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CIK: 0001999925
Total reported value
$869.6M
$869.6M
344 檔
10.2%
According to the latest 13F quarterly dataset, Premier Path Wealth Partners, LLC managed an equity portfolio of $869.6M at the end of Q1 2024, spanning 344 distinct U.S. exchange-listed positions.
During Q1 2024, Premier Path Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.15% | -2.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.23% | -0.11% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 3.85% | -0.12% | +20.36% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | +0.14% | -0.46% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.14% | -0.07% | +15002.76% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.08% | -3.61% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.83% | -0.14% | +18.08% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 1.83% | -0.10% | +9.07% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.62% | -0.12% | +18.97% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.56% | -0.13% | +18.30% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.48% | -0.09% | +17.76% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 1.32% | -0.08% | +19.54% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.30% | -0.06% | +4077.76% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.19% | -16.68% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.30% | +0.37% | +9.67% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.29% | -0.16% | +9.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.27% | -3.05% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.19% | -0.08% | +1293.59% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | -0.21% | +19.11% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.12% | -0.08% | +2043.55% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.12% | +9.57% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.16% | -0.73% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.88% | -0.03% | +26.53% | |
| 24 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.88% | +0.17% | +26.12% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.03% | -3.40% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.87% | +0.22% | +26.65% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.86% | -0.07% | +12.94% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.85% | -0.03% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.17% | -5.56% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | -0.01% | -35.59% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.77% | +0.13% | +68.94% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.03% | -13.99% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | — | -38.49% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.64% | -0.11% | +12.12% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.05% | -2.58% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.04% | -36.99% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.07% | +474.55% | |
| 38 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.53% | -0.04% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.16% | -5.09% | |
| 40 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.50% | +0.05% | +63.27% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.01% | -7.73% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.10% | -3.05% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.05% | +2.12% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.47% | -0.07% | +10.23% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.74% | EXIT | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | -0.01% | +1.68% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.02% | — | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.45% | +0.05% | -0.10% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.45% | +0.41% | +1.62% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.44% | -0.07% | -5.19% |
According to official SEC Form 13F filings, Premier Path Wealth Partners, LLC reported a total U.S. public equity portfolio value of $869.6M across 344 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, XLK) accounted for 10.2% of total reported equity market value during Q1 2024.
During Q1 2024, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (4.3%)、MSFT (4.0%)、XLK (3.9%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q1 2024, Premier Path Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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