Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

Premier Path Wealth Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $643 Billion distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Technology Sector Spdr with a value of $25B, Microsoft Corp with a value of $19.3B, Nvidia Corp with a value of $15B, and Amazon Com Inc with a value of $11.4B.

Examining the 13F form we can see an decrease of $13.5B in the current position value, from $656B to 643B.

Premier Path Wealth Partners, LLC is based out at Madison, NJ

Below you can find more details about Premier Path Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $643 Billion
ETFs: $270 Billion
Technology: $100 Billion
Financial Services: $49.4 Billion
Healthcare: $40.4 Billion
Communication Services: $36.3 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $32.6 Billion
Consumer Defensive: $22.1 Billion
Other: $33.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$31.3 Billion 4.88% of portfolio
141,089
Q1 2025 Reduced 0.13%
$0
$25 Billion 3.89% of portfolio
121,199
Q1 2025 Added 2.39%
$2.73T
$19.3 Billion 3.01% of portfolio
51,511
Q1 2025 Reduced 1.68%
$246B
$15 Billion 2.33% of portfolio
138,002
Q1 2025 Reduced 0.96%
$1.76T
$11.4 Billion 1.77% of portfolio
59,855
Q1 2025 Reduced 9.48%
$0
$11 Billion 1.71% of portfolio
220,711
Q1 2025 Reduced 7.02%
$0
$10.9 Billion 1.69% of portfolio
212,570
Q1 2025 Reduced 1.41%
$0
$10.4 Billion 1.61% of portfolio
167,836
Q1 2025 Added 2.02%
$0
$9.83 Billion 1.53% of portfolio
49,801
Q1 2025 Added 9.33%
$0
$9.65 Billion 1.5% of portfolio
66,099
Q1 2025 Reduced 7.06%
$0
$9.38 Billion 1.46% of portfolio
54,885
Q1 2025 Added 2.36%
$0
$9.14 Billion 1.42% of portfolio
110,532
Q1 2025 Added 7.74%
$0
$8.64 Billion 1.35% of portfolio
89,628
Q1 2025 Reduced 0.56%
$0
$8.48 Billion 1.32% of portfolio
152,929
Q1 2025 Added 11.64%
$0
$8.47 Billion 1.32% of portfolio
88,790
Q1 2025 Added 9.51%
$1.12T
$8.45 Billion 1.31% of portfolio
14,663
Q1 2025 Added 2.27%
$0
$7.85 Billion 1.22% of portfolio
66,434
Q1 2025 Added 8.21%
$0
$7.59 Billion 1.18% of portfolio
57,890
Q1 2025 Reduced 0.08%
$0
$7.04 Billion 1.1% of portfolio
67,329
Q1 2025 Added 6.78%
$905B
$6.92 Billion 1.08% of portfolio
44,733
Q1 2025 Reduced 2.93%
$0
$6.11 Billion 0.95% of portfolio
131,892
Q1 2025 Added 9.68%
$0
$6.08 Billion 0.95% of portfolio
58,562
Q1 2025 Added 11.97%
$0
$6.02 Billion 0.94% of portfolio
130,313
Q1 2025 Added 8.98%
$691B
$6 Billion 0.93% of portfolio
24,448
Q1 2025 Reduced 0.49%
$0
$5.66 Billion 0.88% of portfolio
86,804
Q1 2025 Added 2.68%
$0
$5.58 Billion 0.87% of portfolio
178,685
Q1 2025 Added 3.01%
$937B
$5.55 Billion 0.86% of portfolio
35,519
Q1 2025 Reduced 3.22%
$68.7B
$5.49 Billion 0.85% of portfolio
32,763
Q1 2025 Added 0.17%
$0
$5.3 Billion 0.82% of portfolio
148,538
Q1 2025 Added 7.15%
$0
$5.21 Billion 0.81% of portfolio
63,825
Q1 2025 Reduced 2.4%
$786B
$5.08 Billion 0.79% of portfolio
6,146
Q1 2025 Added 1.34%
$0
$5.01 Billion 0.78% of portfolio
47,502
Q1 2025 Added 12.44%
$685B
$4.77 Billion 0.74% of portfolio
8,948
Q1 2025 Added 3.95%
$451B
$4.16 Billion 0.65% of portfolio
34,951
Q1 2025 Reduced 5.08%
$751B
$4.02 Billion 0.63% of portfolio
15,521
Q1 2025 Reduced 11.69%
$542B
$3.77 Billion 0.59% of portfolio
10,766
Q1 2025 Added 0.73%
$0
$3.8 Billion 0.59% of portfolio
6,756
Q1 2025 Reduced 1.93%
$0
$3.81 Billion 0.59% of portfolio
20,249
Q1 2025 Reduced 40.74%
$0
$3.34 Billion 0.52% of portfolio
35,689
Q1 2025 Added 0.0%
Blackrock Inc
-
$3.29 Billion 0.51% of portfolio
-
Q1 2025 Added 3.08%
$0
$3.29 Billion 0.51% of portfolio
78,292
Q1 2025 Added 1.11%
$463B
$3.26 Billion 0.51% of portfolio
3,493
Q1 2025 Added 1.93%
$0
$3.3 Billion 0.51% of portfolio
9,138
Q1 2025 Reduced 5.75%
$0
$3.24 Billion 0.5% of portfolio
29,311
Q1 2025 Added 7.3%
$433B
$3.17 Billion 0.49% of portfolio
3,355
Q1 2025 Reduced 2.36%
$0
$3.03 Billion 0.47% of portfolio
34,759
Q1 2025 Added 0.33%
$412B
$3.02 Billion 0.47% of portfolio
18,216
Q1 2025 Added 13.33%
$167B
$2.84 Billion 0.44% of portfolio
21,423
Q1 2025 Reduced 2.55%
$192B
$2.85 Billion 0.44% of portfolio
100,845
Q1 2025 Reduced 9.93%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $643 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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