Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025

Premier Path Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $718 Billion distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $29.8B, Apple Inc. with a value of $28.8B, Microsoft Corp with a value of $26.4B, Nvidia Corp with a value of $22.3B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $75.8B in the current position value, from $643B to 718B.

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 $718 Billion
ETFs: $299 Billion
Technology: $126 Billion
Financial Services: $54.8 Billion
Communication Services: $43.2 Billion
Consumer Cyclical: $40.4 Billion
Industrials: $37.2 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $21.7 Billion
Other: $35.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$1.08 Billion 0.15% of portfolio
9,769
Q2 2025 Added 10.21%
$81.7B
$1.04 Billion 0.15% of portfolio
5,694
Q2 2025 Added 18.58%
$9.03B
$1.09 Billion 0.15% of portfolio
35,419
Q2 2025 Added 9.71%
$8.24B
$1.11 Billion 0.15% of portfolio
54,231
Q2 2025 Added 10.49%
$121B
$1.06 Billion 0.15% of portfolio
3,989
Q2 2025 Added 2.65%
$52.4B
$1.11 Billion 0.15% of portfolio
10,995
Q2 2025 Reduced 0.47%
$201B
$1.02 Billion 0.14% of portfolio
5,579
Q2 2025 Added 8.63%
$104B
$1 Billion 0.14% of portfolio
2,297
Q2 2025 Reduced 1.96%
$5.93B
$1.04 Billion 0.14% of portfolio
11,527
Q2 2025 Added 1,424.74%
$104B
$978 Million 0.14% of portfolio
6,538
Q2 2025 Added 0.2%
$115B
$989 Million 0.14% of portfolio
3,415
Q2 2025 Added 7.12%
$544M
$947 Million 0.13% of portfolio
41,807
Q2 2025 Reduced 4.79%
$83.3B
$903 Million 0.13% of portfolio
4,086
Q2 2025 Added 15.49%
$177B
$941 Million 0.13% of portfolio
4,530
Q2 2025 Reduced 6.94%
$201B
$965 Million 0.13% of portfolio
7,310
Q2 2025 Reduced 15.9%
$144B
$942 Million 0.13% of portfolio
8,773
Q2 2025 Added 0.84%
$61.8B
$892 Million 0.12% of portfolio
8,596
Q2 2025 Added 18.88%
$135B
$861 Million 0.12% of portfolio
3,743
Q2 2025 Reduced 5.74%
$67.5B
$844 Million 0.12% of portfolio
5,414
Q2 2025 Reduced 2.43%
$92B
$859 Million 0.12% of portfolio
5,645
Q2 2025 Added 11.83%
$117B
$775 Million 0.11% of portfolio
297
Q2 2025 Added 13.79%
$51.8B
$769 Million 0.11% of portfolio
5,967
Q2 2025 Added 0.64%
$44.2B
$782 Million 0.11% of portfolio
10,491
Q2 2025 Added 6.07%
$73.1B
$771 Million 0.11% of portfolio
2,862
Q2 2025 Added 2.8%
$10.2B
$760 Million 0.11% of portfolio
15,488
Q2 2025 Reduced 7.09%
$102B
$823 Million 0.11% of portfolio
6,186
Q2 2025 Added 21.94%
$158B
$801 Million 0.11% of portfolio
2,679
Q2 2025 Reduced 3.94%
$73.2B
$767 Million 0.11% of portfolio
2,448
Q2 2025 Added 1.58%
$261B
$823 Million 0.11% of portfolio
3,454
Q2 2025 Reduced 0.92%
$172B
$797 Million 0.11% of portfolio
8,739
Q2 2025 Added 11.79%
$73.8B
$767 Million 0.11% of portfolio
4,116
Q2 2025 Added 10.94%
$109B
$817 Million 0.11% of portfolio
1,835
Q2 2025 Added 2.51%
$203B
$739 Million 0.1% of portfolio
4,638
Q2 2025 Reduced 7.59%
$49.5B
$744 Million 0.1% of portfolio
715
Q2 2025 Added 10.68%
$123B
$753 Million 0.1% of portfolio
2,332
Q2 2025 Added 12.71%
$218B
$725 Million 0.1% of portfolio
9,164
Q2 2025 Reduced 24.43%
$135B
$691 Million 0.1% of portfolio
1,746
Q2 2025 Added 4.36%
-
$738 Million 0.1% of portfolio
-
Q2 2025 Reduced 3.19%
$132B
$683 Million 0.1% of portfolio
1,782
Q2 2025 Added 23.58%
$117B
$740 Million 0.1% of portfolio
1,454
Q2 2025 Added 40.08%
$120B
$750 Million 0.1% of portfolio
3,150
Q2 2025 Added 21.06%
$71B
$733 Million 0.1% of portfolio
482
Q2 2025 Reduced 2.43%
$82.9B
$709 Million 0.1% of portfolio
7,183
Q2 2025 Added 20.32%
$48.3B
$713 Million 0.1% of portfolio
1,336
Q2 2025 Added 2.38%
$83.9B
$697 Million 0.1% of portfolio
4,535
Q2 2025 Added 2.44%
$60.4B
$647 Million 0.09% of portfolio
859
Q2 2025 Added 11.85%
$69.5B
$671 Million 0.09% of portfolio
2,521
Q2 2025 Added 0.68%
$67.9B
$682 Million 0.09% of portfolio
1,622
Q2 2025 Reduced 0.98%
$18.6B
$675 Million 0.09% of portfolio
3,027
Q2 2025 Added 7.15%

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $718 Billion
  • Prior Value $643 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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