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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$31.3 Billion 4.88% of portfolio
141,089
Q1 2025 Reduced 0.13%
$2.92T
$19.3 Billion 3.01% of portfolio
51,511
Q1 2025 Reduced 1.68%
$277B
$15 Billion 2.33% of portfolio
138,002
Q1 2025 Reduced 0.96%
$1.93T
$11.4 Billion 1.77% of portfolio
59,855
Q1 2025 Reduced 9.48%
$1.23T
$8.45 Billion 1.31% of portfolio
14,663
Q1 2025 Added 2.27%
$967B
$6.92 Billion 1.08% of portfolio
44,733
Q1 2025 Reduced 2.93%
$714B
$6 Billion 0.93% of portfolio
24,448
Q1 2025 Reduced 0.49%
$997B
$5.55 Billion 0.86% of portfolio
35,519
Q1 2025 Reduced 3.22%
$77.9B
$5.49 Billion 0.85% of portfolio
32,763
Q1 2025 Added 0.17%
$840B
$5.08 Billion 0.79% of portfolio
6,146
Q1 2025 Added 1.34%
$691B
$4.77 Billion 0.74% of portfolio
8,948
Q1 2025 Added 3.95%
$452B
$4.16 Billion 0.65% of portfolio
34,951
Q1 2025 Reduced 5.08%
$900B
$4.02 Billion 0.63% of portfolio
15,521
Q1 2025 Reduced 11.69%
$548B
$3.77 Billion 0.59% of portfolio
10,766
Q1 2025 Added 0.73%
$490B
$3.26 Billion 0.51% of portfolio
3,493
Q1 2025 Added 1.93%
$432B
$3.17 Billion 0.49% of portfolio
3,355
Q1 2025 Reduced 2.36%
$184B
$2.84 Billion 0.44% of portfolio
21,423
Q1 2025 Reduced 2.55%
$191B
$2.85 Billion 0.44% of portfolio
100,845
Q1 2025 Reduced 9.93%
$392B
$2.73 Billion 0.43% of portfolio
5,219
Q1 2025 Reduced 5.88%
$217B
$2.63 Billion 0.41% of portfolio
13,128
Q1 2025 Reduced 7.24%
$509B
$2.58 Billion 0.4% of portfolio
4,708
Q1 2025 Added 2.66%
$268B
$2.53 Billion 0.39% of portfolio
9,416
Q1 2025 Added 6.32%
$366B
$2.39 Billion 0.37% of portfolio
6,524
Q1 2025 Reduced 2.38%
$125B
$2.39 Billion 0.37% of portfolio
5,360
Q1 2025 Reduced 3.44%
$258B
$2.36 Billion 0.37% of portfolio
26,899
Q1 2025 Reduced 1.63%
$329B
$2.35 Billion 0.36% of portfolio
11,195
Q1 2025 Added 7.38%
$176B
$2.1 Billion 0.33% of portfolio
46,270
Q1 2025 Added 2.14%
$272B
$2.13 Billion 0.33% of portfolio
12,744
Q1 2025 Added 1.66%
$102B
$2.04 Billion 0.32% of portfolio
33,476
Q1 2025 Added 0.26%
$149B
$1.98 Billion 0.31% of portfolio
53,647
Q1 2025 Reduced 2.06%
$85.8B
$1.98 Billion 0.31% of portfolio
29,187
Q1 2025 Added 16.0%
$63.6B
$1.95 Billion 0.3% of portfolio
23,214
Q1 2025 Added 0.74%
$165B
$1.93 Billion 0.3% of portfolio
19,581
Q1 2025 Reduced 0.54%
$115B
$1.88 Billion 0.29% of portfolio
6,910
Q1 2025 Reduced 0.37%
$318B
$1.8 Billion 0.28% of portfolio
43,131
Q1 2025 Reduced 3.36%
$171B
$1.76 Billion 0.27% of portfolio
4,582
Q1 2025 Added 19.95%
$59.3B
$1.72 Billion 0.27% of portfolio
40,628
Q1 2025 Reduced 1.58%
$156B
$1.77 Billion 0.27% of portfolio
17,195
Q1 2025 Added 148.77%
$265B
$1.68 Billion 0.26% of portfolio
23,366
Q1 2025 Added 1.02%
$106B
$1.68 Billion 0.26% of portfolio
9,830
Q1 2025 Reduced 6.39%
$382B
$1.65 Billion 0.26% of portfolio
9,684
Q1 2025 Reduced 3.79%
$147B
$1.66 Billion 0.26% of portfolio
13,653
Q1 2025 Added 1.65%
$130B
$1.59 Billion 0.25% of portfolio
22,445
Q1 2025 Added 0.75%
$129B
$1.61 Billion 0.25% of portfolio
63,599
Q1 2025 Added 5.78%
$112B
$1.58 Billion 0.25% of portfolio
17,559
Q1 2025 Added 0.27%
$477B
$1.6 Billion 0.25% of portfolio
2
Q4 2023 New
$233B
$1.56 Billion 0.24% of portfolio
5,006
Q1 2025 Reduced 2.64%
$72.6B
$1.51 Billion 0.24% of portfolio
23,863
Q1 2025 Added 9.78%
$221B
$1.5 Billion 0.23% of portfolio
17,803
Q1 2025 Added 4.31%

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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