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
$70.1B
$590 Million 0.09% of portfolio
3,938
Q3 2024 Added 8.4%
$147B
$560 Million 0.09% of portfolio
8,641
Q3 2024 Reduced 6.46%
$74.3B
$549 Million 0.09% of portfolio
15,887
Q3 2024 Reduced 2.44%
$68.1B
$577 Million 0.09% of portfolio
2,503
Q3 2024 Added 0.04%
-
$600 Million 0.09% of portfolio
-
Q3 2024 Reduced 7.82%
$95.4B
$564 Million 0.09% of portfolio
1,387
Q3 2024 Reduced 0.43%
$101B
$575 Million 0.09% of portfolio
1,658
Q3 2024 Reduced 1.01%
$56B
$555 Million 0.09% of portfolio
3,562
Q3 2024 Reduced 6.14%
$111B
$593 Million 0.09% of portfolio
2,660
Q3 2024 Reduced 0.08%
$84.1B
$488 Million 0.08% of portfolio
550
Q3 2024 Reduced 4.68%
$63.9B
$539 Million 0.08% of portfolio
4,211
Q3 2024 Added 1.45%
$43.7B
$490 Million 0.08% of portfolio
8,339
Q3 2024 Added 6.36%
$62.5B
$478 Million 0.08% of portfolio
9,565
Q3 2024 Reduced 7.9%
$82.9B
$531 Million 0.08% of portfolio
2,026
Q3 2024 Reduced 0.59%
$21.1B
$480 Million 0.08% of portfolio
5,584
Q3 2024 Reduced 11.17%
$48.6B
$490 Million 0.08% of portfolio
8,472
Q3 2024 Reduced 3.61%
$30.1B
$426 Million 0.07% of portfolio
2,735
Q3 2024 Reduced 4.84%
$59B
$430 Million 0.07% of portfolio
1,181
Q3 2024 Added 20.88%
$82.1B
$439 Million 0.07% of portfolio
1,688
Q3 2024 Reduced 2.43%
$51.9B
$473 Million 0.07% of portfolio
3,524
Q3 2024 Reduced 1.04%
$52B
$419 Million 0.07% of portfolio
1,293
Q3 2024 Added 5.55%
$45.3B
$414 Million 0.07% of portfolio
3,488
Q3 2024 Added 23.86%
$115B
$419 Million 0.07% of portfolio
4,294
Q3 2024 Added 13.09%
$112B
$441 Million 0.07% of portfolio
4,249
Q3 2024 Reduced 9.36%
$57.8B
$466 Million 0.07% of portfolio
6,357
Q3 2024 Reduced 3.81%
$55B
$449 Million 0.07% of portfolio
2,368
Q3 2024 Reduced 3.62%
$34.4B
$434 Million 0.07% of portfolio
8,126
Q3 2024 Added 17.85%
$47B
$457 Million 0.07% of portfolio
3,774
Q3 2024 Added 0.67%
$31.2B
$428 Million 0.07% of portfolio
12,846
Q3 2024 Added 26.85%
$76.4B
$439 Million 0.07% of portfolio
831
Q3 2024 Added 1.71%
$79.5B
$435 Million 0.07% of portfolio
2,423
Q3 2024 Added 2.8%
$36.8B
$464 Million 0.07% of portfolio
862
Q3 2024 Reduced 0.81%
$99.3B
$383 Million 0.06% of portfolio
1,004
Q3 2024 Added 3.83%
$28B
$371 Million 0.06% of portfolio
18,138
Q3 2024 Reduced 13.57%
$22.6B
$395 Million 0.06% of portfolio
2,923
Q3 2024 Reduced 0.78%
$95.8B
$396 Million 0.06% of portfolio
2,903
Q3 2024 Reduced 9.54%
$60.6B
$391 Million 0.06% of portfolio
2,204
Q3 2024 Added 12.85%
$89.7B
$395 Million 0.06% of portfolio
511
Q3 2024 Reduced 2.67%
$43.6B
$354 Million 0.06% of portfolio
5,438
Q3 2024 Added 17.17%
$62.5B
$366 Million 0.06% of portfolio
8,719
Q3 2024 Added 19.8%
$47.2B
$359 Million 0.06% of portfolio
1,510
Q3 2024 Added 2.1%
$100B
$378 Million 0.06% of portfolio
7,399
Q3 2024 Added 1.0%
$29.8B
$370 Million 0.06% of portfolio
4,424
Q3 2024 Added 1.68%
$79.1B
$378 Million 0.06% of portfolio
8,435
Q3 2024 Added 16.89%
$303M
$382 Million 0.06% of portfolio
29,302
Q3 2024 Reduced 7.01%
$30.8B
$370 Million 0.06% of portfolio
2,810
Q3 2024 Reduced 0.57%
$32.3B
$367 Million 0.06% of portfolio
8,568
Q3 2024 Added 6.08%
$142B
$376 Million 0.06% of portfolio
3,574
Q3 2024 Reduced 11.34%
$70.6B
$388 Million 0.06% of portfolio
3,474
Q3 2024 Added 1.08%

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
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email