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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
TGTTarget Corp
Recent Activity
Decreased -11.06%
0.07%
$428,188
3,168 shares@ $135.17 avg price
PFGPrincipal Financial Group In
Recent Activity
Decreased -2.41%
0.07%
$421,807
5,449 shares@ $77.41 avg price
PKEPark Aerospace Corp
Recent Activity
Decreased -2.07%
0.07%
$420,382
28,695 shares@ $14.66 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -1.36%
0.07%
$410,605
1,368 shares@ $300.15 avg price
AIGAmerican Intl Group Inc
Recent Activity
Decreased -11.29%
0.07%
$410,519
5,639 shares@ $72.8 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -11.15%
0.07%
$406,575
239 shares@ $1701.16 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -1.87%
0.06%
$379,987
17,798 shares@ $21.35 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -0.18%
0.06%
$363,187
6,023 shares@ $60.31 avg price
AFLAflac Inc
Recent Activity
Decreased -1.41%
0.06%
$354,282
3,425 shares@ $103.44 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -14.15%
0.06%
$352,372
10,324 shares@ $34.14 avg price