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
$144B
$1.63 Billion 0.23% of portfolio
3,212
Q2 2025 Added 4.93%
$139B
$1.63 Billion 0.23% of portfolio
67,160
Q2 2025 Added 5.6%
$125B
$1.55 Billion 0.22% of portfolio
17,751
Q2 2025 Added 1.09%
$651B
$1.62 Billion 0.22% of portfolio
7,390
Q2 2025 Added 7.93%
$138B
$1.58 Billion 0.22% of portfolio
22,776
Q2 2025 Added 1.47%
$29.8B
$1.55 Billion 0.22% of portfolio
134,943
Q2 2025 Added 0.64%
$1.3T
$1.59 Billion 0.22% of portfolio
7,032
Q2 2025 Reduced 4.38%
$100B
$1.55 Billion 0.22% of portfolio
33,589
Q2 2025 Added 0.34%
$165B
$1.6 Billion 0.22% of portfolio
2,944
Q2 2025 Added 4.25%
$276B
$1.56 Billion 0.22% of portfolio
22,419
Q2 2025 Added 7.73%
$378B
$1.5 Billion 0.21% of portfolio
9,402
Q2 2025 Reduced 2.91%
$0
$1.48 Billion 0.21% of portfolio
37,354
Q2 2025 Added 0.01%
$261B
$1.54 Billion 0.21% of portfolio
2,172
Q2 2025 Added 7.05%
$443B
$1.46 Billion 0.2% of portfolio
2
Q4 2023 New
$36.2B
$1.45 Billion 0.2% of portfolio
11,213
Q2 2025 Added 1.65%
$30.9B
$1.4 Billion 0.2% of portfolio
5,404
Q2 2025 Reduced 9.84%
$230B
$1.47 Billion 0.2% of portfolio
5,029
Q2 2025 Added 0.46%
$167B
$1.41 Billion 0.2% of portfolio
6,343
Q2 2025 Reduced 1.25%
Linde PLC
-
$1.41 Billion 0.2% of portfolio
-
Q2 2025 Added 7.07%
$20.5B
$1.45 Billion 0.2% of portfolio
17,947
Q2 2025 Reduced 2.56%
$35.8B
$1.47 Billion 0.2% of portfolio
20,870
Q2 2025 Reduced 12.73%
$85.4B
$1.43 Billion 0.2% of portfolio
6,703
Q2 2025 Added 56.32%
$88.2B
$1.35 Billion 0.19% of portfolio
4,622
Q2 2025 Added 2.1%
$320B
$1.36 Billion 0.19% of portfolio
1,691
Q2 2025 Reduced 6.83%
$97B
$1.37 Billion 0.19% of portfolio
1,968
Q2 2025 Added 3.91%
$189B
$1.35 Billion 0.19% of portfolio
15,866
Q2 2025 Added 9.53%
$63.7B
$1.39 Billion 0.19% of portfolio
4,933
Q2 2025 Added 6.25%
$150B
$1.32 Billion 0.18% of portfolio
4,718
Q2 2025 Added 1.72%
$54.3B
$1.31 Billion 0.18% of portfolio
7,594
Q2 2025 Added 30.23%
$38.4B
$1.32 Billion 0.18% of portfolio
19,175
Q2 2025 Added 6.22%
$255B
$1.27 Billion 0.18% of portfolio
6,954
Q2 2025 Added 8.23%
$221B
$1.2 Billion 0.17% of portfolio
207
Q2 2025 Added 0.98%
$32.7B
$1.21 Billion 0.17% of portfolio
46,883
Q2 2025 Added 9.06%
$24.2B
$1.24 Billion 0.17% of portfolio
12,811
Q2 2025 Added 5.16%
Gsk PLC
-
$1.21 Billion 0.17% of portfolio
-
Q2 2025 Reduced 6.45%
$144B
$1.24 Billion 0.17% of portfolio
5,308
Q2 2025 Reduced 0.51%
$59.1B
$1.22 Billion 0.17% of portfolio
5,950
Q2 2025 Reduced 3.16%
$20.7B
$1.2 Billion 0.17% of portfolio
9,551
Q2 2025 Added 9.63%
$0
$1.21 Billion 0.17% of portfolio
32,713
Q1 2025 Reduced 5.12%
$16.6B
$1.24 Billion 0.17% of portfolio
16,886
Q2 2025 Added 5.03%
$120B
$1.22 Billion 0.17% of portfolio
17,746
Q2 2025 Reduced 24.81%
$325B
$1.22 Billion 0.17% of portfolio
3,924
Q2 2025 Reduced 24.81%
$59.9B
$1.23 Billion 0.17% of portfolio
41,943
Q2 2025 Added 5.42%
$21.8B
$1.2 Billion 0.17% of portfolio
13,166
Q2 2025 Added 5.56%
$9.7B
$1.24 Billion 0.17% of portfolio
18,489
Q2 2025 Added 20.35%
$14.4B
$1.24 Billion 0.17% of portfolio
15,518
Q2 2025 New
$0
$1.19 Billion 0.17% of portfolio
53,060
Q2 2025 Added 0.04%
-
$1.21 Billion 0.17% of portfolio
-
Q2 2025 Added 15.44%
$12.3B
$1.2 Billion 0.17% of portfolio
39,513
Q2 2025 Added 0.37%

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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