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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
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 4.17%
0.87%
$5.645M
84,542 shares@ $66.77 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 4.63%
0.84%
$5.452M
120,253 shares@ $45.34 avg price
DBNDDoubleline Etf Trust
Recent Activity
Increased 6.07%
0.83%
$5.415M
119,575 shares@ $45.29 avg price
TLHIshares Tr
Recent Activity
Increased 6.44%
0.8%
$5.206M
52,303 shares@ $99.55 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 7.11%
0.79%
$5.14M
65,392 shares@ $78.62 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 4.25%
0.78%
$5.065M
173,457 shares@ $29.21 avg price
IQDGWisdomtree Tr
Recent Activity
Increased 2.3%
0.73%
$4.743M
138,632 shares@ $34.21 avg price
MUBIshares Tr
Recent Activity
Increased 2.93%
0.69%
$4.502M
42,248 shares@ $106.55 avg price
IVVIshares Tr
Recent Activity
Increased 1.17%
0.62%
$4.056M
6,889 shares@ $588.7 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 46.6%
0.61%
$3.961M
36,822 shares@ $107.58 avg price