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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
AAPLApple Inc
Recent Activity
Increased 0.98%
5.4%
$35.377M
141,272 shares@ $250.42 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.81%
4.2%
$27.524M
118,373 shares@ $232.53 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.02%
3.37%
$22.082M
52,390 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.5%
2.22%
$14.507M
66,126 shares@ $219.4 avg price
USIGIshares Tr
Recent Activity
Increased 3.58%
1.66%
$10.841M
215,620 shares@ $50.29 avg price
DGROIshares Tr
Recent Activity
Increased 3.63%
1.54%
$10.091M
164,508 shares@ $61.35 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 4.59%
1.5%
$9.784M
71,121 shares@ $137.57 avg price
QUALIshares Tr
Recent Activity
Increased 2.51%
1.46%
$9.549M
53,621 shares@ $178.09 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 7.77%
1.33%
$8.724M
46,084 shares@ $189.3 avg price
SHYIshares Tr
Recent Activity
Increased 6.19%
1.29%
$8.41M
102,587 shares@ $81.99 avg price