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
$59.5B
$618 Million 0.1% of portfolio
595
Q3 2024 Added 0.17%
$79.7B
$657 Million 0.1% of portfolio
625
Q3 2024 Added 0.81%
$65.9B
$615 Million 0.1% of portfolio
7,457
Q3 2024 Added 1.35%
$122B
$615 Million 0.1% of portfolio
16,530
Q3 2024 Added 10.58%
$170B
$645 Million 0.1% of portfolio
2,319
Q3 2024 Reduced 1.11%
$70.7B
$663 Million 0.1% of portfolio
4,852
Q3 2024 Reduced 70.12%
$0
$661 Million 0.1% of portfolio
2,327
Q3 2024 Reduced 1.27%
$50.6B
$540 Million 0.09% of portfolio
5,925
Q3 2024 Added 2.05%
$97.2B
$552 Million 0.09% of portfolio
269
Q3 2024 Added 32.51%
$98B
$598 Million 0.09% of portfolio
7,661
Q3 2024 Added 0.86%
$61.3B
$595 Million 0.09% of portfolio
13,907
Q3 2024 Added 0.27%
$59.9B
$602 Million 0.09% of portfolio
1,281
Q3 2024 Reduced 0.16%
$109B
$577 Million 0.09% of portfolio
2,505
Q3 2024 Added 2.41%
$55B
$596 Million 0.09% of portfolio
5,437
Q3 2024 Added 2.39%
$131B
$561 Million 0.09% of portfolio
4,295
Q3 2024 Added 1.51%
$22.2B
$565 Million 0.09% of portfolio
2,744
Q3 2024 Added 300.0%
$146B
$560 Million 0.09% of portfolio
8,641
Q3 2024 Reduced 6.46%
$72.7B
$549 Million 0.09% of portfolio
15,887
Q3 2024 Reduced 2.44%
$67.7B
$577 Million 0.09% of portfolio
2,503
Q3 2024 Added 0.04%
-
$600 Million 0.09% of portfolio
-
Q3 2024 Reduced 7.82%
$95.6B
$564 Million 0.09% of portfolio
1,387
Q3 2024 Reduced 0.43%
$98.7B
$575 Million 0.09% of portfolio
1,658
Q3 2024 Reduced 1.01%
$56B
$555 Million 0.09% of portfolio
3,562
Q3 2024 Reduced 6.14%
$110B
$593 Million 0.09% of portfolio
2,660
Q3 2024 Reduced 0.08%
$0
$543 Million 0.09% of portfolio
5,359
Q3 2024 Added 7.39%
$83.7B
$488 Million 0.08% of portfolio
550
Q3 2024 Reduced 4.68%
$63.7B
$539 Million 0.08% of portfolio
4,211
Q3 2024 Added 1.45%
$0
$525 Million 0.08% of portfolio
3,149
Q3 2024 Reduced 3.94%
$42.2B
$490 Million 0.08% of portfolio
8,339
Q3 2024 Added 6.36%
$0
$481 Million 0.08% of portfolio
20,503
Q3 2024 Added 20.15%
$62.5B
$478 Million 0.08% of portfolio
9,565
Q3 2024 Reduced 7.9%
$81.8B
$531 Million 0.08% of portfolio
2,026
Q3 2024 Reduced 0.59%
$21B
$480 Million 0.08% of portfolio
5,584
Q3 2024 Reduced 11.17%
$48.1B
$490 Million 0.08% of portfolio
8,472
Q3 2024 Reduced 3.61%
$53.5B
$520 Million 0.08% of portfolio
3,211
Q3 2024 Reduced 3.75%
$29.6B
$426 Million 0.07% of portfolio
2,735
Q3 2024 Reduced 4.84%
$58.4B
$430 Million 0.07% of portfolio
1,181
Q3 2024 Added 20.88%
$82.1B
$439 Million 0.07% of portfolio
1,688
Q3 2024 Reduced 2.43%
$51.1B
$473 Million 0.07% of portfolio
3,524
Q3 2024 Reduced 1.04%
$50.9B
$419 Million 0.07% of portfolio
1,293
Q3 2024 Added 5.55%
$45.2B
$414 Million 0.07% of portfolio
3,488
Q3 2024 Added 23.86%
$0
$452 Million 0.07% of portfolio
12,027
Q3 2024 Reduced 47.9%
$0
$455 Million 0.07% of portfolio
793
Q2 2024 Reduced 4.69%
$0
$428 Million 0.07% of portfolio
10,397
Q3 2024 Reduced 0.47%
$115B
$419 Million 0.07% of portfolio
4,294
Q3 2024 Added 13.09%
$107B
$441 Million 0.07% of portfolio
4,249
Q3 2024 Reduced 9.36%
$56.8B
$466 Million 0.07% of portfolio
6,357
Q3 2024 Reduced 3.81%
$53.3B
$449 Million 0.07% of portfolio
2,368
Q3 2024 Reduced 3.62%
$34.1B
$434 Million 0.07% of portfolio
8,126
Q3 2024 Added 17.85%

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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