Premier Path Wealth Partners, LLC
CIK: 0001999925SEC EDGAR →
Portfolio Value
$774.4M
Holdings
394
As of
Q4 2025
New Positions
394
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 152,318 | $41.4M | 5.35% |
| 2 | SELECT SECTOR SPDR TR | 204,653 | $29.5M | 3.80% |
| 3 | NVIDIA CORPORATION | 149,892 | $28.0M | 3.61% |
| 4 | MICROSOFT CORP | 54,228 | $26.2M | 3.39% |
| 5 | ISHARES TR | 270,551 | $18.2M | 2.35% |
| 6 | AMAZON COM INC | 69,660 | $16.1M | 2.08% |
| 7 | ALPHABET INC | 47,035 | $14.7M | 1.90% |
| 8 | SELECT SECTOR SPDR TR | 239,882 | $13.1M | 1.70% |
| 9 | AVAGO TECHNOLOGIES LTD | 33,849 | $11.7M | 1.51% |
| 10 | ISHARES TR | 161,500 | $11.2M | 1.45% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (394)
$41.4M · 152K shares
$29.5M · 205K shares
$28.0M · 150K shares
$26.2M · 54K shares
$18.2M · 271K shares
$16.1M · 70K shares
$14.7M · 47K shares
$13.1M · 240K shares
$11.7M · 34K shares
$11.2M · 162K shares
$11.2M · 216K shares
$10.9M · 35K shares
$10.5M · 53K shares
$10.2M · 15K shares
$10.1M · 85K shares
$9.7M · 82K shares
$9.6M · 62K shares
$9.6M · 116K shares
$9.5M · 115K shares
$9.1M · 95K shares
$8.5M · 71K shares
$8.5M · 26K shares
$8.4M · 19K shares
$8.4M · 54K shares
$8.2M · 68K shares
$7.0M · 7K shares
$6.6M · 172K shares
$6.5M · 61K shares
$6.3M · 83K shares
$6.2M · 132K shares
$6.2M · 134K shares
$6.2M · 149K shares
$6.1M · 60K shares
$5.2M · 10K shares
$5.1M · 46K shares
$4.8M · 62K shares
$4.7M · 13K shares
$4.4M · 37K shares
$4.3M · 21K shares
$3.9M · 19K shares
$3.9M · 35K shares
$3.7M · 8K shares
$3.6M · 82K shares
$3.6M · 3K shares
$3.6M · 35K shares
$3.5M · 19K shares
$3.5M · 11K shares
$3.5M · 37K shares
$3.4M · 19K shares
$3.3M · 5K shares
$3.3M · 28K shares
$3.2M · 72K shares
$3.2M · 82K shares
$3.2M · 6K shares
$3.1M · 4K shares
$3.1M · 56K shares
$3.0M · 78K shares
SPDR INDEX SHS FDS
$3.0M · 45K shares
$3.0M · 45K shares
$2.8M · 8K shares
$2.8M · 38K shares
$2.7M · 12K shares
$2.7M · 27K shares
$2.7M · 32K shares
$2.6M · 28K shares
$2.6M · 46K shares
$2.6M · 37K shares
$2.6M · 52K shares
$2.6M · 5K shares
$2.5M · 57K shares
$2.5M · 9K shares
$2.5M · 4K shares
$2.5M · 3K shares
$2.4M · 21K shares
$2.4M · 16K shares
$2.4M · 44K shares
$2.2M · 3K shares
$2.2M · 52K shares
$2.2M · 75K shares
$2.2M · 7K shares
$2.1M · 14K shares
$2.1M · 6K shares
$2.1M · 2K shares
$2.1M · 18K shares
$2.0M · 26K shares
$2.0M · 7K shares
$1.9M · 11K shares
$1.9M · 3K shares
$1.9M · 24K shares
$1.9M · 46K shares
$1.8M · 9K shares
$1.8M · 7K shares
$1.8M · 22K shares
$1.8M · 3K shares
$1.8M · 7K shares
$1.7M · 68K shares
$1.7M · 42K shares
$1.7M · 37K shares
$1.6M · 31K shares
$1.6M · 3K shares
$1.6M · 13K shares
$1.6M · 17K shares
$1.6M · 2K shares
$1.6M · 5K shares
$1.6M · 7K shares
$1.6M · 16K shares
$1.5M · 5K shares
$1.5M · 8K shares
$1.5M · 2 shares
$1.5M · 4K shares
$1.5M · 5K shares
$1.5M · 6K shares
$1.5M · 14K shares
$1.4M · 9K shares
$1.4M · 3K shares
$1.4M · 4K shares
$1.4M · 5K shares
$1.4M · 9K shares
$1.4M · 21K shares
$1.4M · 252 shares
$1.3M · 54K shares
$1.3M · 5K shares
$1.3M · 9K shares
$1.3M · 42K shares
$1.2M · 8K shares
$1.2M · 2K shares
$1.2M · 6K shares
$1.2M · 1K shares
$1.2M · 9K shares
$1.1M · 5K shares
$1.1M · 14K shares
$1.1M · 19K shares
$1.1M · 24K shares
$1.1M · 11K shares
$1.1M · 18K shares
$1.1M · 41K shares
$1.1M · 23K shares
$1.1M · 7K shares
$1.1M · 2K shares
$1.1M · 11K shares
$1.1M · 14K shares
$1.1M · 11K shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 17K shares
$1.1M · 8K shares
$1.1M · 29K shares
$1.1M · 21K shares
$1.1M · 26K shares
$1.0M · 2K shares
$1.0M · 4K shares
$1.0M · 12K shares
$1.0M · 7K shares
$1.0M · 11K shares
$1.0M · 14K shares
$1.0M · 6K shares
$999K · 9K shares
$998K · 10K shares
$989K · 8K shares
$959K · 9K shares
$957K · 14K shares
$940K · 1K shares
$940K · 6K shares
$921K · 14K shares
$919K · 4K shares
$916K · 3K shares
$913K · 6K shares
$912K · 2K shares
$895K · 7K shares
$891K · 5K shares
$889K · 2K shares
$886K · 4K shares
$885K · 6K shares
$859K · 5K shares
$846K · 6K shares
$834K · 10K shares
$832K · 9K shares
$831K · 22K shares
$829K · 2K shares
$827K · 5K shares
$827K · 6K shares
$823K · 7K shares
$820K · 3K shares
$819K · 2K shares
$817K · 6K shares
$816K · 2K shares
$812K · 5K shares
$810K · 3K shares
$809K · 42K shares
$806K · 47K shares
$804K · 12K shares
$799K · 31K shares
$797K · 33K shares
$797K · 41K shares
$785K · 9K shares
$775K · 2K shares
$767K · 949 shares
$766K · 9K shares
$760K · 3K shares
$749K · 27K shares
$732K · 3K shares
$727K · 3K shares
$724K · 8K shares
$715K · 2K shares
$703K · 4K shares
$698K · 14K shares
$696K · 2K shares
$693K · 521 shares
$691K · 569 shares
$684K · 3K shares
$683K · 2K shares
$679K · 12K shares
$664K · 2K shares
$662K · 17K shares
$661K · 2K shares
$657K · 3K shares
$655K · 7K shares
$648K · 1K shares
$640K · 18K shares
$637K · 3K shares
$635K · 630 shares
$634K · 3K shares
$633K · 315 shares
$632K · 2K shares
$627K · 3K shares
$621K · 6K shares
$621K · 912 shares
$616K · 12K shares
$609K · 1K shares
$604K · 2K shares
$600K · 3K shares
$594K · 5K shares
$590K · 3K shares
$588K · 5K shares
$575K · 6K shares
$574K · 4K shares
$566K · 2K shares
$561K · 902 shares
$546K · 5K shares
$544K · 7K shares
$540K · 1K shares
$531K · 2K shares
$529K · 1K shares
$522K · 9K shares
$521K · 635 shares
$521K · 3K shares
$521K · 40K shares
$509K · 2K shares
$509K · 2K shares
$506K · 1K shares
$505K · 6K shares
$505K · 1K shares
$487K · 3K shares
$485K · 3K shares
$484K · 6K shares
$481K · 4K shares
$474K · 12K shares
$472K · 3K shares
$467K · 5K shares
$467K · 3K shares
$464K · 2K shares
$449K · 2K shares
$449K · 2K shares
$447K · 3K shares
$445K · 4K shares
$442K · 3K shares
$435K · 6K shares
$433K · 1K shares
$430K · 3K shares
$429K · 2K shares
$425K · 20K shares
$424K · 4K shares
$422K · 551 shares
$414K · 537 shares
$413K · 5K shares
$405K · 2K shares
$401K · 9K shares
$401K · 2K shares
$388K · 4K shares
$388K · 2K shares
$383K · 4K shares
$380K · 3K shares
$380K · 8K shares
$379K · 4K shares
$375K · 2K shares
$374K · 2K shares
$374K · 2K shares
$373K · 4K shares
$371K · 7K shares
$371K · 4K shares
$370K · 7K shares
$368K · 3K shares
$367K · 1K shares
$367K · 3K shares
$365K · 1K shares
$361K · 9K shares
$359K · 6K shares
$354K · 2K shares
$353K · 4K shares
$351K · 5K shares
$351K · 6K shares
$350K · 1K shares
$348K · 5K shares
$347K · 3K shares
$346K · 2K shares
$346K · 512 shares
$338K · 2K shares
$337K · 5K shares
$335K · 1K shares
$334K · 1K shares
$332K · 1K shares
$328K · 1K shares
$320K · 2K shares
$319K · 2K shares
$316K · 93 shares
$316K · 4K shares
$312K · 5K shares
$309K · 7K shares
$308K · 3K shares
$302K · 2K shares
$300K · 1K shares
$299K · 1K shares
$298K · 7K shares
$297K · 849 shares
$297K · 950 shares
$295K · 1K shares
$290K · 4K shares
$290K · 1K shares
$289K · 4K shares
$289K · 743 shares
$288K · 23K shares
$287K · 2K shares
$284K · 3K shares
$282K · 3K shares
$280K · 13K shares
$277K · 1K shares
$273K · 476 shares
$273K · 10K shares
$271K · 442 shares
$271K · 3K shares
$270K · 1K shares
$268K · 2K shares
$267K · 4K shares
$264K · 3K shares
$263K · 9K shares
$263K · 1K shares
$263K · 1K shares
$263K · 625 shares
$263K · 3K shares
$260K · 12K shares
$255K · 13K shares
$251K · 2K shares
$251K · 3K shares
$250K · 4K shares
$248K · 3K shares
$247K · 3K shares
$247K · 435 shares
$246K · 2K shares
$245K · 2K shares
$244K · 20K shares
$237K · 1K shares
$236K · 5K shares
$236K · 596 shares
$235K · 2K shares
$235K · 3K shares
$234K · 1K shares
$233K · 1K shares
$233K · 633 shares
$233K · 2K shares
$233K · 3K shares
$232K · 5K shares
$231K · 3K shares
$231K · 2K shares
$230K · 165 shares
$229K · 5K shares
$227K · 1K shares
$226K · 1K shares
$226K · 6K shares
$226K · 4K shares
$222K · 1K shares
$217K · 4K shares
$216K · 2K shares
$215K · 1K shares
$212K · 2K shares
$211K · 2K shares
$209K · 2K shares
$207K · 4K shares
$206K · 2K shares
$203K · 6K shares
$192K · 40K shares
$174K · 11K shares
$124K · 11K shares
$35K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 122 | $359.5M | 46.4% |
| Technology | 51 | $151.6M | 19.6% |
| Communication Services | 12 | $48.3M | 6.2% |
| Consumer Cyclical | 29 | $46.2M | 6.0% |
| Healthcare | 39 | $45.2M | 5.8% |
| Industrials | 46 | $40.1M | 5.2% |
| Unknown | 25 | $27.2M | 3.5% |
| Consumer Defensive | 19 | $19.0M | 2.5% |
| Energy | 14 | $12.7M | 1.6% |
| Basic Materials | 12 | $9.9M | 1.3% |
| Utilities | 14 | $9.4M | 1.2% |
| Real Estate | 11 | $5.3M | 0.7% |