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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
FTNTFortinet Inc
Recent Activity
New Position
0.04%
$258,497
2,736 shares@ $94.48 avg price
XELXcel Energy Inc
Recent Activity
New Position
0.04%
$256,205
3,795 shares@ $67.52 avg price
BKRBaker Hughes Company
Recent Activity
New Position
0.04%
$242,367
5,909 shares@ $41.02 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.04%
$236,191
3,270 shares@ $72.23 avg price
IWMIshares Tr
Recent Activity
New Position
0.04%
$235,985
1,068 shares@ $220.96 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.04%
$235,854
1,335 shares@ $176.67 avg price
KMBKimberly-clark Corp
Recent Activity
New Position
0.04%
$227,485
1,736 shares@ $131.04 avg price
MNSTMonster Beverage Corp New
Recent Activity
New Position
0.04%
$222,171
4,227 shares@ $52.56 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.04%
$221,681
373 shares@ $594.32 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.04%
$220,422
4,397 shares@ $50.14 avg price