Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $634 Billion
  • Q3 2024

Premier Path Wealth Partners, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Billion distributed in 364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.6B, Technology Sector Spdr with a value of $26.3B, Microsoft Corp with a value of $22.5B, Nvidia Corp with a value of $17B, and Amazon Com Inc with a value of $12B.

Examining the 13F form we can see an increase of $47.5B in the current position value, from $587B to 634B.

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 $634 Billion
ETFs: $266 Billion
Technology: $108 Billion
Financial Services: $45.1 Billion
Healthcare: $40 Billion
Consumer Cyclical: $38.5 Billion
Communication Services: $35 Billion
Industrials: $33.5 Billion
Consumer Defensive: $20 Billion
Other: $32.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$201B
$1.08 Billion 0.17% of portfolio
2,760
Q3 2024 Added 11.02%
$117B
$1.04 Billion 0.16% of portfolio
3,029
Q3 2024 Added 0.43%
$138B
$1.01 Billion 0.16% of portfolio
13,409
Q3 2024 Added 12.46%
$225B
$1.01 Billion 0.16% of portfolio
2,869
Q3 2024 Added 9.34%
$150B
$1 Billion 0.16% of portfolio
3,944
Q3 2024 Reduced 0.43%
$164B
$954 Million 0.15% of portfolio
1,846
Q3 2024 Added 0.54%
$117B
$921 Million 0.15% of portfolio
3,195
Q2 2024 Added 18.55%
$199B
$951 Million 0.15% of portfolio
1,921
Q3 2024 Added 1.11%
$0
$965 Million 0.15% of portfolio
10,506
Q3 2024 Added 5.69%
$232B
$960 Million 0.15% of portfolio
1,855
Q3 2024 Added 5.34%
$177B
$980 Million 0.15% of portfolio
4,744
Q3 2024 Reduced 0.94%
$0
$879 Million 0.14% of portfolio
13,215
Q3 2024 Added 0.01%
$132B
$879 Million 0.14% of portfolio
14,040
Q3 2024 Reduced 1.29%
$131B
$903 Million 0.14% of portfolio
5,897
Q3 2024 Added 20.82%
$272B
$909 Million 0.14% of portfolio
12,648
Q3 2024 Added 3.02%
$95.3B
$867 Million 0.14% of portfolio
2,231
Q3 2024 Reduced 0.27%
$13.2B
$857 Million 0.14% of portfolio
16,353
Q3 2024 Reduced 8.19%
$173B
$881 Million 0.14% of portfolio
5,178
Q3 2024 Reduced 6.28%
$124B
$844 Million 0.13% of portfolio
3,048
Q3 2024 Added 3.25%
$74.7B
$843 Million 0.13% of portfolio
732
Q3 2024 Reduced 1.21%
$117B
$836 Million 0.13% of portfolio
2,177
Q3 2024 Reduced 1.98%
$199B
$806 Million 0.13% of portfolio
191
Q3 2024 Added 4.37%
$0
$801 Million 0.13% of portfolio
3,264
Q3 2024 Added 137.38%
$144B
$849 Million 0.13% of portfolio
3,446
Q3 2024 Added 12.43%
$63.2B
$744 Million 0.12% of portfolio
5,657
Q3 2024 Added 2.65%
$236B
$733 Million 0.12% of portfolio
13,767
Q3 2024 Reduced 1.75%
$202B
$736 Million 0.12% of portfolio
6,063
Q3 2024 Added 0.88%
$116B
$747 Million 0.12% of portfolio
1,606
Q3 2024 Added 1.77%
$71.5B
$792 Million 0.12% of portfolio
17,349
Q3 2024 Added 0.02%
$0
$768 Million 0.12% of portfolio
6,115
Q3 2024 Added 21.76%
$82.2B
$736 Million 0.12% of portfolio
1,637
Q3 2024 Reduced 4.6%
$203B
$757 Million 0.12% of portfolio
6,640
Q3 2024 Reduced 0.06%
$42.9B
$787 Million 0.12% of portfolio
4,197
Q3 2024 Added 2.27%
$87B
$715 Million 0.11% of portfolio
4,452
Q3 2024 Added 1.74%
$56.9B
$690 Million 0.11% of portfolio
853
Q3 2024 Added 11.8%
$0
$674 Million 0.11% of portfolio
29,066
Q3 2024 Added 5.34%
$68.9B
$700 Million 0.11% of portfolio
2,742
Q3 2024 Reduced 0.62%
$129B
$728 Million 0.11% of portfolio
8,685
Q3 2024 Reduced 0.39%
$82.4B
$690 Million 0.11% of portfolio
3,735
Q3 2024 Added 9.5%
$106B
$676 Million 0.11% of portfolio
5,352
Q3 2024 Added 7.38%
$0
$727 Million 0.11% of portfolio
6,611
Q3 2024 Reduced 0.48%
$0
$715 Million 0.11% of portfolio
15,494
Q3 2024 Added 2.01%
$94.5B
$724 Million 0.11% of portfolio
1,392
Q3 2024 Reduced 1.28%
$93.5B
$706 Million 0.11% of portfolio
3,035
Q3 2024 Added 3.51%
$0
$679 Million 0.11% of portfolio
8,849
Q3 2024 Reduced 3.15%
$293B
$682 Million 0.11% of portfolio
3,307
Q3 2024 Added 2.35%
$70.1B
$668 Million 0.11% of portfolio
468
Q3 2024 Reduced 5.84%
$146B
$608 Million 0.1% of portfolio
1,682
Q3 2024 Reduced 2.1%
$49.7B
$621 Million 0.1% of portfolio
6,048
Q3 2024 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 364
  • Current Value $634 Billion
  • Prior Value $587 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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