Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024

Premier Path Wealth Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.4B, Technology Sector Spdr with a value of $27.5B, Microsoft Corp with a value of $22.1B, Nvidia Corp with a value of $18.7B, and Amazon Com Inc with a value of $14.5B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $634B to 656B.

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 $656 Billion
ETFs: $270 Billion
Technology: $114 Billion
Financial Services: $48 Billion
Consumer Cyclical: $42 Billion
Communication Services: $38.6 Billion
Healthcare: $35.4 Billion
Industrials: $33.1 Billion
Consumer Defensive: $21 Billion
Other: $31.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$35.4 Billion 5.39% of portfolio
141,272
Q4 2024 Added 0.98%
$3.2T
$22.1 Billion 3.37% of portfolio
52,390
Q4 2024 Added 0.02%
$343B
$18.7 Billion 2.85% of portfolio
139,334
Q4 2024 Reduced 0.23%
$2.3T
$14.5 Billion 2.21% of portfolio
66,126
Q4 2024 Added 2.5%
$1.15T
$8.72 Billion 1.33% of portfolio
46,084
Q4 2024 Added 7.77%
$1.37T
$8.39 Billion 1.28% of portfolio
14,337
Q4 2024 Reduced 0.1%
$96.2B
$7.58 Billion 1.16% of portfolio
32,708
Q4 2024 Reduced 1.19%
$1.35T
$7.1 Billion 1.08% of portfolio
17,576
Q4 2024 Added 7.85%
$1.2T
$6.99 Billion 1.07% of portfolio
36,700
Q4 2024 Added 8.04%
$761B
$5.89 Billion 0.9% of portfolio
24,569
Q4 2024 Added 0.76%
$690B
$4.68 Billion 0.71% of portfolio
6,065
Q4 2024 Reduced 0.91%
$468B
$3.96 Billion 0.6% of portfolio
36,822
Q4 2024 Added 46.6%
$602B
$3.9 Billion 0.59% of portfolio
8,608
Q4 2024 Added 1.4%
$523B
$3.38 Billion 0.51% of portfolio
10,688
Q4 2024 Added 1.05%
$417B
$3.15 Billion 0.48% of portfolio
3,436
Q4 2024 Added 0.85%
$382B
$3.05 Billion 0.47% of portfolio
3,427
Q4 2024 Reduced 0.9%
$477B
$2.81 Billion 0.43% of portfolio
5,545
Q4 2024 Reduced 2.36%
$129B
$2.7 Billion 0.41% of portfolio
5,551
Q4 2024 Added 28.97%
$419B
$2.6 Billion 0.4% of portfolio
6,683
Q4 2024 Added 10.61%
$178B
$2.54 Billion 0.39% of portfolio
21,984
Q4 2024 Reduced 1.25%
$159B
$2.55 Billion 0.39% of portfolio
111,961
Q4 2024 Reduced 3.09%
$250B
$2.47 Billion 0.38% of portfolio
27,346
Q4 2024 Added 8.98%
$500B
$2.41 Billion 0.37% of portfolio
4,586
Q4 2024 Added 1.3%
$200B
$2.36 Billion 0.36% of portfolio
14,153
Q4 2024 Added 4.51%
$384B
$2.32 Billion 0.35% of portfolio
16,074
Q4 2024 Added 34.36%
$138B
$2.3 Billion 0.35% of portfolio
6,936
Q4 2024 Reduced 1.64%
$195B
$2.19 Billion 0.33% of portfolio
19,687
Q4 2024 Reduced 9.18%
$161B
$2.06 Billion 0.31% of portfolio
54,776
Q4 2024 Reduced 8.94%
$373B
$1.96 Billion 0.3% of portfolio
44,631
Q4 2024 Added 1.02%
$71.9B
$1.97 Billion 0.3% of portfolio
41,280
Q4 2024 Reduced 1.95%
$120B
$1.89 Billion 0.29% of portfolio
33,388
Q4 2024 Added 5.93%
$303B
$1.85 Billion 0.28% of portfolio
10,426
Q4 2024 Added 14.91%
$102B
$1.86 Billion 0.28% of portfolio
10,501
Q4 2024 Added 9.58%
$163B
$1.81 Billion 0.28% of portfolio
45,299
Q4 2024 Added 5.36%
$316B
$1.82 Billion 0.28% of portfolio
12,536
Q4 2024 Added 23.91%
$216B
$1.77 Billion 0.27% of portfolio
1,671
Q4 2024 Reduced 46.34%
$67.3B
$1.77 Billion 0.27% of portfolio
23,044
Q4 2024 Added 1.4%
$382B
$1.69 Billion 0.26% of portfolio
10,065
Q4 2024 Added 3.05%
$200B
$1.7 Billion 0.26% of portfolio
3,820
Q4 2024 Added 105.93%
$141B
$1.62 Billion 0.25% of portfolio
13,431
Q4 2024 Added 1.2%
$89.2B
$1.64 Billion 0.25% of portfolio
21,738
Q4 2024 Added 5.85%
$293B
$1.62 Billion 0.25% of portfolio
23,131
Q4 2024 Reduced 47.39%
$148B
$1.6 Billion 0.24% of portfolio
60,126
Q4 2024 Reduced 3.13%
$139B
$1.6 Billion 0.24% of portfolio
22,279
Q4 2024 Reduced 3.63%
$162B
$1.51 Billion 0.23% of portfolio
6,122
Q4 2024 Added 7.14%
$207B
$1.49 Billion 0.23% of portfolio
5,142
Q4 2024 Added 6.2%
$1.1T
$1.53 Billion 0.23% of portfolio
7,737
Q4 2024 Reduced 9.25%
$23B
$1.44 Billion 0.22% of portfolio
135,815
Q4 2024 Reduced 14.09%
$32.2B
$1.46 Billion 0.22% of portfolio
5,716
Q4 2024 Added 12.88%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $656 Billion
  • Prior Value $634 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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