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CIK: 0001999925
Total reported value
$869.6M
$869.6M
369 檔
13.6%
At the close of Q4 2024, Premier Path Wealth Partners, LLC disclosed equity holdings valued at approximately $869.6M, spread across 369 reported holdings.
In Q4 2024, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 369 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.39% | +0.15% | +0.98% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.19% | -0.12% | +1.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.23% | +0.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | +0.14% | -0.23% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.08% | +2.50% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 1.75% | -0.14% | -1.39% | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.65% | -0.07% | +3.57% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.56% | -0.13% | -5.18% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.54% | -0.12% | +3.63% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.49% | -0.10% | +4.58% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.46% | -0.09% | +2.50% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.33% | -0.16% | -2.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.27% | +7.77% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.28% | -0.06% | +6.19% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.19% | -0.10% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.16% | -0.08% | +1.17% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.17% | -1.19% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.14% | -0.08% | +4.53% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.14% | +0.37% | +4.35% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | -0.21% | +1.88% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.09% | +0.13% | +26.69% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +0.01% | +7.85% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -0.08% | +4.45% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.12% | +8.04% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.96% | -0.01% | +60.65% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.03% | +0.76% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.86% | +0.09% | +4.16% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.83% | -0.03% | +4.63% | |
| 29 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.83% | -0.04% | +6.06% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.79% | -0.03% | +6.44% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.07% | +7.10% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.77% | +0.22% | +4.24% | |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.72% | +0.17% | +2.30% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.16% | -0.91% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.04% | +2.92% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +1.16% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.74% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.03% | +1.40% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | — | -2.42% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.53% | -0.06% | — | |
| 41 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.52% | +0.05% | +2.50% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.05% | +1.05% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | +0.12% | +2.38% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.05% | -2.14% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.14% | +0.85% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.11% | -5.93% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.20% | -0.90% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.02% | +5.28% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.10% | -8.12% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.16% | -2.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 2 | TSLA | Tesla Inc | +0.4% | +7.85% | Add |
| 3 | IWD | Ishares Russell 1000 Value E | +0.3% | +60.65% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +2.50% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | -1.19% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | +0.98% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.77% | Add |
| 8 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 9 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.2% | -0.23% | Trim |
| 11 | BF-B | Brown-forman Corp-class B | +0.2% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +8.04% | Add |
| 13 | MCHP | Microchip Technology Inc | +0.2% | +683.05% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +46.60% | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +26.69% | Add |
| 17 | ADBE | Adobe Inc | +0.1% | +105.93% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.25% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.76% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | -0.90% | Trim |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 22 | WMT | Walmart Inc | +0.1% | +8.98% | Add |
| 23 | XLK | Ss Technology Select Sector | +0.1% | +1.80% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +1.05% | Add |
| 25 | BA | Boeing Co/the | +0.1% | +9.58% | Add |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +89.24% | Add |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | -5.18% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | +34.36% | Add |
| 29 | XLF | Ss Financial Select Sector | 0% | -1.39% | Trim |
| 30 | ELV | Elevance Health Inc | -0.1% | -47.56% | Trim |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -13.65% | Trim |
| 32 | AMAT | Applied Materials Inc | -0.1% | -14.18% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.1% | -15.35% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -2.36% | Trim |
| 35 | CVS | Cvs Health CORP | -0.1% | -3.71% | Trim |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -8.94% | Trim |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | EXIT | Sold out |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -64.20% | Trim |
| 39 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | +4.35% | Add |
| 40 | IQDG | Wisdomtree Intl Qlty Dvd Grw | -0.1% | +2.30% | Add |
| 41 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 42 | WFC | Wells Fargo & Co | -0.1% | -47.39% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.2% | -0.91% | Trim |
| 44 | XLV | Ss Health Care Select Sector | -0.2% | +4.58% | Add |
| 45 | EMR | Emerson Electric Co | -0.2% | -64.67% | Trim |
| 46 | NOW | Servicenow Inc | -0.2% | -46.34% | Trim |
| 47 | MSFT | Microsoft CORP | -0.2% | +0.02% | Add |
| 48 | JWNUSD | Nordstrom Inc | -0.2% | EXIT | Sold out |
| 49 | SPG | Simon Property Group Inc | -0.2% | -68.34% | Trim |
| 50 | INTC | Intel CORP | -0.2% | -81.18% | Trim |
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 369 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, XLK, MSFT) accounted for 13.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $3.5M
Top Position Liquidated / Trimmed
JWNUSD
前期市值: $1.2M
During Q4 2024, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (5.4%)、XLK (4.2%)、MSFT (3.4%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q4 2024, Premier Path Wealth Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 19 holdings, and fully liquidating 3 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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