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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
LMTLockheed Martin Corp
Recent Activity
Increased 28.98%
0.42%
$2.697M
5,551 shares@ $485.92 avg price
IJHIshares Tr
Recent Activity
Increased 0.66%
0.42%
$2.695M
43,243 shares@ $62.32 avg price
HDHome Depot Inc
Recent Activity
Increased 10.61%
0.4%
$2.6M
6,683 shares@ $388.99 avg price
EDIVSpdr Index Shs Fds
Recent Activity
Increased 2.6%
0.4%
$2.568M
72,806 shares@ $35.28 avg price
TAt&t Inc
Recent Activity
Decreased -3.08%
0.39%
$2.549M
111,961 shares@ $22.78 avg price
RTXRaytheon Technologies Corp
Recent Activity
Decreased -1.24%
0.39%
$2.544M
21,984 shares@ $115.73 avg price
XSOEWisdomtree Tr
Recent Activity
Increased 0.36%
0.39%
$2.504M
82,143 shares@ $30.48 avg price
WMTWalmart Inc
Recent Activity
Increased 8.99%
0.38%
$2.471M
27,346 shares@ $90.35 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.31%
0.37%
$2.415M
4,586 shares@ $526.52 avg price
QEMMSpdr Index Shs Fds
Recent Activity
Increased 5.86%
0.37%
$2.411M
42,260 shares@ $57.07 avg price