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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
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
LLYEli Lilly & Co
Recent Activity
Decreased -0.91%
0.72%
$4.683M
6,065 shares@ $772.06 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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.41%
0.6%
$3.902M
8,608 shares@ $453.26 avg price
IWFIshares Tr
Recent Activity
Decreased -2.41%
0.6%
$3.893M
9,695 shares@ $401.58 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.53%
$3.459M
3,374 shares@ $1025.14 avg price