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Premier Path Wealth Partners, LLC

Portfolio Manager
Premier Path Wealth Partners, LLC
Performance
-7.25% (2026 Q1)
AUM (13F)
$767.38M
# of Holdings
398
Performance Rank
Allocation (Top 20)
38.48%

Premier Path Wealth Partners, LLC Holdings Map

Top 50 Premier Path Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.07%153.2K$38.9M
+0.59%(+894)
2025-Q1: 141.1K shares2025-Q2: 140.3K shares2025-Q3: 142.6K shares2025-Q4: 152.3K shares2026-Q1: 153.2K shares
$189.23(+57.94%)
2026-03-31
ACWX
ISHARES TR
3.92%439.8K$30.1M
+62.57%(+169.29K)
2025-Q1: 152.9K shares2025-Q2: 180.6K shares2025-Q3: 206.5K shares2025-Q4: 270.6K shares2026-Q1: 439.8K shares
$61.34(+23.00%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.7%162.9K$28.4M
+8.65%(+12.96K)
2025-Q1: 138.0K shares2025-Q2: 141.4K shares2025-Q3: 144.2K shares2025-Q4: 149.9K shares2026-Q1: 162.9K shares
$67.30(+235.56%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.13%181.0K$24.0M
-11.58%(-23.70K)
2025-Q1: 121.2K shares2025-Q2: 117.9K shares2025-Q3: 113.8K shares2025-Q4: 204.7K shares2026-Q1: 181.0K shares
$95.01(+86.13%)
2026-03-31
MSFT
MICROSOFT CORP
2.67%55.3K$20.5M
+2.04%(+1.11K)
2025-Q1: 51.5K shares2025-Q2: 53.0K shares2025-Q3: 54.1K shares2025-Q4: 54.2K shares2026-Q1: 55.3K shares
$356.51(+13.66%)
2026-03-31
AMZN
AMAZON COM INC
1.94%71.6K$14.9M
+2.83%(+1.97K)
2025-Q1: 59.9K shares2025-Q2: 60.1K shares2025-Q3: 62.0K shares2025-Q4: 69.7K shares2026-Q1: 71.6K shares
$156.52(+72.58%)
2026-03-31
GOOGL
ALPHABET INC
1.9%50.6K$14.6M
+7.60%(+3.58K)
2025-Q1: 44.7K shares2025-Q2: 43.6K shares2025-Q3: 44.5K shares2025-Q4: 47.0K shares2026-Q1: 50.6K shares
$160.70(+150.54%)
2026-03-31
AVGO
AVAGO TECHNOLOGIES LTD
1.47%36.5K$11.3M
+7.75%(+2.62K)
2025-Q1: 32.8K shares2025-Q2: 33.0K shares2025-Q3: 33.2K shares2025-Q4: 33.8K shares2026-Q1: 36.5K shares
$121.99(+241.65%)
2026-03-31
IEF
ISHARES TR
1.42%114.6K$10.9M
+21.09%(+19.95K)
2025-Q1: 88.8K shares2025-Q2: 88.5K shares2025-Q3: 88.9K shares2025-Q4: 94.6K shares2026-Q1: 114.6K shares
$95.37(-1.10%)
2026-03-31
GOOG
ALPHABET INC
1.39%37.1K$10.6M
+6.69%(+2.33K)
2025-Q1: 35.5K shares2025-Q2: 34.4K shares2025-Q3: 34.0K shares2025-Q4: 34.8K shares2026-Q1: 37.1K shares
$153.62(+159.75%)
2026-03-31

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