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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 1.17%
1.17%
$7.634M
57,937 shares@ $131.76 avg price
IEFIshares Tr
Recent Activity
Increased 4.54%
1.15%
$7.496M
81,083 shares@ $92.45 avg price
IDEVIshares Tr
Recent Activity
Increased 4.35%
1.14%
$7.457M
115,665 shares@ $64.47 avg price
IJRIshares Tr
Recent Activity
Increased 1.89%
1.11%
$7.265M
63,055 shares@ $115.23 avg price
ACWXIshares Tr
Recent Activity
Increased 26.69%
1.09%
$7.145M
136,989 shares@ $52.17 avg price
TSLATesla Inc
Recent Activity
Increased 7.85%
1.09%
$7.098M
17,576 shares@ $403.84 avg price
IEIIshares Tr
Recent Activity
Increased 4.46%
1.09%
$7.094M
61,395 shares@ $115.56 avg price
GOOGAlphabet Inc
Recent Activity
Increased 8.04%
1.07%
$6.989M
36,700 shares@ $190.44 avg price
IWDIshares Tr
Recent Activity
Increased 60.65%
0.97%
$6.326M
34,171 shares@ $185.13 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.77%
0.9%
$5.889M
24,569 shares@ $239.71 avg price