Chief Compliance Officer

0001999925-24-000001.txt : 20240112 0001999925-24-000001.hdr.sgml : 20240112 20240112151444 ACCESSION NUMBER: 0001999925-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Premier Path Wealth Partners, LLC CENTRAL INDEX KEY: 0001999925 ORGANIZATION NAME: IRS NUMBER: 923761195 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23504 FILM NUMBER: 24531846 BUSINESS ADDRESS: STREET 1: 7 GIRALDA FARMS STREET 2: SUITE 190 CITY: MADISON STATE: NJ ZIP: 07940 BUSINESS PHONE: (973)671-6530 MAIL ADDRESS: STREET 1: 7 GIRALDA FARMS STREET 2: SUITE 190 CITY: MADISON STATE: NJ ZIP: 07940 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001999925 XXXXXXXX 12-31-2023 12-31-2023 Premier Path Wealth Partners, LLC

7 GIRALDA FARMS SUITE 190 MADISON NJ 07940

13F HOLDINGS REPORT 028-23504 N Linda Kalata Chief Compliance Officer (973) 671-6535 Linda Kalata Madison NJ 12-31-2023 0 333 452160103 false INFORMATION TABLE 2 ppwp-13f2023q4.xml 3M CO COM 88579Y101 1418974 12878 SH SOLE 0 0 12878 ABBOTT LABS COM 002824100 633673 5757 SH SOLE 0 0 5757 ABBVIE INC COM 00287Y109 1309552 8450 SH SOLE 0 0 8450 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1057505 3071 SH SOLE 0 0 3071 ADOBE INC COM 00724F101 1477182 2515 SH SOLE 0 0 2515 ADVANCED MICRO DEVICES INC COM 007903107 1215498 8246 SH SOLE 0 0 8246 AGILENT TECHNOLOGIES INC COM 00846U101 282509 2032 SH SOLE 0 0 2032 AIR PRODS & CHEMS INC COM 009158106 897790 3241 SH SOLE 0 0 3241 AIRBNB INC COM CL A 009066101 306723 2253 SH SOLE 0 0 2253 ALLSTATE CORP COM 020002101 327296 2338 SH SOLE 0 0 2338 ALPHABET INC CAP STK CL A 02079K305 5995618 43180 SH SOLE 0 0 43180 ALPHABET INC CAP STK CL C 02079K107 4334879 30686 SH SOLE 0 0 30686 ALPS ETF TR ALERIAN MLP 00162Q452 213559 5023 SH SOLE 0 0 5023 ALPS ETF 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824348106 325427 1103 SH SOLE 0 0 1103 SIMON PPTY GROUP INC NEW COM 828806109 1514837 10537 SH SOLE 0 0 10537 SNOWFLAKE INC CL A 833445109 297505 1495 SH SOLE 0 0 1495 SOUTHERN CO COM 842587107 259319 3698 SH SOLE 0 0 3698 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 1256211 21466 SH SOLE 0 0 21466 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1166747 34306 SH SOLE 0 0 34306 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 1726032 52181 SH SOLE 0 0 52181 SPDR S&P 500 ETF TR TR UNIT 78462F103 409681 837 SH SOLE 0 0 837 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1052904 11521 SH SOLE 0 0 11521 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1644587 34789 SH SOLE 0 0 34789 SPDR SER TR S&P DIVID ETF 78464A763 354079 2833 SH SOLE 0 0 2833 STARBUCKS CORP COM 855244109 628243 6558 SH SOLE 0 0 6558 STATE STR CORP COM 857477103 216191 2890 SH SOLE 0 0 2890 STRYKER CORPORATION COM 863667101 497716 1662 SH SOLE 0 0 1662 SYNOPSYS INC COM 871607107 351373 728 SH SOLE 0 0 728 SYSCO CORP COM 871829107 263268 3600 SH SOLE 0 0 3600 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1080904 10294 SH SOLE 0 0 10294 TARGET CORP COM 87612E106 387952 2724 SH SOLE 0 0 2724 TE CONNECTIVITY LTD SHS H84989104 272570 1940 SH SOLE 0 0 1940 TESLA INC COM 88160R101 4053332 16386 SH SOLE 0 0 16386 TEXAS INSTRS INC COM 882508104 838376 4980 SH SOLE 0 0 4980 THE CIGNA GROUP COM 125523100 524446 1782 SH SOLE 0 0 1782 THE TRADE DESK INC COM CL A 88339J105 302808 4374 SH SOLE 0 0 4374 THERMO FISHER SCIENTIFIC INC COM 883556102 1022685 1929 SH SOLE 0 0 1929 TJX COS INC NEW COM 872540109 1292778 13781 SH SOLE 0 0 13781 T-MOBILE US INC COM 872590104 467041 2913 SH SOLE 0 0 2913 TORONTO DOMINION BK ONT COM NEW 891160509 279352 4340 SH SOLE 0 0 4340 TRANE TECHNOLOGIES PLC SHS G8994E103 576824 2365 SH SOLE 0 0 2365 TRANSDIGM GROUP INC COM 893641100 509674 504 SH SOLE 0 0 504 TRAVELERS COMPANIES INC COM 89417E109 277734 1458 SH SOLE 0 0 1458 TRUIST FINL CORP COM 89832Q109 408040 11052 SH SOLE 0 0 11052 UBER TECHNOLOGIES INC COM 90353T100 643347 10449 SH SOLE 0 0 10449 UNION PAC CORP COM 907818108 858764 3501 SH SOLE 0 0 3501 UNITED PARCEL SERVICE INC CL B 911312106 561896 3574 SH SOLE 0 0 3574 UNITED RENTALS INC COM 911363109 392592 685 SH SOLE 0 0 685 UNITEDHEALTH GROUP INC COM 91324P102 3102995 5935 SH SOLE 0 0 5935 US BANCORP DEL COM NEW 902973304 481200 11360 SH SOLE 0 0 11360 VANECK ETF TRUST SEMICONDUCTR 92189F676 340997 1956 SH SOLE 0 0 1956 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 213750 4348 SH SOLE 0 0 4348 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4868266 60127 SH SOLE 0 0 60127 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 3997252 83156 SH SOLE 0 0 83156 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 677883 8689 SH SOLE 0 0 8689 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 489202 4382 SH SOLE 0 0 4382 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 204551 2578 SH SOLE 0 0 2578 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 204621 3077 SH SOLE 0 0 3077 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1103983 11966 SH SOLE 0 0 11966 VANGUARD WORLD FDS INF TECH ETF 92204A702 2642296 5482 SH SOLE 0 0 5482 VERIZON COMMUNICATIONS INC COM 92343V104 1412347 37194 SH SOLE 0 0 37194 VERTEX PHARMACEUTICALS INC COM 92532F100 564115 1386 SH SOLE 0 0 1386 VICI PPTYS INC COM 925652109 445555 13976 SH SOLE 0 0 13976 VISA INC COM CL A 92826C839 2860540 11080 SH SOLE 0 0 11080 WALMART INC COM 931142103 1283942 8152 SH SOLE 0 0 8152 WARNER BROS DISCOVERY INC COM SER A 934423104 1060332 92182 SH SOLE 0 0 92182 WELLS FARGO CO NEW COM 949746101 2057004 41963 SH SOLE 0 0 41963 WELLTOWER INC COM 95040Q104 333088 3694 SH SOLE 0 0 3694 WESTERN UN CO COM 959802109 748469 61937 SH SOLE 0 0 61937 WEYERHAEUSER CO MTN BE COM NEW 962166104 209385 6210 SH SOLE 0 0 6210 WILLIAMS COS INC COM 969457100 586851 17100 SH SOLE 0 0 17100 WISDOMTREE TR EM EX ST-OWNED 97717X578 1708916 58173 SH SOLE 0 0 58173 WISDOMTREE TR INTL QULTY DIV 97717X131 3578471 97069 SH SOLE 0 0 97069 WORKDAY INC CL A 98138H101 333757 1209 SH SOLE 0 0 1209 XYLEM INC COM 98419M100 335647 2935 SH SOLE 0 0 2935 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1092744 8938 SH SOLE 0 0 8938 ZOETIS INC CL A 98978V103 1119591 5785 SH SOLE 0 0 5785