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
$82.8B
$896 Million 0.14% of portfolio
755
Q4 2024 Added 3.14%
$69.4B
$948 Million 0.14% of portfolio
17,508
Q4 2024 Added 0.92%
$78.3B
$907 Million 0.14% of portfolio
4,702
Q4 2024 Added 25.89%
$84.2B
$908 Million 0.14% of portfolio
2,458
Q4 2024 Added 10.17%
$110B
$887 Million 0.14% of portfolio
3,211
Q4 2024 Added 0.5%
$176B
$921 Million 0.14% of portfolio
1,850
Q4 2024 Added 0.22%
$14.1B
$941 Million 0.14% of portfolio
16,391
Q4 2024 Added 0.23%
$208B
$931 Million 0.14% of portfolio
1,789
Q4 2024 Reduced 4.48%
$154B
$936 Million 0.14% of portfolio
3,905
Q4 2024 Reduced 0.99%
$73.7B
$878 Million 0.13% of portfolio
5,388
Q4 2024 Reduced 1.64%
$153B
$820 Million 0.13% of portfolio
3,597
Q4 2024 Added 4.38%
$177B
$850 Million 0.13% of portfolio
4,532
Q4 2024 Reduced 4.47%
$146B
$865 Million 0.13% of portfolio
5,319
Q4 2024 Reduced 14.18%
$298B
$828 Million 0.13% of portfolio
13,300
Q4 2024 Added 5.15%
$183B
$835 Million 0.13% of portfolio
6,912
Q4 2024 Reduced 15.35%
$45.4B
$866 Million 0.13% of portfolio
6,197
Q4 2024 Reduced 2.87%
$152B
$776 Million 0.12% of portfolio
8,691
Q4 2024 Added 0.07%
$73.1B
$769 Million 0.12% of portfolio
1,664
Q4 2024 Added 1.65%
$337B
$763 Million 0.12% of portfolio
3,456
Q4 2024 Added 4.51%
$233B
$734 Million 0.11% of portfolio
6,097
Q4 2024 Added 0.56%
$90.2B
$730 Million 0.11% of portfolio
8,548
Q4 2024 Added 11.58%
$72.9B
$721 Million 0.11% of portfolio
5,815
Q4 2024 Reduced 64.67%
$130B
$744 Million 0.11% of portfolio
8,052
Q4 2024 Added 89.24%
$193B
$703 Million 0.11% of portfolio
4,574
Q4 2024 Reduced 11.66%
$77.6B
$711 Million 0.11% of portfolio
3,988
Q4 2024 Added 1.27%
$157B
$668 Million 0.1% of portfolio
11,076
Q4 2024 Reduced 17.4%
$118B
$679 Million 0.1% of portfolio
1,686
Q4 2024 Added 4.98%
$35.6B
$641 Million 0.1% of portfolio
5,452
Q4 2024 Added 0.28%
$65.2B
$626 Million 0.1% of portfolio
7,648
Q4 2024 Added 2.56%
$121B
$643 Million 0.1% of portfolio
4,345
Q4 2024 Added 1.16%
$58.3B
$688 Million 0.1% of portfolio
1,293
Q4 2024 Added 0.94%
$51.9B
$672 Million 0.1% of portfolio
638
Q4 2024 Added 7.23%
$93.1B
$679 Million 0.1% of portfolio
4,558
Q4 2024 Added 2.38%
$75.4B
$637 Million 0.1% of portfolio
2,718
Q4 2024 Reduced 0.88%
$82.1B
$644 Million 0.1% of portfolio
4,988
Q4 2024 Added 2.8%
$71.9B
$635 Million 0.1% of portfolio
2,569
Q4 2024 Added 2.64%
$60.6B
$609 Million 0.09% of portfolio
3,539
Q4 2024 Reduced 68.34%
$51.4B
$615 Million 0.09% of portfolio
873
Q4 2024 Added 2.34%
$146B
$568 Million 0.09% of portfolio
7,677
Q4 2024 Reduced 11.16%
$146B
$599 Million 0.09% of portfolio
1,665
Q4 2024 Reduced 1.01%
$62.1B
$609 Million 0.09% of portfolio
14,033
Q4 2024 Added 0.91%
$71.3B
$606 Million 0.09% of portfolio
478
Q4 2024 Added 2.14%
$61.6B
$581 Million 0.09% of portfolio
5,103
Q4 2024 Reduced 9.79%
$47.2B
$569 Million 0.09% of portfolio
3,210
Q4 2024 Reduced 0.03%
$43.7B
$611 Million 0.09% of portfolio
6,081
Q4 2024 Added 2.63%
$114B
$565 Million 0.09% of portfolio
2,659
Q4 2024 Reduced 0.04%
$52.3B
$613 Million 0.09% of portfolio
6,650
Q4 2024 Added 9.95%
$88.2B
$606 Million 0.09% of portfolio
3,303
Q4 2024 Added 8.83%
$89.2B
$608 Million 0.09% of portfolio
2,200
Q4 2024 Added 32.69%

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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