Premier Path Wealth Partners, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 15, 2024
Value $: $634M
Signature - Title: Linda Kalata - Chief Compliance Officer
Location: Madison, NJ
Summary: This page shows a list of all the recent 13F filings made by Premier Path Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Premier Path Wealth Partners, LLC reported 364 stock holdings with total value $634M as of Q3 2024. Top holdings included AAPL, XLK, MSFT, NVDA, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	364	$634M	+$37.7M	-$18.8M	+$18.9M	AAPL, XLK, MSFT, NVDA, AMZN	13F-HR	10/15/2024, 10:34 AM
Q2 2024	367	$587M	+$75.3M	-$15.9M	+$59.4M	AAPL, MSFT, XLK, NVDA, AMZN	13F-HR	7/24/2024, 04:15 PM
Q1 2024	344	$530M	+$62.2M	-$44.8M	+$17.4M	AAPL, MSFT, XLK, NVDA, USIG	13F-HR	4/24/2024, 04:56 PM
Q4 2023	333	$450M	$0	$0		AAPL, MSFT, XLK, GOVT, AMZN	13F-HR	1/12/2024, 03:14 PM