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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
CALFPacer Fds Tr
Recent Activity
Decreased -1.93%
0.31%
$2.013M
45,746 shares@ $44.01 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -4.78%
0.31%
$2.011M
40,351 shares@ $49.85 avg price
USBUs Bancorp Del
Recent Activity
Decreased -1.95%
0.31%
$1.974M
41,280 shares@ $47.84 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.19%
0.31%
$1.973M
33,014 shares@ $59.77 avg price
NOWServicenow Inc
Recent Activity
Decreased -46.33%
0.27%
$1.771M
1,671 shares@ $1059.93 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -47.38%
0.25%
$1.625M
23,131 shares@ $70.25 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.63%
0.25%
$1.597M
22,279 shares@ $71.69 avg price
PFEPfizer Inc
Recent Activity
Decreased -3.13%
0.25%
$1.595M
60,126 shares@ $26.54 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -9.25%
0.24%
$1.528M
7,737 shares@ $197.5 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Decreased -14.08%
0.22%
$1.436M
135,815 shares@ $10.58 avg price