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
$70.2B
$637 Million 0.1% of portfolio
2,718
Q4 2024 Reduced 0.88%
$83.8B
$644 Million 0.1% of portfolio
4,988
Q4 2024 Added 2.8%
$67.5B
$635 Million 0.1% of portfolio
2,569
Q4 2024 Added 2.64%
$57.8B
$609 Million 0.09% of portfolio
3,539
Q4 2024 Reduced 68.34%
$53.4B
$615 Million 0.09% of portfolio
873
Q4 2024 Added 2.34%
$150B
$568 Million 0.09% of portfolio
7,677
Q4 2024 Reduced 11.16%
$151B
$599 Million 0.09% of portfolio
1,665
Q4 2024 Reduced 1.01%
$63.2B
$609 Million 0.09% of portfolio
14,033
Q4 2024 Added 0.91%
$72.9B
$606 Million 0.09% of portfolio
478
Q4 2024 Added 2.14%
$59.2B
$581 Million 0.09% of portfolio
5,103
Q4 2024 Reduced 9.79%
$47.4B
$569 Million 0.09% of portfolio
3,210
Q4 2024 Reduced 0.03%
$44.9B
$611 Million 0.09% of portfolio
6,081
Q4 2024 Added 2.63%
$111B
$565 Million 0.09% of portfolio
2,659
Q4 2024 Reduced 0.04%
$0
$620 Million 0.09% of portfolio
8,774
Q4 2024 Reduced 0.85%
$52.7B
$613 Million 0.09% of portfolio
6,650
Q4 2024 Added 9.95%
$89.4B
$606 Million 0.09% of portfolio
3,303
Q4 2024 Added 8.83%
$93.3B
$608 Million 0.09% of portfolio
2,200
Q4 2024 Added 32.69%
$35.1B
$584 Million 0.09% of portfolio
4,284
Q4 2024 Added 2.07%
$182B
$515 Million 0.08% of portfolio
2,246
Q4 2024 Reduced 3.15%
$82B
$542 Million 0.08% of portfolio
575
Q4 2024 Added 4.55%
$64.2B
$548 Million 0.08% of portfolio
4,350
Q4 2024 Added 3.3%
-
$548 Million 0.08% of portfolio
-
Q3 2024 Reduced 7.82%
$70.7B
$519 Million 0.08% of portfolio
16,086
Q4 2024 Added 1.25%
$0
$517 Million 0.08% of portfolio
3,149
Q3 2024 Reduced 3.94%
$47.4B
$545 Million 0.08% of portfolio
6,411
Q4 2024 Added 8.61%
$81.2B
$556 Million 0.08% of portfolio
2,193
Q4 2024 Added 8.24%
$0
$553 Million 0.08% of portfolio
943
Q4 2024 Added 18.92%
$46.3B
$514 Million 0.08% of portfolio
9,031
Q4 2024 Added 8.3%
$79.5B
$511 Million 0.08% of portfolio
2,486
Q4 2024 Added 2.6%
$32.7B
$496 Million 0.08% of portfolio
2,799
Q4 2024 Added 2.34%
$59.2B
$524 Million 0.08% of portfolio
2,270
Q4 2024 Added 2.99%
$111B
$509 Million 0.08% of portfolio
2,395
Q4 2024 Reduced 4.39%
$20.6B
$509 Million 0.08% of portfolio
2,786
Q4 2024 Added 1.53%
$53.4B
$508 Million 0.08% of portfolio
3,625
Q4 2024 Added 2.87%
$65.6B
$428 Million 0.07% of portfolio
3,168
Q4 2024 Reduced 11.06%
$44.8B
$448 Million 0.07% of portfolio
3,779
Q4 2024 Added 0.13%
$34.1B
$446 Million 0.07% of portfolio
864
Q4 2024 Added 0.23%
$112B
$434 Million 0.07% of portfolio
4,107
Q4 2024 Reduced 23.26%
$49.2B
$477 Million 0.07% of portfolio
1,368
Q4 2024 Added 5.8%
$131B
$473 Million 0.07% of portfolio
4,774
Q4 2024 Added 33.58%
$52.2B
$478 Million 0.07% of portfolio
2,480
Q4 2024 Added 4.73%
$0
$476 Million 0.07% of portfolio
1,476
Q4 2024 New
$86.7B
$428 Million 0.07% of portfolio
3,973
Q4 2024 Added 11.76%
$46.4B
$454 Million 0.07% of portfolio
8,432
Q4 2024 Reduced 0.47%
$78B
$486 Million 0.07% of portfolio
9,125
Q4 2024 Added 8.18%
$77.5B
$439 Million 0.07% of portfolio
936
Q4 2024 Added 12.64%
Ge Vernova Inc
-
$492 Million 0.07% of portfolio
-
Q4 2024 Added 1.29%
$16B
$443 Million 0.07% of portfolio
5,844
Q4 2024 Added 107.97%
$113B
$443 Million 0.07% of portfolio
4,854
Q4 2024 Added 13.04%

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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