Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024

Premier Path Wealth Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.4B, Technology Sector Spdr with a value of $27.5B, Microsoft Corp with a value of $22.1B, Nvidia Corp with a value of $18.7B, and Amazon Com Inc with a value of $14.5B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $634B to 656B.

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 $656 Billion
ETFs: $270 Billion
Technology: $114 Billion
Financial Services: $48 Billion
Consumer Cyclical: $42 Billion
Communication Services: $38.6 Billion
Healthcare: $35.4 Billion
Industrials: $33.1 Billion
Consumer Defensive: $21 Billion
Other: $31.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.4B
$1.44 Billion 0.22% of portfolio
135,815
Q4 2024 Reduced 14.09%
$32.7B
$1.46 Billion 0.22% of portfolio
5,716
Q4 2024 Added 12.88%
$205B
$1.45 Billion 0.22% of portfolio
2,785
Q4 2024 Added 0.04%
$291B
$1.36 Billion 0.21% of portfolio
1,969
Q4 2024 New
$26.1B
$1.4 Billion 0.21% of portfolio
12,346
Q4 2024 Added 0.46%
$421B
$1.36 Billion 0.21% of portfolio
2
Q4 2023 New
$236B
$1.35 Billion 0.21% of portfolio
4,538
Q4 2024 Added 0.15%
$29.1B
$1.35 Billion 0.21% of portfolio
23,554
Q4 2024 Added 683.05%
$121B
$1.4 Billion 0.21% of portfolio
17,512
Q4 2024 Reduced 0.07%
$0
$1.38 Billion 0.21% of portfolio
39,104
Q4 2024 Added 0.02%
$74.5B
$1.38 Billion 0.21% of portfolio
4,770
Q4 2024 Reduced 0.36%
$21.8B
$1.33 Billion 0.2% of portfolio
15,759
Q4 2024 Added 13.37%
$38.6B
$1.32 Billion 0.2% of portfolio
17,276
Q4 2024 Added 4.36%
$204B
$1.29 Billion 0.2% of portfolio
17,068
Q4 2024 Added 3.25%
$143B
$1.32 Billion 0.2% of portfolio
3,121
Q4 2024 Added 17.11%
$66B
$1.31 Billion 0.2% of portfolio
10,287
Q4 2024 New
$0
$1.34 Billion 0.2% of portfolio
3,905
Q4 2024 Added 0.03%
$13.3B
$1.32 Billion 0.2% of portfolio
16,178
Q4 2024 Reduced 1.26%
$150B
$1.24 Billion 0.19% of portfolio
5,475
Q4 2024 Added 3.61%
$27.8B
$1.25 Billion 0.19% of portfolio
5,642
Q4 2024 Added 9.4%
$230B
$1.27 Billion 0.19% of portfolio
12,724
Q4 2024 Reduced 13.65%
$12B
$1.26 Billion 0.19% of portfolio
45,388
Q4 2024 Added 11.49%
$70.7B
$1.22 Billion 0.19% of portfolio
4,633
Q4 2024 Reduced 2.09%
$41.6B
$1.26 Billion 0.19% of portfolio
14,884
Q4 2024 Added 5.05%
$69.1B
$1.24 Billion 0.19% of portfolio
5,473
Q4 2024 Added 4.81%
$232B
$1.27 Billion 0.19% of portfolio
10,072
Q4 2024 Reduced 2.62%
$237B
$1.22 Billion 0.19% of portfolio
5,555
Q4 2024 Added 0.93%
$35.2B
$1.23 Billion 0.19% of portfolio
40,141
Q4 2024 Added 12.67%
Gsk PLC
-
$1.16 Billion 0.18% of portfolio
-
Q4 2024 Added 21.08%
$0
$1.21 Billion 0.18% of portfolio
34,479
Q2 2024 New
-
$1.19 Billion 0.18% of portfolio
-
Q4 2024 New
Linde PLC
-
$1.18 Billion 0.18% of portfolio
-
Q4 2024 Added 1.88%
$16.1B
$1.19 Billion 0.18% of portfolio
15,923
Q4 2024 Added 19.58%
$216B
$1.15 Billion 0.18% of portfolio
2,016
Q4 2024 Added 4.95%
$20.5B
$1.16 Billion 0.18% of portfolio
7,556
Q4 2024 Added 25.77%
$4B
$1.18 Billion 0.18% of portfolio
111,721
Q4 2024 Added 16.17%
$453B
$1.17 Billion 0.18% of portfolio
7,017
Q4 2024 Added 1.18%
$155B
$1.16 Billion 0.18% of portfolio
4,433
Q4 2024 Reduced 1.05%
$88.6B
$1.18 Billion 0.18% of portfolio
1,860
Q4 2024 Added 1.42%
$167B
$1.21 Billion 0.18% of portfolio
1,922
Q4 2024 Reduced 2.98%
$191B
$1.18 Billion 0.18% of portfolio
3,252
Q4 2024 Added 17.83%
$11.2B
$1.09 Billion 0.17% of portfolio
26,079
Q4 2024 Added 3.92%
$0
$1.1 Billion 0.17% of portfolio
49,564
Q4 2024 Reduced 0.32%
$22.6B
$1.09 Billion 0.17% of portfolio
10,304
Q4 2024 Reduced 8.42%
$620M
$1.11 Billion 0.17% of portfolio
44,823
Q3 2024 Reduced 6.19%
$74B
$1.13 Billion 0.17% of portfolio
25,162
Q4 2024 Reduced 3.71%
$61.8B
$1.09 Billion 0.17% of portfolio
39,641
Q4 2024 Added 0.77%
$252B
$1.07 Billion 0.16% of portfolio
18,058
Q4 2024 Added 31.17%
$98.3B
$1.08 Billion 0.16% of portfolio
21,488
Q4 2024 Added 13.33%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $656 Billion
  • Prior Value $634 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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