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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.36B
$1.18 Billion 0.15% of portfolio
64,180
Q3 2025 Added 18.35%
$9.31B
$1.17 Billion 0.15% of portfolio
51,563
Q3 2025 Added 30.5%
-
$1.16 Billion 0.15% of portfolio
-
Q3 2025 Reduced 4.39%
$30.4B
$1.18 Billion 0.15% of portfolio
45,181
Q3 2025 Reduced 3.63%
$204B
$1.12 Billion 0.14% of portfolio
7,944
Q3 2025 Added 8.67%
$191B
$1.11 Billion 0.14% of portfolio
206
Q3 2025 Reduced 0.48%
$104B
$1.1 Billion 0.14% of portfolio
3,748
Q3 2025 Reduced 0.61%
$485M
$1.12 Billion 0.14% of portfolio
40,872
Q3 2025 Reduced 2.24%
$49.5B
$1.08 Billion 0.14% of portfolio
6,352
Q3 2025 Added 6.45%
$132B
$986 Million 0.13% of portfolio
3,993
Q3 2025 Added 0.1%
$235B
$981 Million 0.13% of portfolio
11,691
Q3 2025 Added 27.58%
$62.3B
$973 Million 0.13% of portfolio
8,648
Q3 2025 Added 0.6%
$306B
$982 Million 0.13% of portfolio
14,814
Q3 2025 Reduced 6.22%
$79.6B
$896 Million 0.12% of portfolio
7,242
Q3 2025 Added 0.82%
$96.9B
$960 Million 0.12% of portfolio
2,276
Q3 2025 Reduced 0.91%
$5.44B
$938 Million 0.12% of portfolio
20,902
Q3 2025 Added 13.05%
$388B
$916 Million 0.12% of portfolio
5,665
Q3 2025 Reduced 62.18%
$136B
$899 Million 0.12% of portfolio
3,802
Q3 2025 Added 1.58%
$84.9B
$947 Million 0.12% of portfolio
5,622
Q3 2025 Reduced 1.26%
$75.4B
$862 Million 0.11% of portfolio
6,571
Q3 2025 Added 0.98%
$74.3B
$872 Million 0.11% of portfolio
4,338
Q3 2025 Added 5.39%
$55.9B
$844 Million 0.11% of portfolio
884
Q3 2025 Added 2.91%
$177B
$816 Million 0.11% of portfolio
4,441
Q3 2025 Reduced 1.96%
$123B
$856 Million 0.11% of portfolio
3,032
Q3 2025 Reduced 11.22%
$147B
$890 Million 0.11% of portfolio
9,117
Q3 2025 Added 3.92%
$91.4B
$884 Million 0.11% of portfolio
5,698
Q3 2025 Added 0.94%
$269B
$858 Million 0.11% of portfolio
3,583
Q3 2025 Added 3.73%
$143B
$817 Million 0.11% of portfolio
24,353
Q3 2025 Added 12.78%
$167B
$866 Million 0.11% of portfolio
9,076
Q3 2025 Added 3.86%
$103B
$739 Million 0.1% of portfolio
316
Q3 2025 Added 6.4%
$111B
$778 Million 0.1% of portfolio
2,366
Q3 2025 Added 1.46%
$69.1B
$751 Million 0.1% of portfolio
8,909
Q3 2025 Added 3.16%
$63.4B
$748 Million 0.1% of portfolio
1,636
Q3 2025 Added 0.86%
$136B
$763 Million 0.1% of portfolio
1,791
Q3 2025 Added 0.51%
$47.4B
$740 Million 0.1% of portfolio
10,947
Q3 2025 Added 4.35%
$187B
$786 Million 0.1% of portfolio
4,727
Q3 2025 Added 1.92%
$103B
$789 Million 0.1% of portfolio
6,068
Q3 2025 Reduced 1.91%
$55.6B
$739 Million 0.1% of portfolio
5,050
Q3 2025 Reduced 6.72%
$68.5B
$770 Million 0.1% of portfolio
5,658
Q3 2025 Added 12.69%
$118B
$774 Million 0.1% of portfolio
3,148
Q3 2025 Reduced 0.06%
$64.5B
$801 Million 0.1% of portfolio
2,476
Q3 2025 Added 1.14%
$73.7B
$791 Million 0.1% of portfolio
2,887
Q3 2025 Added 0.87%
$89.8B
$813 Million 0.1% of portfolio
4,562
Q3 2025 Added 0.6%
-
$709 Million 0.09% of portfolio
-
Q3 2025 Reduced 2.1%
$72.9B
$668 Million 0.09% of portfolio
2,575
Q3 2025 Added 2.14%
$9.78B
$680 Million 0.09% of portfolio
15,119
Q3 2025 Reduced 2.38%
$46.8B
$698 Million 0.09% of portfolio
732
Q3 2025 Added 2.38%
$268B
$705 Million 0.09% of portfolio
4,216
Q3 2025 Added 7.74%
$115B
$718 Million 0.09% of portfolio
1,464
Q3 2025 Added 0.69%

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
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email