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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.69 Billion 0.41% of portfolio
43,243
Q4 2024 Added 0.65%
$119B
$2.7 Billion 0.41% of portfolio
5,551
Q4 2024 Added 28.97%
$423B
$2.6 Billion 0.4% of portfolio
6,683
Q4 2024 Added 10.61%
$184B
$2.54 Billion 0.39% of portfolio
21,984
Q4 2024 Reduced 1.25%
$173B
$2.55 Billion 0.39% of portfolio
111,961
Q4 2024 Reduced 3.09%
$0
$2.57 Billion 0.39% of portfolio
72,806
Q4 2024 Added 2.6%
$0
$2.5 Billion 0.38% of portfolio
82,143
Q4 2024 Added 0.35%
$265B
$2.47 Billion 0.38% of portfolio
27,346
Q4 2024 Added 8.98%
$523B
$2.41 Billion 0.37% of portfolio
4,586
Q4 2024 Added 1.3%
Spdr Index Shs Fds
-
$2.41 Billion 0.37% of portfolio
-
Q4 2024 Added 5.86%
$0
$2.41 Billion 0.37% of portfolio
35,663
Q4 2024 Added 1.58%
$0
$2.33 Billion 0.36% of portfolio
28,905
Q4 2024 Added 2.49%
$218B
$2.36 Billion 0.36% of portfolio
14,153
Q4 2024 Added 4.51%
$395B
$2.32 Billion 0.35% of portfolio
16,074
Q4 2024 Added 34.36%
$127B
$2.3 Billion 0.35% of portfolio
6,936
Q4 2024 Reduced 1.64%
$0
$2.24 Billion 0.34% of portfolio
41,043
Q4 2024 Added 3.28%
$0
$2.24 Billion 0.34% of portfolio
44,544
Q4 2024 Added 0.08%
$206B
$2.19 Billion 0.33% of portfolio
19,687
Q4 2024 Reduced 9.18%
$0
$2.13 Billion 0.32% of portfolio
44,969
Q4 2024 Reduced 2.99%
$0
$2.12 Billion 0.32% of portfolio
20,114
Q4 2024 Reduced 0.94%
$0
$2.01 Billion 0.31% of portfolio
45,746
Q4 2024 Reduced 1.93%
$0
$2.04 Billion 0.31% of portfolio
3,993
Q4 2024 Added 1.09%
$165B
$2.06 Billion 0.31% of portfolio
54,776
Q4 2024 Reduced 8.94%
$0
$2.01 Billion 0.31% of portfolio
40,351
Q4 2024 Reduced 4.79%
$0
$2.04 Billion 0.31% of portfolio
26,968
Q4 2024 Added 9.73%
$375B
$1.96 Billion 0.3% of portfolio
44,631
Q4 2024 Added 1.02%
$0
$1.97 Billion 0.3% of portfolio
33,014
Q4 2024 Reduced 0.2%
$70.8B
$1.97 Billion 0.3% of portfolio
41,280
Q4 2024 Reduced 1.95%
$0
$1.89 Billion 0.29% of portfolio
46,410
Q4 2024 Added 6.06%
$126B
$1.89 Billion 0.29% of portfolio
33,388
Q4 2024 Added 5.93%
$310B
$1.85 Billion 0.28% of portfolio
10,426
Q4 2024 Added 14.91%
$103B
$1.86 Billion 0.28% of portfolio
10,501
Q4 2024 Added 9.58%
$169B
$1.81 Billion 0.28% of portfolio
45,299
Q4 2024 Added 5.36%
$0
$1.81 Billion 0.28% of portfolio
21,536
Q4 2024 Added 4.19%
$305B
$1.82 Billion 0.28% of portfolio
12,536
Q4 2024 Added 23.91%
$231B
$1.77 Billion 0.27% of portfolio
1,671
Q4 2024 Reduced 46.34%
$69.5B
$1.77 Billion 0.27% of portfolio
23,044
Q4 2024 Added 1.4%
$394B
$1.69 Billion 0.26% of portfolio
10,065
Q4 2024 Added 3.05%
$205B
$1.7 Billion 0.26% of portfolio
3,820
Q4 2024 Added 105.93%
$144B
$1.62 Billion 0.25% of portfolio
13,431
Q4 2024 Added 1.2%
$96.5B
$1.64 Billion 0.25% of portfolio
21,738
Q4 2024 Added 5.85%
$297B
$1.62 Billion 0.25% of portfolio
23,131
Q4 2024 Reduced 47.39%
$149B
$1.6 Billion 0.24% of portfolio
60,126
Q4 2024 Reduced 3.13%
$139B
$1.6 Billion 0.24% of portfolio
22,279
Q4 2024 Reduced 3.63%
$162B
$1.51 Billion 0.23% of portfolio
6,122
Q4 2024 Added 7.14%
$213B
$1.49 Billion 0.23% of portfolio
5,142
Q4 2024 Added 6.2%
$0
$1.51 Billion 0.23% of portfolio
5,212
Q4 2024 Added 0.19%
$1.05T
$1.53 Billion 0.23% of portfolio
7,737
Q4 2024 Reduced 9.25%
$0
$1.52 Billion 0.23% of portfolio
2,813
Q3 2024 Added 0.18%

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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