Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

Premier Path Wealth Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Technology Sector Spdr with a value of $32.1B, Microsoft Corp with a value of $28B, Nvidia Corp with a value of $26.9B, and Financial Sector Spdr with a value of $13.8B.

Examining the 13F form we can see an increase of $58.6B in the current position value, from $718B to 777B.

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 $777 Billion
ETFs: $317 Billion
Technology: $144 Billion
Financial Services: $58 Billion
Communication Services: $46.7 Billion
Consumer Cyclical: $45.4 Billion
Healthcare: $40.2 Billion
Industrials: $39.8 Billion
Consumer Defensive: $21.9 Billion
Other: $37.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$36.3 Billion 4.67% of portfolio
142,646
Q3 2025 Added 1.69%
$0
$32.1 Billion 4.13% of portfolio
113,824
Q3 2025 Reduced 3.42%
$3.78T
$28 Billion 3.61% of portfolio
54,105
Q3 2025 Added 2.04%
$465B
$26.9 Billion 3.46% of portfolio
144,169
Q3 2025 Added 1.94%
$0
$13.8 Billion 1.78% of portfolio
256,193
Q3 2025 Added 4.0%
$2.39T
$13.6 Billion 1.75% of portfolio
62,024
Q3 2025 Added 3.19%
$0
$13.4 Billion 1.73% of portfolio
206,478
Q3 2025 Added 14.35%
$0
$12.2 Billion 1.57% of portfolio
233,401
Q3 2025 Added 5.6%
$0
$11.8 Billion 1.51% of portfolio
172,838
Q3 2025 Reduced 0.3%
$1.37T
$11.5 Billion 1.48% of portfolio
15,621
Q3 2025 Added 2.39%
$0
$11.1 Billion 1.43% of portfolio
57,237
Q3 2025 Reduced 0.63%
$139B
$10.9 Billion 1.41% of portfolio
33,187
Q3 2025 Added 0.62%
$0
$11 Billion 1.41% of portfolio
45,776
Q3 2025 Reduced 5.62%
$1.65T
$10.8 Billion 1.39% of portfolio
44,518
Q3 2025 Added 2.03%
$0
$10.5 Billion 1.34% of portfolio
88,289
Q3 2025 Reduced 1.69%
$0
$10.2 Billion 1.31% of portfolio
122,491
Q3 2025 Added 7.46%
$0
$9.65 Billion 1.24% of portfolio
69,375
Q3 2025 Reduced 3.87%
$0
$8.86 Billion 1.14% of portfolio
57,418
Q3 2025 Reduced 2.07%
$0
$8.59 Billion 1.11% of portfolio
72,321
Q3 2025 Added 1.96%
$0
$8.58 Billion 1.1% of portfolio
88,902
Q3 2025 Added 0.42%
$1.74T
$8.29 Billion 1.07% of portfolio
34,044
Q3 2025 Reduced 0.9%
$0
$8.22 Billion 1.06% of portfolio
68,805
Q3 2025 Added 0.48%
$881B
$8.12 Billion 1.04% of portfolio
25,731
Q3 2025 Added 0.87%
$1.29T
$7.76 Billion 1.0% of portfolio
17,442
Q3 2025 Added 3.57%
$0
$6.83 Billion 0.88% of portfolio
66,290
Q3 2025 Added 7.36%
$0
$6.73 Billion 0.87% of portfolio
143,346
Q3 2025 Added 5.44%
$0
$6.7 Billion 0.86% of portfolio
144,038
Q3 2025 Added 6.04%
$0
$6.69 Billion 0.86% of portfolio
184,060
Q3 2025 Added 4.2%
$0
$6.47 Billion 0.83% of portfolio
89,583
Q3 2025 Added 0.32%
$0
$6.3 Billion 0.81% of portfolio
157,906
Q3 2025 Added 5.54%
$0
$5.33 Billion 0.69% of portfolio
7,961
Q3 2025 Added 0.47%
$0
$5.3 Billion 0.68% of portfolio
49,812
Q3 2025 Added 30.46%
$0
$5.19 Billion 0.67% of portfolio
66,272
Q3 2025 Added 0.43%
$971B
$4.71 Billion 0.61% of portfolio
6,174
Q3 2025 Added 1.76%
$662B
$4.58 Billion 0.59% of portfolio
9,119
Q3 2025 Reduced 4.29%
$49.1B
$4.31 Billion 0.55% of portfolio
3,595
Q3 2025 Added 0.33%
Blackrock Inc
-
$4.09 Billion 0.53% of portfolio
-
Q3 2025 Reduced 2.12%
$490B
$4.04 Billion 0.52% of portfolio
35,802
Q3 2025 Reduced 0.29%
$533B
$3.95 Billion 0.51% of portfolio
11,573
Q3 2025 Added 3.37%
$0
$3.82 Billion 0.49% of portfolio
85,245
Q3 2025 Added 7.16%
$0
$3.74 Billion 0.48% of portfolio
37,575
Q3 2025 Added 5.52%
$0
$3.7 Billion 0.48% of portfolio
7,902
Q3 2025 Reduced 6.73%
$0
$3.64 Billion 0.47% of portfolio
4,880
Q3 2025 Reduced 2.85%
$328B
$3.59 Billion 0.46% of portfolio
11,918
Q3 2025 Reduced 5.06%
$0
$3.49 Billion 0.45% of portfolio
31,603
Q3 2025 Added 6.78%
$0
$3.44 Billion 0.44% of portfolio
38,507
Q3 2025 Reduced 2.65%
$258B
$3.46 Billion 0.44% of portfolio
20,658
Q3 2025 Reduced 1.99%
$367B
$3.38 Billion 0.44% of portfolio
8,343
Q3 2025 Added 1.36%
$0
$3.39 Billion 0.44% of portfolio
89,463
Q3 2025 Added 3.04%

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $777 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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