Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2025) About Premier Path Wealth Partners, LLCInvestment ActivityPremier Path Wealth Partners, LLC has $656.17 million in total holdings as of December 31, 2024.Premier Path Wealth Partners, LLC owns shares of 369 different stocks, but just 126 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 3.02% of the portfolio was sold this quarter.This quarter, Premier Path Wealth Partners, LLC has purchased 364 new stocks and bought additional shares in 225 stocks.Premier Path Wealth Partners, LLC sold shares of 105 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $35,377,231Technology Select Sector SPDR Fund $27,524,098Microsoft $22,082,242NVIDIA $18,711,218Amazon.com $14,507,435 Largest New Holdings this Quarter BLACKROCK INC $3,458,806 HoldingASML $1,364,474 HoldingDiageo $1,307,786 HoldingBrown-Forman $1,193,635 HoldingARISTA NETWORKS INC $948,900 Holding Largest Purchases this Quarter BLACKROCK INC 3,374 shares (about $3.46M)iShares Russell 1000 Value ETF 12,900 shares (about $2.39M)iShares MSCI ACWI ex U.S. ETF 28,857 shares (about $1.51M)ASML 1,969 shares (about $1.36M)Diageo 10,287 shares (about $1.31M) Largest Sales this Quarter ServiceNow 1,443 shares (about $1.53M)Wells Fargo & Company 20,835 shares (about $1.46M)Emerson Electric 10,642 shares (about $1.32M)Simon Property Group 7,638 shares (about $1.32M)Intel 57,881 shares (about $1.16M) 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$35,377,231$343,325 ▲1.0%141,2725.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$27,524,098$487,362 ▲1.8%118,3734.2%ETFMSFTMicrosoft$22,082,242$3,793 ▲0.0%52,3903.4%Computer and TechnologyNVDANVIDIA$18,711,218$42,301 ▼-0.2%139,3342.9%Computer and TechnologyAMZNAmazon.com$14,507,435$353,658 ▲2.5%66,1262.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$11,472,043$161,181 ▼-1.4%237,3691.7%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$10,841,386$373,883 ▲3.6%215,6201.7%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$10,219,354$558,631 ▼-5.2%45,5511.6%FinanceDGROiShares Core Dividend Growth ETF$10,090,926$353,257 ▲3.6%164,5081.5%ETFXLVHealth Care Select Sector SPDR Fund$9,784,091$428,529 ▲4.6%71,1211.5%ETFQUALiShares MSCI USA Quality Factor ETF$9,548,899$232,930 ▲2.5%53,6211.5%ETFXLCCommunication Services Select Sector SPDR Fund$8,725,766$216,661 ▼-2.4%90,1331.3%ETFGOOGLAlphabet$8,723,634$628,660 ▲7.8%46,0841.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$8,410,088$489,995 ▲6.2%102,5871.3%ManufacturingMETAMeta Platforms$8,394,211$8,197 ▼-0.1%14,3371.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$7,633,753$88,015 ▲1.2%57,9371.2%ETFAVGOBroadcom$7,582,928$91,576 ▼-1.2%32,7081.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$7,496,123$324,869 ▲4.5%81,0831.1%ETFIDEViShares Core MSCI International Developed Markets ETF$7,456,903$310,551 ▲4.3%115,6651.1%ETFIJRiShares Core S&P Small-Cap ETF$7,265,224$134,347 ▲1.9%63,0551.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$7,145,350$1,505,182 ▲26.7%136,9891.1%ManufacturingTSLATesla$7,097,890$516,511 ▲7.8%17,5761.1%Auto/Tires/TrucksIEIiShares 3-7 Year Treasury Bond ETF$7,094,195$302,394 ▲4.5%61,3951.1%ETFGOOGAlphabet$6,989,072$520,086 ▲8.0%36,7001.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$6,326,077$2,388,177 ▲60.6%34,1711.0%ETFJPMJPMorgan Chase & Co.$5,889,339$44,585 ▲0.8%24,5690.9%FinanceAVLVAvantis U.S. Large Cap Value ETF$5,644,864$225,616 ▲4.2%84,5420.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,452,262$241,118 ▲4.6%120,2530.8%ETFDBNDDoubleLine Opportunistic Bond ETF$5,415,245$309,585 ▲6.1%119,5750.8%ETFTLHiShares 10-20 Year Treasury Bond ETF$5,206,243$314,845 ▲6.4%52,3030.8%ETFXLPConsumer Staples Select Sector SPDR Fund$5,140,491$340,855 ▲7.1%65,3920.8%ETFDFAIDimensional International Core Equity Market ETF$5,064,958$206,240 ▲4.2%173,4570.8%ETFIQDGWisdomTree International Quality Dividend Growth Fund$4,742,599$106,564 ▲2.3%138,6320.7%FinanceLLYEli Lilly and Company$4,682,527$43,235 ▼-0.9%6,0650.7%MedicalMUBiShares National Muni Bond ETF$4,501,524$127,753 ▲2.9%42,2480.7%ETFIVViShares Core S&P 500 ETF$4,055,537$46,507 ▲1.2%6,8890.6%ETFXOMExxon Mobil$3,960,990$1,259,014 ▲46.6%36,8220.6%Oils/EnergyBRK.BBerkshire Hathaway$3,901,647$53,938 ▲1.4%8,6080.6%FinanceIWFiShares Russell 1000 Growth ETF$3,893,318$96,379 ▼-2.4%9,6950.6%ETFBLACKROCK INC$3,458,806$3,458,806 ▲New Holding3,3740.5%COMOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$3,385,339$82,719 ▲2.5%77,4320.5%ETFVVisa$3,377,926$35,081 ▲1.0%10,6880.5%Business ServicesAVUVAvantis U.S. Small Cap Value ETF$3,344,313$77,707 ▲2.4%34,6450.5%ETFVGTVanguard Information Technology ETF$3,235,584$70,879 ▼-2.1%5,2040.5%ETFCOSTCostco Wholesale$3,148,380$26,572 ▲0.9%3,4360.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$3,057,054$192,651 ▼-5.9%35,6880.5%ETFNFLXNetflix$3,054,554$27,631 ▼-0.9%3,4270.5%Consumer DiscretionarySHViShares Short Treasury Bond ETF$3,007,878$150,851 ▲5.3%27,3170.5%ETFCRMSalesforce$2,960,883$261,785 ▼-8.1%8,8560.5%Computer and TechnologyUNHUnitedHealth Group$2,805,021$67,786 ▼-2.4%5,5450.4%MedicalLMTLockheed Martin$2,697,311$605,935 ▲29.0%5,5510.4%AerospaceIJHiShares Core S&P Mid-Cap ETF$2,694,500$17,509 ▲0.7%43,2430.4%ETFHDHome Depot$2,599,612$249,342 ▲10.6%6,6830.4%Retail/WholesaleEDIVSPDR S&P Emerging Markets Dividend ETF$2,568,221$65,012 ▲2.6%72,8060.4%ETFTAT&T$2,549,355$81,152 ▼-3.1%111,9610.4%Computer and TechnologyRTXRTX$2,544,015$32,170 ▼-1.2%21,9840.4%AerospaceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$2,503,712$8,748 ▲0.4%82,1430.4%FinanceWMTWalmart$2,470,691$203,647 ▲9.0%27,3460.4%Retail/WholesaleMAMastercard$2,414,613$31,065 ▲1.3%4,5860.4%Business ServicesQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$2,411,395$133,408 ▲5.9%42,2600.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$2,407,265$37,463 ▲1.6%35,6630.4%ETFGEGeneral Electric$2,360,540$101,907 ▲4.5%14,1530.4%TransportationREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$2,331,450$56,703 ▲2.5%28,9050.4%ETFJNJJohnson & Johnson$2,324,690$594,550 ▲34.4%16,0740.4%MedicalETNEaton$2,301,980$38,499 ▼-1.6%6,9360.4%Industrial ProductsUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,241,479$1,761 ▲0.1%44,5440.3%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$2,236,007$70,987 ▲3.3%41,0430.3%MiscellaneousAMERICAN CENTY ETF TR$2,233,290$92,893 ▲4.3%34,2110.3%AVANTIS US MID CDISWalt Disney$2,192,147$221,586 ▼-9.2%19,6870.3%Consumer DiscretionarySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,131,061$65,777 ▼-3.0%44,9690.3%FinanceSUBiShares Short-Term National Muni Bond ETF$2,121,625$20,147 ▼-0.9%20,1140.3%ETFCMCSAComcast$2,055,744$201,724 ▼-8.9%54,7760.3%Consumer DiscretionaryQQQInvesco QQQ$2,041,544$21,985 ▲1.1%3,9930.3%FinanceXLUUtilities Select Sector SPDR Fund$2,041,177$181,048 ▲9.7%26,9680.3%ETFCALFPacer US Small Cap Cash Cows 100 ETF$2,013,281$39,653 ▼-1.9%45,7460.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,011,094$101,175 ▼-4.8%40,3510.3%ETFUSBU.S. Bancorp$1,974,437$39,317 ▼-2.0%41,2800.3%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$1,973,224$3,885 ▼-0.2%33,0140.3%ManufacturingBACBank of America$1,961,521$19,821 ▲1.0%44,6310.3%FinanceBMYBristol-Myers Squibb$1,888,415$105,654 ▲5.9%33,3880.3%MedicalXLREReal Estate Select Sector SPDR Fund$1,887,496$107,898 ▲6.1%46,4100.3%ETFBABoeing$1,858,743$162,492 ▲9.6%10,5010.3%AerospaceABBVAbbVie$1,852,763$240,436 ▲14.9%10,4260.3%MedicalCVXChevron$1,815,763$350,377 ▲23.9%12,5360.3%Oils/EnergyXLBMaterials Select Sector SPDR Fund$1,812,060$72,866 ▲4.2%21,5360.3%ETFVZVerizon Communications$1,811,503$92,217 ▲5.4%45,2990.3%Computer and TechnologyNOWServiceNow$1,771,141$1,529,477 ▼-46.3%1,6710.3%Computer and TechnologyBKBank of New York Mellon$1,770,462$24,509 ▲1.4%23,0440.3%FinanceADBEAdobe$1,698,455$873,682 ▲105.9%3,8200.3%Computer and TechnologyPGProcter & Gamble$1,687,443$49,961 ▲3.1%10,0650.3%Consumer StaplesNKENIKE$1,644,914$90,880 ▲5.8%21,7380.3%Consumer DiscretionaryWFCWells Fargo & Company$1,624,752$1,463,478 ▼-47.4%23,1310.2%FinanceTJXTJX Companies$1,622,587$19,209 ▲1.2%13,4310.2%Retail/WholesaleNEENextEra Energy$1,597,158$60,219 ▼-3.6%22,2790.2%UtilitiesPFEPfizer$1,595,155$51,575 ▼-3.1%60,1260.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,528,041$155,826 ▼-9.3%7,7370.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,515,4140.0%2,8130.2%ETFLOWLowe's Companies$1,510,835$100,689 ▲7.1%6,1220.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,510,451$2,898 ▲0.2%5,2120.2%ETFMCDMcDonald's$1,490,663$86,970 ▲6.2%5,1420.2%Retail/WholesaleShowing 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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