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
$69.1B
$751 Million 0.1% of portfolio
8,909
Q3 2025 Added 3.16%
$63.4B
$748 Million 0.1% of portfolio
1,636
Q3 2025 Added 0.86%
$136B
$763 Million 0.1% of portfolio
1,791
Q3 2025 Added 0.51%
$47.4B
$740 Million 0.1% of portfolio
10,947
Q3 2025 Added 4.35%
$187B
$786 Million 0.1% of portfolio
4,727
Q3 2025 Added 1.92%
$103B
$789 Million 0.1% of portfolio
6,068
Q3 2025 Reduced 1.91%
$55.6B
$739 Million 0.1% of portfolio
5,050
Q3 2025 Reduced 6.72%
$68.5B
$770 Million 0.1% of portfolio
5,658
Q3 2025 Added 12.69%
$118B
$774 Million 0.1% of portfolio
3,148
Q3 2025 Reduced 0.06%
$64.5B
$801 Million 0.1% of portfolio
2,476
Q3 2025 Added 1.14%
$73.7B
$791 Million 0.1% of portfolio
2,887
Q3 2025 Added 0.87%
$89.8B
$813 Million 0.1% of portfolio
4,562
Q3 2025 Added 0.6%
-
$709 Million 0.09% of portfolio
-
Q3 2025 Reduced 2.1%
$72.9B
$668 Million 0.09% of portfolio
2,575
Q3 2025 Added 2.14%
$9.78B
$680 Million 0.09% of portfolio
15,119
Q3 2025 Reduced 2.38%
$0
$727 Million 0.09% of portfolio
8,566
Q3 2025 Added 0.02%
$268B
$705 Million 0.09% of portfolio
4,216
Q3 2025 Added 7.74%
$115B
$718 Million 0.09% of portfolio
1,464
Q3 2025 Added 0.69%
$84B
$730 Million 0.09% of portfolio
3,797
Q3 2025 Reduced 7.07%
$104B
$703 Million 0.09% of portfolio
10,647
Q3 2025 Added 13.84%
$0
$709 Million 0.09% of portfolio
2,214
Q3 2025 Reduced 0.63%
$113B
$682 Million 0.09% of portfolio
7,205
Q3 2025 Added 6.38%
$163B
$692 Million 0.09% of portfolio
963
Q3 2025 Added 68.36%
$111B
$662 Million 0.09% of portfolio
1,690
Q3 2025 Reduced 7.9%
$65.2B
$636 Million 0.08% of portfolio
1,505
Q3 2025 Added 2.17%
$19B
$627 Million 0.08% of portfolio
3,055
Q3 2025 Added 0.93%
$152B
$593 Million 0.08% of portfolio
2,406
Q3 2025 Reduced 10.19%
$47B
$656 Million 0.08% of portfolio
1,335
Q3 2025 Reduced 0.07%
$59.8B
$609 Million 0.08% of portfolio
3,245
Q3 2025 Added 0.4%
$86.1B
$653 Million 0.08% of portfolio
1,885
Q3 2025 Added 31.63%
$74.9B
$640 Million 0.08% of portfolio
2,454
Q3 2025 Added 1.53%
$74.1B
$657 Million 0.08% of portfolio
2,414
Q3 2025 Added 1.9%
$84.4B
$609 Million 0.08% of portfolio
3,105
Q3 2025 Added 0.55%
$96.4B
$617 Million 0.08% of portfolio
4,988
Q3 2025 Added 6.22%
$136B
$650 Million 0.08% of portfolio
1,757
Q3 2025 Added 0.63%
$72.7B
$619 Million 0.08% of portfolio
469
Q3 2025 Reduced 2.7%
$41.2B
$587 Million 0.08% of portfolio
1,971
Q3 2025 Added 3.36%
$59.5B
$626 Million 0.08% of portfolio
13,687
Q3 2025 Added 9.7%
$114B
$617 Million 0.08% of portfolio
5,385
Q3 2025 Added 55.37%
$86.7B
$648 Million 0.08% of portfolio
1,063
Q3 2025 Added 3.3%
$67.3B
$509 Million 0.07% of portfolio
1,823
Q3 2025 Added 1.45%
$37.2B
$555 Million 0.07% of portfolio
880
Q3 2025 Added 0.46%
Lam Research Corp
-
$569 Million 0.07% of portfolio
-
Q3 2025 Added 7.7%
$55.4B
$570 Million 0.07% of portfolio
1,866
Q3 2025 Added 12.41%
$57.9B
$543 Million 0.07% of portfolio
2,531
Q3 2025 Added 3.01%
$100B
$561 Million 0.07% of portfolio
9,196
Q3 2025 Added 5.71%
$53.8B
$536 Million 0.07% of portfolio
2,282
Q3 2025 Added 0.62%
$19.3B
$578 Million 0.07% of portfolio
6,205
Q3 2025 Added 2.61%
$89.7B
$514 Million 0.07% of portfolio
2,550
Q3 2025 Reduced 8.67%

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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