Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025

Premier Path Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $718 Billion distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $29.8B, Apple Inc. with a value of $28.8B, Microsoft Corp with a value of $26.4B, Nvidia Corp with a value of $22.3B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $75.8B in the current position value, from $643B to 718B.

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 $718 Billion
ETFs: $299 Billion
Technology: $126 Billion
Financial Services: $54.8 Billion
Communication Services: $43.2 Billion
Consumer Cyclical: $40.4 Billion
Industrials: $37.2 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $21.7 Billion
Other: $35.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$28.8 Billion 4.01% of portfolio
140,274
Q2 2025 Reduced 0.58%
$3.95T
$26.4 Billion 3.67% of portfolio
53,025
Q2 2025 Added 2.94%
$456B
$22.3 Billion 3.11% of portfolio
141,422
Q2 2025 Added 2.48%
$2.26T
$13.2 Billion 1.84% of portfolio
60,104
Q2 2025 Added 0.42%
$1.78T
$11.3 Billion 1.57% of portfolio
15,256
Q2 2025 Added 4.04%
$127B
$9.09 Billion 1.27% of portfolio
32,983
Q2 2025 Added 0.67%
$1.21T
$7.69 Billion 1.07% of portfolio
43,633
Q2 2025 Reduced 2.46%
$859B
$7.4 Billion 1.03% of portfolio
25,508
Q2 2025 Added 4.34%
$1.24T
$6.09 Billion 0.85% of portfolio
34,354
Q2 2025 Reduced 3.28%
$1.08T
$5.35 Billion 0.74% of portfolio
16,840
Q2 2025 Added 8.5%
$545B
$4.8 Billion 0.67% of portfolio
3,583
Q2 2025 Added 2.58%
$608B
$4.73 Billion 0.66% of portfolio
6,067
Q2 2025 Reduced 1.29%
$621B
$4.63 Billion 0.64% of portfolio
9,528
Q2 2025 Added 6.48%
$551B
$3.98 Billion 0.55% of portfolio
11,196
Q2 2025 Added 3.99%
$442B
$3.87 Billion 0.54% of portfolio
35,906
Q2 2025 Added 2.73%
$439B
$3.46 Billion 0.48% of portfolio
3,490
Q2 2025 Added 4.02%
$229B
$3.08 Billion 0.43% of portfolio
21,078
Q2 2025 Reduced 1.61%
$405B
$3.02 Billion 0.42% of portfolio
8,231
Q2 2025 Added 26.16%
$548B
$2.85 Billion 0.4% of portfolio
5,076
Q2 2025 Added 7.82%
$203B
$2.82 Billion 0.39% of portfolio
97,459
Q2 2025 Reduced 3.36%
$232B
$2.74 Billion 0.38% of portfolio
10,045
Q2 2025 Added 6.68%
$281B
$2.72 Billion 0.38% of portfolio
27,818
Q2 2025 Added 3.42%
$207B
$2.63 Billion 0.37% of portfolio
21,228
Q2 2025 Added 8.41%
$113B
$2.5 Billion 0.35% of portfolio
5,394
Q2 2025 Added 0.63%
$367B
$2.51 Billion 0.35% of portfolio
18,428
Q2 2025 Added 3.51%
$145B
$2.44 Billion 0.34% of portfolio
6,837
Q2 2025 Reduced 1.06%
$452B
$2.36 Billion 0.33% of portfolio
15,475
Q2 2025 Reduced 15.05%
$381B
$2.19 Billion 0.31% of portfolio
46,313
Q2 2025 Added 7.38%
$282B
$2.13 Billion 0.3% of portfolio
14,977
Q2 2025 Reduced 12.9%
$83.7B
$2.18 Billion 0.3% of portfolio
23,935
Q2 2025 Added 3.11%
$86B
$2.06 Billion 0.29% of portfolio
29,842
Q2 2025 Added 2.24%
$351B
$2.08 Billion 0.29% of portfolio
11,233
Q2 2025 Added 0.34%
$302B
$2 Billion 0.28% of portfolio
24,959
Q2 2025 Added 6.82%
$182B
$1.98 Billion 0.28% of portfolio
45,869
Q2 2025 Reduced 0.87%
$141B
$1.97 Billion 0.27% of portfolio
55,260
Q2 2025 Added 3.01%
$172B
$1.97 Billion 0.27% of portfolio
1,921
Q2 2025 Added 15.24%
$68B
$1.9 Billion 0.27% of portfolio
42,080
Q2 2025 Added 3.57%
$94.4B
$1.87 Billion 0.26% of portfolio
26,276
Q2 2025 Added 10.11%
$139B
$1.82 Billion 0.25% of portfolio
8,667
Q2 2025 Reduced 11.83%
$210B
$1.83 Billion 0.25% of portfolio
6,196
Q2 2025 Added 9.22%
$302B
$1.8 Billion 0.25% of portfolio
12,560
Q2 2025 Reduced 1.44%
$155B
$1.77 Billion 0.25% of portfolio
14,349
Q2 2025 Added 5.1%
$201B
$1.76 Billion 0.25% of portfolio
2,236
Q2 2025 Added 9.93%
$227B
$1.75 Billion 0.24% of portfolio
5,490
Q2 2025 Added 17.66%
$157B
$1.68 Billion 0.23% of portfolio
4,334
Q2 2025 Reduced 5.41%
$153B
$1.63 Billion 0.23% of portfolio
3,212
Q2 2025 Added 4.93%
$138B
$1.63 Billion 0.23% of portfolio
67,160
Q2 2025 Added 5.6%
$122B
$1.55 Billion 0.22% of portfolio
17,751
Q2 2025 Added 1.09%
$684B
$1.62 Billion 0.22% of portfolio
7,390
Q2 2025 Added 7.93%

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $718 Billion
  • Prior Value $643 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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