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Home > Institutional Investor > Premier Path Wealth Partners, Llc > Profile

Instuitional Investor - Premier Path Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Premier Path Wealth Partners, Llc
Portfolio Value $452,160,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 136,449 $26,235,952 5.8%
2.
Microsoft Corp
 MSFT 50,890 $19,110,090 4.22%
3.
Sector Spdr Trust
 XLB 81,651 $15,950,778 3.52%
4.
Ishares Tr
 645,514 $14,858,703 3.28%
5.
Amazon Com Inc
 AMZN 63,496 $9,615,417 2.12%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)