Premier-Path-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
372
Total Value
642708650
Accession Number
0001999925-25-000002
Form Type
13F-HR
Manager Name
Premier-Path-Wealth-Partners
Data Enrichment
86% identified
320 identified52 unidentified

Holdings

372 positions • $642.7M total value
Manager:
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81369Y860
Shares:45.2K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$642.7M)
Eaton Corp plc
Shares:6.9K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$642.7M)
921910816
Shares:6.0K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$642.7M)
INVESCO QQQ TRUST, SERIES 1
Shares:3.9K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$642.7M)
BANK OF AMERICA CORP /DE/
Shares:43.1K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$642.7M)
ADVANCED MICRO DEVICES INC
Shares:17.2K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$642.7M)
ADOBE INC.
Shares:4.6K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$642.7M)
US BANCORP \DE\
Shares:40.6K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
81369Y100
Shares:19.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
WELLS FARGO & COMPANY/MN
Shares:23.4K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
BOEING CO
Shares:9.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
TJX COMPANIES INC /DE/
Shares:13.7K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
PROCTER & GAMBLE Co
Shares:9.7K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$642.7M)
PFIZER INC
Shares:63.6K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$642.7M)
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$642.7M)
NEXTERA ENERGY INC
Shares:22.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$642.7M)
Medtronic plc
Shares:17.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$642.7M)
MCDONALDS CORP
Shares:5.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$642.7M)
922908363
Shares:3.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)
NIKE, Inc.
Shares:23.9K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$642.7M)