Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024

Premier Path Wealth Partners, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.6B, Technology Sector Spdr with a value of $26.3B, Microsoft Corp with a value of $22.5B, Nvidia Corp with a value of $17B, and Amazon Com Inc with a value of $12B.

Examining the 13F form we can see an increase of $47.5B in the current position value, from $587B to 634B.

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 $634 Billion
ETFs: $266 Billion
Technology: $108 Billion
Financial Services: $45.1 Billion
Healthcare: $40 Billion
Consumer Cyclical: $38.5 Billion
Communication Services: $35 Billion
Industrials: $33.5 Billion
Consumer Defensive: $20 Billion
Other: $32.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.05T
$32.6 Billion 5.14% of portfolio
139,901
Q3 2024 Added 0.15%
$0
$26.3 Billion 4.14% of portfolio
116,277
Q3 2024 Added 15.7%
$3.17T
$22.5 Billion 3.55% of portfolio
52,381
Q3 2024 Reduced 0.67%
$343B
$17 Billion 2.67% of portfolio
139,649
Q3 2024 Reduced 0.06%
$2.25T
$12 Billion 1.9% of portfolio
64,514
Q3 2024 Added 0.71%
$0
$10.9 Billion 1.73% of portfolio
208,184
Q3 2024 Added 7.13%
$0
$10.9 Billion 1.72% of portfolio
240,704
Q3 2024 Added 2.21%
$0
$10.5 Billion 1.65% of portfolio
68,006
Q3 2024 Added 2.2%
$0
$9.95 Billion 1.57% of portfolio
158,749
Q3 2024 Added 0.42%
$0
$9.63 Billion 1.52% of portfolio
48,041
Q3 2024 Added 5.51%
$0
$9.38 Billion 1.48% of portfolio
52,313
Q3 2024 Added 5.65%
$0
$8.35 Billion 1.32% of portfolio
92,371
Q3 2024 Added 7.65%
$1.35T
$8.22 Billion 1.3% of portfolio
14,351
Q3 2024 Reduced 0.3%
$0
$8.03 Billion 1.27% of portfolio
96,610
Q3 2024 Added 8.39%
$0
$7.85 Billion 1.24% of portfolio
110,848
Q3 2024 Added 4.14%
$0
$7.76 Billion 1.22% of portfolio
57,269
Q3 2024 Added 3.01%
$0
$7.24 Billion 1.14% of portfolio
61,889
Q3 2024 Added 3.81%
$1.15T
$7.09 Billion 1.12% of portfolio
42,763
Q3 2024 Added 0.78%
$0
$7.03 Billion 1.11% of portfolio
58,778
Q3 2024 Added 6.12%
$0
$6.19 Billion 0.98% of portfolio
108,132
Q3 2024 Added 27.39%
$95.4B
$5.71 Billion 0.9% of portfolio
33,103
Q3 2024 Added 925.18%
$1.17T
$5.68 Billion 0.9% of portfolio
33,969
Q3 2024 Reduced 1.03%
$0
$5.43 Billion 0.86% of portfolio
114,935
Q3 2024 Added 8.29%
$735B
$5.42 Billion 0.85% of portfolio
6,121
Q3 2024 Reduced 0.34%
$0
$5.37 Billion 0.85% of portfolio
49,140
Q3 2024 Added 7.14%
$0
$5.31 Billion 0.84% of portfolio
135,517
Q3 2024 Added 4.68%
$0
$5.34 Billion 0.84% of portfolio
112,739
Q3 2024 Added 8.03%
$0
$5.34 Billion 0.84% of portfolio
81,163
Q3 2024 Added 9.35%
$0
$5.29 Billion 0.83% of portfolio
166,394
Q3 2024 Added 4.56%
$702B
$5.14 Billion 0.81% of portfolio
24,383
Q3 2024 Added 0.67%
$0
$5.07 Billion 0.8% of portfolio
61,056
Q3 2024 Added 5.05%
$0
$4.46 Billion 0.7% of portfolio
41,049
Q3 2024 Added 2.14%
$1.32T
$4.26 Billion 0.67% of portfolio
16,297
Q3 2024 Added 36.98%
$0
$4.04 Billion 0.64% of portfolio
21,271
Q3 2024 Reduced 2.39%
$595B
$3.91 Billion 0.62% of portfolio
8,489
Q3 2024 Added 0.34%
$0
$3.93 Billion 0.62% of portfolio
6,810
Q3 2024 Reduced 4.3%
$0
$3.73 Billion 0.59% of portfolio
9,935
Q3 2024 Reduced 0.41%
$0
$3.4 Billion 0.54% of portfolio
75,540
Q3 2024 Added 5.47%
$0
$3.33 Billion 0.53% of portfolio
37,937
Q3 2024 Added 6.13%
$475B
$3.32 Billion 0.52% of portfolio
5,679
Q3 2024 Added 6.01%
$0
$3.25 Billion 0.51% of portfolio
33,840
Q3 2024 Added 5.54%
$0
$3.12 Billion 0.49% of portfolio
5,318
Q3 2024 Added 3.54%
$408B
$3.02 Billion 0.48% of portfolio
3,407
Q3 2024 Added 0.15%
$441B
$2.94 Billion 0.46% of portfolio
25,118
Q3 2024 Reduced 4.22%
$516B
$2.91 Billion 0.46% of portfolio
10,577
Q3 2024 Reduced 1.16%
$0
$2.87 Billion 0.45% of portfolio
25,947
Q3 2024 Added 8.9%
$216B
$2.78 Billion 0.44% of portfolio
3,114
Q3 2024 Reduced 2.81%
$0
$2.7 Billion 0.43% of portfolio
81,856
Q3 2024 Added 4.52%
$169B
$2.7 Billion 0.43% of portfolio
22,262
Q3 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $634 Billion
  • Prior Value $587 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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