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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
OUSMAlps Etf Tr
Recent Activity
Increased 2.51%
0.52%
$3.385M
77,432 shares@ $43.73 avg price
VVisa Inc
Recent Activity
Increased 1.05%
0.52%
$3.378M
10,688 shares@ $316.05 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 2.38%
0.51%
$3.344M
34,645 shares@ $96.54 avg price
VGTVanguard World Fds
Recent Activity
Decreased -2.14%
0.5%
$3.236M
5,204 shares@ $621.75 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.86%
0.48%
$3.148M
3,436 shares@ $916.3 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -5.92%
0.47%
$3.057M
35,688 shares@ $85.67 avg price
NFLXNetflix Inc
Recent Activity
Decreased -0.89%
0.47%
$3.055M
3,427 shares@ $891.33 avg price
SHVIshares Tr
Recent Activity
Increased 5.28%
0.46%
$3.008M
27,317 shares@ $110.12 avg price
CRMSalesforce Inc
Recent Activity
Decreased -8.12%
0.46%
$2.961M
8,856 shares@ $334.34 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.35%
0.43%
$2.805M
5,545 shares@ $505.87 avg price