Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024

Premier Path Wealth Partners, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.6B, Technology Sector Spdr with a value of $26.3B, Microsoft Corp with a value of $22.5B, Nvidia Corp with a value of $17B, and Amazon Com Inc with a value of $12B.

Examining the 13F form we can see an increase of $47.5B in the current position value, from $587B to 634B.

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 $634 Billion
ETFs: $266 Billion
Technology: $108 Billion
Financial Services: $45.1 Billion
Healthcare: $40 Billion
Consumer Cyclical: $38.5 Billion
Communication Services: $35 Billion
Industrials: $33.5 Billion
Consumer Defensive: $20 Billion
Other: $32.9 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.8B
$266 Million 0.04% of portfolio
3,007
Q3 2024 Added 8.09%
$35.7B
$270 Million 0.04% of portfolio
1,108
Q3 2024 Added 2.97%
$89.6B
$234 Million 0.04% of portfolio
473
Q3 2024 Reduced 3.07%
$39.4B
$270 Million 0.04% of portfolio
7,537
Q3 2024 Reduced 7.02%
$47B
$253 Million 0.04% of portfolio
1,707
Q3 2024 Added 1.79%
$92.1B
$210 Million 0.03% of portfolio
1,013
Q3 2024 Reduced 3.43%
$27.9B
$207 Million 0.03% of portfolio
1,069
Q3 2024 New
$78.1B
$220 Million 0.03% of portfolio
803
Q3 2024 Added 18.26%
$23.1B
$200 Million 0.03% of portfolio
930
Q3 2024 New
$59.5B
$200 Million 0.03% of portfolio
103
Q3 2024 New
$55.6B
$203 Million 0.03% of portfolio
1,130
Q3 2024 New
$21B
$204 Million 0.03% of portfolio
1,469
Q3 2024 New
$57.5B
$205 Million 0.03% of portfolio
2,643
Q3 2024 New
$37.5B
$221 Million 0.03% of portfolio
934
Q3 2024 Reduced 1.58%
$42.4B
$219 Million 0.03% of portfolio
3,830
Q3 2024 Reduced 7.71%
$38.6B
$200 Million 0.03% of portfolio
2,710
Q3 2024 Reduced 14.46%
$37.8B
$202 Million 0.03% of portfolio
806
Q3 2024 Reduced 1.23%
$25.4B
$220 Million 0.03% of portfolio
3,428
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $634 Billion
  • Prior Value $587 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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