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Brian Glenn

@Premier Path Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$656.174MTotal holdings369
Assets growth rate3.45%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Premier Path Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Premier Path Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 656.174M in assets, with a quarterly growth rate of 3.45% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Brian Glenn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -0.22%
2.86%
$18.711M
139,334 shares@ $134.3 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.38%
1.75%
$11.472M
237,369 shares@ $48.33 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -5.18%
1.56%
$10.219M
45,551 shares@ $224.35 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -2.42%
1.33%
$8.726M
90,133 shares@ $96.81 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.09%
1.28%
$8.394M
14,337 shares@ $585.5 avg price
AVGOAvago Technologies Ltd
Recent Activity
Decreased -1.19%
1.16%
$7.583M
32,708 shares@ $231.84 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.91%
0.72%
$4.683M
6,065 shares@ $772.06 avg price
IWFIshares Tr
Recent Activity
Decreased -2.41%
0.6%
$3.893M
9,695 shares@ $401.58 avg price
VGTVanguard World Fds
Recent Activity
Decreased -2.14%
0.5%
$3.236M
5,204 shares@ $621.75 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -5.92%
0.47%
$3.057M
35,688 shares@ $85.67 avg price