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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
NFLXNetflix Inc
Recent Activity
Decreased -0.89%
0.47%
$3.055M
3,427 shares@ $891.33 avg price
CRMSalesforce Inc
Recent Activity
Decreased -8.12%
0.46%
$2.961M
8,856 shares@ $334.34 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.35%
0.43%
$2.805M
5,545 shares@ $505.87 avg price
TAt&t Inc
Recent Activity
Decreased -3.08%
0.39%
$2.549M
111,961 shares@ $22.78 avg price
RTXRaytheon Technologies Corp
Recent Activity
Decreased -1.24%
0.39%
$2.544M
21,984 shares@ $115.73 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.64%
0.36%
$2.302M
6,936 shares@ $331.89 avg price
DISDisney Walt Co
Recent Activity
Decreased -9.18%
0.34%
$2.192M
19,687 shares@ $111.35 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -2.99%
0.33%
$2.131M
44,969 shares@ $47.39 avg price
SUBIshares Tr
Recent Activity
Decreased -0.94%
0.33%
$2.122M
20,114 shares@ $105.49 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -8.93%
0.32%
$2.056M
54,776 shares@ $37.54 avg price