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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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