Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025

Premier Path Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $718 Billion distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $29.8B, Apple Inc. with a value of $28.8B, Microsoft Corp with a value of $26.4B, Nvidia Corp with a value of $22.3B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $75.8B in the current position value, from $643B to 718B.

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 $718 Billion
ETFs: $299 Billion
Technology: $126 Billion
Financial Services: $54.8 Billion
Communication Services: $43.2 Billion
Consumer Cyclical: $40.4 Billion
Industrials: $37.2 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $21.7 Billion
Other: $35.2 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.8 Billion 4.15% of portfolio
117,859
Q2 2025 Reduced 2.76%
$0
$12.9 Billion 1.8% of portfolio
246,333
Q2 2025 Added 11.61%
$0
$11.4 Billion 1.58% of portfolio
221,033
Q2 2025 Added 3.98%
$0
$11.1 Billion 1.54% of portfolio
173,364
Q2 2025 Added 3.29%
$0
$11 Billion 1.53% of portfolio
180,568
Q2 2025 Added 18.07%
$0
$10.5 Billion 1.47% of portfolio
48,500
Q2 2025 Reduced 2.61%
$0
$10.5 Billion 1.47% of portfolio
57,598
Q2 2025 Added 4.94%
$0
$9.75 Billion 1.36% of portfolio
89,809
Q2 2025 Added 0.2%
$0
$9.73 Billion 1.35% of portfolio
72,170
Q2 2025 Added 9.18%
$0
$9.44 Billion 1.31% of portfolio
113,984
Q2 2025 Added 3.12%
$0
$8.91 Billion 1.24% of portfolio
117,174
Q2 2025 Reduced 1.51%
$0
$8.65 Billion 1.2% of portfolio
58,630
Q2 2025 Added 1.28%
$0
$8.48 Billion 1.18% of portfolio
88,529
Q2 2025 Reduced 0.29%
$0
$8.15 Billion 1.14% of portfolio
68,475
Q2 2025 Added 3.07%
$0
$7.75 Billion 1.08% of portfolio
70,931
Q2 2025 Added 5.35%
$0
$6.3 Billion 0.88% of portfolio
135,955
Q2 2025 Added 3.08%
$0
$6.28 Billion 0.87% of portfolio
135,838
Q2 2025 Added 4.24%
$0
$6.11 Billion 0.85% of portfolio
176,637
Q2 2025 Reduced 1.15%
$0
$6.09 Billion 0.85% of portfolio
89,293
Q2 2025 Added 2.87%
$0
$5.93 Billion 0.83% of portfolio
149,617
Q2 2025 Added 0.73%
$0
$5.34 Billion 0.74% of portfolio
65,988
Q2 2025 Added 3.39%
$0
$4.92 Billion 0.68% of portfolio
7,924
Q2 2025 Added 17.29%
$0
$3.99 Billion 0.56% of portfolio
38,183
Q2 2025 Reduced 19.62%
$0
$3.6 Billion 0.5% of portfolio
8,472
Q2 2025 Reduced 7.29%
$0
$3.47 Billion 0.48% of portfolio
17,884
Q2 2025 Reduced 11.68%
$0
$3.44 Billion 0.48% of portfolio
79,551
Q2 2025 Added 1.61%
$0
$3.35 Billion 0.47% of portfolio
39,556
Q2 2025 Added 10.84%
$0
$3.33 Billion 0.46% of portfolio
5,023
Q2 2025 Reduced 2.66%
$0
$3.27 Billion 0.45% of portfolio
29,595
Q2 2025 Added 0.97%
$0
$3.24 Billion 0.45% of portfolio
35,611
Q2 2025 Added 2.45%
$0
$2.99 Billion 0.42% of portfolio
86,827
Q2 2025 Reduced 0.33%
$0
$2.92 Billion 0.41% of portfolio
76,512
Q2 2025 Added 0.03%
$0
$2.74 Billion 0.38% of portfolio
44,155
Q2 2025 Reduced 0.56%
$0
$2.64 Billion 0.37% of portfolio
53,806
Q2 2025 Added 839.19%
$0
$2.49 Billion 0.35% of portfolio
30,585
Q2 2025 Added 1.39%
$0
$2.52 Billion 0.35% of portfolio
37,134
Q2 2025 Added 1.95%
$0
$2.42 Billion 0.34% of portfolio
24,027
Q2 2025 New
$0
$2.4 Billion 0.33% of portfolio
46,084
Q2 2025 Added 3.14%
$0
$2.32 Billion 0.32% of portfolio
58,332
Q2 2025 Added 2.48%
$0
$2.3 Billion 0.32% of portfolio
45,712
Q2 2025 Reduced 3.55%
$0
$2.22 Billion 0.31% of portfolio
27,182
Q2 2025 Added 2.77%
$0
$2.2 Billion 0.31% of portfolio
6,008
Q1 2025 Added 53.85%
$0
$2.18 Billion 0.3% of portfolio
3,944
Q2 2025 Added 0.36%
$0
$1.99 Billion 0.28% of portfolio
48,155
Q2 2025 Added 6.48%
$0
$1.92 Billion 0.27% of portfolio
40,080
Q2 2025 Reduced 7.48%
$0
$1.96 Billion 0.27% of portfolio
18,457
Q2 2025 Reduced 8.33%
$0
$1.77 Billion 0.25% of portfolio
20,111
Q2 2025 Added 3.08%
$0
$1.79 Billion 0.25% of portfolio
5,902
Q2 2025 Added 7.21%
$0
$1.8 Billion 0.25% of portfolio
35,813
Q2 2025 Reduced 9.83%

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $718 Billion
  • Prior Value $643 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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