Premier Path Wealth Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.4B, Technology Sector Spdr with a value of $27.5B, Microsoft Corp with a value of $22.1B, Nvidia Corp with a value of $18.7B, and Amazon Com Inc with a value of $14.5B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $634B to 656B.

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 $656 Billion
ETFs: $270 Billion
Technology: $114 Billion
Financial Services: $48 Billion
Consumer Cyclical: $42 Billion
Communication Services: $38.6 Billion
Healthcare: $35.4 Billion
Industrials: $33.1 Billion
Consumer Defensive: $21 Billion
Other: $31.3 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $656 Billion
  • Prior Value $634 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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