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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
XLRESelect Sector Spdr Tr
Recent Activity
Increased 6.07%
0.29%
$1.887M
46,410 shares@ $40.68 avg price
BABoeing Co
Recent Activity
Increased 9.58%
0.29%
$1.859M
10,501 shares@ $177.01 avg price
ABBVAbbvie Inc
Recent Activity
Increased 14.92%
0.29%
$1.853M
10,426 shares@ $177.71 avg price
CVXChevron Corp New
Recent Activity
Increased 23.92%
0.28%
$1.816M
12,536 shares@ $144.85 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 4.19%
0.28%
$1.812M
21,536 shares@ $84.15 avg price
VZVerizon Communications Inc
Recent Activity
Increased 5.37%
0.28%
$1.812M
45,299 shares@ $39.99 avg price
NOWServicenow Inc
Recent Activity
Decreased -46.33%
0.27%
$1.771M
1,671 shares@ $1059.93 avg price
BKBank New York Mellon Corp
Recent Activity
Increased 1.41%
0.27%
$1.77M
23,044 shares@ $76.83 avg price
ADBEAdobe Inc
Recent Activity
Increased 105.93%
0.26%
$1.698M
3,820 shares@ $444.63 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.06%
0.26%
$1.687M
10,065 shares@ $167.66 avg price