 200,000 103 0    Business Services

      12 Records Found
  1    
Page 1 of 1
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