Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $531 Billion
  • Q1 2024

Premier Path Wealth Partners, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $531 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9B, Microsoft Corp with a value of $21.4B, Technology Sector Spdr with a value of $20.5B, Nvidia Corp with a value of $12.3B, and Ishares Tr Broad Usd Inbd Etfv with a value of $11.4B.

Examining the 13F form we can see an increase of $79.1B in the current position value, from $452B to 531B.

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 $531 Billion
ETFs: $215 Billion
Technology: $90.2 Billion
Financial Services: $43.7 Billion
Healthcare: $36.2 Billion
Consumer Cyclical: $32.8 Billion
Communication Services: $30.9 Billion
Industrials: $29.6 Billion
Consumer Defensive: $19.2 Billion
Other: $27.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$22.9 Billion 4.31% of portfolio
133,480
Q1 2024 Reduced 2.18%
$3.33T
$21.4 Billion 4.02% of portfolio
50,832
Q1 2024 Reduced 0.11%
$0
$20.5 Billion 3.85% of portfolio
98,279
Q1 2024 Added 20.36%
$308B
$12.3 Billion 2.32% of portfolio
13,633
Q1 2024 Reduced 0.46%
$0
$11.4 Billion 2.14% of portfolio
229,562
Q1 2024 Added 15,002.76%
$1.97T
$11.1 Billion 2.08% of portfolio
61,206
Q1 2024 Reduced 3.61%
$0
$9.73 Billion 1.83% of portfolio
231,172
Q1 2024 Added 18.08%
$0
$9.72 Billion 1.83% of portfolio
65,780
Q1 2024 Added 9.07%
$0
$8.6 Billion 1.62% of portfolio
148,086
Q1 2024 Added 18.97%
$0
$8.31 Billion 1.56% of portfolio
45,190
Q1 2024 Added 18.3%
$0
$7.84 Billion 1.48% of portfolio
47,724
Q1 2024 Added 17.76%
$0
$7.02 Billion 1.32% of portfolio
55,731
Q1 2024 Added 19.54%
$0
$6.92 Billion 1.3% of portfolio
86,396
Q1 2024 Added 4,077.76%
$0
$6.9 Billion 1.3% of portfolio
102,705
Q1 2024 Added 9.67%
$1.13T
$6.9 Billion 1.3% of portfolio
14,183
Q1 2024 Reduced 16.68%
$0
$6.86 Billion 1.29% of portfolio
84,018
Q1 2024 Added 9.48%
$1.09T
$6.33 Billion 1.19% of portfolio
41,865
Q1 2024 Reduced 3.05%
$0
$6.28 Billion 1.18% of portfolio
56,822
Q1 2024 Added 19.11%
$0
$5.97 Billion 1.12% of portfolio
52,367
Q1 2024 Added 2,043.55%
$1.12T
$5.12 Billion 0.96% of portfolio
33,624
Q1 2024 Added 9.57%
$860B
$4.73 Billion 0.89% of portfolio
6,079
Q1 2024 Reduced 0.73%
$0
$4.67 Billion 0.88% of portfolio
122,425
Q1 2024 Added 26.12%
$593B
$4.66 Billion 0.88% of portfolio
23,268
Q1 2024 Reduced 3.4%
$0
$4.67 Billion 0.88% of portfolio
105,221
Q1 2024 Added 26.53%
$0
$4.61 Billion 0.87% of portfolio
152,286
Q1 2024 Added 26.65%
$0
$4.58 Billion 0.86% of portfolio
60,024
Q1 2024 Added 12.94%
$0
$4.52 Billion 0.85% of portfolio
44,329
Q1 2024 New
$650B
$4.3 Billion 0.81% of portfolio
3,244
Q1 2024 Reduced 5.56%
$0
$4.17 Billion 0.79% of portfolio
23,334
Q1 2024 Reduced 35.59%
$0
$4.08 Billion 0.77% of portfolio
73,698
Q1 2024 Added 68.94%
$0
$3.48 Billion 0.66% of portfolio
10,346
Q1 2024 Reduced 38.49%
$529B
$3.53 Billion 0.66% of portfolio
8,388
Q1 2024 Reduced 13.99%
$0
$3.42 Billion 0.64% of portfolio
36,268
Q1 2024 Added 12.12%
$429B
$3.01 Billion 0.57% of portfolio
10,794
Q1 2024 Reduced 2.58%
$0
$2.9 Billion 0.55% of portfolio
24,626
Q1 2024 Reduced 36.99%
$0
$2.85 Billion 0.54% of portfolio
46,998
Q1 2024 Added 474.55%
$0
$2.82 Billion 0.53% of portfolio
53,040
Q1 2024 New
$476B
$2.78 Billion 0.52% of portfolio
5,633
Q1 2024 Reduced 5.09%
$257B
$2.63 Billion 0.5% of portfolio
8,746
Q1 2024 Reduced 3.05%
$0
$2.66 Billion 0.5% of portfolio
60,803
Q1 2024 Added 63.27%
$625B
$2.65 Billion 0.5% of portfolio
15,120
Q1 2024 Reduced 7.73%
$181B
$2.55 Billion 0.48% of portfolio
20,887
Q1 2024 Added 2.12%
$480B
$2.51 Billion 0.47% of portfolio
21,597
Q1 2024 Reduced 1.33%
$225B
$2.47 Billion 0.47% of portfolio
42,668
Q1 2024 Added 1.68%
$172B
$2.51 Billion 0.47% of portfolio
58,034
Q1 2024 Added 10.23%
$0
$2.44 Billion 0.46% of portfolio
22,384
Q1 2024 New
$127B
$2.37 Billion 0.45% of portfolio
53,644
Q1 2024 Added 1.62%
$48.4B
$2.42 Billion 0.45% of portfolio
41,977
Q1 2024 Reduced 0.1%
$159B
$2.34 Billion 0.44% of portfolio
3,068
Q1 2024 Reduced 5.19%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $531 Billion
  • Prior Value $452 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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