Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $718 Billion
  • Q2 2025

Premier Path Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $718 Billion distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $29.8B, Apple Inc. with a value of $28.8B, Microsoft Corp with a value of $26.4B, Nvidia Corp with a value of $22.3B, and Amazon Com Inc with a value of $13.2B.

Examining the 13F form we can see an increase of $75.8B in the current position value, from $643B to 718B.

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 $718 Billion
ETFs: $299 Billion
Technology: $126 Billion
Financial Services: $54.8 Billion
Communication Services: $43.2 Billion
Consumer Cyclical: $40.4 Billion
Industrials: $37.2 Billion
Healthcare: $36.7 Billion
Consumer Defensive: $21.7 Billion
Other: $35.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$739 Million 0.1% of portfolio
4,638
Q2 2025 Reduced 7.59%
$48.3B
$744 Million 0.1% of portfolio
715
Q2 2025 Added 10.68%
$117B
$753 Million 0.1% of portfolio
2,332
Q2 2025 Added 12.71%
$219B
$725 Million 0.1% of portfolio
9,164
Q2 2025 Reduced 24.43%
$140B
$691 Million 0.1% of portfolio
1,746
Q2 2025 Added 4.36%
-
$738 Million 0.1% of portfolio
-
Q2 2025 Reduced 3.19%
$134B
$683 Million 0.1% of portfolio
1,782
Q2 2025 Added 23.58%
$116B
$740 Million 0.1% of portfolio
1,454
Q2 2025 Added 40.08%
$120B
$750 Million 0.1% of portfolio
3,150
Q2 2025 Added 21.06%
$0
$720 Million 0.1% of portfolio
8,564
Q2 2025 Reduced 0.73%
$70.8B
$733 Million 0.1% of portfolio
482
Q2 2025 Reduced 2.43%
$82.7B
$709 Million 0.1% of portfolio
7,183
Q2 2025 Added 20.32%
$48.5B
$713 Million 0.1% of portfolio
1,336
Q2 2025 Added 2.38%
$83.8B
$697 Million 0.1% of portfolio
4,535
Q2 2025 Added 2.44%
$59.5B
$647 Million 0.09% of portfolio
859
Q2 2025 Added 11.85%
$0
$649 Million 0.09% of portfolio
14,667
Q2 2025 Reduced 6.1%
$70.4B
$671 Million 0.09% of portfolio
2,521
Q2 2025 Added 0.68%
$72.1B
$682 Million 0.09% of portfolio
1,622
Q2 2025 Reduced 0.98%
$18.7B
$675 Million 0.09% of portfolio
3,027
Q2 2025 Added 7.15%
$42.2B
$637 Million 0.09% of portfolio
4,383
Q2 2025 Added 5.77%
$218B
$667 Million 0.09% of portfolio
1,646
Q2 2025 Reduced 13.05%
$0
$649 Million 0.09% of portfolio
29,095
Q2 2025 Reduced 6.7%
$40.1B
$549 Million 0.08% of portfolio
1,907
Q2 2025 Added 12.04%
$65.9B
$599 Million 0.08% of portfolio
5,021
Q2 2025 Reduced 3.7%
$0
$553 Million 0.08% of portfolio
895
Q2 2025 Added 0.9%
$88.6B
$611 Million 0.08% of portfolio
2,792
Q2 2025 Added 4.8%
$53.1B
$541 Million 0.08% of portfolio
1,749
Q2 2025 Added 49.36%
$83.8B
$575 Million 0.08% of portfolio
3,088
Q2 2025 Added 10.25%
$52.8B
$552 Million 0.08% of portfolio
2,268
Q2 2025 Added 12.84%
$25.3B
$549 Million 0.08% of portfolio
3,172
Q2 2025 Added 1.57%
$74.8B
$598 Million 0.08% of portfolio
2,417
Q2 2025 Reduced 2.93%
$112B
$608 Million 0.08% of portfolio
6,773
Q2 2025 Added 41.93%
$49.1B
$539 Million 0.08% of portfolio
3,094
Q2 2025 Reduced 2.27%
$75.4B
$574 Million 0.08% of portfolio
1,736
Q2 2025 Reduced 11.47%
$96.4B
$554 Million 0.08% of portfolio
4,696
Q2 2025 Added 17.96%
$90.9B
$584 Million 0.08% of portfolio
2,369
Q2 2025 Added 4.82%
$102B
$548 Million 0.08% of portfolio
9,353
Q2 2025 Added 13.76%
$74.9B
$486 Million 0.07% of portfolio
14,882
Q2 2025 Added 1.54%
$89.1B
$515 Million 0.07% of portfolio
1,029
Q2 2025 Added 4.26%
$58.8B
$536 Million 0.07% of portfolio
12,477
Q2 2025 Reduced 15.26%
$19.5B
$503 Million 0.07% of portfolio
6,047
Q2 2025 Added 3.19%
$61.8B
$482 Million 0.07% of portfolio
1,473
Q2 2025 Added 8.15%
$29.8B
$515 Million 0.07% of portfolio
6,306
Q2 2025 Added 13.93%
$63B
$482 Million 0.07% of portfolio
2,462
Q2 2025 Added 5.98%
$63.5B
$481 Million 0.07% of portfolio
1,797
Q2 2025 Added 13.73%
$90.2B
$492 Million 0.07% of portfolio
1,432
Q2 2025 Added 24.96%
$165B
$484 Million 0.07% of portfolio
21,594
Q2 2025 Added 14.44%
$56.7B
$520 Million 0.07% of portfolio
3,232
Q2 2025 Reduced 8.57%
$49.6B
$496 Million 0.07% of portfolio
8,782
Q2 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $718 Billion
  • Prior Value $643 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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