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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.26 Billion 0.2% of portfolio
3,904
Q3 2024 Added 32.03%
$0
$1.18 Billion 0.19% of portfolio
34,479
Q2 2024 New
$0
$1.15 Billion 0.18% of portfolio
49,723
Q3 2024 Added 2.3%
$0
$965 Million 0.15% of portfolio
10,506
Q3 2024 Added 5.69%
$0
$879 Million 0.14% of portfolio
13,215
Q3 2024 Added 0.01%
$0
$801 Million 0.13% of portfolio
3,264
Q3 2024 Added 137.38%
$0
$768 Million 0.12% of portfolio
6,115
Q3 2024 Added 21.76%
$0
$674 Million 0.11% of portfolio
29,066
Q3 2024 Added 5.34%
$0
$727 Million 0.11% of portfolio
6,611
Q3 2024 Reduced 0.48%
$0
$715 Million 0.11% of portfolio
15,494
Q3 2024 Added 2.01%
$0
$679 Million 0.11% of portfolio
8,849
Q3 2024 Reduced 3.15%
$0
$661 Million 0.1% of portfolio
2,327
Q3 2024 Reduced 1.27%
$0
$543 Million 0.09% of portfolio
5,359
Q3 2024 Added 7.39%
$0
$525 Million 0.08% of portfolio
3,149
Q3 2024 Reduced 3.94%
$0
$481 Million 0.08% of portfolio
20,503
Q3 2024 Added 20.15%
$0
$452 Million 0.07% of portfolio
12,027
Q3 2024 Reduced 47.9%
$0
$428 Million 0.07% of portfolio
10,397
Q3 2024 Reduced 0.47%
$0
$415 Million 0.07% of portfolio
4,341
Q3 2024 Reduced 8.09%
$0
$360 Million 0.06% of portfolio
2,810
Q3 2024 Reduced 40.85%
$0
$354 Million 0.06% of portfolio
2,682
Q3 2024 Reduced 8.06%
$0
$242 Million 0.04% of portfolio
7,967
Q3 2024 Reduced 1.85%
$0
$229 Million 0.04% of portfolio
2,295
Q3 2024 Added 1.55%
$0
$203 Million 0.03% of portfolio
2,108
Q3 2024 New
$0
$212 Million 0.03% of portfolio
2,214
Q3 2024 New
$0
$203 Million 0.03% of portfolio
1,982
Q3 2024 New
$0
$203 Million 0.03% of portfolio
12,967
Q3 2024 Reduced 8.2%
$0
$202 Million 0.03% of portfolio
1,420
Q3 2024 Reduced 55.57%

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
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