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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
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
Decreased -0.31%
0.17%
$1.1M
49,564 shares@ $22.2 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Decreased -8.41%
0.17%
$1.088M
10,304 shares@ $105.64 avg price
NUENucor Corp
Recent Activity
Decreased -3.23%
0.17%
$1.052M
9,015 shares@ $116.72 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.98%
0.15%
$935,689
3,905 shares@ $239.62 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -4.48%
0.15%
$930,541
1,789 shares@ $520.15 avg price
ZTSZoetis Inc
Recent Activity
Decreased -1.64%
0.14%
$877,792
5,388 shares@ $162.92 avg price
DHID R Horton Inc
Recent Activity
Decreased -2.86%
0.14%
$866,465
6,197 shares@ $139.83 avg price
AMAT=vlookup(c31,sheet1!a:b,2,false)
Recent Activity
Decreased -14.18%
0.14%
$865,042
5,319 shares@ $162.64 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -4.46%
0.13%
$849,795
4,532 shares@ $187.51 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -15.34%
0.13%
$834,864
6,912 shares@ $120.79 avg price