Premier Path Wealth Partners, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$642.7B
Holdings
372
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (372 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 141,089 | $31.3B | 4.88% | |
| 2 | XLKSELECT SECTOR SPDR TR | 121,199 | $25.0B | 3.89% | |
| 3 | MSFTMICROSOFT CORP | 51,511 | $19.3B | 3.01% | |
| 4 | NVDANVIDIA CORPORATION | 138,002 | $15.0B | 2.33% | |
| 5 | AMZNAMAZON COM INC | 59,855 | $11.4B | 1.77% | |
| 6 | XLFSELECT SECTOR SPDR TR | 220,711 | $11.0B | 1.71% | |
| 7 | USIGISHARES TR | 212,570 | $10.9B | 1.69% | |
| 8 | DGROISHARES TR | 167,836 | $10.4B | 1.61% | |
| 9 | XLYSELECT SECTOR SPDR TR | 49,801 | $9.8B | 1.53% | |
| 10 | XLVSELECT SECTOR SPDR TR | 66,099 | $9.7B | 1.50% | |
| 11 | QUALISHARES TR | 54,885 | $9.4B | 1.46% | |
| 12 | SHYISHARES TR | 110,532 | $9.1B | 1.42% | |
| 13 | XLCSELECT SECTOR SPDR TR | 89,628 | $8.6B | 1.35% | |
| 14 | ACWXISHARES TR | 152,929 | $8.5B | 1.32% | |
| 15 | IEFISHARES TR | 88,790 | $8.5B | 1.32% | |
| 16 | METAMETA PLATFORMS INC | 14,663 | $8.5B | 1.31% | |
| 17 | IDEVISHARES TR | 118,970 | $8.2B | 1.28% | |
| 18 | IEIISHARES TR | 66,434 | $7.8B | 1.22% | |
| 19 | XLISELECT SECTOR SPDR TR | 57,890 | $7.6B | 1.18% | |
| 20 | IJRISHARES TR | 67,329 | $7.0B | 1.10% | |
| 21 | GOOGLALPHABET INC | 44,733 | $6.9B | 1.08% | |
| 22 | VMBSVANGUARD SCOTTSDALE FDS | 131,892 | $6.1B | 0.95% | |
| 23 | TLHISHARES TR | 58,562 | $6.1B | 0.95% | |
| 24 | DBNDDOUBLELINE ETF TRUST | 130,313 | $6.0B | 0.94% | |
| 25 | JPMJPMORGAN CHASE & CO | 24,448 | $6.0B | 0.93% | |
| 26 | AVLVAMERICAN CENTY ETF TR | 86,804 | $5.7B | 0.88% | |
| 27 | DFAIDIMENSIONAL ETF TRUST | 178,685 | $5.6B | 0.87% | |
| 28 | GOOGALPHABET INC | 35,519 | $5.5B | 0.86% | |
| 29 | AVGOAVAGO TECHNOLOGIES LTD | 32,763 | $5.5B | 0.85% | |
| 30 | IQDGWISDOMTREE TR | 148,538 | $5.3B | 0.82% | |
| 31 | XLFISELECT SECTOR SPDR TR | 63,825 | $5.2B | 0.81% | |
| 32 | LLYELI LILLY & CO | 6,146 | $5.1B | 0.79% | |
| 33 | MUBISHARES TR | 47,502 | $5.0B | 0.78% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,948 | $4.8B | 0.74% | |
| 35 | XOMEXXON MOBIL CORP | 34,951 | $4.2B | 0.65% | |
| 36 | TSLATESLA INC | 15,521 | $4.0B | 0.63% | |
| 37 | IWDISHARES TR | 20,249 | $3.8B | 0.59% | |
| 38 | IVVISHARES TR | 6,756 | $3.8B | 0.59% | |
| 39 | VVISA INC | 10,766 | $3.8B | 0.59% | |
| 40 | XLESELECT SECTOR SPDR TR | 35,689 | $3.3B | 0.52% | |
| 41 | IWFISHARES TR | 9,138 | $3.3B | 0.51% | |
| 42 | BLKBLACKROCK INC | 3,478 | $3.3B | 0.51% | |
| 43 | OUSMALPS ETF TR | 78,292 | $3.3B | 0.51% | |
| 44 | NFLXNETFLIX INC | 3,493 | $3.3B | 0.51% | |
| 45 | SHVISHARES TR | 29,311 | $3.2B | 0.50% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 3,355 | $3.2B | 0.49% | |
| 47 | AVUVAMERICAN CENTY ETF TR | 34,759 | $3.0B | 0.47% | |
| 48 | JNJJOHNSON & JOHNSON | 18,216 | $3.0B | 0.47% | |
| 49 | TAT&T INC | 100,845 | $2.9B | 0.44% | |
| 50 | RTXRAYTHEON TECHNOLOGIES CORP | 21,423 | $2.8B | 0.44% | |
| 51 | VGTVANGUARD WORLD FDS | 5,160 | $2.8B | 0.44% | |
| 52 | UNHUNITEDHEALTH GROUP INC | 5,219 | $2.7B | 0.43% | |
| 53 | EDIVSPDR INDEX SHS FDS | 76,486 | $2.7B | 0.42% | |
| 54 | XSOEWISDOMTREE TR | 87,111 | $2.7B | 0.42% | |
| 55 | —SPDR INDEX SHS FDS | 46,193 | $2.7B | 0.41% | |
| 56 | GEGENERAL ELECTRIC CO | 13,128 | $2.6B | 0.41% | |
| 57 | IJHISHARES TR | 44,404 | $2.6B | 0.40% | |
| 58 | MAMASTERCARD INCORPORATED | 4,708 | $2.6B | 0.40% | |
| 59 | CRMSALESFORCE INC | 9,416 | $2.5B | 0.39% | |
| 60 | REGLPROSHARES TR | 30,167 | $2.4B | 0.38% | |
| 61 | LMTLOCKHEED MARTIN CORP | 5,360 | $2.4B | 0.37% | |
| 62 | HDHOME DEPOT INC | 6,524 | $2.4B | 0.37% | |
| 63 | USFRWISDOMTREE TR | 47,395 | $2.4B | 0.37% | |
| 64 | WMTWALMART INC | 26,899 | $2.4B | 0.37% | |
| 65 | ABBVABBVIE INC | 11,195 | $2.3B | 0.36% | |
| 66 | SMLFISHARES TR | 36,424 | $2.3B | 0.35% | |
| 67 | XSVMINVESCO EXCHANGE TRADED FD T | 44,679 | $2.2B | 0.35% | |
| 68 | AVMVAMERICAN CENTY ETF TR | 35,516 | $2.2B | 0.34% | |
| 69 | CALFPACER FDS TR | 56,920 | $2.1B | 0.33% | |
| 70 | CVXCHEVRON CORP NEW | 12,744 | $2.1B | 0.33% | |
| 71 | SUBISHARES TR | 20,135 | $2.1B | 0.33% | |
| 72 | BACVERIZON COMMUNICATIONS INC | 46,270 | $2.1B | 0.33% | |
| 73 | XLUSELECT SECTOR SPDR TR | 26,450 | $2.1B | 0.32% | |
| 74 | SHMSPDR SER TR | 43,320 | $2.1B | 0.32% | |
| 75 | BMYBRISTOL-MYERS SQUIBB CO | 33,476 | $2.0B | 0.32% | |
| 76 | SMMUPIMCO ETF TR | 39,717 | $2.0B | 0.31% | |
| 77 | CMCSACOMCAST CORP NEW | 53,647 | $2.0B | 0.31% | |
| 78 | CVSCVS HEALTH CORP | 29,187 | $2.0B | 0.31% | |
| 79 | BKBANK NEW YORK MELLON CORP | 23,214 | $1.9B | 0.30% | |
| 80 | DISDISNEY WALT CO | 19,581 | $1.9B | 0.30% | |
| 81 | XLRESELECT SECTOR SPDR TR | 45,225 | $1.9B | 0.29% | |
| 82 | ETNEATON CORP PLC | 6,910 | $1.9B | 0.29% | |
| 83 | MGKVANGUARD WORLD FD | 6,008 | $1.9B | 0.29% | |
| 84 | NDQINVESCO QQQ TR | 3,930 | $1.8B | 0.29% | |
| 85 | BACBANK AMERICA CORP | 43,131 | $1.8B | 0.28% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 17,195 | $1.8B | 0.27% | |
| 87 | ADBEADOBE INC | 4,582 | $1.8B | 0.27% | |
| 88 | USBUS BANCORP DEL | 40,628 | $1.7B | 0.27% | |
| 89 | XLBSELECT SECTOR SPDR TR | 19,511 | $1.7B | 0.26% | |
| 90 | WFCWELLS FARGO CO NEW | 23,366 | $1.7B | 0.26% | |
| 91 | BABOEING CO | 9,830 | $1.7B | 0.26% | |
| 92 | TJXTJX COS INC NEW | 13,653 | $1.7B | 0.26% | |
| 93 | PGPROCTER AND GAMBLE CO | 9,684 | $1.7B | 0.26% | |
| 94 | PFEPFIZER INC | 63,599 | $1.6B | 0.25% | |
| 95 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.25% | |
| 96 | NEENEXTERA ENERGY INC | 22,445 | $1.6B | 0.25% | |
| 97 | MDTMEDTRONIC PLC | 17,559 | $1.6B | 0.25% | |
| 98 | MCDMCDONALDS CORP | 5,006 | $1.6B | 0.24% | |
| 99 | VOOVANGUARD INDEX FDS | 3,009 | $1.5B | 0.24% | |
| 100 | NKENIKE INC | 23,863 | $1.5B | 0.24% |
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