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
$0
$444 Million 0.07% of portfolio
10,981
Q4 2024 Added 5.62%
$68B
$382 Million 0.06% of portfolio
1,707
Q4 2024 Added 1.13%
$22.4B
$397 Million 0.06% of portfolio
4,525
Q4 2024 Added 2.28%
$0
$374 Million 0.06% of portfolio
2,682
Q3 2024 Reduced 8.06%
$52B
$366 Million 0.06% of portfolio
1,221
Q4 2024 Added 3.39%
$86.4B
$383 Million 0.06% of portfolio
1,127
Q4 2024 Added 12.25%
$0
$402 Million 0.06% of portfolio
4,341
Q3 2024 Reduced 8.09%
$1.34B
$363 Million 0.06% of portfolio
6,023
Q4 2024 Reduced 0.18%
$18.3B
$422 Million 0.06% of portfolio
5,449
Q4 2024 Reduced 2.42%
$49.8B
$392 Million 0.06% of portfolio
10,231
Q4 2024 Added 17.34%
$18.4B
$380 Million 0.06% of portfolio
17,798
Q4 2024 Reduced 1.87%
$61.7B
$411 Million 0.06% of portfolio
5,639
Q4 2024 Reduced 11.29%
$38.7B
$398 Million 0.06% of portfolio
5,727
Q4 2024 Added 5.31%
$37.8B
$366 Million 0.06% of portfolio
2,786
Q4 2024 Added 6.46%
$0
$402 Million 0.06% of portfolio
3,149
Q4 2024 Added 12.06%
$272M
$420 Million 0.06% of portfolio
28,695
Q4 2024 Reduced 2.07%
$104B
$400 Million 0.06% of portfolio
7,643
Q4 2024 Added 3.3%
$43.6B
$376 Million 0.06% of portfolio
2,168
Q3 2024 Reduced 2.78%
$106B
$407 Million 0.06% of portfolio
239
Q4 2024 Reduced 11.15%
$23.4B
$369 Million 0.06% of portfolio
8,730
Q4 2024 Added 1.89%
Atlassian Corporation
-
$314 Million 0.05% of portfolio
-
Q4 2024 New
$44.4B
$328 Million 0.05% of portfolio
1,271
Q4 2024 Added 0.95%
$30.3B
$306 Million 0.05% of portfolio
2,276
Q4 2024 Added 4.84%
$30.3B
$321 Million 0.05% of portfolio
1,525
Q4 2024 Added 5.61%
$19.8B
$338 Million 0.05% of portfolio
2,909
Q4 2024 Reduced 0.48%
$54.5B
$325 Million 0.05% of portfolio
949
Q4 2024 Added 26.53%
$24.5B
$299 Million 0.05% of portfolio
2,844
Q4 2024 Added 3.87%
$30.4B
$324 Million 0.05% of portfolio
11,087
Q4 2024 Reduced 13.69%
$0
$352 Million 0.05% of portfolio
10,324
Q4 2024 Reduced 14.16%
$21.2B
$342 Million 0.05% of portfolio
5,266
Q4 2024 Added 8.73%
$67.9B
$354 Million 0.05% of portfolio
3,425
Q4 2024 Reduced 1.41%
$36.4B
$346 Million 0.05% of portfolio
4,522
Q4 2024 Added 9.44%
$37.3B
$311 Million 0.05% of portfolio
1,744
Q4 2024 Added 2.17%
$34.2B
$304 Million 0.05% of portfolio
3,237
Q4 2024 Added 13.54%
$29.8B
$301 Million 0.05% of portfolio
3,066
Q4 2024 Added 1.96%
$60B
$361 Million 0.05% of portfolio
1,498
Q4 2024 Added 0.88%
$0
$344 Million 0.05% of portfolio
3,761
Q4 2024 Reduced 64.2%
$31.5B
$298 Million 0.05% of portfolio
1,570
Q4 2024 Added 0.9%
$53.1B
$330 Million 0.05% of portfolio
1,115
Q4 2024 Added 6.39%
$70.3B
$335 Million 0.05% of portfolio
2,655
Q4 2024 Reduced 8.54%
$0
$332 Million 0.05% of portfolio
2,517
Q4 2024 Added 77.25%
$30.7B
$322 Million 0.05% of portfolio
3,097
Q4 2024 Added 2.72%
$47B
$330 Million 0.05% of portfolio
8,653
Q4 2024 Reduced 9.53%
$27.4B
$349 Million 0.05% of portfolio
1,857
Q4 2024 Added 1.7%
$71.5B
$338 Million 0.05% of portfolio
1,213
Q4 2024 Added 0.08%
$39.2B
$345 Million 0.05% of portfolio
1,092
Q4 2024 Added 1.77%
$41.8B
$328 Million 0.05% of portfolio
1,561
Q4 2024 Added 3.38%
$80.7B
$348 Million 0.05% of portfolio
1,016
Q4 2024 Added 1.3%
$64.9B
$346 Million 0.05% of portfolio
2,064
Q4 2024 Added 2.33%

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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