Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $587 Billion
  • Q2 2024

Premier Path Wealth Partners, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $587 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.4B, Microsoft Corp with a value of $23.6B, Technology Sector Spdr with a value of $22.7B, Nvidia Corp with a value of $17.3B, and Amazon Com Inc with a value of $12.4B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $531B to 587B.

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 $587 Billion
ETFs: $239 Billion
Technology: $105 Billion
Financial Services: $44.5 Billion
Healthcare: $37.9 Billion
Communication Services: $33.9 Billion
Consumer Cyclical: $33.1 Billion
Industrials: $31.5 Billion
Consumer Defensive: $19.8 Billion
Other: $29.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.11 Billion 0.19% of portfolio
34,479
Q2 2024 New
$0
$1.08 Billion 0.18% of portfolio
48,604
Q2 2024 New
$0
$929 Million 0.16% of portfolio
2,957
Q2 2024 New
$0
$912 Million 0.16% of portfolio
9,940
Q2 2024 Reduced 15.58%
$0
$831 Million 0.14% of portfolio
13,214
Q2 2024 New
$0
$810 Million 0.14% of portfolio
23,083
Q2 2024 Reduced 28.22%
$0
$684 Million 0.12% of portfolio
3,465
Q2 2024 New
$0
$690 Million 0.12% of portfolio
15,188
Q2 2024 Added 19.2%
$0
$664 Million 0.11% of portfolio
6,643
Q2 2024 Reduced 14.59%
$0
$625 Million 0.11% of portfolio
27,592
Q2 2024 New
$0
$619 Million 0.11% of portfolio
2,357
Q2 2024 New
$0
$634 Million 0.11% of portfolio
9,137
Q2 2024 Reduced 6.51%
$0
$563 Million 0.1% of portfolio
4,751
Q2 2024 Added 5.02%
$0
$597 Million 0.1% of portfolio
5,022
Q2 2024 New
$0
$499 Million 0.09% of portfolio
3,278
Q2 2024 Reduced 3.42%
$0
$484 Million 0.08% of portfolio
4,990
Q2 2024 Added 68.18%
$0
$387 Million 0.07% of portfolio
10,446
Q2 2024 New
$0
$406 Million 0.07% of portfolio
3,196
Q2 2024 Added 7.68%
$0
$432 Million 0.07% of portfolio
793
Q2 2024 Reduced 4.69%
$0
$416 Million 0.07% of portfolio
4,723
Q2 2024 Reduced 26.96%
$0
$358 Million 0.06% of portfolio
1,375
Q2 2024 Reduced 3.1%
$0
$379 Million 0.06% of portfolio
3,074
Q2 2024 New
$0
$372 Million 0.06% of portfolio
2,917
Q2 2024 Reduced 27.87%
$0
$241 Million 0.04% of portfolio
3,512
Q2 2024 Added 6.2%
$0
$208 Million 0.04% of portfolio
4,338
Q2 2024 Reduced 15.24%
$0
$240 Million 0.04% of portfolio
2,950
Q2 2024 Added 7.39%
$0
$208 Million 0.04% of portfolio
14,125
Q4 2023 New
$0
$233 Million 0.04% of portfolio
8,117
Q2 2024 Reduced 3.42%
$0
$225 Million 0.04% of portfolio
2,260
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $587 Billion
  • Prior Value $531 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 43 stocks
  • Additional Purchases 218 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email