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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
MDTMedtronic Plc
Recent Activity
Decreased -0.06%
0.22%
$1.399M
17,512 shares@ $79.89 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -0.35%
0.22%
$1.383M
4,770 shares@ $290.04 avg price
KMXCarmax Inc
Recent Activity
Decreased -1.25%
0.21%
$1.323M
16,178 shares@ $81.76 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.74%
0.2%
$1.31M
8,613 shares@ $152.07 avg price
MSMorgan Stanley
Recent Activity
Decreased -2.62%
0.2%
$1.266M
10,072 shares@ $125.73 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -13.65%
0.2%
$1.266M
12,724 shares@ $99.49 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -2.09%
0.19%
$1.221M
4,633 shares@ $263.52 avg price
INTU=vlookup(c164,sheet1!a:b,2,false)
Recent Activity
Decreased -2.97%
0.19%
$1.208M
1,922 shares@ $628.41 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.04%
0.18%
$1.155M
4,433 shares@ $260.65 avg price
CVSCvs Health Corp
Recent Activity
Decreased -3.7%
0.18%
$1.13M
25,162 shares@ $44.9 avg price