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
$46.2B
$457 Million 0.07% of portfolio
3,774
Q3 2024 Added 0.67%
$30.9B
$428 Million 0.07% of portfolio
12,846
Q3 2024 Added 26.85%
$75.7B
$439 Million 0.07% of portfolio
831
Q3 2024 Added 1.71%
$0
$415 Million 0.07% of portfolio
4,341
Q3 2024 Reduced 8.09%
$79.5B
$435 Million 0.07% of portfolio
2,423
Q3 2024 Added 2.8%
$36.5B
$464 Million 0.07% of portfolio
862
Q3 2024 Reduced 0.81%
$96.3B
$383 Million 0.06% of portfolio
1,004
Q3 2024 Added 3.83%
$27.3B
$371 Million 0.06% of portfolio
18,138
Q3 2024 Reduced 13.57%
$22.1B
$395 Million 0.06% of portfolio
2,923
Q3 2024 Reduced 0.78%
$96.4B
$396 Million 0.06% of portfolio
2,903
Q3 2024 Reduced 9.54%
$0
$360 Million 0.06% of portfolio
2,810
Q3 2024 Reduced 40.85%
$60.2B
$391 Million 0.06% of portfolio
2,204
Q3 2024 Added 12.85%
$0
$354 Million 0.06% of portfolio
2,682
Q3 2024 Reduced 8.06%
$87.4B
$395 Million 0.06% of portfolio
511
Q3 2024 Reduced 2.67%
$42.2B
$354 Million 0.06% of portfolio
5,438
Q3 2024 Added 17.17%
$61.7B
$366 Million 0.06% of portfolio
8,719
Q3 2024 Added 19.8%
$100B
$378 Million 0.06% of portfolio
7,399
Q3 2024 Added 1.0%
$29.3B
$370 Million 0.06% of portfolio
4,424
Q3 2024 Added 1.68%
$78B
$378 Million 0.06% of portfolio
8,435
Q3 2024 Added 16.89%
$303M
$382 Million 0.06% of portfolio
29,302
Q3 2024 Reduced 7.01%
$30.7B
$370 Million 0.06% of portfolio
2,810
Q3 2024 Reduced 0.57%
$31.8B
$367 Million 0.06% of portfolio
8,568
Q3 2024 Added 6.08%
$144B
$376 Million 0.06% of portfolio
3,574
Q3 2024 Reduced 11.34%
$69.7B
$388 Million 0.06% of portfolio
3,474
Q3 2024 Added 1.08%
$111B
$357 Million 0.06% of portfolio
4,255
Q3 2024 Added 27.82%
$88.3B
$355 Million 0.06% of portfolio
4,815
Q3 2024 Added 5.52%
$47.5B
$396 Million 0.06% of portfolio
5,903
Q3 2024 Added 19.69%
$87.6B
$410 Million 0.06% of portfolio
3,555
Q3 2024 Added 1.51%
$29.2B
$355 Million 0.06% of portfolio
2,477
Q3 2024 Added 11.73%
Ge Vernova Inc
-
$377 Million 0.06% of portfolio
-
Q3 2024 Added 0.27%
$48.4B
$344 Million 0.05% of portfolio
2,284
Q3 2024 Reduced 2.31%
$38.1B
$322 Million 0.05% of portfolio
2,171
Q3 2024 Reduced 1.81%
$37.3B
$323 Million 0.05% of portfolio
4,132
Q3 2024 Added 11.46%
$52.1B
$308 Million 0.05% of portfolio
1,259
Q3 2024 Added 16.04%
$60.3B
$348 Million 0.05% of portfolio
1,485
Q3 2024 Reduced 2.17%
$29.6B
$303 Million 0.05% of portfolio
1,444
Q3 2024 Reduced 1.1%
$47.5B
$320 Million 0.05% of portfolio
1,073
Q3 2024 Reduced 0.65%
$38.4B
$289 Million 0.05% of portfolio
1,285
Q3 2024 Reduced 0.23%
$45.7B
$322 Million 0.05% of portfolio
2,368
Q3 2024 Added 1.41%
$82B
$293 Million 0.05% of portfolio
1,327
Q3 2024 Reduced 13.83%
$90.9B
$301 Million 0.05% of portfolio
1,212
Q3 2024 Reduced 5.68%
$79.5B
$310 Million 0.05% of portfolio
1,904
Q3 2024 Reduced 3.69%
$36.9B
$325 Million 0.05% of portfolio
1,826
Q3 2024 Added 4.58%
$9.55B
$310 Million 0.05% of portfolio
380
Q3 2024 Reduced 9.31%
$33.8B
$325 Million 0.05% of portfolio
2,738
Q3 2024 Added 4.94%
$1.63B
$348 Million 0.05% of portfolio
6,034
Q3 2024 Reduced 8.07%
$62.3B
$326 Million 0.05% of portfolio
4,046
Q3 2024 Added 1.43%
$42.3B
$326 Million 0.05% of portfolio
2,617
Q3 2024 Added 16.05%
$95.8B
$312 Million 0.05% of portfolio
3,458
Q3 2024 Added 4.31%

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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