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
$0
$356 Million 0.05% of portfolio
3,812
Q3 2025 Added 5.77%
$394M
$413 Million 0.05% of portfolio
20,318
Q3 2025 Reduced 27.16%
$0
$396 Million 0.05% of portfolio
2,237
Q3 2025 Reduced 0.22%
$33.2B
$358 Million 0.05% of portfolio
3,643
Q3 2025 Added 6.24%
$35.1B
$372 Million 0.05% of portfolio
6,125
Q3 2025 Added 4.97%
$29.2B
$413 Million 0.05% of portfolio
12,668
Q3 2025 Added 2.29%
$32.3B
$377 Million 0.05% of portfolio
1,907
Q3 2025 Reduced 0.83%
$31.5B
$383 Million 0.05% of portfolio
5,244
Q3 2025 Reduced 16.84%
$0
$321 Million 0.04% of portfolio
7,299
Q3 2025 Added 1.3%
$0
$296 Million 0.04% of portfolio
6,909
Q2 2025 Reduced 26.22%
$5.27B
$297 Million 0.04% of portfolio
23,242
Q3 2025 Added 66.01%
$48.8B
$293 Million 0.04% of portfolio
6,022
Q3 2025 Added 1.45%
$39.1B
$310 Million 0.04% of portfolio
1,198
Q3 2025 Reduced 0.25%
$44.9B
$309 Million 0.04% of portfolio
9,584
Q3 2025 Added 20.52%
$21.3B
$316 Million 0.04% of portfolio
1,661
Q3 2025 Added 2.98%
$160B
$311 Million 0.04% of portfolio
1,570
Q3 2025 Added 18.49%
$39.2B
$322 Million 0.04% of portfolio
1,923
Q3 2025 Reduced 0.83%
$42.9B
$341 Million 0.04% of portfolio
2,937
Q3 2025 Added 0.31%
$86.4B
$324 Million 0.04% of portfolio
923
Q3 2025 Added 2.9%
$6.15B
$302 Million 0.04% of portfolio
5,314
Q3 2025 Added 15.95%
$39.4B
$324 Million 0.04% of portfolio
451
Q3 2025 Added 8.67%
$743M
$275 Million 0.04% of portfolio
20,265
Q1 2025 New
$57.4B
$281 Million 0.04% of portfolio
440
Q3 2025 Added 10.83%
$48.1B
$335 Million 0.04% of portfolio
1,161
Q3 2025 Reduced 8.22%
$26.6B
$291 Million 0.04% of portfolio
2,858
Q3 2025 Reduced 1.0%
$0
$273 Million 0.04% of portfolio
5,143
Q3 2025 Added 10.39%
$99.7B
$336 Million 0.04% of portfolio
1,743
Q3 2025 Added 4.75%
$9.12B
$298 Million 0.04% of portfolio
3,259
Q3 2025 New
$47.8B
$343 Million 0.04% of portfolio
5,085
Q3 2025 Reduced 3.33%
$46.4B
$278 Million 0.04% of portfolio
1,156
Q3 2025 Added 3.58%
$92.7B
$338 Million 0.04% of portfolio
1,297
Q3 2025 Added 7.55%
$65.7B
$319 Million 0.04% of portfolio
1,061
Q3 2025 Added 17.76%
$44.1B
$276 Million 0.04% of portfolio
3,428
Q3 2025 Added 11.88%
$72.3B
$329 Million 0.04% of portfolio
2,943
Q3 2025 Reduced 15.31%
$42.6B
$302 Million 0.04% of portfolio
2,262
Q3 2025 Added 3.24%
$37.2B
$285 Million 0.04% of portfolio
1,157
Q3 2025 Added 7.73%
$55.7B
$315 Million 0.04% of portfolio
2,068
Q3 2025 Reduced 14.05%
$53.4B
$326 Million 0.04% of portfolio
4,194
Q3 2025 Reduced 0.38%
$24.5B
$291 Million 0.04% of portfolio
1,704
Q3 2025 Reduced 2.63%
$76.2B
$280 Million 0.04% of portfolio
578
Q3 2025 Reduced 1.2%
$45.2B
$291 Million 0.04% of portfolio
4,875
Q3 2025 Reduced 1.77%
$37.3B
$336 Million 0.04% of portfolio
1,092
Q3 2025 Added 5.51%
$37.1B
$325 Million 0.04% of portfolio
1,619
Q3 2025 Reduced 0.25%
$78.4B
$302 Million 0.04% of portfolio
2,268
Q3 2025 Added 3.23%
$39.9B
$319 Million 0.04% of portfolio
3,073
Q3 2025 Reduced 3.91%
$0
$262 Million 0.03% of portfolio
5,589
Q3 2025 Added 20.48%
$73.2B
$250 Million 0.03% of portfolio
58
Q3 2025 New
$85.9B
$257 Million 0.03% of portfolio
1,165
Q3 2025 Reduced 4.04%
$31.2B
$221 Million 0.03% of portfolio
3,154
Q3 2025 Reduced 11.03%

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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