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
$38.8B
$363 Million 0.06% of portfolio
2,772
Q1 2025 Reduced 0.5%
$38.4B
$363 Million 0.06% of portfolio
1,306
Q1 2025 Added 1.24%
$66.9B
$416 Million 0.06% of portfolio
8,856
Q1 2025 Reduced 2.95%
$68.2B
$387 Million 0.06% of portfolio
3,477
Q1 2025 Added 1.52%
$48.1B
$312 Million 0.05% of portfolio
1,338
Q1 2025 Added 5.27%
$28.9B
$341 Million 0.05% of portfolio
1,909
Q1 2025 Added 2.8%
$41.3B
$298 Million 0.05% of portfolio
1,425
Q1 2025 Reduced 8.71%
$43.4B
$340 Million 0.05% of portfolio
3,266
Q1 2025 Added 13.84%
$1.44B
$318 Million 0.05% of portfolio
6,343
Q1 2025 Added 5.31%
$40.2B
$345 Million 0.05% of portfolio
1,723
Q1 2025 Reduced 1.2%
$35.9B
$353 Million 0.05% of portfolio
4,698
Q1 2025 Added 3.89%
$60B
$318 Million 0.05% of portfolio
862
Q1 2025 Reduced 9.17%
$53.1B
$307 Million 0.05% of portfolio
1,171
Q1 2025 Added 5.02%
$50.1B
$325 Million 0.05% of portfolio
4,795
Q1 2025 Added 19.96%
$98.4B
$311 Million 0.05% of portfolio
3,383
Q1 2025 Reduced 2.48%
$144B
$332 Million 0.05% of portfolio
1,619
Q1 2025 Reduced 27.92%
$32B
$343 Million 0.05% of portfolio
3,526
Q1 2025 Added 13.85%
$67.8B
$344 Million 0.05% of portfolio
998
Q1 2025 New
$86.7B
$353 Million 0.05% of portfolio
4,062
Q1 2025 Reduced 2.03%
$99.9B
$298 Million 0.05% of portfolio
443
Q1 2025 Reduced 1.99%
$80.3B
$312 Million 0.05% of portfolio
3,238
Q1 2025 Added 18.35%
$46.2B
$324 Million 0.05% of portfolio
4,175
Q1 2025 Added 10.86%
$24.2B
$337 Million 0.05% of portfolio
8,600
Q1 2025 Reduced 1.49%
$37.3B
$289 Million 0.05% of portfolio
4,271
Q1 2025 Added 8.76%
$42.8B
$345 Million 0.05% of portfolio
7,150
Q1 2025 Added 17.87%
$50.5B
$332 Million 0.05% of portfolio
1,942
Q1 2025 Reduced 10.42%
$42.9B
$230 Million 0.04% of portfolio
438
Q1 2025 Added 17.43%
$36.5B
$278 Million 0.04% of portfolio
6,315
Q1 2025 Added 6.87%
$30.3B
$264 Million 0.04% of portfolio
4,866
Q1 2025 Reduced 24.1%
$39.7B
$244 Million 0.04% of portfolio
24,290
Q1 2025 Added 15.39%
$71.4B
$258 Million 0.04% of portfolio
2,349
Q1 2025 Reduced 11.53%
$37.8B
$249 Million 0.04% of portfolio
2,012
Q1 2025 Added 3.34%
$55.8B
$228 Million 0.04% of portfolio
2,844
Q1 2025 Added 3.34%
$20.9B
$244 Million 0.04% of portfolio
15,845
Q1 2025 Reduced 10.97%
$28.8B
$233 Million 0.04% of portfolio
1,085
Q1 2025 Reduced 0.91%
$22.1B
$243 Million 0.04% of portfolio
1,575
Q1 2025 Added 7.22%
$93.7B
$248 Million 0.04% of portfolio
1,071
Q1 2025 Added 5.21%
$89.9B
$274 Million 0.04% of portfolio
4,036
Q1 2025 Reduced 1.73%
$33.5B
$284 Million 0.04% of portfolio
1,568
Q1 2025 Reduced 0.13%
$30.9B
$257 Million 0.04% of portfolio
4,386
Q1 2025 Added 3.76%
$27.2B
$245 Million 0.04% of portfolio
3,570
Q1 2025 New
$3.44B
$243 Million 0.04% of portfolio
842
Q1 2025 Reduced 25.88%
$53.4B
$287 Million 0.04% of portfolio
7,573
Q1 2025 Reduced 12.48%
$51.3B
$230 Million 0.04% of portfolio
970
Q1 2025 New
$31.5B
$229 Million 0.04% of portfolio
1,957
Q1 2025 Reduced 14.02%
$36B
$230 Million 0.04% of portfolio
1,669
Q1 2025 New
$5.54B
$252 Million 0.04% of portfolio
4,574
Q1 2025 Reduced 1.53%
$23.2B
$267 Million 0.04% of portfolio
5,041
Q1 2025 Reduced 4.27%
$32.1B
$272 Million 0.04% of portfolio
3,043
Q1 2025 Reduced 0.75%

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
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