Premier Path Wealth Partners, LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Linda Kalata - Chief Compliance Officer
Location
Madison, NJ
Holdings as of
31 Dec 2023
Value $
$450,249,880
Num holdings
333
Filing time
12 Jan 2024, 15:14:44 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, XLK, GOVT, and AMZN.
Next filing
Q1 2024 - 24 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Linda Kalata Chief Compliance Officer Madison, New Jersey 31 Dec 2023