test

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
SUBIshares Tr
Recent Activity
Decreased -0.94%
0.33%
$2.122M
20,114 shares@ $105.49 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -8.93%
0.32%
$2.056M
54,776 shares@ $37.54 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.09%
0.32%
$2.042M
3,993 shares@ $511.29 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 9.74%
0.32%
$2.041M
26,968 shares@ $75.69 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -1.93%
0.31%
$2.013M
45,746 shares@ $44.01 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -4.78%
0.31%
$2.011M
40,351 shares@ $49.85 avg price
USBUs Bancorp Del
Recent Activity
Decreased -1.95%
0.31%
$1.974M
41,280 shares@ $47.84 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.19%
0.31%
$1.973M
33,014 shares@ $59.77 avg price
BACBank America Corp
Recent Activity
Increased 1.03%
0.3%
$1.962M
44,631 shares@ $43.95 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 5.93%
0.29%
$1.888M
33,388 shares@ $56.56 avg price