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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|
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