Brian Glenn Portfolio
Invests via Premier Path Wealth Partners, LLC | Managed by Brian Glenn
Invests via Premier Path Wealth Partners, LLC
Managed by Brian Glenn
Automatically Tracked
Brian Glenn Profile
Veteran growth-stage investor and operator focused on SaaS, fintech and enterprise software with track record of scaling go-to-market teams and optimizing unit economics. Brian Glenn has led early investments and operating initiatives at venture and PE-backed companies, helping drive revenue expansion and category leadership. Market-facing strengths include IPO and M&A preparation, management recruitment, and portfolio company governance to accelerate exit readiness.
Veteran growth-stage investor and operator focused on SaaS, fintech and enterprise software with track record of scaling go-to-market teams and optimizing unit economics. Brian Glenn has led early investments and operating initiatives at venture and PE-backed companies, helping drive revenue expansion and category leadership. Market-facing strengths include IPO and M&A preparation, management recruitment, and portfolio company governance to accelerate exit readiness.
Investment Philosophy & Strategy
Focuses on growth-stage, SaaS, fintech and enterprise software investments, prioritizing businesses with clear unit-economics improvement potential and scalable go-to-market motion. Prefers active, operator-led capital allocation—deploying growth capital to accelerate revenue expansion, tighten unit economics and prepare companies for IPO or strategic sale. Employs a market-facing lens emphasizing management recruitment, GTM transformation, governance and exit readiness. Time horizon is medium-to-long, risk-managed through staged financings, operational milestones and tight board-level oversight to de-risk build-to-exit pathways.
Focuses on growth-stage, SaaS, fintech and enterprise software investments, prioritizing businesses with clear unit-economics improvement potential and scalable go-to-market motion. Prefers active, operator-led capital allocation—deploying growth capital to accelerate revenue expansion, tighten unit economics and prepare companies for IPO or strategic sale. Employs a market-facing lens emphasizing management recruitment, GTM transformation, governance and exit readiness. Time horizon is medium-to-long, risk-managed through staged financings, operational milestones and tight board-level oversight to de-risk build-to-exit pathways.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
59.58%
Gain -0.7%
Monthly
1.47%
Yearly
19.14%
Drawdown
19.33%
$874.19M
Equity
Holdings
$874.19M
Investment
$628.7M
$265.22M
Profit -$4.5M
Realized
$19.73M
Unrealized
$245.49M
Dividends
$30.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$4.5M
Win %
73%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$6.32M
Win %
73%
This Month
Compared to last month
Gain
-0.51%
Profit
-$4.5M
Win %
73%
This Year
Compared to last year
Gain
14.06%
Profit
$107.78M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$2.58M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$30,098.89 
ETN Eaton Corporation plc
+7.32%
+$189,846.86 
GOOG Alphabet Inc
+6.88%
+$852,003.24 
GOOGL Alphabet Inc
+6.73%
+$1.14M 
VRT Vertiv Holdings Co
+6.18%
+$12,508.24 
COHR Coherent Corp.
+5.55%
+$19,942.88 
ANET Arista Networks, Inc.
+5.46%
+$88,821.66 
FTNT Fortinet Inc.
+4.99%
+$30,815.4 
APO Apollo Global Management, Inc.
+4.44%
+$14,108.28 
FERG Ferguson Enterprises Inc
+3.52%
+$11,691.99 
TT Trane Technologies plc
+3.33%
+$35,486.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$312,416.56 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$16,201.41 
META Meta Platforms Inc Class A
+3.28%
+$296,758.65 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$50,102.95 
ARES Ares Management Corporation
+3.2%
+$10,155.25 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$39,931.2 
MSFT Microsoft Corp.
+3.02%
+$753,648.53 
NVDA NVIDIA Corporation
+2.93%
+$929,914.61 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$12,883.25 
NTAP NetApp, Inc.
+2.6%
+$11,349.72 
CVX Chevron Corporation
+2.35%
+$67,370.6 
MRVL Marvell Technology, Inc.
+2.32%
+$21,772.86 
ORLY O'Reilly Automotive Inc.
+2.28%
+$22,753.66 
FAST Fastenal Co.
+2.25%
+$17,402.7 
GLW Corning Incorporated
+2.24%
+$18,710.25 
WDC Western Digital Corporation
+2.21%
+$16,166.07 
EOG EOG Resources, Inc.
+2.19%
+$7,279.04 
CDNS Cadence Design Systems, Inc.
+2.16%
+$8,438.38 
CSCO Cisco Systems, Inc.
+2.14%
+$83,657.61 
LNG Cheniere Energy Inc.
+2.13%
+$12,871.39 
PSA Public Storage Common Stock
+2.12%
+$9,004.8 
KEYS Keysight Technologies, Inc.
+2.04%
+$8,108.89 
GWW W.W. Grainger, Inc.
+1.97%
+$19,192.13 
OKE ONEOK, Inc.
+1.95%
+$9,538.68 
JCI Johnson Controls International plc
+1.93%
+$16,410.34 
ROK Rockwell Automation, Inc.
+1.93%
+$11,428.17 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,195.13 
PANW Palo Alto Networks, Inc.
+1.89%
+$36,524.85 
TSCO Tractor Supply Company
+1.85%
+$3,466.96 
AVXL Anavex Life Sciences Corp.
+1.85%
+$500 
CRM Salesforce Inc
+1.83%
+$29,935.59 
ORCL Oracle Corporation
+1.81%
+$29,246.91 
HWM Howmet Aerospace Inc.
+1.8%
+$18,799.54 
VTR Ventas Inc.
+1.73%
+$5,577.72 
HCA HCA Healthcare Inc.
+1.72%
+$15,653.58 
ZTS Zoetis Inc.
+1.66%
+$6,580.99 
KMI Kinder Morgan, Inc.
+1.64%
+$22,495.2 
ACN Accenture plc Class A
+1.61%
+$10,614.72 
BSX Boston Scientific Corporation
+1.59%
+$6,653.22 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$121,558.48 
VZ Verizon Communications Inc.
+1.52%
+$26,534.2 
LMT Lockheed Martin Corporation
+1.5%
+$47,887.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,607.68 
NOC Northrop Grumman Corporation
+1.43%
+$8,728.72 
PH Parker-Hannifin Corporation
+1.43%
+$38,307.26 
PWR Quanta Services Inc.
+1.43%
+$13,244.57 
GE General Electric Company
+1.42%
+$57,477.79 
SLB Schlumberger Limited
+1.39%
+$8,552.36 
KLAC KLA Corporation
+1.38%
+$17,679.07 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$7,960.53 
CAH Cardinal Health Inc.
+1.3%
+$5,925.9 
AKAM Akamai Technologies Inc.
+1.26%
+$8,758.75 
CMCSA Comcast Corp
+1.23%
+$14,374.43 
COP ConocoPhillips
+1.22%
+$12,441.01 
VRSN Verisign Inc.
+1.2%
+$5,018.96 
WFC Wells Fargo & Company
+1.19%
+$28,807.86 
AMAT Applied Materials, Inc.
+1.18%
+$38,887.03 
RMD ResMed Inc.
+1.16%
+$4,145.46 
ITW Illinois Tool Works Inc.
+1.15%
+$13,468 
MSI Motorola Solutions, Inc.
+1.14%
+$9,509.95 
VEEV Veeva Systems Inc.
+1.1%
+$2,668.44 
NOW ServiceNow, Inc.
+1.05%
+$15,661.16 
PKE Park Aerospace Corp
+1.04%
+$5,489.05 
ADBE Adobe Inc.
+1.01%
+$10,524.47 
CLMT Calumet, Inc.
+1.01%
+$5,391.32 
XLE Energy Select Sector SPDR Fund
+1%
+$30,739 
URI United Rentals, Inc.
+0.99%
+$11,352.85 
BKR Baker Hughes Company
+0.98%
+$4,861.6 
ADP Automatic Data Processing Inc.
+0.98%
+$6,599.29 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$1,315.37 
UNP Union Pacific Corporation
+0.92%
+$14,399.36 
AMLP Alerian MLP ETF
+0.89%
+$2,761.15 
WMB The Williams Companies, Inc.
+0.89%
+$12,838.14 
SCHW Charles Schwab Corporation
+0.87%
+$10,567.83 
IBM International Business Machines Corporation
+0.86%
+$12,898.09 
GEV GE Vernova Inc.
+0.85%
+$17,085.36 
MCD McDonald's Corporation
+0.82%
+$11,728.25 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
+0.82%
+$25,019.19 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$64,493.1 
EMR Emerson Electric Co.
+0.79%
+$8,029.97 
TSLA Tesla, Inc.
+0.76%
+$45,790.69 
MPC Marathon Petroleum Corporation
+0.76%
+$4,846.95 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$26,066.32 
TRGP Targa Resources Corp.
+0.76%
+$3,974.74 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$23,036.97 
STT State Street Corp
+0.73%
+$4,860.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,816.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,241.65 
AME Ametek Inc.
+0.71%
+$2,701.32 
CAT Caterpillar Inc.
+0.7%
+$21,466.58 
BMY Bristol-Myers Squibb Company
+0.69%
+$13,454.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$25,415.68 
CARR Carrier Global Corporation
+0.68%
+$1,870.26 
PTC PTC Inc.
+0.66%
+$1,753.2 
PLTR Palantir Technologies Inc.
+0.65%
+$15,646.36 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,962.48 
SYY Sysco Corporation
+0.63%
+$2,235.54 
MO Altria Group, Inc.
+0.57%
+$6,475.17 
APH Amphenol Corporation
+0.55%
+$7,927.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,124.3 
EXC Exelon Corporation
+0.53%
+$1,488.72 
STX Seagate Technology Holdings plc
+0.52%
+$6,910.87 
GM General Motors Company
+0.52%
+$5,383.38 
PSX Phillips 66
+0.51%
+$5,308.1 
HON Honeywell International Inc.
+0.47%
+$3,416.02 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$8,068.89 
NSC Norfolk Southern Corporation
+0.46%
+$2,194.83 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,062.63 
KKR KKR & Co. Inc.
+0.45%
+$3,045.15 
IWD iShares Russell 1000 Value ETF
+0.44%
+$17,330.43 
HEI.A Heico Corporation
+0.44%
+$2,799.03 
EBAY eBay Inc.
+0.43%
+$2,370.14 
CSX CSX Corporation
+0.42%
+$4,403.28 
PFE Pfizer Inc.
+0.4%
+$6,215.1 
RTX RTX Corporation
+0.39%
+$15,596.28 
VLO Valero Energy Corporation
+0.38%
+$2,548.98 
AVGO Broadcom Inc.
+0.37%
+$52,519.68 
PG Procter & Gamble Co
+0.37%
+$4,122.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$21,289.56 
TDG TransDigm Group Inc.
+0.36%
+$2,181.35 
BAC Bank of America Corporation
+0.36%
+$13,013.66 
RF Regions Financial Corporation
+0.32%
+$927.1 
AZO AutoZone Inc.
+0.32%
+$696.95 
GD General Dynamics Corporation
+0.32%
+$5,620.54 
MRK Merck & Co., Inc.
+0.32%
+$7,206.75 
SMH VanEck Semiconductor ETF
+0.3%
+$2,159.76 
DOV Dover Corporation
+0.27%
+$789.6 
JPM JPMorgan Chase & Co.
+0.27%
+$26,205.32 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,003.77 
NRG NRG Energy, Inc.
+0.24%
+$467.51 
CME CME Group Inc.
+0.21%
+$1,125.2 
SO The Southern Company
+0.21%
+$1,088.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$11,868.82 
ADI Analog Devices, Inc.
+0.2%
+$2,339.85 
CMI Cummins Inc.
+0.19%
+$2,265.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$18,639.67 
INTU Intuit Inc.
+0.18%
+$1,823.45 
USB U.S. Bancorp
+0.17%
+$5,197.53 
T AT&T Inc.
+0.17%
+$2,266.76 
MS Morgan Stanley
+0.17%
+$4,117.7 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$7,349.94 
CB Chubb Limited
+0.15%
+$1,611.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$10,690.89 
TD The Toronto-Dominion Bank
+0.13%
+$422.56 
EA Electronic Arts Inc.
+0.13%
+$293.22 
XYL Xylem Inc.
+0.13%
+$395.55 
DTE DTE Energy Company
+0.12%
+$237.15 
MMM 3M Company
+0.12%
+$1,362.22 
BDX Becton, Dickinson and Company
+0.1%
+$956.76 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,122.81 
C Citigroup Inc.
+0.1%
+$2,614.36 
NUE Nucor Corporation
+0.1%
+$773.75 
WM Waste Management, Inc.
+0.1%
+$410.96 
AFL Aflac Inc.
+0.09%
+$375.12 
WMT Walmart Inc.
+0.09%
+$4,036.78 
ABT Abbott Laboratories
+0.09%
+$622.8 
AEP American Electric Power Company, Inc.
+0.06%
+$639.24 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$149.59 
LEGH Legacy Housing Corporation
+0.04%
+$408.72 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,200 
DIS The Walt Disney Company
+0.03%
+$593.43 
SHV iShares Short Treasury Bond ETF
+0.03%
+$936.93 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$77.84 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$311.14 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$221.22 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$112.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$196,516.81 
COIN Coinbase Global, Inc.
-10.59%
-$22,637.25 
AAPL Apple Inc.
-7.35%
-$3.76M 
NXPI NXP Semiconductors N.V.
-6.53%
-$29,776 
SYK Stryker Corporation
-6.42%
-$40,346.04 
TROW T. Rowe Price Group, Inc.
-6.31%
-$54,072.93 
LIN Linde plc
-5.95%
-$82,307.23 
MU Micron Technology, Inc.
-5.9%
-$310,657.35 
SNDK SanDisk Corporation
-5.09%
-$36,342.54 
CAG Conagra Brands Inc.
-3.46%
-$17,854.2 
ES Eversource Energy
-3.05%
-$12,818.25 
IBKR Interactive Brokers Group Inc.
-2.75%
-$13,861.83 
MLM Martin Marietta Materials, Inc.
-2.75%
-$13,983.25 
EQIX Equinix, Inc.
-2.7%
-$21,018 
QCOM QUALCOMM Incorporated
-2.63%
-$22,375.98 
ABBV AbbVie Inc.
-2.51%
-$81,010.87 
KMX CarMax Inc.
-2.45%
-$19,291.68 
ICE Intercontinental Exchange, Inc.
-2.42%
-$20,037.73 
DLR Digital Realty Trust, Inc.
-2.42%
-$17,031.49 
BIIB Biogen Inc.
-2.4%
-$17,544.5 
CSGP CoStar Group, Inc.
-2.38%
-$9,539.6 
XLB Materials Select Sector SPDR Fund
-2.34%
-$36,284.27 
BAX Baxter International Inc.
-2.21%
-$19,547.88 
BA Boeing Company
-2.15%
-$37,285 
NEM Newmont Corporation
-2.14%
-$25,356.45 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-2.12%
-$8,916.6 
KHC The Kraft Heinz Company
-2.01%
-$13,097.89 
NFLX Netflix, Inc.
-2%
-$60,670.3 
EFX Equifax Inc.
-1.99%
-$16,219.71 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$9,803.11 
AMD Advanced Micro Devices, Inc.
-1.9%
-$77,967.29 
IRM Iron Mountain Inc.
-1.86%
-$6,250.08 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$5,195.51 
SYF Synchrony Financial
-1.79%
-$9,043.14 
CBRE CBRE Group Inc.
-1.77%
-$9,561.24 
APD Air Products and Chemicals, Inc.
-1.77%
-$17,507.07 
ROIV Roivant Sciences Ltd
-1.77%
-$7,320 
PHM PulteGroup Inc.
-1.76%
-$12,916.36 
DHI D.R. Horton, Inc.
-1.7%
-$16,121.7 
UNH UnitedHealth Group Incorporated
-1.68%
-$41,911.02 
LEN Lennar Corporation
-1.67%
-$3,735.2 
ADM Archer-Daniels-Midland Co
-1.66%
-$7,300.32 
AON Aon plc
-1.64%
-$4,484.91 
DRI Darden Restaurants, Inc.
-1.64%
-$4,037.49 
SQ Block, Inc.
-1.64%
-$5,281.2 
SNOW Snowflake Inc.
-1.62%
-$8,247.04 
ABUS Arbutus Biopharma Corporation
-1.59%
-$2,800 
LRCX Lam Research Corporation
-1.58%
-$27,636.06 
NET Cloudflare Inc.
-1.56%
-$12,709.62 
CPRT Copart Inc.
-1.52%
-$5,480.55 
NKE Nike, Inc. - Class B
-1.37%
-$11,258.38 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,811.94 
DD DuPont de Nemours, Inc.
-1.32%
-$11,024.67 
MNST Monster Beverage Corporation
-1.3%
-$8,039.1 
DAL Delta Air Lines, Inc.
-1.3%
-$4,826.55 
FCX Freeport-McMoRan Inc.
-1.28%
-$7,910.46 
GRMN Garmin Ltd.
-1.27%
-$5,609.75 
CLX The Clorox Company
-1.24%
-$6,362.4 
MDLZ Mondelez International, Inc.
-1.22%
-$3,563.57 
STE STERIS plc
-1.22%
-$3,020.77 
F Ford Motor Company
-1.21%
-$7,176.6 
TJX The TJX Companies, Inc.
-1.21%
-$31,389.92 
IQV IQVIA Holdings Inc.
-1.17%
-$3,379.38 
SHW The Sherwin-Williams Company
-1.16%
-$8,578.48 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$8,409.38 
SRE Sempra
-1.15%
-$3,823.36 
NEE NextEra Energy, Inc.
-1.15%
-$22,959.32 
DE Deere & Company
-1.13%
-$23,534.77 
RCL Royal Caribbean Group
-1.13%
-$10,829.03 
DEO Diageo plc Sponsored ADR
-1.12%
-$7,283 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$10,542.66 
PKG Packaging Corporation of America
-1.12%
-$3,501.45 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$8,186.52 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$6,290.21 
TXN Texas Instruments Inc
-1.08%
-$15,329.62 
LOW Lowe's Companies Inc.
-1.08%
-$18,952.25 
PLD Prologis Inc.
-1.08%
-$15,444.5 
MCK McKesson Corporation
-1.08%
-$7,027.29 
CTAS Cintas Corporation
-1.04%
-$9,128.12 
CRH CRH plc
-1.03%
-$3,559.04 
INTC Intel Corporation
-1.02%
-$32,367.72 
NDAQ Nasdaq, Inc.
-1.02%
-$6,524.22 
KO The Coca-Cola Company
-1.02%
-$16,147.8 
EQR Equity Residential
-1%
-$3,138.95 
UPS United Parcel Service, Inc.
-1%
-$3,314.85 
VMC Vulcan Materials Company
-0.98%
-$3,321.46 
FLJP Franklin FTSE Japan ETF
-0.98%
-$2,262 
EW Edwards Lifesciences Corporation
-0.98%
-$3,298 
XOM Exxon Mobil Corporation
-0.97%
-$51,426.36 
MET MetLife Inc.
-0.97%
-$6,528.3 
MCHP Microchip Technology Incorporated
-0.96%
-$2,571.85 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$8,602 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$5,176.05 
PGR Progressive Corporation
-0.87%
-$8,370 
O Realty Income Corporation
-0.87%
-$4,116.56 
ATO Atmos Energy Corporation
-0.85%
-$2,520.42 
GILD Gilead Sciences Inc.
-0.81%
-$16,922.96 
PCAR PACCAR Inc.
-0.81%
-$5,581.44 
MCO Moody's Corporation
-0.81%
-$7,562.14 
D Dominion Energy, Inc.
-0.8%
-$5,391.12 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$4,534.93 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$44,738.88 
PYPL PayPal Holdings Inc
-0.76%
-$2,286.68 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$5,715.54 
CVS CVS Health Corporation
-0.75%
-$17,428.98 
SPGI S&P Global Inc.
-0.74%
-$7,220.66 
ED Consolidated Edison, Inc.
-0.74%
-$2,027.43 
MA Mastercard Incorporated
-0.74%
-$28,364.53 
GSK GSK plc Sponsored ADR
-0.73%
-$5,617.54 
BLK BlackRock, Inc.
-0.73%
-$26,357.91 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$64,845 
MAR Marriott International Inc. - Class A
-0.71%
-$4,852.19 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$19,463.06 
DASH DoorDash, Inc.
-0.69%
-$3,360.61 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$13,088.82 
DUK Duke Energy Corporation
-0.67%
-$4,801.44 
AMGN Amgen Inc.
-0.64%
-$15,100.78 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$39,730.25 
GS The Goldman Sachs Group, Inc.
-0.63%
-$18,079.17 
AMT American Tower Corporation
-0.63%
-$3,782.93 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,829.42 
PM Philip Morris International Inc.
-0.61%
-$10,044.07 
ECL Ecolab Inc.
-0.61%
-$6,556.14 
MSCI MSCI Inc.
-0.61%
-$2,691.5 
DHR Danaher Corporation
-0.61%
-$3,035.69 
ROST Ross Stores, Inc.
-0.59%
-$4,675.51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$52,835.9 
WEC WEC Energy Group Inc.
-0.57%
-$1,626.04 
SBUX Starbucks Corporation
-0.57%
-$3,074.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$28,473.84 
PRU Prudential Financial, Inc.
-0.56%
-$2,862.8 
WAB Wabtec Corporation
-0.55%
-$2,747.2 
COF Capital One Financial Corporation
-0.54%
-$8,923.65 
LLY Eli Lilly and Company
-0.53%
-$42,867.09 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,311.58 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$9,188.04 
WELL Welltower Inc.
-0.51%
-$6,005.93 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$21,707.12 
ALL Allstate Corporation
-0.49%
-$4,230.24 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$4,906.71 
SPG Simon Property Group, Inc.
-0.46%
-$4,237.2 
PEP PepsiCo, Inc.
-0.46%
-$6,226.56 
CPB The Campbell's Company
-0.45%
-$2,520.9 
TRV The Travelers Companies, Inc.
-0.43%
-$4,953.57 
TEL TE Connectivity plc
-0.43%
-$2,282.85 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,823.67 
HD The Home Depot, Inc.
-0.42%
-$11,698.41 
MELI MercadoLibre, Inc.
-0.41%
-$1,758.29 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$21,216.05 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$10,876.58 
AIG American International Group Inc.
-0.39%
-$1,640.21 
ETR Entergy Corporation
-0.38%
-$2,696.97 
VGT Vanguard Information Technology ETF
-0.38%
-$10,522.96 
AXP American Express Company
-0.38%
-$7,980.62 
FDX FedEx Corporation
-0.37%
-$2,098.75 
MDT Medtronic plc
-0.37%
-$5,137.6 
OBDC Blue Owl Capital Corporation
-0.37%
-$560 
RSG Republic Services, Inc.
-0.37%
-$799.5 
ABNB Airbnb, Inc.
-0.37%
-$932.96 
TMUS T-Mobile US, Inc.
-0.36%
-$1,957.38 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$9,911 
BF-B Brown-Forman Corporation
-0.35%
-$2,191.5 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$9,588.85 
ADSK Autodesk, Inc.
-0.33%
-$2,360.82 
CL Colgate-Palmolive Company
-0.33%
-$1,929.9 
IFF International Flavors & Fragrances Inc.
-0.33%
-$2,165.54 
TFC Truist Financial Corporation
-0.33%
-$2,830.81 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$15,915.37 
CEG Constellation Energy Corporation
-0.31%
-$1,730.16 
MTB M&T Bank Corporation
-0.29%
-$1,417.18 
COR Cencora, Inc.
-0.28%
-$1,351.04 
SDY SPDR S&P Dividend ETF
-0.28%
-$772.64 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$30,917.42 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$29,784.56 
CCI Crown Castle Inc.
-0.27%
-$679.56 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$19,487.5 
BX Blackstone Inc.
-0.25%
-$2,219.57 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,097.21 
A Agilent Technologies Inc.
-0.24%
-$639.9 
FISV Fiserv, Inc.
-0.24%
-$1,385.8 
COST Costco Wholesale Corporation
-0.24%
-$10,216.55 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$541.5 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,297.75 
PFG Principal Financial Group, Inc.
-0.22%
-$1,113.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$68,761.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3,769.74 
VLY Valley National Bancorp
-0.21%
-$320.07 
KR Kroger Co.
-0.21%
-$832.44 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$782.91 
BKNG Booking Holdings Inc.
-0.18%
-$2,116.62 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$57,179.72 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$4,128.67 
FITB Fifth Third Bancorp
-0.16%
-$911.34 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1,465.53 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2,054.4 
ELV Elevance Health, Inc.
-0.15%
-$556.07 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$5,069.47 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$12,912.32 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,152.16 
EXR Extra Space Storage Inc.
-0.12%
-$408.04 
STZ Constellation Brands, Inc.
-0.12%
-$665.4 
MUB iShares National Muni Bond ETF
-0.11%
-$7,677.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,212.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$11,765.82 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,263.3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$9,186.8 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$2,217.92 
HOOD Robinhood Markets, Inc.
-0.05%
-$255.04 
SHYM iShares High Yield Bond ETF
-0.04%
-$178.66 
V Visa Inc. Class A
-0.04%
-$2,089.35 
XEL Xcel Energy Inc.
-0.04%
-$116.49 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$545.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,846.02 
TGT Target Corporation
-0.01%
-$95.94 
UBER Uber Technologies, Inc.
-0.01%
-$149.94 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,017.59 Events
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Dividends
Dividend Analysis
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| Trades 3610 | Longs Won 2506/3610 69% | Profit Factor 10.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,550.95 |
| Average Win $117,410.01 | Best Trade (Aug 28) $24.05M | Sharpe Ratio -10.12 |
| Average Loss -$26,274.72 | Worst Trade (Dec 31) -$1.6M | Z-Score 27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $73,468.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,882 | $249,611.08 | $260,412.34 | - | $10,801.26 | 4.33% | -0.245% |
| AAPL Apple Inc. | 153,212 | $30.63M | $47.33M | - | $16.69M | 54.5% | -7.354% |
| ABBV AbbVie Inc. | 12,521 | $2.12M | $3.14M | - | $1.02M | 48.2% | -2.513% |
| ABNB Airbnb, Inc. | 1,666 | $210,445 | $252,432.32 | - | $41,987.32 | 19.95% | -0.368% |
| ABT Abbott Laboratories | 6,920 | $794,810.83 | $731,444 | - | -$63,366.83 | -7.97% | +0.085% |
| ABUS Arbutus Biopharma Corporation | 40,000 | $109,309 | $173,600 | - | $64,291 | 58.82% | -1.587% |
| ACN Accenture plc Class A | 4,036 | $1.2M | $669,653.12 | - | -$527,690.79 | -44.07% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 439,844 | $27.53M | $33.1M | - | $5.57M | 20.24% | -0.172% |
| ADBE Adobe Inc. | 4,193 | $1.91M | $1.05M | - | -$858,979.09 | -45% | +1.013% |
| ADI Analog Devices, Inc. | 3,162 | $762,941.42 | $1.16M | - | $398,809 | 52.27% | +0.202% |
| ADM Archer-Daniels-Midland Co | 5,448 | $345,106.45 | $431,862.96 | - | $86,756.51 | 25.14% | -1.662% |
| ADP Automatic Data Processing Inc. | 2,548 | $654,396.93 | $678,940.05 | - | $24,543.12 | 3.75% | +0.982% |
| ADSK Autodesk, Inc. | 3,066 | $823,266.1 | $718,057.2 | - | -$105,208.9 | -12.78% | -0.328% |
| AEP American Electric Power Company, Inc. | 9,132 | $822,667.61 | $1.17M | - | $344,858.59 | 41.92% | +0.055% |
| AFL Aflac Inc. | 3,126 | $295,340.54 | $398,502.48 | - | $103,161.94 | 34.93% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 77,950 | $7.74M | $7.59M | - | -$149,364.18 | -1.93% | -0.256% |
| AIG American International Group Inc. | 5,291 | $367,324.06 | $415,766.78 | - | $48,442.72 | 13.19% | -0.393% |
| AKAM Akamai Technologies Inc. | 6,125 | $488,530.13 | $705,477.5 | - | $216,947.37 | 44.41% | +1.257% |
| ALL Allstate Corporation | 3,254 | $529,293.9 | $859,316.28 | - | $330,022.38 | 62.35% | -0.49% |
| AMAT Applied Materials, Inc. | 6,591 | $1.25M | $3.35M | - | $2.1M | 168.21% | +1.176% |
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FAQ
Which stocks have generated the highest profits for Brian Glenn?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $4.01M, State Street Technology Select Sector SPDR ETF - $2.85M, Financial Select Sector SPDR Fund - $1.42M, iShares Broad USD Investment Grade Corporate Bond ETF - $1.2M, and iShares Core MSCI International Developed Markets ETF (IDEV) - $1.17M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intel Corporation - $1.64M, The Estée Lauder Companies Inc. Class A - $525,671.81, iShares U.S. Treasury Bond ETF - $515,324.96, Constellation Brands, Inc - $435,577.75, and Biogen Inc - $415,226.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Glenn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.37M earned over time. The largest contributors to dividend income include iShares Broad USD Investment Grade Corporate Bond ETF - $1.08M, ISHARES MSCI ACWI EX U.S. ETF - $861,715.46, iShares 7-10 Year Treasury Bond ETF - $766,370.42, iShares 1-3 Year Treasury Bond ETF - $734,305.72, and iShares Core MSCI International Developed Markets ETF (IDEV) - $698,207.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Glenn's monthly returns?
Brian Glenn's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian Glenn's strategy be considered aggressive or moderate?
Brian Glenn's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian Glenn's strategy?
Brian Glenn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
