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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
VFHVanguard World Fds
Recent Activity
Decreased -0.07%
0.12%
$779,970
6,606 shares@ $118.07 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -3.18%
0.12%
$765,257
3,160 shares@ $242.17 avg price
EMREmerson Elec Co
Recent Activity
Decreased -64.66%
0.11%
$720,653
5,815 shares@ $123.94 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -11.66%
0.11%
$702,609
4,574 shares@ $153.61 avg price
MINOPimco Etf Tr
Recent Activity
Decreased -0.68%
0.11%
$693,383
15,388 shares@ $45.06 avg price
IWOIshares Tr
Recent Activity
Decreased -0.04%
0.11%
$669,469
2,326 shares@ $287.82 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -17.39%
0.11%
$668,107
11,076 shares@ $60.33 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
Decreased -0.5%
0.1%
$655,305
28,919 shares@ $22.67 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.87%
0.1%
$636,882
2,718 shares@ $234.33 avg price
EFAVIshares Tr
Recent Activity
Decreased -0.84%
0.1%
$620,410
8,774 shares@ $70.72 avg price