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CIK: 0001999925
Total reported value
$869.6M
$869.6M
372 檔
11.7%
During the Q1 2025 filing period, Premier Path Wealth Partners, LLC (CIK: 0001999925) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $869.6M across 372 reported positions.
In Q1 2025, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.15% | -0.13% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.89% | -0.12% | +2.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.23% | -1.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.14% | -0.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.08% | -9.48% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 1.71% | -0.14% | -7.02% | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.69% | -0.07% | -1.41% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.61% | -0.12% | +2.02% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.53% | -0.13% | +9.33% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.50% | -0.10% | -7.06% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.46% | -0.09% | +2.36% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.42% | -0.06% | +7.74% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.35% | -0.16% | -0.56% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.32% | +0.13% | +11.64% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.32% | -0.08% | +9.51% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.19% | +2.27% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.28% | +0.37% | +2.86% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.22% | -0.08% | +8.21% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.18% | -0.08% | -0.08% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | -0.21% | +6.78% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.27% | -2.93% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.95% | -0.03% | +9.68% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.95% | -0.03% | +11.97% | |
| 24 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.94% | -0.04% | +8.98% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.03% | -0.49% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.88% | +0.09% | +2.68% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.87% | +0.22% | +3.01% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.12% | -3.22% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.17% | +0.17% | |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.82% | +0.17% | +7.15% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.81% | -0.07% | -2.40% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.16% | +1.34% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.04% | +12.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.03% | +3.95% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.74% | EXIT | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.01% | -11.69% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.59% | -0.01% | -40.74% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | -1.93% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.05% | +0.73% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.11% | +0.00% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | — | -5.75% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.06% | +3.08% | |
| 43 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.51% | +0.05% | +1.11% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.20% | +1.93% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.02% | +7.30% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.14% | -2.36% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | +0.12% | +0.33% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.03% | +13.33% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.08% | -9.93% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.06% | -2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +11.64% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +9.51% | Add |
| 3 | TLH | Ishares 10-20 Year Treasury | +0.2% | +11.97% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.95% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | +148.77% | Add |
| 6 | CVS | Cvs Health CORP | +0.1% | +16.00% | Add |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +8.21% | Add |
| 8 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +2.86% | Add |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +7.74% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +13.33% | Add |
| 11 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +9.68% | Add |
| 12 | DBND | Doubleline Oppor Cor Bnd-usd | +0.1% | +8.98% | Add |
| 13 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +7.15% | Add |
| 14 | DFAI | Dimensional International Co | +0.1% | +3.01% | Add |
| 15 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +53.85% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +12.44% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +7.38% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +0.73% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +1.34% | Add |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +9.84% | Add |
| 21 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | New buy |
| 22 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +21.04% | Add |
| 23 | CVX | Chevron CORP | +0.1% | +1.66% | Add |
| 24 | BAX | Baxter International Inc | +0.1% | +10.49% | Add |
| 25 | T | At&t Inc | +0.1% | -9.93% | Trim |
| 26 | RTX | Rtx CORP | +0.1% | -2.55% | Trim |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | +9.33% | Add |
| 28 | XLF | Ss Financial Select Sector | 0% | -7.02% | Trim |
| 29 | AVUV | Avantis US Small Cap Value | 0% | +0.33% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.95% | Trim |
| 31 | LMT | Lockheed Martin CORP | 0% | -3.44% | Trim |
| 32 | VGT | Vanguard Info Tech ETF | -0.1% | -0.85% | Trim |
| 33 | COIN | Coinbase Global Inc -class A | -0.1% | EXIT | Sold out |
| 34 | NOW | Servicenow Inc | -0.1% | -0.24% | Trim |
| 35 | CRM | Salesforce Inc | -0.1% | +6.32% | Add |
| 36 | ETN | Eaton Corporation plc | -0.1% | -0.37% | Trim |
| 37 | IWB | Ishares Russell 1000 ETF | -0.1% | EXIT | Sold out |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -5.75% | Trim |
| 39 | TTD | Trade Desk Inc/the -class A | -0.1% | EXIT | Sold out |
| 40 | FTSM | First Trust Enh Short Mat Fd | -0.1% | -44.07% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -3.22% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.93% | Trim |
| 43 | XLK | Ss Technology Select Sector | -0.3% | +2.39% | Add |
| 44 | AVGO | Broadcom Inc | -0.3% | +0.17% | Add |
| 45 | MSFT | Microsoft CORP | -0.4% | -1.68% | Trim |
| 46 | IWD | Ishares Russell 1000 Value E | -0.4% | -40.74% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.4% | -9.48% | Trim |
| 48 | TSLA | Tesla Inc | -0.5% | -11.69% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | -0.13% | Trim |
| 50 | NVDA | Nvidia CORP | -0.5% | -0.96% | 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 372 disclosed positions in Q1 2025.
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 11.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AJG
市值: $344.4K
Top Position Liquidated / Trimmed
TTD
前期市值: $640.8K
During Q1 2025, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (4.9%)、XLK (3.9%)、MSFT (3.0%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, Premier Path Wealth Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 18 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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