Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

Premier Path Wealth Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $643 Billion distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Technology Sector Spdr with a value of $25B, Microsoft Corp with a value of $19.3B, Nvidia Corp with a value of $15B, and Amazon Com Inc with a value of $11.4B.

Examining the 13F form we can see an decrease of $13.5B in the current position value, from $656B to 643B.

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 $643 Billion
ETFs: $270 Billion
Technology: $100 Billion
Financial Services: $49.4 Billion
Healthcare: $40.4 Billion
Communication Services: $36.3 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $32.6 Billion
Consumer Defensive: $22.1 Billion
Other: $33.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.6B
$570 Million 0.09% of portfolio
2,504
Q1 2025 Reduced 2.53%
$22.5B
$581 Million 0.09% of portfolio
2,825
Q1 2025 Added 1.4%
$108B
$581 Million 0.09% of portfolio
5,923
Q1 2025 Added 22.02%
$53.3B
$587 Million 0.09% of portfolio
3,535
Q1 2025 Reduced 0.11%
$59.7B
$606 Million 0.09% of portfolio
14,723
Q1 2025 Added 4.92%
$104B
$498 Million 0.08% of portfolio
1,442
Q1 2025 Added 5.41%
$80.6B
$506 Million 0.08% of portfolio
987
Q1 2025 Added 5.45%
$104B
$493 Million 0.08% of portfolio
8,222
Q1 2025 Added 7.58%
$61.6B
$485 Million 0.08% of portfolio
5,573
Q1 2025 Reduced 1.17%
$124B
$525 Million 0.08% of portfolio
2,602
Q1 2025 Added 8.64%
$85.4B
$483 Million 0.08% of portfolio
7,408
Q1 2025 Reduced 13.34%
$48B
$493 Million 0.08% of portfolio
8,787
Q1 2025 Added 4.21%
$17.2B
$501 Million 0.08% of portfolio
5,860
Q1 2025 Added 0.27%
$118B
$501 Million 0.08% of portfolio
4,772
Q1 2025 Reduced 0.04%
$88.9B
$495 Million 0.08% of portfolio
2,410
Q1 2025 Added 6.17%
$90.4B
$486 Million 0.08% of portfolio
3,981
Q1 2025 Added 0.2%
$31.5B
$458 Million 0.07% of portfolio
3,123
Q1 2025 Added 11.58%
$70.6B
$446 Million 0.07% of portfolio
547
Q1 2025 Reduced 4.87%
$27.9B
$430 Million 0.07% of portfolio
3,748
Q1 2025 Reduced 12.51%
$56.6B
$481 Million 0.07% of portfolio
768
Q1 2025 Reduced 12.03%
$93.6B
$429 Million 0.07% of portfolio
18,870
Q1 2025 Added 40.59%
$61.4B
$418 Million 0.07% of portfolio
1,580
Q1 2025 Added 5.47%
$57.9B
$465 Million 0.07% of portfolio
2,010
Q1 2025 Added 68.77%
$72.5B
$431 Million 0.07% of portfolio
14,657
Q1 2025 Reduced 8.88%
$38.4B
$421 Million 0.07% of portfolio
3,774
Q1 2025 Reduced 0.13%
$49.1B
$427 Million 0.07% of portfolio
1,362
Q1 2025 Reduced 0.44%
$46.1B
$456 Million 0.07% of portfolio
2,856
Q1 2025 Added 14.56%
$50.8B
$454 Million 0.07% of portfolio
3,166
Q1 2025 Reduced 1.37%
$52.2B
$474 Million 0.07% of portfolio
2,290
Q1 2025 Reduced 7.66%
$20.2B
$455 Million 0.07% of portfolio
5,399
Q1 2025 Reduced 0.92%
$78.4B
$363 Million 0.06% of portfolio
2,801
Q1 2025 Added 2.3%
$49.8B
$370 Million 0.06% of portfolio
1,236
Q1 2025 Added 1.23%
$101B
$366 Million 0.06% of portfolio
1,038
Q1 2025 Added 2.17%
$102B
$417 Million 0.06% of portfolio
2,069
Q1 2025 Added 21.21%
$83.5B
$381 Million 0.06% of portfolio
876
Q1 2025 Added 20.0%
$34.8B
$382 Million 0.06% of portfolio
6,580
Q1 2025 Added 21.36%
$34.5B
$401 Million 0.06% of portfolio
839
Q1 2025 Reduced 2.89%
$84.1B
$413 Million 0.06% of portfolio
2,260
Q1 2025 Added 9.5%
$49.2B
$406 Million 0.06% of portfolio
9,705
Q1 2025 Reduced 5.14%
$99.9B
$394 Million 0.06% of portfolio
1,487
Q1 2025 Added 5.46%
$88.1B
$400 Million 0.06% of portfolio
1,146
Q1 2025 Added 1.69%
$47.7B
$368 Million 0.06% of portfolio
3,525
Q1 2025 Added 11.27%
$31.6B
$403 Million 0.06% of portfolio
12,356
Q1 2025 Added 11.45%
$38.8B
$394 Million 0.06% of portfolio
1,702
Q1 2025 Added 11.61%
$363M
$386 Million 0.06% of portfolio
28,695
Q4 2024 Reduced 2.07%
$60.6B
$392 Million 0.06% of portfolio
5,970
Q1 2025 Added 4.24%
$33.5B
$363 Million 0.06% of portfolio
3,335
Q1 2025 Added 3.03%
$133B
$354 Million 0.06% of portfolio
521
Q1 2025 Added 19.77%
$23.9B
$355 Million 0.06% of portfolio
2,968
Q1 2025 Added 2.03%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $643 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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