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
$50.7B
$326 Million 0.05% of portfolio
2,152
Q4 2024 Reduced 5.78%
$45.2B
$332 Million 0.05% of portfolio
2,493
Q4 2024 Added 5.28%
$85.2B
$327 Million 0.05% of portfolio
1,410
Q4 2024 Added 6.25%
$39.4B
$319 Million 0.05% of portfolio
1,284
Q4 2024 New
$50.7B
$299 Million 0.05% of portfolio
2,738
Q4 2024 Added 1.9%
$99.1B
$349 Million 0.05% of portfolio
4,146
Q4 2024 Reduced 2.42%
$3.3B
$329 Million 0.05% of portfolio
1,136
Q4 2024 New
$79.9B
$245 Million 0.04% of portfolio
4,107
Q4 2024 Reduced 14.7%
$76.4B
$258 Million 0.04% of portfolio
2,736
Q4 2024 New
$76.1B
$295 Million 0.04% of portfolio
3,240
Q4 2024 Added 11.42%
$79B
$249 Million 0.04% of portfolio
587
Q4 2024 Reduced 0.51%
$85.5B
$259 Million 0.04% of portfolio
2,347
Q4 2024 New
$86.9B
$258 Million 0.04% of portfolio
452
Q4 2024 Reduced 4.44%
$0
$235 Million 0.04% of portfolio
1,972
Q4 2024 Reduced 0.5%
$42.5B
$274 Million 0.04% of portfolio
565
Q4 2024 Added 3.29%
$18.5B
$236 Million 0.04% of portfolio
1,335
Q4 2024 New
$83.3B
$269 Million 0.04% of portfolio
13,422
Q4 2024 Reduced 81.18%
$34.5B
$247 Million 0.04% of portfolio
7,576
Q4 2024 Added 0.52%
$0
$236 Million 0.04% of portfolio
1,068
Q4 2024 New
$0
$287 Million 0.04% of portfolio
12,500
Q4 2024 Reduced 39.03%
$99.6B
$274 Million 0.04% of portfolio
435
Q4 2024 Reduced 14.87%
$43.3B
$244 Million 0.04% of portfolio
3,997
Q4 2024 Added 4.36%
$36.7B
$260 Million 0.04% of portfolio
1,136
Q4 2024 Added 2.53%
Lam Research Corp
-
$236 Million 0.04% of portfolio
-
Q4 2024 New
$30.8B
$241 Million 0.04% of portfolio
1,095
Q4 2024 Added 0.83%
$38.4B
$290 Million 0.04% of portfolio
1,290
Q4 2024 Added 0.39%
$36.7B
$243 Million 0.04% of portfolio
3,927
Q4 2024 Added 0.64%
$40.7B
$239 Million 0.04% of portfolio
2,579
Q4 2024 Reduced 1.98%
$27.5B
$274 Million 0.04% of portfolio
1,458
Q4 2024 Added 0.21%
$0
$230 Million 0.04% of portfolio
2,320
Q4 2024 Added 1.09%
$40B
$260 Million 0.04% of portfolio
2,869
Q4 2024 Reduced 17.75%
$34.6B
$290 Million 0.04% of portfolio
5,422
Q4 2024 Added 3.1%
$56.1B
$256 Million 0.04% of portfolio
1,191
Q4 2024 Added 5.4%
$94.2B
$286 Million 0.04% of portfolio
3,469
Q4 2024 Added 0.32%
$42B
$236 Million 0.04% of portfolio
3,070
Q4 2024 Reduced 7.05%
$56.4B
$281 Million 0.04% of portfolio
4,114
Q4 2024 Added 1.68%
$26.4B
$280 Million 0.04% of portfolio
2,572
Q4 2024 Added 3.84%
Te Connectivity PLC
-
$261 Million 0.04% of portfolio
-
Q4 2024 Reduced 0.49%
$43.6B
$242 Million 0.04% of portfolio
5,909
Q4 2024 New
$6.43B
$246 Million 0.04% of portfolio
4,645
Q4 2024 Added 406.54%
$43.7B
$271 Million 0.04% of portfolio
3,766
Q4 2024 Added 20.17%
$42.8B
$282 Million 0.04% of portfolio
3,807
Q4 2024 Reduced 10.93%
$96.2B
$269 Million 0.04% of portfolio
730
Q4 2024 Reduced 47.56%
$53.1B
$217 Million 0.03% of portfolio
2,752
Q4 2024 Added 4.12%
$36.4B
$213 Million 0.03% of portfolio
1,947
Q4 2024 Added 0.67%
$33B
$226 Million 0.03% of portfolio
6,066
Q4 2024 Reduced 25.35%
$0
$206 Million 0.03% of portfolio
2,032
Q4 2024 Reduced 8.22%
$0
$220 Million 0.03% of portfolio
4,397
Q4 2024 New
$45.8B
$211 Million 0.03% of portfolio
106
Q4 2024 Added 2.91%

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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