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
$31.3B
$1.05 Billion 0.16% of portfolio
9,015
Q4 2024 Reduced 3.23%
$56.6B
$1.07 Billion 0.16% of portfolio
5,884
Q4 2024 Added 94.26%
$16.9B
$1.04 Billion 0.16% of portfolio
35,629
Q4 2024 Added 8.67%
$129B
$1.08 Billion 0.16% of portfolio
6,267
Q4 2024 Added 6.27%
$235B
$1.02 Billion 0.16% of portfolio
2,908
Q4 2024 Added 1.36%
$186B
$1.05 Billion 0.16% of portfolio
210
Q4 2024 Added 9.95%
$157B
$1 Billion 0.15% of portfolio
14,242
Q4 2024 Added 1.44%
$125B
$939 Million 0.14% of portfolio
3,207
Q4 2024 Added 5.22%
Arista Networks Inc
-
$949 Million 0.14% of portfolio
-
Q4 2024 New
$80.5B
$896 Million 0.14% of portfolio
755
Q4 2024 Added 3.14%
$66.5B
$948 Million 0.14% of portfolio
17,508
Q4 2024 Added 0.92%
$82B
$907 Million 0.14% of portfolio
4,702
Q4 2024 Added 25.89%
$85.2B
$908 Million 0.14% of portfolio
2,458
Q4 2024 Added 10.17%
$115B
$887 Million 0.14% of portfolio
3,211
Q4 2024 Added 0.5%
$0
$900 Million 0.14% of portfolio
39,646
Q4 2024 Added 200.01%
$170B
$921 Million 0.14% of portfolio
1,850
Q4 2024 Added 0.22%
$229B
$931 Million 0.14% of portfolio
1,789
Q4 2024 Reduced 4.48%
$144B
$936 Million 0.14% of portfolio
3,905
Q4 2024 Reduced 0.99%
$0
$944 Million 0.14% of portfolio
7,338
Q4 2024 Added 20.0%
$81B
$878 Million 0.13% of portfolio
5,388
Q4 2024 Reduced 1.64%
$156B
$820 Million 0.13% of portfolio
3,597
Q4 2024 Added 4.38%
$177B
$850 Million 0.13% of portfolio
4,532
Q4 2024 Reduced 4.47%
$150B
$865 Million 0.13% of portfolio
5,319
Q4 2024 Reduced 14.18%
$276B
$828 Million 0.13% of portfolio
13,300
Q4 2024 Added 5.15%
$186B
$835 Million 0.13% of portfolio
6,912
Q4 2024 Reduced 15.35%
$51.2B
$866 Million 0.13% of portfolio
6,197
Q4 2024 Reduced 2.87%
$0
$780 Million 0.12% of portfolio
6,606
Q4 2024 Reduced 0.08%
$227B
$815 Million 0.12% of portfolio
7,204
Q4 2024 Added 8.49%
$146B
$776 Million 0.12% of portfolio
8,691
Q4 2024 Added 0.07%
$78.1B
$769 Million 0.12% of portfolio
1,664
Q4 2024 Added 1.65%
$0
$765 Million 0.12% of portfolio
3,160
Q4 2024 Reduced 3.19%
$275B
$763 Million 0.12% of portfolio
3,456
Q4 2024 Added 4.51%
$202B
$734 Million 0.11% of portfolio
6,097
Q4 2024 Added 0.56%
$104B
$730 Million 0.11% of portfolio
8,548
Q4 2024 Added 11.58%
$76.3B
$721 Million 0.11% of portfolio
5,815
Q4 2024 Reduced 64.67%
$0
$693 Million 0.11% of portfolio
15,388
Q4 2024 Reduced 0.68%
$120B
$744 Million 0.11% of portfolio
8,052
Q4 2024 Added 89.24%
$192B
$703 Million 0.11% of portfolio
4,574
Q4 2024 Reduced 11.66%
$77.7B
$711 Million 0.11% of portfolio
3,988
Q4 2024 Added 1.27%
$136B
$668 Million 0.1% of portfolio
11,076
Q4 2024 Reduced 17.4%
$114B
$679 Million 0.1% of portfolio
1,686
Q4 2024 Added 4.98%
$52.9B
$641 Million 0.1% of portfolio
5,452
Q4 2024 Added 0.28%
$69.4B
$626 Million 0.1% of portfolio
7,648
Q4 2024 Added 2.56%
$139B
$643 Million 0.1% of portfolio
4,345
Q4 2024 Added 1.16%
$59.9B
$688 Million 0.1% of portfolio
1,293
Q4 2024 Added 0.94%
$0
$655 Million 0.1% of portfolio
28,919
Q4 2024 Reduced 0.51%
$57.2B
$672 Million 0.1% of portfolio
638
Q4 2024 Added 7.23%
$0
$669 Million 0.1% of portfolio
2,326
Q4 2024 Reduced 0.04%
$89.8B
$679 Million 0.1% of portfolio
4,558
Q4 2024 Added 2.38%

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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