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
$27.7B
$299 Million 0.05% of portfolio
2,844
Q4 2024 Added 3.87%
$29.2B
$324 Million 0.05% of portfolio
11,087
Q4 2024 Reduced 13.69%
$29.4B
$342 Million 0.05% of portfolio
5,266
Q4 2024 Added 8.73%
$65.3B
$354 Million 0.05% of portfolio
3,425
Q4 2024 Reduced 1.41%
$36B
$346 Million 0.05% of portfolio
4,522
Q4 2024 Added 9.44%
$46.5B
$311 Million 0.05% of portfolio
1,744
Q4 2024 Added 2.17%
$32.5B
$304 Million 0.05% of portfolio
3,237
Q4 2024 Added 13.54%
$36.4B
$301 Million 0.05% of portfolio
3,066
Q4 2024 Added 1.96%
$55.8B
$361 Million 0.05% of portfolio
1,498
Q4 2024 Added 0.88%
$34.2B
$298 Million 0.05% of portfolio
1,570
Q4 2024 Added 0.9%
$53.1B
$330 Million 0.05% of portfolio
1,115
Q4 2024 Added 6.39%
$84.8B
$335 Million 0.05% of portfolio
2,655
Q4 2024 Reduced 8.54%
$36.8B
$322 Million 0.05% of portfolio
3,097
Q4 2024 Added 2.72%
$56.4B
$330 Million 0.05% of portfolio
8,653
Q4 2024 Reduced 9.53%
$34.4B
$349 Million 0.05% of portfolio
1,857
Q4 2024 Added 1.7%
$92B
$338 Million 0.05% of portfolio
1,213
Q4 2024 Added 0.08%
$37.8B
$328 Million 0.05% of portfolio
1,561
Q4 2024 Added 3.38%
$97B
$348 Million 0.05% of portfolio
1,016
Q4 2024 Added 1.3%
$76.4B
$346 Million 0.05% of portfolio
2,064
Q4 2024 Added 2.33%
$48.2B
$326 Million 0.05% of portfolio
2,152
Q4 2024 Reduced 5.78%
$45.4B
$332 Million 0.05% of portfolio
2,493
Q4 2024 Added 5.28%
$88.2B
$327 Million 0.05% of portfolio
1,410
Q4 2024 Added 6.25%
$38.9B
$319 Million 0.05% of portfolio
1,284
Q4 2024 New
$55.4B
$299 Million 0.05% of portfolio
2,738
Q4 2024 Added 1.9%
$108B
$349 Million 0.05% of portfolio
4,146
Q4 2024 Reduced 2.42%
$3.16B
$329 Million 0.05% of portfolio
1,136
Q4 2024 New
$83.4B
$245 Million 0.04% of portfolio
4,107
Q4 2024 Reduced 14.7%
$88B
$258 Million 0.04% of portfolio
2,736
Q4 2024 New
$71.8B
$295 Million 0.04% of portfolio
3,240
Q4 2024 Added 11.42%
$92.1B
$249 Million 0.04% of portfolio
587
Q4 2024 Reduced 0.51%
$90.8B
$259 Million 0.04% of portfolio
2,347
Q4 2024 New
$85.3B
$258 Million 0.04% of portfolio
452
Q4 2024 Reduced 4.44%
$40.7B
$274 Million 0.04% of portfolio
565
Q4 2024 Added 3.29%
$21.3B
$236 Million 0.04% of portfolio
1,335
Q4 2024 New
$37.5B
$256 Million 0.04% of portfolio
3,795
Q4 2024 New
$96.9B
$269 Million 0.04% of portfolio
13,422
Q4 2024 Reduced 81.18%
$34.8B
$247 Million 0.04% of portfolio
7,576
Q4 2024 Added 0.52%
$106B
$274 Million 0.04% of portfolio
435
Q4 2024 Reduced 14.87%
$46.6B
$244 Million 0.04% of portfolio
3,997
Q4 2024 Added 4.36%
$34.3B
$260 Million 0.04% of portfolio
1,136
Q4 2024 Added 2.53%
$30.5B
$241 Million 0.04% of portfolio
1,095
Q4 2024 Added 0.83%
$38.4B
$290 Million 0.04% of portfolio
1,290
Q4 2024 Added 0.39%
$38.4B
$243 Million 0.04% of portfolio
3,927
Q4 2024 Added 0.64%
$40.3B
$239 Million 0.04% of portfolio
2,579
Q4 2024 Reduced 1.98%
$28.4B
$274 Million 0.04% of portfolio
1,458
Q4 2024 Added 0.21%
$38.1B
$260 Million 0.04% of portfolio
2,869
Q4 2024 Reduced 17.75%
$33.7B
$290 Million 0.04% of portfolio
5,422
Q4 2024 Added 3.1%
$53.3B
$256 Million 0.04% of portfolio
1,191
Q4 2024 Added 5.4%
$93.2B
$286 Million 0.04% of portfolio
3,469
Q4 2024 Added 0.32%

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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