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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$992B
$1.48 Billion 0.23% of portfolio
8,526
Q3 2024 Added 558.38%
$31B
$1.49 Billion 0.23% of portfolio
5,064
Q3 2024 Reduced 8.21%
$41.4B
$1.48 Billion 0.23% of portfolio
16,554
Q3 2024 Added 1.6%
$22.9B
$1.46 Billion 0.23% of portfolio
13,901
Q3 2024 Reduced 1.78%
$85.5B
$1.46 Billion 0.23% of portfolio
9,583
Q3 2024 Added 18.62%
$76.9B
$1.43 Billion 0.23% of portfolio
4,732
Q3 2024 Reduced 1.76%
$212B
$1.47 Billion 0.23% of portfolio
4,842
Q3 2024 Reduced 1.96%
$316B
$1.49 Billion 0.23% of portfolio
10,117
Q3 2024 Reduced 16.51%
$155B
$1.44 Billion 0.23% of portfolio
4,480
Q3 2024 Added 1.52%
$72.9B
$1.43 Billion 0.22% of portfolio
4,787
Q3 2024 Reduced 1.97%
$424B
$1.38 Billion 0.22% of portfolio
2
Q4 2023 New
$38.5B
$1.4 Billion 0.22% of portfolio
9,316
Q3 2024 Added 564.95%
$195B
$1.37 Billion 0.22% of portfolio
2,784
Q3 2024 Reduced 0.07%
$24.9B
$1.3 Billion 0.21% of portfolio
158,087
Q3 2024 Added 9.05%
$222B
$1.34 Billion 0.21% of portfolio
8,165
Q3 2024 Reduced 10.1%
$38.8B
$1.33 Billion 0.21% of portfolio
5,157
Q3 2024 Reduced 1.7%
$13B
$1.32 Billion 0.21% of portfolio
40,711
Q3 2024 Added 0.86%
$15.5B
$1.33 Billion 0.21% of portfolio
13,316
Q3 2024 Added 31.27%
$110B
$1.26 Billion 0.2% of portfolio
18,961
Q3 2024 Added 3.32%
$12.7B
$1.27 Billion 0.2% of portfolio
16,384
Q3 2024 Added 0.57%
$46.1B
$1.26 Billion 0.2% of portfolio
14,169
Q2 2024 Reduced 0.08%
$16.6B
$1.24 Billion 0.2% of portfolio
32,787
Q3 2024 Added 0.34%
$38.1B
$1.25 Billion 0.2% of portfolio
35,627
Q3 2024 Added 0.42%
$64.3B
$1.26 Billion 0.2% of portfolio
5,222
Q3 2024 Added 1.32%
$151B
$1.25 Billion 0.2% of portfolio
6,198
Q3 2024 Reduced 3.58%
$191B
$1.23 Billion 0.19% of portfolio
1,981
Q3 2024 Added 1.23%
$13.3B
$1.23 Billion 0.19% of portfolio
25,096
Q3 2024 Reduced 3.93%
$617M
$1.23 Billion 0.19% of portfolio
44,823
Q3 2024 Reduced 6.19%
$219B
$1.23 Billion 0.19% of portfolio
4,531
Q3 2024 Reduced 0.22%
$199B
$1.22 Billion 0.19% of portfolio
5,504
Q3 2024 Added 4.1%
$22.7B
$1.21 Billion 0.19% of portfolio
11,251
Q3 2024 Added 1.97%
$56.2B
$1.22 Billion 0.19% of portfolio
6,380
Q3 2024 Added 3.14%
$3.54B
$1.22 Billion 0.19% of portfolio
54,379
Q3 2024 Reduced 1.79%
$519B
$1.18 Billion 0.19% of portfolio
6,935
Q3 2024 Reduced 0.64%
$202B
$1.16 Billion 0.18% of portfolio
1,873
Q3 2024 Reduced 0.69%
$90.3B
$1.16 Billion 0.18% of portfolio
1,834
Q3 2024 Added 0.38%
$132B
$1.11 Billion 0.18% of portfolio
2,665
Q3 2024 Added 13.16%
$4.19B
$1.15 Billion 0.18% of portfolio
96,171
Q3 2024 Added 10.23%
$22.8B
$1.16 Billion 0.18% of portfolio
6,008
Q3 2024 Added 6.02%
$82.7B
$1.07 Billion 0.17% of portfolio
5,478
Q3 2024 Reduced 1.15%
$229B
$1.08 Billion 0.17% of portfolio
10,343
Q3 2024 Reduced 2.75%
$152B
$1.09 Billion 0.17% of portfolio
5,284
Q3 2024 Reduced 8.55%
$206B
$1.08 Billion 0.17% of portfolio
2,760
Q3 2024 Added 11.02%
$119B
$1.04 Billion 0.16% of portfolio
3,029
Q3 2024 Added 0.43%
$138B
$1.01 Billion 0.16% of portfolio
13,409
Q3 2024 Added 12.46%
$227B
$1.01 Billion 0.16% of portfolio
2,869
Q3 2024 Added 9.34%
$154B
$1 Billion 0.16% of portfolio
3,944
Q3 2024 Reduced 0.43%
$167B
$954 Million 0.15% of portfolio
1,846
Q3 2024 Added 0.54%
$118B
$921 Million 0.15% of portfolio
3,195
Q2 2024 Added 18.55%

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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