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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
SPGSimon Ppty Group Inc New
Recent Activity
Decreased -68.33%
0.1%
$609,451
3,539 shares@ $172.21 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.01%
0.1%
$599,499
1,665 shares@ $360.06 avg price
PSXPhillips 66
Recent Activity
Decreased -9.79%
0.09%
$581,385
5,103 shares@ $113.94 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -0.03%
0.09%
$569,292
3,210 shares@ $177.35 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -11.15%
0.09%
$568,178
7,677 shares@ $74.02 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.03%
0.09%
$564,869
2,659 shares@ $212.44 avg price
DHRDanaher Corporation
Recent Activity
Decreased -3.14%
0.08%
$515,496
2,246 shares@ $229.52 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -4.39%
0.08%
$508,912
2,395 shares@ $212.49 avg price
DDominion Energy Inc
Recent Activity
Decreased -0.47%
0.07%
$454,127
8,432 shares@ $53.86 avg price
PLDPrologic Inc.
Recent Activity
Decreased -23.26%
0.07%
$434,110
4,107 shares@ $105.71 avg price