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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
BLKBlackrock Inc
Recent Activity
New Position
0.53%
$3.459M
3,374 shares@ $1025.14 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.21%
$1.364M
1,969 shares@ $692.98 avg price
DEODiageo Plc
Recent Activity
New Position
0.2%
$1.308M
10,287 shares@ $127.13 avg price
BF.BBrown Forman Corp
Recent Activity
New Position
0.19%
$1.194M
31,428 shares@ $37.98 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.15%
$948,900
8,585 shares@ $110.53 avg price
IWBIshares Tr
Recent Activity
New Position
0.08%
$475,508
1,476 shares@ $322.16 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.06%
$329,008
1,136 shares@ $289.62 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.05%
$318,817
1,284 shares@ $248.3 avg price
TEAMAtlassian Corporation
Recent Activity
New Position
0.05%
$313,717
1,289 shares@ $243.39 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.04%
$259,226
2,347 shares@ $110.45 avg price