Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

Premier Path Wealth Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Technology Sector Spdr with a value of $32.1B, Microsoft Corp with a value of $28B, Nvidia Corp with a value of $26.9B, and Financial Sector Spdr with a value of $13.8B.

Examining the 13F form we can see an increase of $58.6B in the current position value, from $718B to 777B.

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 $777 Billion
ETFs: $317 Billion
Technology: $144 Billion
Financial Services: $58 Billion
Communication Services: $46.7 Billion
Consumer Cyclical: $45.4 Billion
Healthcare: $40.2 Billion
Industrials: $39.8 Billion
Consumer Defensive: $21.9 Billion
Other: $37.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$558 Million 0.07% of portfolio
518
Q2 2025 Reduced 0.58%
$73.4B
$570 Million 0.07% of portfolio
16,046
Q3 2025 Added 7.82%
$50.4B
$541 Million 0.07% of portfolio
8,850
Q3 2025 Added 0.77%
$45.5B
$532 Million 0.07% of portfolio
3,080
Q3 2025 Reduced 0.45%
$53.1B
$576 Million 0.07% of portfolio
1,813
Q3 2025 Added 3.66%
$59.6B
$542 Million 0.07% of portfolio
2,524
Q3 2025 Added 2.52%
$40.3B
$562 Million 0.07% of portfolio
1,664
Q3 2025 Added 26.44%
$23.2B
$559 Million 0.07% of portfolio
11,409
Q3 2025 Added 5.48%
$49.4B
$533 Million 0.07% of portfolio
3,383
Q3 2025 Added 4.51%
$55.8B
$541 Million 0.07% of portfolio
3,904
Q3 2025 Added 14.49%
$0
$435 Million 0.06% of portfolio
9,601
Q3 2025 Reduced 34.54%
$0
$433 Million 0.06% of portfolio
2,632
Q1 2025 Reduced 1.86%
$0
$434 Million 0.06% of portfolio
4,341
Q3 2024 Reduced 8.09%
$37.9B
$467 Million 0.06% of portfolio
5,674
Q3 2025 Added 18.04%
Te Connectivity PLC
-
$458 Million 0.06% of portfolio
-
Q3 2025 Added 1.31%
$30.3B
$468 Million 0.06% of portfolio
6,476
Q3 2025 Added 42.39%
$0
$429 Million 0.06% of portfolio
19,182
Q3 2025 Reduced 34.07%
$0
$430 Million 0.06% of portfolio
3,054
Q3 2025 Reduced 1.74%
$24.4B
$488 Million 0.06% of portfolio
3,053
Q3 2025 Reduced 3.75%
$97.3B
$463 Million 0.06% of portfolio
5,473
Q3 2025 Added 3.4%
$0
$496 Million 0.06% of portfolio
10,412
Q3 2025 Added 0.32%
$71.6B
$470 Million 0.06% of portfolio
7,014
Q3 2025 Added 12.53%
$62.7B
$503 Million 0.06% of portfolio
6,104
Q3 2025 Reduced 0.94%
$100B
$440 Million 0.06% of portfolio
1,627
Q3 2025 Added 0.68%
$30.9B
$472 Million 0.06% of portfolio
3,746
Q3 2025 Added 3.14%
$1.87B
$482 Million 0.06% of portfolio
1,496
Q3 2025 Added 29.3%
$38.4B
$437 Million 0.06% of portfolio
1,398
Q3 2025 Added 1.38%
$40.4B
$495 Million 0.06% of portfolio
3,906
Q3 2025 Reduced 10.88%
$46.1B
$393 Million 0.05% of portfolio
4,322
Q3 2025 Added 0.42%
$39.2B
$362 Million 0.05% of portfolio
3,756
Q3 2025 Reduced 9.43%
$35B
$400 Million 0.05% of portfolio
3,493
Q3 2025 Added 0.69%
$52.1B
$393 Million 0.05% of portfolio
32,853
Q3 2025 Added 14.45%
$32.9B
$405 Million 0.05% of portfolio
5,706
Q3 2025 Added 14.07%
$29.2B
$386 Million 0.05% of portfolio
8,666
Q3 2025 Added 3.18%
$121B
$380 Million 0.05% of portfolio
492
Q3 2025 Added 3.58%
$82.8B
$417 Million 0.05% of portfolio
1,446
Q3 2025 Reduced 16.71%
$25.7B
$415 Million 0.05% of portfolio
2,812
Q3 2025 Added 1.26%
$0
$366 Million 0.05% of portfolio
3,987
Q3 2025 Added 3.21%
$71.5B
$409 Million 0.05% of portfolio
522
Q3 2025 Reduced 4.4%
$87.8B
$375 Million 0.05% of portfolio
787
Q3 2025 Added 5.78%
$82.2B
$353 Million 0.05% of portfolio
1,566
Q3 2025 Added 17.04%
$98.6B
$393 Million 0.05% of portfolio
4,149
Q3 2025 Added 12.53%
$35.8B
$404 Million 0.05% of portfolio
1,476
Q3 2025 Added 13.1%
$6B
$385 Million 0.05% of portfolio
5,590
Q3 2025 Added 4.68%
$69.4B
$408 Million 0.05% of portfolio
4,975
Q3 2025 Added 5.38%
$81.8B
$413 Million 0.05% of portfolio
3,760
Q3 2025 Added 6.24%
$21.1B
$401 Million 0.05% of portfolio
4,834
Q3 2025 Reduced 7.34%
$59.1B
$416 Million 0.05% of portfolio
5,303
Q3 2025 Reduced 8.25%
$37.6B
$353 Million 0.05% of portfolio
5,246
Q3 2025 Added 3.17%

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $777 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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