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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.68 Billion 0.42% of portfolio
42,962
Q3 2024 Reduced 3.64%
$326B
$2.64 Billion 0.42% of portfolio
9,639
Q3 2024 Added 3.87%
$0
$2.67 Billion 0.42% of portfolio
70,963
Q3 2024 Added 3.99%
$194B
$2.55 Billion 0.4% of portfolio
13,542
Q3 2024 Added 0.68%
$189B
$2.51 Billion 0.4% of portfolio
60,151
Q3 2024 Added 6.87%
Spdr Index Shs Fds
-
$2.51 Billion 0.4% of portfolio
-
Q3 2024 Added 13.32%
$140B
$2.52 Billion 0.4% of portfolio
4,304
Q3 2024 Reduced 30.43%
$163B
$2.54 Billion 0.4% of portfolio
115,525
Q3 2024 Reduced 3.44%
$409B
$2.45 Billion 0.39% of portfolio
6,042
Q3 2024 Added 1.99%
$279B
$2.48 Billion 0.39% of portfolio
43,966
Q3 2024 Added 2.68%
$393B
$2.45 Billion 0.39% of portfolio
3,458
Q3 2024 Reduced 1.28%
$144B
$2.34 Billion 0.37% of portfolio
7,052
Q3 2024 Reduced 0.72%
$0
$2.33 Billion 0.37% of portfolio
35,108
Q3 2024 Added 4.71%
$0
$2.31 Billion 0.36% of portfolio
28,202
Q3 2024 Added 5.11%
$489B
$2.24 Billion 0.35% of portfolio
4,527
Q3 2024 Reduced 0.15%
$0
$2.23 Billion 0.35% of portfolio
46,357
Q3 2024 Reduced 1.25%
$0
$2.19 Billion 0.34% of portfolio
39,740
Q3 2024 Added 5.45%
$0
$2.17 Billion 0.34% of portfolio
46,647
Q3 2024 Added 6.45%
$0
$2.16 Billion 0.34% of portfolio
20,305
Q3 2024 Added 1.59%
$0
$2.14 Billion 0.34% of portfolio
42,381
Q3 2024 Added 78.15%
$208B
$2.09 Billion 0.33% of portfolio
21,677
Q3 2024 Reduced 1.14%
American Centy ETF Tr
-
$2.11 Billion 0.33% of portfolio
-
Q3 2024 Added 28.93%
$237B
$2.03 Billion 0.32% of portfolio
25,092
Q3 2024 Added 0.28%
$0
$1.98 Billion 0.31% of portfolio
33,079
Q3 2024 Added 2.61%
$0
$1.99 Billion 0.31% of portfolio
20,670
Q3 2024 Added 3.12%
$151B
$1.95 Billion 0.31% of portfolio
23,119
Q3 2024 Reduced 3.46%
$400B
$1.94 Billion 0.31% of portfolio
11,963
Q3 2024 Added 11.37%
$0
$1.99 Billion 0.31% of portfolio
24,576
Q3 2024 Added 7.43%
$0
$1.95 Billion 0.31% of portfolio
43,757
Q3 2024 Reduced 2.21%
$59.2B
$1.89 Billion 0.3% of portfolio
11,177
Q3 2024 Added 1.28%
$0
$1.93 Billion 0.3% of portfolio
3,950
Q3 2024 Added 0.1%
$75.4B
$1.93 Billion 0.3% of portfolio
42,102
Q3 2024 Added 5.71%
$177B
$1.93 Billion 0.3% of portfolio
42,993
Q3 2024 Added 1.76%
$92.4B
$1.82 Billion 0.29% of portfolio
20,537
Q3 2024 Added 250.76%
$297B
$1.79 Billion 0.28% of portfolio
9,073
Q3 2024 Added 2.12%
$140B
$1.8 Billion 0.28% of portfolio
62,070
Q3 2024 Added 4.92%
$76.3B
$1.8 Billion 0.28% of portfolio
16,457
Q3 2024 Added 1.53%
$370B
$1.75 Billion 0.28% of portfolio
44,180
Q3 2024 Reduced 0.34%
$405B
$1.69 Billion 0.27% of portfolio
9,767
Q3 2024 Reduced 2.75%
$62.9B
$1.63 Billion 0.26% of portfolio
22,725
Q3 2024 Reduced 46.39%
$123B
$1.63 Billion 0.26% of portfolio
31,520
Q3 2024 Added 10.14%
$74.6B
$1.64 Billion 0.26% of portfolio
26,131
Q3 2024 Added 19.04%
$98.6B
$1.67 Billion 0.26% of portfolio
71,303
Q3 2024 Added 25.01%
$247B
$1.67 Billion 0.26% of portfolio
14,736
Q3 2024 Reduced 5.06%
$139B
$1.56 Billion 0.25% of portfolio
13,272
Q3 2024 Added 0.55%
$112B
$1.58 Billion 0.25% of portfolio
17,524
Q3 2024 Added 2.27%
$219B
$1.54 Billion 0.24% of portfolio
9,042
Q3 2024 Reduced 9.53%
$163B
$1.55 Billion 0.24% of portfolio
5,714
Q3 2024 Added 0.39%
$0
$1.47 Billion 0.23% of portfolio
5,202
Q3 2024 Added 0.02%

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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