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
$3.59T
$35.4 Billion 5.39% of portfolio
141,272
Q4 2024 Added 0.98%
$0
$27.5 Billion 4.19% of portfolio
118,373
Q4 2024 Added 1.8%
$3.33T
$22.1 Billion 3.37% of portfolio
52,390
Q4 2024 Added 0.02%
$367B
$18.7 Billion 2.85% of portfolio
139,334
Q4 2024 Reduced 0.23%
$2.4T
$14.5 Billion 2.21% of portfolio
66,126
Q4 2024 Added 2.5%
$0
$11.5 Billion 1.75% of portfolio
237,369
Q4 2024 Reduced 1.39%
$0
$10.8 Billion 1.65% of portfolio
215,620
Q4 2024 Added 3.57%
$0
$10.2 Billion 1.56% of portfolio
45,551
Q4 2024 Reduced 5.18%
$0
$10.1 Billion 1.54% of portfolio
164,508
Q4 2024 Added 3.63%
$0
$9.78 Billion 1.49% of portfolio
71,121
Q4 2024 Added 4.58%
$0
$9.55 Billion 1.46% of portfolio
53,621
Q4 2024 Added 2.5%
$1.18T
$8.72 Billion 1.33% of portfolio
46,084
Q4 2024 Added 7.77%
$0
$8.73 Billion 1.33% of portfolio
90,133
Q4 2024 Reduced 2.42%
$0
$8.41 Billion 1.28% of portfolio
102,587
Q4 2024 Added 6.19%
$1.43T
$8.39 Billion 1.28% of portfolio
14,337
Q4 2024 Reduced 0.1%
$97.3B
$7.58 Billion 1.16% of portfolio
32,708
Q4 2024 Reduced 1.19%
$0
$7.46 Billion 1.14% of portfolio
115,665
Q4 2024 Added 4.35%
$0
$7.5 Billion 1.14% of portfolio
81,083
Q4 2024 Added 4.53%
$0
$7.27 Billion 1.11% of portfolio
63,055
Q4 2024 Added 1.88%
$0
$7.15 Billion 1.09% of portfolio
136,989
Q4 2024 Added 26.69%
$1.3T
$7.1 Billion 1.08% of portfolio
17,576
Q4 2024 Added 7.85%
$0
$7.09 Billion 1.08% of portfolio
61,395
Q4 2024 Added 4.45%
$1.21T
$6.99 Billion 1.07% of portfolio
36,700
Q4 2024 Added 8.04%
$0
$6.33 Billion 0.96% of portfolio
34,171
Q4 2024 Added 60.65%
$780B
$5.89 Billion 0.9% of portfolio
24,569
Q4 2024 Added 0.76%
$0
$5.64 Billion 0.86% of portfolio
84,542
Q4 2024 Added 4.16%
$0
$5.45 Billion 0.83% of portfolio
120,253
Q4 2024 Added 4.63%
$0
$5.42 Billion 0.83% of portfolio
119,575
Q4 2024 Added 6.06%
$0
$5.21 Billion 0.79% of portfolio
52,303
Q4 2024 Added 6.44%
$0
$5.14 Billion 0.78% of portfolio
65,392
Q4 2024 Added 7.1%
$0
$5.06 Billion 0.77% of portfolio
173,457
Q4 2024 Added 4.24%
$0
$4.74 Billion 0.72% of portfolio
138,632
Q4 2024 Added 2.3%
$728B
$4.68 Billion 0.71% of portfolio
6,065
Q4 2024 Reduced 0.91%
$0
$4.5 Billion 0.69% of portfolio
42,248
Q4 2024 Added 2.92%
$0
$4.06 Billion 0.62% of portfolio
6,889
Q4 2024 Added 1.16%
$459B
$3.96 Billion 0.6% of portfolio
36,822
Q4 2024 Added 46.6%
$600B
$3.9 Billion 0.59% of portfolio
8,608
Q4 2024 Added 1.4%
$0
$3.89 Billion 0.59% of portfolio
9,695
Q4 2024 Reduced 2.42%
Blackrock Inc
-
$3.46 Billion 0.53% of portfolio
-
Q4 2024 New
$0
$3.39 Billion 0.52% of portfolio
77,432
Q4 2024 Added 2.5%
$537B
$3.38 Billion 0.51% of portfolio
10,688
Q4 2024 Added 1.05%
$0
$3.34 Billion 0.51% of portfolio
34,645
Q4 2024 Added 2.38%
$0
$3.24 Billion 0.49% of portfolio
5,204
Q4 2024 Reduced 2.14%
$417B
$3.15 Billion 0.48% of portfolio
3,436
Q4 2024 Added 0.85%
$0
$3.06 Billion 0.47% of portfolio
35,688
Q4 2024 Reduced 5.93%
$438B
$3.05 Billion 0.47% of portfolio
3,427
Q4 2024 Reduced 0.9%
$0
$3.01 Billion 0.46% of portfolio
27,317
Q4 2024 Added 5.28%
$335B
$2.96 Billion 0.45% of portfolio
8,856
Q4 2024 Reduced 8.12%
$496B
$2.81 Billion 0.43% of portfolio
5,545
Q4 2024 Reduced 2.36%

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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