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
$72.2B
$1.51 Billion 0.24% of portfolio
23,863
Q1 2025 Added 9.78%
$243B
$1.5 Billion 0.23% of portfolio
17,803
Q1 2025 Added 4.31%
$140B
$1.5 Billion 0.23% of portfolio
6,423
Q1 2025 Added 4.92%
$32.1B
$1.46 Billion 0.23% of portfolio
5,994
Q1 2025 Added 4.86%
$133B
$1.45 Billion 0.23% of portfolio
23,602
Q1 2025 Added 9.84%
$150B
$1.44 Billion 0.22% of portfolio
4,638
Q1 2025 Added 4.62%
$223B
$1.41 Billion 0.22% of portfolio
5,673
Q1 2025 Added 2.12%
$19B
$1.41 Billion 0.22% of portfolio
12,472
Q1 2025 Added 21.04%
$188B
$1.4 Billion 0.22% of portfolio
2,824
Q1 2025 Added 1.4%
$21.3B
$1.44 Billion 0.22% of portfolio
134,086
Q1 2025 Reduced 1.27%
$145B
$1.44 Billion 0.22% of portfolio
3,061
Q1 2025 Reduced 1.92%
$32.7B
$1.35 Billion 0.21% of portfolio
18,052
Q1 2025 Added 4.49%
-
$1.32 Billion 0.21% of portfolio
-
Q1 2025 Added 23.61%
$47.6B
$1.34 Billion 0.21% of portfolio
5,831
Q1 2025 Added 6.54%
$15.3B
$1.35 Billion 0.21% of portfolio
39,367
Q1 2025 Added 10.49%
$30.2B
$1.36 Billion 0.21% of portfolio
7,390
Q1 2025 Added 30.98%
$0
$1.33 Billion 0.21% of portfolio
37,352
Q1 2025 Reduced 4.48%
$60.4B
$1.37 Billion 0.21% of portfolio
4,643
Q1 2025 Reduced 2.66%
$31B
$1.33 Billion 0.21% of portfolio
11,031
Q1 2025 Added 22.36%
$10.7B
$1.29 Billion 0.2% of portfolio
32,283
Q1 2025 Added 23.79%
$35B
$1.31 Billion 0.2% of portfolio
42,990
Q1 2025 Added 7.1%
Gsk PLC
-
$1.31 Billion 0.2% of portfolio
-
Q1 2025 Reduced 1.64%
$182B
$1.3 Billion 0.2% of portfolio
8,692
Q1 2025 Added 0.92%
$208B
$1.26 Billion 0.2% of portfolio
4,666
Q1 2025 Added 2.82%
$11.3B
$1.31 Billion 0.2% of portfolio
49,081
Q1 2025 Added 8.14%
Linde PLC
-
$1.31 Billion 0.2% of portfolio
-
Q1 2025 Added 0.11%
$244B
$1.28 Billion 0.2% of portfolio
20,811
Q1 2025 Added 15.25%
$0
$1.19 Billion 0.19% of portfolio
53,040
Q1 2025 Added 7.01%
$20.2B
$1.25 Billion 0.19% of portfolio
16,078
Q1 2025 Added 2.02%
$74.7B
$1.23 Billion 0.19% of portfolio
4,527
Q1 2025 Reduced 2.29%
$178B
$1.25 Billion 0.19% of portfolio
2,034
Q1 2025 Added 5.83%
$915B
$1.22 Billion 0.19% of portfolio
7,354
Q1 2025 Reduced 4.95%
$17.5B
$1.19 Billion 0.19% of portfolio
8,712
Q1 2025 Added 15.3%
$13.4B
$1.22 Billion 0.19% of portfolio
18,418
Q1 2025 Added 15.67%
$10.5B
$1.2 Billion 0.19% of portfolio
15,363
Q1 2025 Reduced 5.04%
$271B
$1.2 Billion 0.19% of portfolio
1,815
Q1 2025 Reduced 7.82%
$3.75B
$1.21 Billion 0.19% of portfolio
114,058
Q1 2025 Added 2.09%
$39.1B
$1.2 Billion 0.19% of portfolio
14,527
Q1 2025 Reduced 2.4%
$60.4B
$1.14 Billion 0.18% of portfolio
39,786
Q1 2025 Added 0.37%
$64.4B
$1.16 Billion 0.18% of portfolio
11,047
Q1 2025 Added 7.39%
$144B
$1.13 Billion 0.18% of portfolio
5,335
Q1 2025 Reduced 2.56%
$26.4B
$1.16 Billion 0.18% of portfolio
23,915
Q1 2025 Added 1.53%
$79.2B
$1.15 Billion 0.18% of portfolio
1,894
Q1 2025 Added 1.83%
$613M
$1.11 Billion 0.17% of portfolio
43,910
Q1 2025 Reduced 2.04%
$165B
$1.1 Billion 0.17% of portfolio
3,886
Q1 2025 Reduced 0.49%
$203B
$1.11 Billion 0.17% of portfolio
9,527
Q1 2025 Reduced 5.41%
$0
$1.09 Billion 0.17% of portfolio
32,713
Q1 2025 Reduced 5.12%
$87.1B
$1.08 Billion 0.17% of portfolio
756
Q1 2025 Added 0.13%
$210B
$1.09 Billion 0.17% of portfolio
12,126
Q1 2025 Reduced 4.7%

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
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email