Premier Path Wealth Partners, LLC
400 holdingsFiling period: 2026-03-31Current AUM: $860.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 153.2K | $38.9M | $47.3M | 5.50% | +894 | 2026-03-31 |
| 2 | ACWX | ISHARES TR | 439.8K | $30.1M | $33.1M | 3.85% | +169.3K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 162.9K | $28.4M | $32.7M | 3.80% | +13.0K | 2026-03-31 |
| 4 | XLK | SELECT SECTOR SPDR TR | 181.0K | $24.0M | $31.7M | 3.69% | -23,698 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 55.3K | $20.5M | $25.7M | 2.99% | +1.1K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 71.6K | $14.9M | $19.5M | 2.26% | +2.0K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 50.6K | $14.6M | $18.0M | 2.10% | +3.6K | 2026-03-31 |
| 8 | AVGO | AVAGO TECHNOLOGIES LTD | 36.5K | $11.3M | $14.2M | 1.65% | +2.6K | 2026-03-31 |
| 9 | IEF | ISHARES TR | 114.6K | $10.9M | $10.6M | 1.24% | +19.9K | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 37.1K | $10.6M | $13.2M | 1.54% | +2.3K | 2026-03-31 |
| 11 | DGRO | ISHARES TR | 140.5K | $9.9M | $11.0M | 1.27% | -20,965 | 2026-03-31 |
| 12 | XLF | SELECT SECTOR SPDR TR | 196.1K | $9.7M | $11.2M | 1.30% | -43,785 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 16.8K | $9.6M | $9.3M | 1.09% | +1.3K | 2026-03-31 |
| 14 | IEI | ISHARES TR | 80.7K | $9.6M | $9.4M | 1.09% | +9.3K | 2026-03-31 |
| 15 | USIG | ISHARES TR | 183.7K | $9.4M | $9.2M | 1.07% | -32,597 | 2026-03-31 |
| 16 | XLY | SELECT SECTOR SPDR TR | 84.4K | $9.2M | $9.8M | 1.14% | -460 | 2026-03-31 |
| 17 | QUAL | ISHARES TR | 46.6K | $8.9M | $10.2M | 1.19% | -6,258 | 2026-03-31 |
| 18 | SHY | ISHARES TR | 101.7K | $8.4M | $8.3M | 0.97% | -13,824 | 2026-03-31 |
| 19 | IDEV | ISHARES TR | 98.3K | $8.2M | $8.9M | 1.03% | -16,798 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 27.9K | $8.2M | $9.8M | 1.14% | +1.5K | 2026-03-31 |
| 21 | XLC | SELECT SECTOR SPDR TR | 73.2K | $8.1M | $7.9M | 0.92% | -8,949 | 2026-03-31 |
| 22 | XLV | SELECT SECTOR SPDR TR | 54.5K | $8.0M | $8.9M | 1.03% | -7,798 | 2026-03-31 |
| 23 | AGG | ISHARES TR | 78.0K | $7.7M | $7.6M | 0.88% | +51.2K | 2026-03-31 |
| 24 | TSLA | TESLA INC | 19.4K | $7.2M | $6.0M | 0.70% | +791 | 2026-03-31 |
| 25 | XLI | SELECT SECTOR SPDR TR | 44.5K | $7.2M | $8.0M | 0.93% | -9,360 | 2026-03-31 |
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