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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
SMLFIshares Tr
Recent Activity
Increased 1.59%
0.37%
$2.407M
35,663 shares@ $67.51 avg price
GEGeneral Electric Co
Recent Activity
Increased 4.52%
0.36%
$2.361M
14,153 shares@ $166.79 avg price
REGLProshares Tr
Recent Activity
Increased 2.5%
0.36%
$2.331M
28,905 shares@ $80.66 avg price
JNJJohnson & Johnson
Recent Activity
Increased 34.37%
0.36%
$2.325M
16,074 shares@ $144.63 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.64%
0.36%
$2.302M
6,936 shares@ $331.89 avg price
USFRWisdomtree Tr
Recent Activity
Increased 0.08%
0.35%
$2.241M
44,544 shares@ $50.33 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
Increased 3.28%
0.35%
$2.236M
41,043 shares@ $54.48 avg price
AVMVAmerican Centy Etf Tr
Recent Activity
Increased 4.35%
0.35%
$2.233M
34,211 shares@ $65.28 avg price
DISDisney Walt Co
Recent Activity
Decreased -9.18%
0.34%
$2.192M
19,687 shares@ $111.35 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -2.99%
0.33%
$2.131M
44,969 shares@ $47.39 avg price