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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.1B
$584 Million 0.09% of portfolio
4,284
Q4 2024 Added 2.07%
$151B
$515 Million 0.08% of portfolio
2,246
Q4 2024 Reduced 3.15%
$85B
$542 Million 0.08% of portfolio
575
Q4 2024 Added 4.55%
$66.1B
$548 Million 0.08% of portfolio
4,350
Q4 2024 Added 3.3%
-
$548 Million 0.08% of portfolio
-
Q3 2024 Reduced 7.82%
$68.5B
$519 Million 0.08% of portfolio
16,086
Q4 2024 Added 1.25%
$45.2B
$545 Million 0.08% of portfolio
6,411
Q4 2024 Added 8.61%
$78.5B
$556 Million 0.08% of portfolio
2,193
Q4 2024 Added 8.24%
$44.8B
$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%
$67.4B
$524 Million 0.08% of portfolio
2,270
Q4 2024 Added 2.99%
$106B
$509 Million 0.08% of portfolio
2,395
Q4 2024 Reduced 4.39%
$20.5B
$509 Million 0.08% of portfolio
2,786
Q4 2024 Added 1.53%
$52.9B
$508 Million 0.08% of portfolio
3,625
Q4 2024 Added 2.87%
$60.5B
$428 Million 0.07% of portfolio
3,168
Q4 2024 Reduced 11.06%
$33.6B
$446 Million 0.07% of portfolio
864
Q4 2024 Added 0.23%
$108B
$434 Million 0.07% of portfolio
4,107
Q4 2024 Reduced 23.26%
$52.4B
$477 Million 0.07% of portfolio
1,368
Q4 2024 Added 5.8%
$125B
$473 Million 0.07% of portfolio
4,774
Q4 2024 Added 33.58%
$51.4B
$478 Million 0.07% of portfolio
2,480
Q4 2024 Added 4.73%
$88.5B
$428 Million 0.07% of portfolio
3,973
Q4 2024 Added 11.76%
$45.5B
$454 Million 0.07% of portfolio
8,432
Q4 2024 Reduced 0.47%
$67.3B
$486 Million 0.07% of portfolio
9,125
Q4 2024 Added 8.18%
$72.1B
$439 Million 0.07% of portfolio
936
Q4 2024 Added 12.64%
$16.8B
$443 Million 0.07% of portfolio
5,844
Q4 2024 Added 107.97%
$129B
$443 Million 0.07% of portfolio
4,854
Q4 2024 Added 13.04%
$101B
$382 Million 0.06% of portfolio
1,707
Q4 2024 Added 1.13%
$25.8B
$397 Million 0.06% of portfolio
4,525
Q4 2024 Added 2.28%
$53.1B
$366 Million 0.06% of portfolio
1,221
Q4 2024 Added 3.39%
$93.4B
$383 Million 0.06% of portfolio
1,127
Q4 2024 Added 12.25%
$1.59B
$363 Million 0.06% of portfolio
6,023
Q4 2024 Reduced 0.18%
$20.5B
$422 Million 0.06% of portfolio
5,449
Q4 2024 Reduced 2.42%
$56.9B
$392 Million 0.06% of portfolio
10,231
Q4 2024 Added 17.34%
$27.4B
$380 Million 0.06% of portfolio
17,798
Q4 2024 Reduced 1.87%
$56.8B
$411 Million 0.06% of portfolio
5,639
Q4 2024 Reduced 11.29%
$41.5B
$398 Million 0.06% of portfolio
5,727
Q4 2024 Added 5.31%
$45.9B
$366 Million 0.06% of portfolio
2,786
Q4 2024 Added 6.46%
$301M
$420 Million 0.06% of portfolio
28,695
Q4 2024 Reduced 2.07%
$92.4B
$411 Million 0.06% of portfolio
1,368
Q4 2024 Reduced 1.37%
$94.4B
$400 Million 0.06% of portfolio
7,643
Q4 2024 Added 3.3%
$54.6B
$376 Million 0.06% of portfolio
2,168
Q3 2024 Reduced 2.78%
$101B
$407 Million 0.06% of portfolio
239
Q4 2024 Reduced 11.15%
$30.2B
$369 Million 0.06% of portfolio
8,730
Q4 2024 Added 1.89%
$54.6B
$328 Million 0.05% of portfolio
1,271
Q4 2024 Added 0.95%
$43B
$306 Million 0.05% of portfolio
2,276
Q4 2024 Added 4.84%
$33.3B
$321 Million 0.05% of portfolio
1,525
Q4 2024 Added 5.61%
$23.6B
$338 Million 0.05% of portfolio
2,909
Q4 2024 Reduced 0.48%
$55.9B
$325 Million 0.05% of portfolio
949
Q4 2024 Added 26.53%

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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