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
$38.3B
$344 Million 0.05% of portfolio
3,198
Q2 2025 Reduced 15.26%
$115B
$364 Million 0.05% of portfolio
3,466
Q2 2025 Reduced 34.04%
$87.7B
$373 Million 0.05% of portfolio
744
Q2 2025 Added 67.57%
$66.4B
$327 Million 0.05% of portfolio
3,096
Q2 2025 Reduced 4.39%
$78.7B
$374 Million 0.05% of portfolio
3,539
Q2 2025 Added 24.44%
$0
$354 Million 0.05% of portfolio
2,242
Q2 2025 Reduced 24.61%
$34.4B
$326 Million 0.05% of portfolio
3,429
Q2 2025 Reduced 2.75%
$46.1B
$375 Million 0.05% of portfolio
2,710
Q2 2025 Reduced 5.11%
$28.8B
$345 Million 0.05% of portfolio
8,399
Q2 2025 Reduced 2.34%
$85.1B
$330 Million 0.05% of portfolio
1,206
Q2 2025 Added 0.92%
$61.6B
$359 Million 0.05% of portfolio
3,410
Q2 2025 New
$119B
$348 Million 0.05% of portfolio
475
Q2 2025 Added 7.22%
$31.6B
$373 Million 0.05% of portfolio
1,923
Q2 2025 Added 0.73%
Lam Research Corp
-
$384 Million 0.05% of portfolio
-
Q2 2025 Reduced 4.52%
$25.3B
$273 Million 0.04% of portfolio
1,490
Q2 2025 Reduced 3.12%
$0
$322 Million 0.04% of portfolio
3,604
Q2 2025 New
$97.5B
$276 Million 0.04% of portfolio
1,664
Q2 2025 New
$29.4B
$296 Million 0.04% of portfolio
2,887
Q2 2025 Added 3.48%
$79.2B
$276 Million 0.04% of portfolio
4,093
Q2 2025 Added 1.41%
$63.8B
$295 Million 0.04% of portfolio
3,241
Q2 2025 Added 10.58%
$46.8B
$268 Million 0.04% of portfolio
1,116
Q2 2025 Reduced 16.59%
$49.7B
$285 Million 0.04% of portfolio
1,697
Q2 2025 Added 1.68%
$0
$293 Million 0.04% of portfolio
7,205
Q1 2025 New
$92.2B
$277 Million 0.04% of portfolio
897
Q2 2025 New
$30.3B
$309 Million 0.04% of portfolio
4,548
Q2 2025 Reduced 6.54%
$24.3B
$270 Million 0.04% of portfolio
1,750
Q2 2025 Added 11.11%
$82.3B
$278 Million 0.04% of portfolio
1,214
Q2 2025 Added 13.35%
$74.1B
$312 Million 0.04% of portfolio
2,197
Q2 2025 New
$38.5B
$270 Million 0.04% of portfolio
1,035
Q2 2025 New
$35.1B
$319 Million 0.04% of portfolio
5,085
Q2 2025 Added 15.94%
$6.22B
$296 Million 0.04% of portfolio
5,340
Q2 2025 Added 300.0%
$42.3B
$311 Million 0.04% of portfolio
2,928
Q2 2025 Reduced 3.78%
$54.9B
$307 Million 0.04% of portfolio
2,406
Q2 2025 Added 26.7%
$83.9B
$291 Million 0.04% of portfolio
748
Q2 2025 Reduced 14.61%
$46B
$320 Million 0.04% of portfolio
4,304
Q2 2025 Added 0.77%
$72.4B
$287 Million 0.04% of portfolio
585
Q1 2025 Reduced 0.34%
$157B
$262 Million 0.04% of portfolio
1,325
Q2 2025 Reduced 18.16%
$86.8B
$299 Million 0.04% of portfolio
1,338
Q2 2025 Reduced 3.74%
$39.3B
$278 Million 0.04% of portfolio
2,191
Q2 2025 Added 8.9%
$51.6B
$311 Million 0.04% of portfolio
28,704
Q2 2025 Added 18.17%
$38.5B
$301 Million 0.04% of portfolio
3,036
Q2 2025 Added 1.85%
$42.1B
$292 Million 0.04% of portfolio
1,201
Q2 2025 Added 19.38%
$0
$280 Million 0.04% of portfolio
6,909
Q2 2025 Reduced 26.22%
$20.6B
$255 Million 0.04% of portfolio
1,086
Q2 2025 New
$0
$234 Million 0.03% of portfolio
1,926
Q2 2025 New
$29.7B
$224 Million 0.03% of portfolio
3,545
Q2 2025 Reduced 0.7%
$51.5B
$236 Million 0.03% of portfolio
6,980
Q2 2025 Reduced 28.08%
$55.1B
$250 Million 0.03% of portfolio
781
Q2 2025 Reduced 21.74%
$181B
$200 Million 0.03% of portfolio
572
Q2 2025 New

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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