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.

Portfolio value $643 Billion
ETFs: $270 Billion
Technology: $100 Billion
Financial Services: $49.4 Billion
Healthcare: $40.4 Billion
Communication Services: $36.3 Billion
Consumer Cyclical: $35.5 Billion
Industrials: $32.6 Billion
Consumer Defensive: $22.1 Billion
Other: $33.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.1 Billion 0.17% of portfolio
18,465
Q1 2025 Reduced 44.07%
$205B
$1.11 Billion 0.17% of portfolio
2,029
Q1 2025 Added 0.64%
$21.1B
$1.12 Billion 0.17% of portfolio
12,182
Q1 2025 Reduced 1.33%
$73.7B
$1.05 Billion 0.16% of portfolio
17,611
Q1 2025 Added 0.59%
$280B
$1.02 Billion 0.16% of portfolio
6,425
Q1 2025 Added 5.38%
$57.6B
$1.05 Billion 0.16% of portfolio
6,144
Q1 2025 Added 4.42%
$135B
$1.04 Billion 0.16% of portfolio
3,407
Q1 2025 Added 6.24%
$234B
$1.02 Billion 0.16% of portfolio
7,684
Q1 2025 Added 6.66%
$146B
$1.03 Billion 0.16% of portfolio
14,485
Q1 2025 Added 1.71%
$219B
$946 Million 0.15% of portfolio
205
Q1 2025 Reduced 2.38%
$136B
$938 Million 0.15% of portfolio
3,971
Q1 2025 Added 10.4%
$312B
$978 Million 0.15% of portfolio
13,658
Q1 2025 Added 2.69%
$12.3B
$943 Million 0.15% of portfolio
16,669
Q1 2025 Added 1.7%
$138B
$993 Million 0.15% of portfolio
8,864
Q1 2025 Added 10.08%
$123B
$963 Million 0.15% of portfolio
3,188
Q1 2025 Reduced 0.72%
$184B
$956 Million 0.15% of portfolio
2,899
Q1 2025 Reduced 10.85%
$167B
$990 Million 0.15% of portfolio
1,949
Q1 2025 Added 5.35%
$446B
$957 Million 0.15% of portfolio
6,847
Q1 2025 Reduced 2.42%
$200B
$870 Million 0.14% of portfolio
2,789
Q1 2025 Reduced 4.09%
$78.9B
$914 Million 0.14% of portfolio
5,549
Q1 2025 Added 2.99%
$0
$903 Million 0.14% of portfolio
7,402
Q1 2025 Added 0.87%
$177B
$875 Million 0.14% of portfolio
4,868
Q1 2025 Added 7.41%
$113B
$868 Million 0.14% of portfolio
1,790
Q1 2025 Added 6.17%
$151B
$878 Million 0.14% of portfolio
8,700
Q1 2025 Added 0.1%
$301B
$930 Million 0.14% of portfolio
3,486
Q1 2025 Added 0.87%
$98.4B
$912 Million 0.14% of portfolio
6,525
Q1 2025 Added 4.12%
$167B
$897 Million 0.14% of portfolio
12,318
Q1 2025 Added 11.21%
$0
$827 Million 0.13% of portfolio
38,421
Q1 2025 Reduced 3.09%
$100B
$828 Million 0.13% of portfolio
4,802
Q1 2025 Added 5.35%
$163B
$771 Million 0.12% of portfolio
5,019
Q1 2025 Added 9.73%
$53.2B
$790 Million 0.12% of portfolio
7,231
Q1 2025 Added 8.74%
$135B
$745 Million 0.12% of portfolio
5,136
Q1 2025 Reduced 3.44%
$0
$774 Million 0.12% of portfolio
6,482
Q1 2025 Reduced 1.88%
$82B
$741 Million 0.12% of portfolio
5,048
Q1 2025 Added 1.2%
$99.9B
$770 Million 0.12% of portfolio
3,538
Q1 2025 Added 7.11%
$41B
$754 Million 0.12% of portfolio
5,929
Q1 2025 Reduced 4.32%
$72.6B
$769 Million 0.12% of portfolio
4,288
Q1 2025 Added 7.52%
$99.7B
$789 Million 0.12% of portfolio
2,343
Q1 2025 Reduced 4.68%
$69.3B
$717 Million 0.11% of portfolio
1,638
Q1 2025 Reduced 1.56%
$75.7B
$706 Million 0.11% of portfolio
2,784
Q1 2025 Added 2.43%
$79.6B
$683 Million 0.11% of portfolio
494
Q1 2025 Added 3.35%
$0
$699 Million 0.11% of portfolio
15,619
Q1 2025 Added 1.5%
$0
$707 Million 0.11% of portfolio
31,185
Q1 2025 Added 7.84%
$0
$730 Million 0.11% of portfolio
3,451
Q1 2025 Added 9.21%
$71.5B
$678 Million 0.11% of portfolio
4,427
Q1 2025 Added 1.77%
$116B
$650 Million 0.1% of portfolio
2,664
Q1 2025 Added 0.19%
$70.2B
$652 Million 0.1% of portfolio
3,710
Q1 2025 Reduced 21.1%
$145B
$623 Million 0.1% of portfolio
1,673
Q1 2025 Added 0.48%
$161B
$612 Million 0.1% of portfolio
7,817
Q1 2025 Added 1.82%

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
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