Premier Path Wealth Partners, LLC
- SEC CIK
- 0001999925
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位。
- 持股檔數
- 333
- 2023 年第 3 季沒有申報
- 總值
- $4.52 億
- 2023 年第 3 季沒有申報
Premier Path Wealth Partners, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 136,449 | $2,624 萬 | 5.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 50,890 | $1,911 萬 | 4.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 81,651 | $1,595 萬 | 3.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 645,514 | $1,486 萬 | 3.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 63,496 | $961.5 萬 | 2.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 60,310 | $832.5 萬 | 1.8% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 195,777 | $746.5 萬 | 1.7% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 38,199 | $691.7 萬 | 1.5% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 124,477 | $678.5 萬 | 1.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,696 | $674.9 萬 | 1.5% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 40,525 | $604.9 萬 | 1.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 93,651 | $603.6 萬 | 1.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 17,022 | $599.6 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,180 | $599.6 萬 | 1.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,227 | $595.5 萬 | 1.3% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 76,746 | $564.9 萬 | 1.3% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 46,622 | $538.6 萬 | 1.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 47,704 | $522.5 萬 | 1.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,820 | $509.9 萬 | 1.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 60,127 | $486.8 萬 | 1.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,081 | $439.4 萬 | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 30,686 | $433.5 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,087 | $408.0 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 16,386 | $405.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 83,156 | $399.7 萬 | 0.9% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 53,147 | $387.9 萬 | 0.9% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,435 | $374.3 萬 | 0.8% | – | – | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 97,069 | $357.8 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 6,124 | $354.6 萬 | 0.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 120,244 | $350.2 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,752 | $346.0 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,935 | $310.3 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 11,080 | $286.1 萬 | 0.6% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,347 | $274.9 萬 | 0.6% | – | – | – |
| INTCIntel Corp | Stock | 52,791 | $265.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 5,482 | $264.2 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 15,274 | $239.4 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,021 | $238.6 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 52,648 | $232.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,180 | $228.6 萬 | 0.5% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 43,625 | $228.5 萬 | 0.5% | – | – | – |
| NOWServiceNow, Inc. | Stock | 3,236 | $227.3 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 21,889 | $218.7 萬 | 0.5% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 42,018 | $218.5 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 2,655 | $216.6 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,282 | $214.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,378 | $209.1 萬 | 0.5% | – | – | – |
| WFCWells Fargo & Company | Stock | 41,963 | $205.7 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,660 | $198.7 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,777 | $198.2 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 7,211 | $189.0 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 20,453 | $185.7 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 21,915 | $185.4 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 107,144 | $180.8 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 7,543 | $179.1 萬 | 0.4% | – | – | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 52,181 | $172.6 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 58,173 | $170.9 萬 | 0.4% | – | – | – |
| GEGeneral Electric Co | Stock | 13,276 | $170.5 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,455 | $168.2 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 9,879 | $167.8 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 34,789 | $164.5 萬 | 0.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,136 | $160.9 萬 | 0.4% | – | – | – |
| CVSCVS Health Corp | Stock | 19,679 | $156.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,335 | $156.3 萬 | 0.3% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 32,067 | $155.9 萬 | 0.3% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 25,643 | $152.7 萬 | 0.3% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 10,537 | $151.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 27,419 | $150.4 萬 | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 3,286 | $148.9 萬 | 0.3% | – | – | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 37,241 | $147.8 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,515 | $147.7 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,973 | $147.4 萬 | 0.3% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 36,258 | $147.1 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 9,809 | $145.5 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 19,497 | $145.4 萬 | 0.3% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 16,585 | $143.8 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 9,917 | $143.7 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 12,878 | $141.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 37,023 | $141.8 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 37,194 | $141.2 萬 | 0.3% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,741 | $137.4 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 39,802 | $134.0 萬 | 0.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 13,544 | $133.0 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 45,745 | $132.7 萬 | 0.3% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 20,420 | $131.4 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 6,251 | $131.0 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,450 | $131.0 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 13,781 | $129.3 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 8,152 | $128.4 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 21,466 | $125.6 萬 | 0.3% | – | – | – |
| EFXEquifax Inc | COM | 4,968 | $124.0 萬 | 0.3% | – | – | 歷史 |
| LEGHLegacy Housing Corp | COM | 48,380 | $122.0 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 13,084 | $122.0 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,246 | $121.5 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,576 | $120.4 萬 | 0.3% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,930 | $118.3 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34,306 | $116.7 萬 | 0.3% | – | – | – |
| IFFInternational Flavors & Fragrances Inc | COM | 14,076 | $115.1 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 13,739 | $114.2 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 5,785 | $112.0 萬 | 0.2% | – | – | 歷史 |