Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025

Premier Path Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $718 Billion distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $29.8B, Apple Inc. with a value of $28.8B, Microsoft Corp with a value of $26.4B, Nvidia Corp with a value of $22.3B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $75.8B in the current position value, from $643B to 718B.

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 $718 Billion
ETFs: $299 Billion
Technology: $126 Billion
Financial Services: $54.8 Billion
Communication Services: $43.2 Billion
Consumer Cyclical: $40.4 Billion
Industrials: $37.2 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $21.7 Billion
Other: $35.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.99 Billion 0.42% of portfolio
86,827
Q2 2025 Reduced 0.33%
$425B
$3.02 Billion 0.42% of portfolio
8,231
Q2 2025 Added 26.16%
Spdr Index Shs Fds
-
$2.92 Billion 0.41% of portfolio
-
Q2 2025 Added 0.2%
$0
$2.92 Billion 0.41% of portfolio
76,512
Q2 2025 Added 0.03%
$557B
$2.85 Billion 0.4% of portfolio
5,076
Q2 2025 Added 7.82%
$210B
$2.82 Billion 0.39% of portfolio
97,459
Q2 2025 Reduced 3.36%
$0
$2.74 Billion 0.38% of portfolio
44,155
Q2 2025 Reduced 0.56%
$252B
$2.74 Billion 0.38% of portfolio
10,045
Q2 2025 Added 6.68%
$278B
$2.72 Billion 0.38% of portfolio
27,818
Q2 2025 Added 3.42%
$0
$2.64 Billion 0.37% of portfolio
53,806
Q2 2025 Added 839.19%
$214B
$2.63 Billion 0.37% of portfolio
21,228
Q2 2025 Added 8.41%
$0
$2.49 Billion 0.35% of portfolio
30,585
Q2 2025 Added 1.39%
$0
$2.52 Billion 0.35% of portfolio
37,134
Q2 2025 Added 1.95%
$120B
$2.5 Billion 0.35% of portfolio
5,394
Q2 2025 Added 0.63%
$319B
$2.51 Billion 0.35% of portfolio
18,428
Q2 2025 Added 3.51%
$0
$2.42 Billion 0.34% of portfolio
24,027
Q2 2025 New
American Centy ETF Tr
-
$2.37 Billion 0.33% of portfolio
-
Q2 2025 Added 2.02%
$463B
$2.36 Billion 0.33% of portfolio
15,475
Q2 2025 Reduced 15.05%
$0
$2.4 Billion 0.33% of portfolio
46,084
Q2 2025 Added 3.14%
$0
$2.32 Billion 0.32% of portfolio
58,332
Q2 2025 Added 2.48%
$0
$2.3 Billion 0.32% of portfolio
45,712
Q2 2025 Reduced 3.55%
$404B
$2.19 Billion 0.31% of portfolio
46,313
Q2 2025 Added 7.38%
$0
$2.22 Billion 0.31% of portfolio
27,182
Q2 2025 Added 2.77%
$0
$2.2 Billion 0.31% of portfolio
6,008
Q1 2025 Added 53.85%
$252B
$2.13 Billion 0.3% of portfolio
14,977
Q2 2025 Reduced 12.9%
$84.7B
$2.18 Billion 0.3% of portfolio
23,935
Q2 2025 Added 3.11%
$0
$2.18 Billion 0.3% of portfolio
3,944
Q2 2025 Added 0.36%
$94.2B
$2.06 Billion 0.29% of portfolio
29,842
Q2 2025 Added 2.24%
$372B
$2.08 Billion 0.29% of portfolio
11,233
Q2 2025 Added 0.34%
$0
$1.99 Billion 0.28% of portfolio
48,155
Q2 2025 Added 6.48%
$307B
$2 Billion 0.28% of portfolio
24,959
Q2 2025 Added 6.82%
$183B
$1.98 Billion 0.28% of portfolio
45,869
Q2 2025 Reduced 0.87%
$148B
$1.97 Billion 0.27% of portfolio
55,260
Q2 2025 Added 3.01%
$189B
$1.97 Billion 0.27% of portfolio
1,921
Q2 2025 Added 15.24%
$73.4B
$1.9 Billion 0.27% of portfolio
42,080
Q2 2025 Added 3.57%
$0
$1.92 Billion 0.27% of portfolio
40,080
Q2 2025 Reduced 7.48%
$0
$1.96 Billion 0.27% of portfolio
18,457
Q2 2025 Reduced 8.33%
$92.7B
$1.87 Billion 0.26% of portfolio
26,276
Q2 2025 Added 10.11%
$137B
$1.82 Billion 0.25% of portfolio
8,667
Q2 2025 Reduced 11.83%
$0
$1.77 Billion 0.25% of portfolio
20,111
Q2 2025 Added 3.08%
$0
$1.79 Billion 0.25% of portfolio
5,902
Q2 2025 Added 7.21%
$232B
$1.83 Billion 0.25% of portfolio
6,196
Q2 2025 Added 9.22%
$303B
$1.8 Billion 0.25% of portfolio
12,560
Q2 2025 Reduced 1.44%
$0
$1.8 Billion 0.25% of portfolio
35,813
Q2 2025 Reduced 9.83%
$163B
$1.77 Billion 0.25% of portfolio
14,349
Q2 2025 Added 5.1%
$189B
$1.76 Billion 0.25% of portfolio
2,236
Q2 2025 Added 9.93%
$242B
$1.75 Billion 0.24% of portfolio
5,490
Q2 2025 Added 17.66%
$0
$1.7 Billion 0.24% of portfolio
2,990
Q2 2025 Reduced 0.63%
$165B
$1.68 Billion 0.23% of portfolio
4,334
Q2 2025 Reduced 5.41%

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $718 Billion
  • Prior Value $643 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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