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CIK: 0001999925
Total reported value
$856.3M
$856.3M
369 檔
13.8%
At the close of Q4 2024, Premier Path Wealth Partners, LLC disclosed equity holdings valued at approximately $856.3M, spread across 369 reported holdings.
In Q4 2024, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 24 new positions and adding to 96 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% | +0.98% | +0.98% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.19% | -0.40% | +1.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | +0.99% | +0.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | +0.60% | -0.23% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.10% | +2.50% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 1.75% | -0.35% | -1.39% | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.65% | +0.41% | +3.57% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.56% | -0.44% | -5.18% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.54% | -0.28% | +3.63% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.49% | -0.33% | +4.58% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.46% | -0.26% | +2.50% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.33% | -0.19% | -2.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | -0.02% | +7.77% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.28% | +0.33% | +6.19% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | +0.32% | -0.10% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.16% | -0.26% | +1.17% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.09% | -1.19% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.14% | -0.22% | +4.53% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.14% | +0.47% | +4.35% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | +0.09% | +1.88% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.09% | -1.23% | +26.69% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -0.18% | +7.85% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -0.05% | +4.45% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.06% | +8.04% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.96% | +0.02% | +60.65% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.07% | +0.76% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.86% | -0.28% | +4.16% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.83% | +0.22% | +4.63% | |
| 29 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.83% | +0.24% | +6.06% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.79% | +0.20% | +6.44% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.20% | +7.10% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.77% | +0.39% | +4.24% | |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.72% | +0.39% | +2.30% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.01% | -0.91% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.57% | +2.92% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.03% | +1.16% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | — | +46.60% | |
| 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% | +0.01% | -2.42% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.53% | +0.01% | — | |
| 41 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.52% | +0.17% | +2.50% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.08% | +1.05% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | +0.18% | +2.38% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.02% | -2.14% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.02% | +0.85% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.05% | -5.93% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.02% | -0.90% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | +0.06% | +5.28% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.45% | +0.01% | -8.12% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | -0.04% | -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 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 28 | CVX | Chevron CORP | +0.1% | +23.91% | Add |
| 29 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | New buy |
| 30 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | New buy |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | -5.18% | Trim |
| 32 | JNJ | Johnson & Johnson | 0% | +34.36% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +31.17% | Add |
| 34 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 35 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 36 | XEL | Xcel Energy Inc | 0% | NEW | New buy |
| 37 | BKR | Baker Hughes Co | 0% | NEW | New buy |
| 38 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 39 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 40 | IBKR | Interactive Brokers Gro-cl A | 0% | NEW | New buy |
| 41 | XLF | Ss Financial Select Sector | 0% | -1.39% | Trim |
| 42 | CRM | Salesforce Inc | 0% | -8.12% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +5.93% | Add |
| 44 | BKNG | Booking Holdings Inc | 0% | +9.95% | Add |
| 45 | KMB | Kimberly-clark CORP | 0% | NEW | New buy |
| 46 | MNST | Monster Beverage CORP | 0% | NEW | New buy |
| 47 | AXON | Axon Enterprise Inc | 0% | NEW | New buy |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | NEW | New buy |
| 49 | NET | Cloudflare Inc - Class A | 0% | NEW | New buy |
| 50 | KMI | Kinder Morgan, Inc. | 0% | +0.77% | Add |
According to official SEC Form 13F filings, Premier Path Wealth Partners, LLC reported a total U.S. public equity portfolio value of $856.3M 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 13.8% 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 199 total portfolio adjustments, initiating 24 new buys, adding to 96 positions, trimming 61 holdings, and fully liquidating 18 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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