Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

Premier Path Wealth Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $643 Billion distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Technology Sector Spdr with a value of $25B, Microsoft Corp with a value of $19.3B, Nvidia Corp with a value of $15B, and Amazon Com Inc with a value of $11.4B.

Examining the 13F form we can see an decrease of $13.5B in the current position value, from $656B to 643B.

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 $643 Billion
ETFs: $270 Billion
Technology: $100 Billion
Financial Services: $49.4 Billion
Healthcare: $40.4 Billion
Communication Services: $36.3 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $32.6 Billion
Consumer Defensive: $22.1 Billion
Other: $33.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.1B
$312 Million 0.05% of portfolio
3,238
Q1 2025 Added 18.35%
$23.6B
$324 Million 0.05% of portfolio
4,175
Q1 2025 Added 10.86%
$26.7B
$337 Million 0.05% of portfolio
8,600
Q1 2025 Reduced 1.49%
$41.7B
$289 Million 0.05% of portfolio
4,271
Q1 2025 Added 8.76%
$0
$334 Million 0.05% of portfolio
2,632
Q1 2025 Reduced 1.86%
$43.9B
$345 Million 0.05% of portfolio
7,150
Q1 2025 Added 17.87%
$54.7B
$332 Million 0.05% of portfolio
1,942
Q1 2025 Reduced 10.42%
$54B
$230 Million 0.04% of portfolio
438
Q1 2025 Added 17.43%
$37.6B
$278 Million 0.04% of portfolio
6,315
Q1 2025 Added 6.87%
$30.3B
$264 Million 0.04% of portfolio
4,866
Q1 2025 Reduced 24.1%
$40.2B
$244 Million 0.04% of portfolio
24,290
Q1 2025 Added 15.39%
$71.6B
$258 Million 0.04% of portfolio
2,349
Q1 2025 Reduced 11.53%
$41.3B
$249 Million 0.04% of portfolio
2,012
Q1 2025 Added 3.34%
$69.7B
$228 Million 0.04% of portfolio
2,844
Q1 2025 Added 3.34%
$22.8B
$244 Million 0.04% of portfolio
15,845
Q1 2025 Reduced 10.97%
$0
$247 Million 0.04% of portfolio
7,205
Q1 2025 New
$0
$284 Million 0.04% of portfolio
5,729
Q1 2025 Added 30.29%
$21.6B
$243 Million 0.04% of portfolio
1,575
Q1 2025 Added 7.22%
$98.6B
$248 Million 0.04% of portfolio
1,071
Q1 2025 Added 5.21%
$91.9B
$274 Million 0.04% of portfolio
4,036
Q1 2025 Reduced 1.73%
$37B
$284 Million 0.04% of portfolio
1,568
Q1 2025 Reduced 0.13%
$33.7B
$257 Million 0.04% of portfolio
4,386
Q1 2025 Added 3.76%
$25.3B
$245 Million 0.04% of portfolio
3,570
Q1 2025 New
$3.62B
$243 Million 0.04% of portfolio
842
Q1 2025 Reduced 25.88%
$0
$251 Million 0.04% of portfolio
4,825
Q1 2025 New
$57.5B
$287 Million 0.04% of portfolio
7,573
Q1 2025 Reduced 12.48%
$57.4B
$230 Million 0.04% of portfolio
970
Q1 2025 New
$33.4B
$229 Million 0.04% of portfolio
1,957
Q1 2025 Reduced 14.02%
$40.7B
$230 Million 0.04% of portfolio
1,669
Q1 2025 New
$5.44B
$252 Million 0.04% of portfolio
4,574
Q1 2025 Reduced 1.53%
$26.6B
$267 Million 0.04% of portfolio
5,041
Q1 2025 Reduced 4.27%
$35.6B
$272 Million 0.04% of portfolio
3,043
Q1 2025 Reduced 0.75%
$22.5B
$233 Million 0.04% of portfolio
2,269
Q1 2025 Reduced 11.78%
$0
$243 Million 0.04% of portfolio
1,790
Q1 2025 Reduced 28.88%
$48.8B
$262 Million 0.04% of portfolio
2,323
Q1 2025 Added 15.17%
$51B
$272 Million 0.04% of portfolio
1,069
Q1 2025 Reduced 2.11%
$48.1B
$277 Million 0.04% of portfolio
3,815
Q1 2025 Added 0.21%
$0
$227 Million 0.04% of portfolio
4,340
Q1 2025 New
$25B
$270 Million 0.04% of portfolio
1,538
Q1 2025 Added 5.49%
$50B
$243 Million 0.04% of portfolio
1,899
Q1 2025 Reduced 11.76%
$36.2B
$256 Million 0.04% of portfolio
1,144
Q1 2025 Added 0.7%
$29.1B
$240 Million 0.04% of portfolio
2,790
Q1 2025 Reduced 1.9%
$75.6B
$275 Million 0.04% of portfolio
2,931
Q1 2025 Reduced 9.54%
$59.2B
$278 Million 0.04% of portfolio
4,385
Q1 2025 Added 6.59%
$86.9B
$250 Million 0.04% of portfolio
585
Q1 2025 Reduced 0.34%
$34.2B
$240 Million 0.04% of portfolio
571
Q1 2025 Added 1.06%
$26.6B
$268 Million 0.04% of portfolio
1,291
Q1 2025 New
$20.1B
$244 Million 0.04% of portfolio
1,646
Q1 2025 New
Te Connectivity PLC
-
$283 Million 0.04% of portfolio
-
Q1 2025 Added 9.87%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $643 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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