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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$629M
$1.23 Billion 0.19% of portfolio
44,823
Q3 2024 Reduced 6.19%
$309M
$382 Million 0.06% of portfolio
29,302
Q3 2024 Reduced 7.01%
$1.72B
$348 Million 0.05% of portfolio
6,034
Q3 2024 Reduced 8.07%
$526M
$154 Million 0.02% of portfolio
40,000
Q3 2024 Added 11.11%
$308M
$65.7 Million 0.01% of portfolio
20,265
Q3 2024 New
$710M
$71 Million 0.01% of portfolio
12,500
Q4 2023 New

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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