Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

Premier Path Wealth Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Technology Sector Spdr with a value of $32.1B, Microsoft Corp with a value of $28B, Nvidia Corp with a value of $26.9B, and Financial Sector Spdr with a value of $13.8B.

Examining the 13F form we can see an increase of $58.6B in the current position value, from $718B to 777B.

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 $777 Billion
ETFs: $317 Billion
Technology: $144 Billion
Financial Services: $58 Billion
Communication Services: $46.7 Billion
Consumer Cyclical: $45.4 Billion
Healthcare: $40.2 Billion
Industrials: $39.8 Billion
Consumer Defensive: $21.9 Billion
Other: $37.2 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$1.26 Billion 0.16% of portfolio
11,670
Q3 2025 Added 1.24%
$9.38B
$1.17 Billion 0.15% of portfolio
36,906
Q3 2025 Added 4.2%
$8.36B
$1.18 Billion 0.15% of portfolio
64,180
Q3 2025 Added 18.35%
$9.31B
$1.17 Billion 0.15% of portfolio
51,563
Q3 2025 Added 30.5%
$5.44B
$938 Million 0.12% of portfolio
20,902
Q3 2025 Added 13.05%
$9.78B
$680 Million 0.09% of portfolio
15,119
Q3 2025 Reduced 2.38%
$6B
$385 Million 0.05% of portfolio
5,590
Q3 2025 Added 4.68%
$5.27B
$297 Million 0.04% of portfolio
23,242
Q3 2025 Added 66.01%
$6.15B
$302 Million 0.04% of portfolio
5,314
Q3 2025 Added 15.95%
$9.12B
$298 Million 0.04% of portfolio
3,259
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $777 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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