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
$49.3B
$454 Million 0.07% of portfolio
3,166
Q1 2025 Reduced 1.37%
$56.7B
$474 Million 0.07% of portfolio
2,290
Q1 2025 Reduced 7.66%
$19.4B
$455 Million 0.07% of portfolio
5,399
Q1 2025 Reduced 0.92%
$70.6B
$363 Million 0.06% of portfolio
2,801
Q1 2025 Added 2.3%
$54.1B
$370 Million 0.06% of portfolio
1,236
Q1 2025 Added 1.23%
$101B
$366 Million 0.06% of portfolio
1,038
Q1 2025 Added 2.17%
$100B
$417 Million 0.06% of portfolio
2,069
Q1 2025 Added 21.21%
$92.1B
$381 Million 0.06% of portfolio
876
Q1 2025 Added 20.0%
$35B
$382 Million 0.06% of portfolio
6,580
Q1 2025 Added 21.36%
$34.2B
$401 Million 0.06% of portfolio
839
Q1 2025 Reduced 2.89%
$74.7B
$413 Million 0.06% of portfolio
2,260
Q1 2025 Added 9.5%
$46.9B
$406 Million 0.06% of portfolio
9,705
Q1 2025 Reduced 5.14%
$104B
$394 Million 0.06% of portfolio
1,487
Q1 2025 Added 5.46%
$0
$401 Million 0.06% of portfolio
4,341
Q3 2024 Reduced 8.09%
$93B
$400 Million 0.06% of portfolio
1,146
Q1 2025 Added 1.69%
$43.3B
$368 Million 0.06% of portfolio
3,525
Q1 2025 Added 11.27%
$0
$409 Million 0.06% of portfolio
10,838
Q1 2025 Reduced 1.3%
$39.3B
$394 Million 0.06% of portfolio
1,702
Q1 2025 Added 11.61%
$279M
$386 Million 0.06% of portfolio
28,695
Q4 2024 Reduced 2.07%
$53.5B
$392 Million 0.06% of portfolio
5,970
Q1 2025 Added 4.24%
$33.9B
$363 Million 0.06% of portfolio
3,335
Q1 2025 Added 3.03%
$107B
$354 Million 0.06% of portfolio
521
Q1 2025 Added 19.77%
$22.7B
$355 Million 0.06% of portfolio
2,968
Q1 2025 Added 2.03%
$40.2B
$363 Million 0.06% of portfolio
2,772
Q1 2025 Reduced 0.5%
$38.4B
$363 Million 0.06% of portfolio
1,306
Q1 2025 Added 1.24%
$70.5B
$416 Million 0.06% of portfolio
8,856
Q1 2025 Reduced 2.95%
$65.4B
$387 Million 0.06% of portfolio
3,477
Q1 2025 Added 1.52%
$49.8B
$312 Million 0.05% of portfolio
1,338
Q1 2025 Added 5.27%
$31.6B
$341 Million 0.05% of portfolio
1,909
Q1 2025 Added 2.8%
$46.8B
$298 Million 0.05% of portfolio
1,425
Q1 2025 Reduced 8.71%
$43.5B
$340 Million 0.05% of portfolio
3,266
Q1 2025 Added 13.84%
$1.39B
$318 Million 0.05% of portfolio
6,343
Q1 2025 Added 5.31%
$35.8B
$345 Million 0.05% of portfolio
1,723
Q1 2025 Reduced 1.2%
$37B
$353 Million 0.05% of portfolio
4,698
Q1 2025 Added 3.89%
$63.7B
$318 Million 0.05% of portfolio
862
Q1 2025 Reduced 9.17%
$53.1B
$307 Million 0.05% of portfolio
1,171
Q1 2025 Added 5.02%
Atlassian Corporation
-
$292 Million 0.05% of portfolio
-
Q1 2025 Added 6.83%
$0
$300 Million 0.05% of portfolio
3,014
Q1 2025 Added 29.91%
$0
$353 Million 0.05% of portfolio
3,844
Q1 2025 Added 2.21%
Lam Research Corp
-
$300 Million 0.05% of portfolio
-
Q1 2025 Added 26.39%
$48.8B
$325 Million 0.05% of portfolio
4,795
Q1 2025 Added 19.96%
$98B
$311 Million 0.05% of portfolio
3,383
Q1 2025 Reduced 2.48%
$0
$341 Million 0.05% of portfolio
9,364
Q1 2025 Reduced 9.3%
$138B
$332 Million 0.05% of portfolio
1,619
Q1 2025 Reduced 27.92%
$39.7B
$308 Million 0.05% of portfolio
2,981
Q1 2025 Added 15.59%
$32.6B
$343 Million 0.05% of portfolio
3,526
Q1 2025 Added 13.85%
$73.1B
$344 Million 0.05% of portfolio
998
Q1 2025 New
$103B
$353 Million 0.05% of portfolio
4,062
Q1 2025 Reduced 2.03%
$103B
$298 Million 0.05% of portfolio
443
Q1 2025 Reduced 1.99%

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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