Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2025) About Premier Path Wealth Partners, LLCInvestment ActivityPremier Path Wealth Partners, LLC has $642.71 million in total holdings as of March 31, 2025.Premier Path Wealth Partners, LLC owns shares of 372 different stocks, but just 131 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Premier Path Wealth Partners, LLC has purchased 369 new stocks and bought additional shares in 210 stocks.Premier Path Wealth Partners, LLC sold shares of 134 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $31,340,026Technology Select Sector SPDR Fund $25,025,096Microsoft $19,336,546NVIDIA $14,956,687Amazon.com $11,387,941 Largest New Holdings this Quarter 363576109 - Arthur J. Gallagher & Co. $344,399 Holding237194105 - Darden Restaurants $268,218 Holding00162Q452 - Alerian MLP ETF $250,631 Holding14020G101 - Capital Group Growth ETF $246,771 Holding92276F100 - Ventas $245,473 Holding Largest Purchases this Quarter Advanced Micro Devices 10,283 shares (about $1.06M)iShares MSCI ACWI ex U.S. ETF 15,940 shares (about $883.87K)Consumer Discretionary Select Sector SPDR Fund 4,250 shares (about $839.20K)iShares 7-10 Year Treasury Bond ETF 7,707 shares (about $735.02K)iShares 1-3 Year Treasury Bond ETF 7,945 shares (about $657.29K) Largest Sales this Quarter iShares Russell 1000 Value ETF 13,922 shares (about $2.62M)Amazon.com 6,271 shares (about $1.19M)First Trust Enhanced Short Maturity ETF 14,549 shares (about $870.61K)Financial Select Sector SPDR Fund 16,658 shares (about $829.73K)Health Care Select Sector SPDR Fund 5,022 shares (about $733.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPremier Path Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,340,026$40,650 ▼-0.1%141,0894.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$25,025,096$583,511 ▲2.4%121,1993.9%ETFMSFTMicrosoft$19,336,546$329,965 ▼-1.7%51,5113.0%Computer and TechnologyNVDANVIDIA$14,956,687$144,362 ▼-1.0%138,0022.3%Computer and TechnologyAMZNAmazon.com$11,387,941$1,193,113 ▼-9.5%59,8551.8%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$10,993,604$829,734 ▼-7.0%220,7111.7%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$10,858,086$155,794 ▼-1.4%212,5701.7%ManufacturingDGROiShares Core Dividend Growth ETF$10,368,896$205,604 ▲2.0%167,8361.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$9,833,682$839,203 ▲9.3%49,8011.5%FinanceXLVHealth Care Select Sector SPDR Fund$9,651,067$733,259 ▼-7.1%66,0991.5%ETFQUALiShares MSCI USA Quality Factor ETF$9,379,324$216,006 ▲2.4%54,8851.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$9,144,290$657,288 ▲7.7%110,5321.4%ManufacturingXLCCommunication Services Select Sector SPDR Fund$8,644,593$48,707 ▼-0.6%89,6281.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$8,479,917$883,873 ▲11.6%152,9291.3%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$8,467,918$735,018 ▲9.5%88,7901.3%ETFMETAMeta Platforms$8,450,953$187,889 ▲2.3%14,6631.3%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$8,195,823$227,681 ▲2.9%118,9701.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,848,215$595,285 ▲8.2%66,4341.2%ETFXLIIndustrial Select Sector SPDR Fund$7,587,648$6,160 ▼-0.1%57,8901.2%ETFIJRiShares Core S&P Small-Cap ETF$7,040,557$446,930 ▲6.8%67,3291.1%ETFGOOGLAlphabet$6,917,503$208,918 ▼-2.9%44,7331.1%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$6,107,905$539,001 ▲9.7%131,8921.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$6,075,790$649,369 ▲12.0%58,5620.9%ETFDBNDDoubleLine Opportunistic Bond ETF$6,016,529$495,772 ▲9.0%130,3130.9%ETFJPMJPMorgan Chase & Co.$5,997,090$29,681 ▼-0.5%24,4480.9%FinanceAVLVAvantis U.S. Large Cap Value ETF$5,660,462$147,504 ▲2.7%86,8040.9%ETFDFAIDimensional International Core Equity Market ETF$5,580,335$163,271 ▲3.0%178,6850.9%ETFGOOGAlphabet$5,549,063$184,505 ▼-3.2%35,5190.9%Computer and TechnologyAVGOBroadcom$5,485,441$9,209 ▲0.2%32,7630.9%Computer and TechnologyIQDGWisdomTree International Quality Dividend Growth Fund$5,299,831$353,446 ▲7.1%148,5380.8%FinanceXLPConsumer Staples Select Sector SPDR Fund$5,212,576$127,977 ▼-2.4%63,8250.8%ETFLLYEli Lilly and Company$5,076,414$66,904 ▲1.3%6,1460.8%MedicalMUBiShares National Muni Bond ETF$5,008,611$553,982 ▲12.4%47,5020.8%ETFBRK.BBerkshire Hathaway$4,765,469$181,075 ▲3.9%8,9480.7%FinanceXOMExxon Mobil$4,156,698$222,517 ▼-5.1%34,9510.6%EnergyTSLATesla$4,022,513$532,586 ▼-11.7%15,5210.6%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$3,810,052$2,619,564 ▼-40.7%20,2490.6%ETFIVViShares Core S&P 500 ETF$3,795,963$74,728 ▼-1.9%6,7560.6%ETFVVisa$3,773,152$27,337 ▲0.7%10,7660.6%Business ServicesXLEEnergy Select Sector SPDR Fund$3,335,148$93 ▲0.0%35,6890.5%ETFIWFiShares Russell 1000 Growth ETF$3,299,640$201,127 ▼-5.7%9,1380.5%ETFBLACKROCK INC$3,291,999$98,438 ▲3.1%3,4780.5%COMOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$3,289,845$36,137 ▲1.1%78,2920.5%ETFNFLXNetflix$3,257,327$61,547 ▲1.9%3,4930.5%Consumer DiscretionarySHViShares Short Treasury Bond ETF$3,237,642$220,254 ▲7.3%29,3110.5%ETFCOSTCostco Wholesale$3,173,373$76,615 ▼-2.4%3,3550.5%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$3,029,959$9,937 ▲0.3%34,7590.5%ETFJNJJohnson & Johnson$3,021,019$355,238 ▲13.3%18,2160.5%MedicalTAT&T$2,851,910$314,362 ▼-9.9%100,8450.4%Computer and TechnologyRTXRTX$2,837,714$74,311 ▼-2.6%21,4230.4%AerospaceVGTVanguard Information Technology ETF$2,798,468$23,863 ▼-0.8%5,1600.4%ETFUNHUnitedHealth Group$2,733,432$170,741 ▼-5.9%5,2190.4%MedicalEDIVSPDR S&P Emerging Markets Dividend ETF$2,730,537$131,375 ▲5.1%76,4860.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$2,689,114$153,362 ▲6.0%87,1110.4%FinanceQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$2,664,000$226,820 ▲9.3%46,1930.4%ETFGEGE Aerospace$2,627,525$205,150 ▼-7.2%13,1280.4%IndustrialsIJHiShares Core S&P Mid-Cap ETF$2,590,975$67,744 ▲2.7%44,4040.4%ETFMAMastercard$2,580,302$66,864 ▲2.7%4,7080.4%Business ServicesCRMSalesforce$2,526,948$150,286 ▲6.3%9,4160.4%Computer and TechnologyREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$2,432,941$101,779 ▲4.4%30,1670.4%ETFLMTLockheed Martin$2,394,235$85,317 ▼-3.4%5,3600.4%AerospaceHDHome Depot$2,391,002$58,272 ▼-2.4%6,5240.4%Retail/WholesaleUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,385,397$143,491 ▲6.4%47,3950.4%FinanceWMTWalmart$2,361,452$39,242 ▼-1.6%26,8990.4%Retail/WholesaleABBVAbbVie$2,345,473$161,114 ▲7.4%11,1950.4%MedicalSMLFiShares U.S. Small Cap Equity Factor ETF$2,264,096$47,303 ▲2.1%36,4240.4%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$2,242,864$182,525 ▲8.9%44,6790.3%MiscellaneousAMERICAN CENTY ETF TR$2,182,081$80,178 ▲3.8%35,5160.3%AVANTIS US MID CCALFPacer US Small Cap Cash Cows ETF$2,134,498$419,025 ▲24.4%56,9200.3%ETFCVXChevron$2,131,962$34,797 ▲1.7%12,7440.3%EnergySUBiShares Short-Term National Muni Bond ETF$2,126,256$2,218 ▲0.1%20,1350.3%ETFVZVerizon Communications$2,098,824$44,045 ▲2.1%46,2700.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,085,584$40,844 ▼-1.9%26,4500.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,062,012$78,492 ▼-3.7%43,3200.3%FinanceBMYBristol-Myers Squibb$2,041,690$5,367 ▲0.3%33,4760.3%MedicalSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,986,644$31,713 ▼-1.6%39,7170.3%ETFCMCSAComcast$1,979,584$41,660 ▼-2.1%53,6470.3%Consumer DiscretionaryCVSCVS Health$1,977,439$272,696 ▲16.0%29,1870.3%MedicalBKBank of New York Mellon$1,946,949$14,258 ▲0.7%23,2140.3%FinanceDISWalt Disney$1,932,645$10,462 ▼-0.5%19,5810.3%Consumer DiscretionaryXLREReal Estate Select Sector SPDR Fund$1,892,675$49,592 ▼-2.6%45,2250.3%ETFETNEaton$1,878,452$7,068 ▼-0.4%6,9100.3%IndustrialsMGKVanguard Mega Cap Growth ETF$1,855,803$649,593 ▲53.9%6,0080.3%ETFQQQInvesco QQQ$1,842,880$29,542 ▼-1.6%3,9300.3%FinanceBACBank of America$1,799,869$62,595 ▼-3.4%43,1310.3%FinanceAMDAdvanced Micro Devices$1,766,583$1,056,457 ▲148.8%17,1950.3%Computer and TechnologyADBEAdobe$1,757,334$292,250 ▲19.9%4,5820.3%Computer and TechnologyUSBU.S. Bancorp$1,715,327$27,528 ▼-1.6%40,6280.3%FinanceXLBMaterials Select Sector SPDR Fund$1,677,551$174,109 ▼-9.4%19,5110.3%ETFWFCWells Fargo & Company$1,677,477$16,871 ▲1.0%23,3660.3%FinanceBABoeing$1,676,570$114,443 ▼-6.4%9,8300.3%AerospaceTJXTJX Companies$1,662,935$27,040 ▲1.7%13,6530.3%Retail/WholesalePGProcter & Gamble$1,650,393$64,932 ▼-3.8%9,6840.3%Consumer StaplesPFEPfizer$1,611,598$88,006 ▲5.8%63,5990.3%MedicalBRK.ABerkshire Hathaway$1,596,8830.0%20.2%FinanceNEENextEra Energy$1,591,106$11,768 ▲0.7%22,4450.2%UtilitiesMDTMedtronic$1,577,816$4,223 ▲0.3%17,5590.2%MedicalMCDMcDonald's$1,563,776$42,484 ▼-2.6%5,0060.2%Retail/WholesaleVOOVanguard S&P 500 ETF$1,546,109$100,710 ▲7.0%3,0090.2%ETFNKENIKE$1,514,823$134,895 ▲9.8%23,8630.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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