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Size ($ in 1000's)
At 03/31/2024: $530,525
At 12/31/2023: $451,380
Premier Path Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Premier Path Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Premier Path Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Premier Path Wealth Partners LLC.
In the Premier Path Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Premier Path Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Premier Path Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
133,480 |
-2,969 |
$22,901 | | AAPL | 133,480 | -2,969 | $22,901 | | MICROSOFT CORP |
50,832 |
-58 |
$21,381 | | MSFT | 50,832 | -58 | $21,381 | | SELECT SECTOR SPDR TR (XLK) |
98,279 |
+16,628 |
$20,475 | | XLK | 98,279 | +16,628 | $20,475 | | NVIDIA CORPORATION |
13,633 |
-63 |
$12,349 | | NVDA | 13,633 | -63 | $12,349 | | ISHARES TR (USIG) |
229,562 |
+228,042 |
$11,361 | | USIG | 229,562 | +228,042 | $11,361 | | AMAZON COM INC |
61,206 |
-2,290 |
$11,060 | | AMZN | 61,206 | -2,290 | $11,060 | | SELECT SECTOR SPDR TR (XLF) |
231,172 |
+35,395 |
$9,733 | | XLF | 231,172 | +35,395 | $9,733 | | SELECT SECTOR SPDR TR (XLV) |
65,780 |
+5,470 |
$9,719 | | XLV | 65,780 | +5,470 | $9,719 | | ISHARES TR (DGRO) |
148,086 |
+23,609 |
$8,597 | | DGRO | 148,086 | +23,609 | $8,597 | | SELECT SECTOR SPDR TR (XLY) |
45,190 |
+6,991 |
$8,311 | | XLY | 45,190 | +6,991 | $8,311 | | ISHARES TR (QUAL) |
47,724 |
+7,199 |
$7,842 | | QUAL | 47,724 | +7,199 | $7,842 | | SELECT SECTOR SPDR TR (XLI) |
55,731 |
+9,109 |
$7,018 | | XLI | 55,731 | +9,109 | $7,018 | | ISHARES TR (SHY) |
86,396 |
+84,328 |
$6,923 | | SHY | 86,396 | +84,328 | $6,923 | | META PLATFORMS INC |
14,183 |
-2,839 |
$6,901 | | META | 14,183 | -2,839 | $6,901 | | ISHARES TR (IDEV) |
102,705 |
+9,054 |
$6,898 | | IDEV | 102,705 | +9,054 | $6,898 | | SELECT SECTOR SPDR TR (XLC) |
84,018 |
+7,272 |
$6,860 | | XLC | 84,018 | +7,272 | $6,860 | | ALPHABET INC |
41,865 |
-1,315 |
$6,329 | | GOOGL | 41,865 | -1,315 | $6,329 | | ISHARES TR (IEF) |
67,227 |
+62,403 |
$6,298 | | IEF | 67,227 | +62,403 | $6,298 | | ISHARES TR (IJR) |
56,822 |
+9,118 |
$6,280 | | IJR | 56,822 | +9,118 | $6,280 | | ISHARES TR (IEI) |
52,367 |
+49,924 |
$5,970 | | IEI | 52,367 | +49,924 | $5,970 | | ALPHABET INC |
33,624 |
+2,938 |
$5,125 | | GOOG | 33,624 | +2,938 | $5,125 |  BERKSHIRE HATHAWAY INC DEL |
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$4,797 | | BRK.B | 8,388 | -1,364 | $3,528 | | BRK.A | 2 | UNCH | $1,269 | | ELI LILLY & CO |
6,079 |
-45 |
$4,731 | | LLY | 6,079 | -45 | $4,731 | | VANGUARD SCOTTSDALE FDS (VMBS) |
105,221 |
+22,065 |
$4,675 | | VMBS | 105,221 | +22,065 | $4,675 | | WISDOMTREE TR |
122,425 |
+25,356 |
$4,669 | | IQDG | 122,425 | +25,356 | $4,669 | | JPMORGAN CHASE & CO |
23,268 |
-819 |
$4,660 | | JPM | 23,268 | -819 | $4,660 | | DIMENSIONAL ETF TRUST (DFAI) |
152,286 |
+32,042 |
$4,610 | | DFAI | 152,286 | +32,042 | $4,610 | | SELECT SECTOR SPDR TR (XLP) |
60,024 |
+6,877 |
$4,583 | | XLP | 60,024 | +6,877 | $4,583 | | ISHARES TR (TLH) |
44,329 |
+44,329 |
$4,523 | | TLH | 44,329 | +44,329 | $4,523 | | AVAGO TECHNOLOGIES LTD |
3,244 |
-191 |
$4,300 | | AVGO | 3,244 | -191 | $4,300 | | ISHARES TR (IWD) |
23,334 |
-12,893 |
$4,173 | | IWD | 23,334 | -12,893 | $4,173 | | ISHARES TR (ACWX) |
73,698 |
+30,073 |
$4,084 | | ACWX | 73,698 | +30,073 | $4,084 | | ISHARES TR (IWF) |
10,346 |
-6,474 |
$3,481 | | IWF | 10,346 | -6,474 | $3,481 | | SELECT SECTOR SPDR TR (XLE) |
36,268 |
+3,921 |
$3,422 | | XLE | 36,268 | +3,921 | $3,422 | | VISA INC |
10,794 |
-286 |
$3,006 | | V | 10,794 | -286 | $3,006 | | ISHARES TR (MUB) |
24,626 |
-14,455 |
$2,898 | | MUB | 24,626 | -14,455 | $2,898 | | ISHARES TR (IJH) |
46,998 |
+38,818 |
$2,853 | | IJH | 46,998 | +38,818 | $2,853 | | UNITEDHEALTH GROUP INC |
5,633 |
-302 |
$2,784 | | UNH | 5,633 | -302 | $2,784 | | ALPS ETF TR (OUSM) |
60,803 |
+23,562 |
$2,663 | | OUSM | 60,803 | +23,562 | $2,663 | | TESLA INC |
15,120 |
-1,266 |
$2,652 | | TSLA | 15,120 | -1,266 | $2,652 | | SALESFORCE INC |
8,746 |
-275 |
$2,635 | | CRM | 8,746 | -275 | $2,635 | | DISNEY WALT CO |
20,887 |
+434 |
$2,552 | | DIS | 20,887 | +434 | $2,552 | | COMCAST CORP NEW |
58,034 |
+5,386 |
$2,514 | | CMCSA | 58,034 | +5,386 | $2,514 | | EXXON MOBIL CORP |
21,597 |
-292 |
$2,512 | | XOM | 21,597 | -292 | $2,512 | | WELLS FARGO CO NEW |
42,668 |
+705 |
$2,473 | | WFC | 42,668 | +705 | $2,473 | | ISHARES TR (SHV) |
22,384 |
+22,384 |
$2,443 | | SHV | 22,384 | +22,384 | $2,443 | | DOUBLELINE ETF TRUST (DBND) |
53,040 |
+53,040 |
$2,433 | | DBND | 53,040 | +53,040 | $2,433 | | BANK NEW YORK MELLON CORP |
41,977 |
-41 |
$2,417 | | BK | 41,977 | -41 | $2,417 | | INTEL CORP |
53,644 |
+853 |
$2,369 | | INTC | 53,644 | +853 | $2,369 | | COSTCO WHSL CORP NEW |
3,195 |
-87 |
$2,341 | | COST | 3,195 | -87 | $2,341 |
See Full List: All Stocks Held By Premier Path Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Premier Path Wealth Partners LLC
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