Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

Premier Path Wealth Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Technology Sector Spdr with a value of $32.1B, Microsoft Corp with a value of $28B, Nvidia Corp with a value of $26.9B, and Financial Sector Spdr with a value of $13.8B.

Examining the 13F form we can see an increase of $58.6B in the current position value, from $718B to 777B.

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 $777 Billion
ETFs: $317 Billion
Technology: $144 Billion
Financial Services: $58 Billion
Communication Services: $46.7 Billion
Consumer Cyclical: $45.4 Billion
Healthcare: $40.2 Billion
Industrials: $39.8 Billion
Consumer Defensive: $21.9 Billion
Other: $37.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$1.66 Billion 0.21% of portfolio
1,806
Q3 2025 Reduced 5.99%
$190B
$1.61 Billion 0.21% of portfolio
15,831
Q3 2025 Reduced 0.22%
$319B
$1.62 Billion 0.21% of portfolio
23,717
Q3 2025 Added 5.79%
$151B
$1.61 Billion 0.21% of portfolio
4,570
Q3 2025 Added 5.45%
$0
$1.59 Billion 0.2% of portfolio
37,746
Q3 2025 Added 1.05%
$94.5B
$1.55 Billion 0.2% of portfolio
4,556
Q3 2025 Reduced 1.43%
$1.46T
$1.59 Billion 0.2% of portfolio
5,676
Q3 2025 Reduced 19.28%
$107B
$1.54 Billion 0.2% of portfolio
2,032
Q3 2025 Added 3.25%
$181B
$1.56 Billion 0.2% of portfolio
55,282
Q3 2025 Reduced 43.28%
$0
$1.57 Billion 0.2% of portfolio
15,557
Q3 2025 Reduced 35.25%
$182B
$1.55 Billion 0.2% of portfolio
2,264
Q3 2025 Added 1.25%
$99.5B
$1.49 Billion 0.19% of portfolio
33,131
Q3 2025 Reduced 1.36%
$79.5B
$1.44 Billion 0.19% of portfolio
11,162
Q3 2025 Added 314.33%
$25.4B
$1.48 Billion 0.19% of portfolio
5,750
Q3 2025 Added 6.4%
$38B
$1.48 Billion 0.19% of portfolio
10,918
Q3 2025 Reduced 2.63%
$224B
$1.48 Billion 0.19% of portfolio
4,872
Q3 2025 Reduced 3.12%
$77.2B
$1.5 Billion 0.19% of portfolio
7,071
Q3 2025 Added 5.49%
$144B
$1.45 Billion 0.19% of portfolio
3,164
Q3 2025 Reduced 1.49%
$291B
$1.49 Billion 0.19% of portfolio
3,115
Q3 2025 Added 6.86%
$19.9B
$1.39 Billion 0.18% of portfolio
17,786
Q3 2025 Reduced 7.24%
Linde PLC
-
$1.43 Billion 0.18% of portfolio
-
Q3 2025 Added 0.17%
$405B
$1.4 Billion 0.18% of portfolio
1,446
Q3 2025 Reduced 14.49%
$181B
$1.35 Billion 0.17% of portfolio
13,830
Q3 2025 Added 5.47%
$183B
$1.33 Billion 0.17% of portfolio
4,699
Q3 2025 Reduced 0.4%
$0
$1.28 Billion 0.17% of portfolio
26,636
Q3 2025 Reduced 33.54%
Arista Networks Inc
-
$1.32 Billion 0.17% of portfolio
-
Q3 2025 Added 2.0%
Gsk PLC
-
$1.32 Billion 0.17% of portfolio
-
Q3 2025 Reduced 2.8%
$0
$1.31 Billion 0.17% of portfolio
33,077
Q3 2025 Added 1.11%
$57.5B
$1.31 Billion 0.17% of portfolio
4,821
Q3 2025 Reduced 2.27%
$29.5B
$1.31 Billion 0.17% of portfolio
20,388
Q3 2025 Reduced 2.31%
$54.5B
$1.34 Billion 0.17% of portfolio
7,146
Q3 2025 Reduced 5.9%
$0
$1.3 Billion 0.17% of portfolio
12,146
Q3 2025 Reduced 34.19%
$16.8B
$1.22 Billion 0.16% of portfolio
19,802
Q3 2025 Added 17.27%
$193B
$1.27 Billion 0.16% of portfolio
2,841
Q3 2025 Reduced 3.5%
$23B
$1.26 Billion 0.16% of portfolio
12,253
Q3 2025 Reduced 4.36%
$61.4B
$1.27 Billion 0.16% of portfolio
6,222
Q3 2025 Added 4.57%
$19.9B
$1.23 Billion 0.16% of portfolio
13,945
Q3 2025 Reduced 22.3%
$0
$1.21 Billion 0.16% of portfolio
23,963
Q3 2025 Reduced 33.09%
$156B
$1.23 Billion 0.16% of portfolio
11,087
Q3 2025 Added 13.49%
$0
$1.22 Billion 0.16% of portfolio
53,614
Q3 2025 Added 1.04%
$24.1B
$1.27 Billion 0.16% of portfolio
9,043
Q3 2025 Reduced 5.32%
$98.1B
$1.22 Billion 0.16% of portfolio
7,158
Q3 2025 Added 9.48%
$300B
$1.21 Billion 0.16% of portfolio
3,509
Q3 2025 Reduced 10.58%
$6.2B
$1.26 Billion 0.16% of portfolio
11,670
Q3 2025 Added 1.24%
$346B
$1.28 Billion 0.16% of portfolio
8,308
Q3 2025 Reduced 11.64%
$125B
$1.2 Billion 0.16% of portfolio
20,213
Q3 2025 Added 13.9%
$18.9B
$1.19 Billion 0.15% of portfolio
12,058
Q3 2025 Reduced 8.42%
$237B
$1.14 Billion 0.15% of portfolio
7,047
Q3 2025 Added 1.34%
$197B
$1.15 Billion 0.15% of portfolio
5,634
Q3 2025 Added 0.99%

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $777 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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