Premier Path Wealth Partners, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $531 Billion distributed in 344 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9B, Microsoft Corp with a value of $21.4B, Technology Sector Spdr with a value of $20.5B, Nvidia Corp with a value of $12.3B, and Ishares Tr Broad Usd Inbd Etfv with a value of $11.4B.
Examining the 13F form we can see an increase of $79.1B in the current position value, from $452B to 531B.
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
$531 Billion
ETFs: $215 Billion
Technology: $90.2 Billion
Financial Services: $43.7 Billion
Healthcare: $36.2 Billion
Consumer Cyclical: $32.8 Billion
Communication Services: $30.9 Billion
Industrials: $29.6 Billion
Consumer Defensive: $19.2 Billion
Other: $27.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions