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
$98.6B
$485 Million 0.07% of portfolio
5,293
Q2 2025 Reduced 10.64%
$2.38B
$468 Million 0.07% of portfolio
1,157
Q2 2025 Added 37.41%
$244B
$482 Million 0.07% of portfolio
3,913
Q2 2025 Reduced 3.67%
$38.2B
$481 Million 0.07% of portfolio
876
Q2 2025 Added 4.41%
$63.1B
$496 Million 0.07% of portfolio
6,162
Q2 2025 Reduced 11.11%
$59.5B
$495 Million 0.07% of portfolio
5,780
Q2 2025 Added 3.71%
$51.9B
$495 Million 0.07% of portfolio
2,457
Q2 2025 Added 7.29%
$65.3B
$503 Million 0.07% of portfolio
8,636
Q2 2025 Added 20.78%
$31.6B
$402 Million 0.06% of portfolio
3,632
Q2 2025 Reduced 3.09%
$0
$452 Million 0.06% of portfolio
10,379
Q2 2025 Reduced 4.24%
$97.6B
$428 Million 0.06% of portfolio
8,699
Q2 2025 Reduced 1.77%
$39.5B
$426 Million 0.06% of portfolio
4,147
Q2 2025 Added 26.97%
$20.6B
$414 Million 0.06% of portfolio
5,217
Q2 2025 Reduced 3.37%
$172B
$464 Million 0.06% of portfolio
518
Q2 2025 Reduced 0.58%
$75.9B
$434 Million 0.06% of portfolio
546
Q2 2025 Reduced 0.18%
$79.5B
$464 Million 0.06% of portfolio
2,694
Q2 2025 Reduced 1.86%
$56.6B
$417 Million 0.06% of portfolio
1,660
Q2 2025 Added 16.49%
$64.9B
$421 Million 0.06% of portfolio
1,112
Q2 2025 Added 4.02%
$23.8B
$454 Million 0.06% of portfolio
10,816
Q2 2025 Added 159.07%
$94.5B
$445 Million 0.06% of portfolio
1,616
Q2 2025 Added 8.68%
$0
$411 Million 0.06% of portfolio
4,341
Q3 2024 Reduced 8.09%
$408M
$412 Million 0.06% of portfolio
27,895
Q2 2025 Reduced 2.79%
$49.1B
$454 Million 0.06% of portfolio
3,237
Q2 2025 Added 16.77%
$902M
$431 Million 0.06% of portfolio
7,667
Q2 2025 Added 20.87%
$28.4B
$404 Million 0.06% of portfolio
12,385
Q2 2025 Added 0.23%
$0
$414 Million 0.06% of portfolio
3,108
Q2 2025 Reduced 4.6%
$0
$396 Million 0.06% of portfolio
2,632
Q1 2025 Reduced 1.86%
$78.6B
$463 Million 0.06% of portfolio
6,233
Q2 2025 Reduced 15.86%
$38.4B
$413 Million 0.06% of portfolio
1,379
Q2 2025 Added 5.59%
$46.6B
$461 Million 0.06% of portfolio
1,316
Q2 2025 New
$37.1B
$337 Million 0.05% of portfolio
824
Q2 2025 Reduced 4.41%
$49.2B
$363 Million 0.05% of portfolio
4,963
Q2 2025 Added 13.18%
$27.3B
$359 Million 0.05% of portfolio
2,777
Q2 2025 Reduced 6.44%
$51.6B
$329 Million 0.05% of portfolio
4,210
Q2 2025 Added 10.35%
$67.5B
$366 Million 0.05% of portfolio
3,475
Q2 2025 Reduced 0.06%
$37.9B
$364 Million 0.05% of portfolio
4,807
Q2 2025 Added 2.32%
$21.8B
$352 Million 0.05% of portfolio
1,613
Q2 2025 Added 24.94%
$33.2B
$334 Million 0.05% of portfolio
5,002
Q2 2025 Reduced 0.77%
$36.9B
$340 Million 0.05% of portfolio
1,623
Q2 2025 Added 3.51%
$0
$354 Million 0.05% of portfolio
3,863
Q2 2025 Added 0.49%
$34.3B
$338 Million 0.05% of portfolio
1,939
Q2 2025 Added 12.54%
Te Connectivity PLC
-
$348 Million 0.05% of portfolio
-
Q2 2025 Added 2.84%
$103B
$339 Million 0.05% of portfolio
3,687
Q2 2025 Added 8.99%
$52.5B
$344 Million 0.05% of portfolio
415
Q2 2025 Reduced 5.25%
$35.5B
$361 Million 0.05% of portfolio
3,469
Q2 2025 Added 4.02%
$39.3B
$337 Million 0.05% of portfolio
1,305
Q2 2025 Added 14.07%
$35.8B
$336 Million 0.05% of portfolio
5,835
Q2 2025 Reduced 11.32%
$46.8B
$377 Million 0.05% of portfolio
5,260
Q2 2025 Added 9.7%
$49.3B
$371 Million 0.05% of portfolio
1,265
Q2 2025 Added 2.35%

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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