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Premier Path Wealth Partners, LLC13F | |
| Premier Path Wealth Partners, LLC | |
| Last update 2025-04-21 | 372 Stocks (18 new) |
| Value $643.00 Mil | Turnover 4 % |
Premier Path Wealth Partners, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 141,089 | 31,340.0 | -0.13% | 4.880 | -0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
XLK | Technology Select Sector SPDR ETF | 121,199 | 25,025.1 | +2.39% | 3.890 | +0.09% | 0.040 | +34.47% | +11.31% | 82,238.4 | ||
MSFT | Microsoft Corp | 51,511 | 19,336.5 | -1.68% | 3.010 | -0.06% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
NVDA | NVIDIA Corp | 138,002 | 14,956.7 | -0.96% | 2.330 | -0.03% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AMZN | Amazon.com Inc | 59,855 | 11,387.9 | -9.48% | 1.770 | -0.21% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
XLF | Financial Select Sector SPDR | 220,711 | 10,993.6 | -7.02% | 1.710 | -0.12% | 0.020 | +11.70% | +9.00% | 51,715.7 | ||
USIG | iShares U.S. Credit Bond ETF | 212,570 | 10,858.1 | -1.41% | 1.690 | -0.02% | 0.080 | +2.42% | +1.91% | 14,265.7 | ||
DGRO | iShares Core Dividend Growth ETF | 167,836 | 10,368.9 | +2.02% | 1.610 | +0.03% | 0.030 | +11.67% | +6.37% | 32,585.1 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 49,801 | 9,833.7 | +9.33% | 1.530 | +0.13% | 0.050 | +21.12% | +0.50% | 22,954.6 | ||
XLV | Health Care Select Sector SPDR | 66,099 | 9,651.1 | -7.06% | 1.500 | -0.11% | 0.030 | -1.13% | -2.94% | 32,990.6 |
Premier Path Wealth Partners, LLC's Historical Top Holdings Breakdowns
Premier Path Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.39% | 182.82 ($190.45) 196.21 | $197.50 | 3.70% | Reduce -40.74% | 20,249 | -13,922 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.21% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Reduce -9.48% | 59,855 | -6,271 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +0.16% | 96.63 ($111.19) 129.55 | $154.72 | 39.15% | Add 148.77% | 17,195 | 10,283 | |
ACWX | iShares MSCI ACWI Ex US Index Fund | 2025-03-31 | Add Add | +0.14% | 51.39 ($54.91) 57.43 | $61.44 | 11.89% | Add 11.64% | 152,929 | 15,940 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2025-03-31 | Reduce Reduce | -0.13% | 59.78 ($59.9) 60.03 | $60.00 | 0.17% | Reduce -44.07% | 18,465 | -14,549 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Add Add | +0.13% | 192.6 ($216.89) 233.2 | $225.48 | 3.96% | Add 9.33% | 49,801 | 4,250 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.13% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Reduce -11.69% | 15,521 | -2,055 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.12% | 47.32 ($50.16) 52.19 | $52.68 | 5.02% | Reduce -7.02% | 220,711 | -16,658 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.11% | 91.17 ($93.56) 95.39 | $95.00 | 1.54% | Add 9.51% | 88,790 | 7,707 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.11% | 137.61 ($145.27) 149.68 | $133.53 | -8.08% | Reduce -7.06% | 66,099 | -5,022 |
Premier Path Wealth Partners, LLC Total Holding History ($B)
Premier Path Wealth Partners, LLC's Asset Allocation
Premier Path Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Premier Path Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Premier Path Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Premier Path Wealth Partners, LLC's Holdings Heat Map
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Premier Path Wealth Partners, LLC's Holdings Bubble Chart
Premier Path Wealth Partners, LLC News
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