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:
58.09%
Gain 0%
Monthly
1.37%
Yearly
17.81%
Drawdown
19.56%
$880.5M
Equity
Holdings
$880.5M
Investment
$663.05M
$259.01M
Profit -$14,344.89
Realized
$25.71M
Unrealized
$233.3M
Dividends
$32.64M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$14,344.89
Win %
68%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$9.15M
Win %
68%
This Month
Compared to last month
Gain
0.54%
Profit
$4.71M
Win %
68%
This Year
Compared to last year
Gain
1.26%
Profit
$11.07M
Win %
65%
TRGP Targa Resources Corp.
+4.37%
+$24,737.05 
EOG EOG Resources, Inc.
+4.23%
+$14,268.66 
KMI Kinder Morgan, Inc.
+4.21%
+$59,493.18 
NOC Northrop Grumman Corporation
+4.05%
+$19,258.96 
RTX RTX Corporation
+3.73%
+$131,015.09 
LNG Cheniere Energy Inc.
+3.68%
+$24,826.2 
LMT Lockheed Martin Corporation
+3.65%
+$108,531 
ALL Allstate Corporation
+3.46%
+$29,849.4 
COP ConocoPhillips
+3.37%
+$42,570.68 
LHX L3Harris Technologies, Inc.
+3.33%
+$13,777.2 
HONA Honeywell Aerospace Inc.
+3.05%
+$14,695.98 
DVN Devon Energy Corporation
+3.03%
+$8,791 
WMB The Williams Companies, Inc.
+2.98%
+$42,351.54 
OKE ONEOK, Inc.
+2.93%
+$11,573.66 
CCI Crown Castle Inc.
+2.83%
+$10,353.06 
PM Philip Morris International Inc.
+2.65%
+$50,450.7 
CVX Chevron Corporation
+2.58%
+$85,149.04 
DEO Diageo plc Sponsored ADR
+2.53%
+$10,868.75 
XLE Energy Select Sector SPDR Fund
+2.52%
+$86,086.56 
WEC WEC Energy Group Inc.
+2.52%
+$6,450.72 
XOM Exxon Mobil Corporation
+2.46%
+$148,861.7 
NEM Newmont Corporation
+2.43%
+$37,625.9 
PEP PepsiCo, Inc.
+2.42%
+$24,096.28 
IDXX IDEXX Laboratories, Inc.
+2.41%
+$6,220.96 
EXC Exelon Corporation
+2.4%
+$6,423.96 
BKR Baker Hughes Company
+2.39%
+$11,538.8 
SLB Schlumberger Limited
+2.34%
+$14,876.45 
USB U.S. Bancorp
+2.33%
+$62,754.88 
AEP American Electric Power Company, Inc.
+2.29%
+$26,205.75 
SO The Southern Company
+2.24%
+$11,750 
PGR Progressive Corporation
+2.22%
+$21,761.34 
ED Consolidated Edison, Inc.
+2.19%
+$5,851.2 
DUK Duke Energy Corporation
+2.18%
+$14,879.55 
AMT American Tower Corporation
+2.16%
+$15,385.85 
GD General Dynamics Corporation
+2.14%
+$33,602.4 
ACN Accenture plc Class A
+2.12%
+$24,009.44 
VMC Vulcan Materials Company
+2.07%
+$6,778.08 
ATO Atmos Energy Corporation
+2.07%
+$5,617.23 
KO The Coca-Cola Company
+2.06%
+$36,858.1 
AIG American International Group Inc.
+2.05%
+$7,414.74 
CAG Conagra Brands Inc.
+2.04%
+$8,268.77 
AON Aon plc
+2%
+$4,410.25 
ICE Intercontinental Exchange, Inc.
+1.99%
+$13,097.7 
CB Chubb Limited
+1.98%
+$21,168 
MLM Martin Marietta Materials, Inc.
+1.96%
+$8,158.89 
TJX The TJX Companies, Inc.
+1.9%
+$45,267.75 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$15,407.36 
SBAC SBA Communications Corporation
+1.82%
+$4,485.62 
SRE Sempra
+1.81%
+$5,746.84 
HIG The Hartford Insurance Group, Inc.
+1.74%
+$8,745.66 
MO Altria Group, Inc.
+1.72%
+$25,110.44 
KHC The Kraft Heinz Company
+1.72%
+$6,645.2 
AFL Aflac Inc.
+1.63%
+$5,544.96 
CRH CRH plc
+1.59%
+$4,075.41 
XEL Xcel Energy Inc.
+1.58%
+$4,203.08 
CL Colgate-Palmolive Company
+1.55%
+$13,147.2 
CME CME Group Inc.
+1.52%
+$6,866.37 
TRV The Travelers Companies, Inc.
+1.47%
+$17,695.8 
MSI Motorola Solutions, Inc.
+1.47%
+$13,064.39 
PKG Packaging Corporation of America
+1.47%
+$4,798.26 
KR Kroger Co.
+1.47%
+$6,647.92 
COF Capital One Financial Corporation
+1.45%
+$23,184 
PG Procter & Gamble Co
+1.42%
+$18,477.78 
MDLZ Mondelez International, Inc.
+1.4%
+$4,918.32 
AMLP Alerian MLP ETF
+1.39%
+$4,074.48 
PSX Phillips 66
+1.37%
+$19,873.82 
STZ Constellation Brands, Inc.
+1.37%
+$6,418.02 
WFC Wells Fargo & Company
+1.35%
+$32,465.44 
KMX CarMax Inc.
+1.35%
+$5,667.93 
XLU Utilities Select Sector SPDR Fund
+1.34%
+$22,470 
TMUS T-Mobile US, Inc.
+1.32%
+$6,350.76 
ES Eversource Energy
+1.3%
+$5,583.98 
FAST Fastenal Co.
+1.27%
+$10,328.96 
JPM JPMorgan Chase & Co.
+1.25%
+$122,528.17 
FERG Ferguson Enterprises Inc
+1.25%
+$4,118.25 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$76,376.58 
BLK BlackRock, Inc.
+1.21%
+$42,731.2 
WM Waste Management, Inc.
+1.19%
+$4,803.33 
VTR Ventas Inc.
+1.18%
+$3,550 
ZTS Zoetis Inc.
+1.15%
+$4,708.8 
PNC The PNC Financial Services Group, Inc.
+1.14%
+$18,607.75 
ADP Automatic Data Processing Inc.
+1.14%
+$11,228.75 
SPGI S&P Global Inc.
+1.14%
+$11,215.26 
COST Costco Wholesale Corporation
+1.14%
+$45,454.5 
D Dominion Energy, Inc.
+1.11%
+$6,856.5 
ETR Entergy Corporation
+1.11%
+$7,613 
DTE DTE Energy Company
+1.09%
+$1,923.6 
XLP Consumer Staples Select Sector SPDR Fund
+1.08%
+$47,225.6 
BRK-A Berkshire Hathaway Inc.
+1.08%
+$17,028.02 
TFC Truist Financial Corporation
+1.07%
+$8,236.5 
NEE NextEra Energy, Inc.
+1.06%
+$18,973.08 
LIN Linde plc
+1.06%
+$14,473.38 
BF-B Brown-Forman Corporation
+1.05%
+$4,322.4 
CLX The Clorox Company
+1.03%
+$3,579.58 
PSA Public Storage Common Stock
+1.01%
+$3,620.7 
APD Air Products and Chemicals, Inc.
+1.01%
+$8,291.27 
SPG Simon Property Group, Inc.
+1.01%
+$8,612.05 
INVH Invitation Homes Inc.
+1.01%
+$2,178.36 
GSK GSK plc Sponsored ADR
+1%
+$5,507.6 
ROK Rockwell Automation, Inc.
+0.99%
+$5,871.6 
F Ford Motor Company
+0.97%
+$4,809.96 
MRSH Marsh & McLennan Companies, Inc.
+0.97%
+$5,068 
CSGP CoStar Group, Inc.
+0.97%
+$3,492.15 
O Realty Income Corporation
+0.95%
+$3,560.54 
DRI Darden Restaurants, Inc.
+0.95%
+$2,303.16 
JNJ Johnson & Johnson
+0.9%
+$52,921.08 
DOV Dover Corporation
+0.88%
+$2,394 
VZ Verizon Communications Inc.
+0.88%
+$14,064.96 
ROST Ross Stores, Inc.
+0.88%
+$6,917.48 
ORLY O'Reilly Automotive Inc.
+0.87%
+$8,721.02 
NRG NRG Energy, Inc.
+0.86%
+$1,294.06 
DLR Digital Realty Trust, Inc.
+0.86%
+$5,581.5 
MNST Monster Beverage Corporation
+0.86%
+$5,038.02 
LOW Lowe's Companies Inc.
+0.85%
+$11,412.5 
C Citigroup Inc.
+0.84%
+$22,760.4 
BNY BlackRock New York Municipal Income Trust
+0.81%
+$34,363.15 
WMT Walmart Inc.
+0.8%
+$36,378.94 
BA Boeing Company
+0.78%
+$10,340.76 
HEI.A Heico Corporation
+0.74%
+$4,260.44 
FISV Fiserv, Inc.
+0.72%
+$2,632.28 
V Visa Inc. Class A
+0.71%
+$46,600.84 
SDY SPDR S&P Dividend ETF
+0.71%
+$1,950.3 
ABBV AbbVie Inc.
+0.71%
+$26,601.38 
XLB Materials Select Sector SPDR Fund
+0.71%
+$10,103.76 
XYL Xylem Inc.
+0.68%
+$1,633.1 
SBUX Starbucks Corporation
+0.66%
+$3,557.12 
NSC Norfolk Southern Corporation
+0.64%
+$3,157.99 
ZBH Zimmer Biomet Holdings, Inc.
+0.64%
+$2,578.2 
NUE Nucor Corporation
+0.63%
+$5,316.8 
MCK McKesson Corporation
+0.62%
+$4,464 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$7,068.59 
MAR Marriott International Inc. - Class A
+0.61%
+$4,761.9 
CMCSA Comcast Corp
+0.6%
+$5,325.97 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.6%
+$3,776.64 
GE General Electric Company
+0.59%
+$19,590.15 
BR Broadridge Financial Solutions, Inc.
+0.57%
+$2,077 
BSX Boston Scientific Corporation
+0.57%
+$1,261 
LEGH Legacy Housing Corporation
+0.55%
+$6,148.95 
HWM Howmet Aerospace Inc.
+0.55%
+$4,574.4 
MRK Merck & Co., Inc.
+0.53%
+$14,659.12 
TD The Toronto-Dominion Bank
+0.52%
+$1,637.42 
RF Regions Financial Corporation
+0.51%
+$1,663.9 
NDAQ Nasdaq, Inc.
+0.5%
+$2,933.27 
PHM PulteGroup Inc.
+0.5%
+$3,424.4 
MET MetLife Inc.
+0.49%
+$3,879.33 
SYK Stryker Corporation
+0.49%
+$2,861.43 
PFE Pfizer Inc.
+0.48%
+$6,919.64 
XLF Financial Select Sector SPDR Fund
+0.45%
+$45,322.5 
HD The Home Depot, Inc.
+0.45%
+$10,518.13 
TDG TransDigm Group Inc.
+0.45%
+$2,483.7 
LLY Eli Lilly and Company
+0.43%
+$39,430.5 
CPRT Copart Inc.
+0.43%
+$1,708.56 
IFF International Flavors & Fragrances Inc.
+0.43%
+$2,226.12 
AAPL Apple Inc.
+0.43%
+$229,144.08 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.41%
+$12,843.36 
XLRE The Real Estate Select Sector SPDR Fund
+0.41%
+$6,066.11 
ITW Illinois Tool Works Inc.
+0.4%
+$4,475.54 
CTSH Cognizant Technology Solutions Corporation
+0.4%
+$1,763.58 
GM General Motors Company
+0.36%
+$3,666 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$37,664.76 
TT Trane Technologies plc
+0.34%
+$3,870.9 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$2,697.75 
CTAS Cintas Corporation
+0.3%
+$2,585.52 
MCO Moody's Corporation
+0.28%
+$2,969.76 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.26%
+$18,718.81 
MPC Marathon Petroleum Corporation
+0.24%
+$2,547.25 
MCD McDonald's Corporation
+0.19%
+$2,466.09 
ABT Abbott Laboratories
+0.19%
+$881.2 
MA Mastercard Incorporated
+0.18%
+$6,942.1 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$778.4 
PH Parker-Hannifin Corporation
+0.17%
+$4,355.01 
SHYM iShares High Yield Bond ETF
+0.16%
+$726.14 
PKE Park Aerospace Corp
+0.15%
+$345.88 
CPB The Campbell's Company
+0.15%
+$525.57 
VLO Valero Energy Corporation
+0.15%
+$1,498.9 
DFAI Dimensional International Core Equity Market ETF
+0.14%
+$12,291.54 
CAH Cardinal Health Inc.
+0.14%
+$682.85 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$13,036.35 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.12%
+$479.15 
UNP Union Pacific Corporation
+0.11%
+$1,936.44 
WELL Welltower Inc.
+0.09%
+$1,114.52 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.09%
+$202.12 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$7,620.76 
SYY Sysco Corporation
+0.09%
+$271.39 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$1,695.56 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$8,637.3 
TLH iShares 10-20 Year Treasury Bond ETF
+0.07%
+$3,928.47 
CARR Carrier Global Corporation
+0.07%
+$183 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$890.52 
DBND DoubleLine Opportunistic Bond ETF
+0.05%
+$2,458.98 
SHV iShares Short Treasury Bond ETF
+0.05%
+$1,721.92 
FITB Fifth Third Bancorp
+0.04%
+$208.32 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.03%
+$429.19 
PCAR PACCAR Inc.
+0.01%
+$49.16 
CTVA Corteva Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AVXL Anavex Life Sciences Corp.
-11.49%
-$1,700 
SNOW Snowflake Inc.
-8.43%
-$40,030.14 
MRNA Moderna, Inc.
-7.82%
-$59,741.19 
PANW Palo Alto Networks, Inc.
-7.63%
-$181,238.97 
STX Seagate Technology Holdings plc
-7.5%
-$93,343.6 
PLTR Palantir Technologies Inc.
-7.22%
-$265,466.62 
DDOG Datadog, Inc. Class A Common Stock
-7.19%
-$23,542.2 
COHR Coherent Corp.
-7.06%
-$26,426.1 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$133,454.24 
FTNT Fortinet Inc.
-7.03%
-$54,263.88 
WDC Western Digital Corporation
-6.86%
-$43,643.25 
SNDK SanDisk Corporation
-6.85%
-$63,049.8 
CIEN Ciena Corporation
-6.67%
-$10,848.24 
NET Cloudflare Inc.
-6.39%
-$58,297.2 
BE Bloom Energy Corporation
-6.34%
-$14,555.29 
HPE Hewlett Packard Enterprise Company
-5.97%
-$23,159.5 
AMD Advanced Micro Devices, Inc.
-5.96%
-$318,193.92 
INTC Intel Corporation
-5.79%
-$210,952.32 
MU Micron Technology, Inc.
-5.63%
-$345,473.2 
MRVL Marvell Technology, Inc.
-5.56%
-$77,442.75 
UAL United Airlines Holdings, Inc.
-5.14%
-$8,518.35 
NTAP NetApp, Inc.
-5.08%
-$26,040.1 
KLAC KLA Corporation
-5%
-$70,370.4 
HOOD Robinhood Markets, Inc.
-4.92%
-$30,423.04 
AKAM Akamai Technologies Inc.
-4.88%
-$16,966.62 
LRCX Lam Research Corporation
-4.87%
-$96,357.04 
SKYY First Trust Cloud Computing ETF
-4.87%
-$12,181.22 
AMAT Applied Materials, Inc.
-4.82%
-$149,142.56 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
-4.74%
-$23,927.15 
APP AppLovin Corporation Class A Common Stock
-4.71%
-$17,568.6 
ORCL Oracle Corporation
-4.65%
-$71,431.25 
GLW Corning Incorporated
-4.64%
-$42,952.33 
ANET Arista Networks, Inc.
-4.63%
-$86,533.2 
DELL Dell Technologies Inc.
-4.62%
-$18,703.6 
AVGO Broadcom Inc.
-4.53%
-$589,516.04 
NOW ServiceNow, Inc.
-4.44%
-$63,353.4 
IBKR Interactive Brokers Group Inc.
-3.88%
-$18,216.36 
VRT Vertiv Holdings Co
-3.88%
-$8,446.62 
GMRS GMR Solutions Inc.
-3.75%
-$8,775 
META Meta Platforms Inc Class A
-3.72%
-$447,743.88 
QCOM QUALCOMM Incorporated
-3.53%
-$38,494.8 
EQR Equity Residential
-3.5%
-$11,044.11 
DAL Delta Air Lines, Inc.
-3.47%
-$13,157.05 
SMH VanEck Semiconductor ETF
-3.41%
-$24,860.25 
KEYS Keysight Technologies, Inc.
-3.18%
-$14,207.09 
MPWR Monolithic Power Systems, Inc.
-3.07%
-$10,735.2 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$785,659.16 
VGT Vanguard Information Technology ETF
-2.87%
-$83,243.16 
NFLX Netflix, Inc.
-2.87%
-$81,421.6 
ETN Eaton Corporation plc
-2.79%
-$77,385.93 
APH Amphenol Corporation
-2.63%
-$82,818 
ADBE Adobe Inc.
-2.57%
-$20,270.51 
IWO iShares Russell 2000 Growth ETF
-2.54%
-$16,934.4 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$8,044.4 
XYZ Block, Inc.
-2.48%
-$10,339.56 
EL The Estée Lauder Companies Inc. Class A
-2.47%
-$14,792.3 
GOOGL Alphabet Inc
-2.47%
-$455,603.59 
CRM Salesforce Inc
-2.45%
-$38,680.16 
BX Blackstone Inc.
-2.35%
-$17,296.1 
SCHW Charles Schwab Corporation
-2.34%
-$21,773.4 
GOOG Alphabet Inc
-2.32%
-$297,560 
OBDC Blue Owl Capital Corporation
-2.32%
-$3,360 
MGK Vanguard Mega Cap Growth ETF
-2.25%
-$4,885.2 
CSCO Cisco Systems, Inc.
-2.24%
-$95,664.48 
VONG Vanguard Russell 1000 Growth Fund
-2.23%
-$4,827.9 
IWF iShares Russell 1000 Growth ETF
-2.22%
-$79,736.4 
ADSK Autodesk, Inc.
-2.15%
-$9,936.14 
EBAY eBay Inc.
-2.14%
-$14,041.57 
TSLA Tesla, Inc.
-2.13%
-$152,053.12 
ADI Analog Devices, Inc.
-2.11%
-$29,555.23 
HCA HCA Healthcare Inc.
-2.06%
-$23,667 
DASH DoorDash, Inc.
-2.02%
-$9,828 
TTWO Take-Two Interactive Software, Inc.
-1.96%
-$4,575.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.93%
-$5,121.06 
MSFT Microsoft Corp.
-1.93%
-$590,141.61 
IUSG iShares Core S&P U.S. Growth ETF
-1.92%
-$11,051.9 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$154,535.28 
AMZN Amazon.com Inc
-1.87%
-$351,659.28 
BAX Baxter International Inc.
-1.86%
-$9,210.24 
CBRE CBRE Group Inc.
-1.78%
-$7,618.01 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$15,776.51 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.76%
-$62,459.77 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$3,835.79 
URI United Rentals, Inc.
-1.71%
-$19,195.8 
EW Edwards Lifesciences Corporation
-1.7%
-$5,676 
ABUS Arbutus Biopharma Corporation
-1.63%
-$2,100 
KKR KKR & Co. Inc.
-1.62%
-$9,508.32 
PWR Quanta Services Inc.
-1.61%
-$15,245.55 
MTB M&T Bank Corporation
-1.6%
-$8,047.94 
ARES Ares Management Corporation
-1.54%
-$4,127.2 
TGT Target Corporation
-1.53%
-$12,425.61 
INTU Intuit Inc.
-1.52%
-$14,919.44 
CDNS Cadence Design Systems, Inc.
-1.5%
-$6,321.26 
ROIV Roivant Sciences Ltd
-1.5%
-$6,120 
JCI Johnson Controls International plc
-1.46%
-$13,996.8 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.44%
-$46,522.26 
NVDA NVIDIA Corporation
-1.43%
-$517,393.1 
BKNG Booking Holdings Inc.
-1.42%
-$12,704.1 
BMY Bristol-Myers Squibb Company
-1.35%
-$23,139.58 
DE Deere & Company
-1.35%
-$30,967.15 
RMD ResMed Inc.
-1.35%
-$5,092.12 
CEG Constellation Energy Corporation
-1.32%
-$8,004.15 
UBER Uber Technologies, Inc.
-1.29%
-$12,822.96 
UNH UnitedHealth Group Incorporated
-1.29%
-$41,029.2 
MELI MercadoLibre, Inc.
-1.24%
-$4,481.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$5,050.35 
BIIB Biogen Inc.
-1.15%
-$7,522.2 
GS The Goldman Sachs Group, Inc.
-1.12%
-$29,939.76 
STT State Street Corp
-1.12%
-$6,903.36 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$7,190.68 
VOO Vanguard S&P 500 ETF
-1.1%
-$5,215.94 
IVV iShares Core S&P 500 ETF
-1.09%
-$45,472.44 
DHR Danaher Corporation
-1.06%
-$5,308.68 
MSCI MSCI Inc.
-1.04%
-$5,421.02 
BDX Becton, Dickinson and Company
-1.04%
-$7,322.43 
EQIX Equinix, Inc.
-1.03%
-$8,419.32 
APO Apollo Global Management, Inc.
-0.97%
-$2,759.88 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$4,043.68 
TXN Texas Instruments Inc
-0.95%
-$14,831.52 
PLD Prologis Inc.
-0.94%
-$12,152.28 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$40,887.04 
TMO Thermo Fisher Scientific Inc.
-0.93%
-$25,603.05 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$32,253.08 
BAC Bank of America Corporation
-0.91%
-$31,131.39 
DD DuPont de Nemours, Inc.
-0.87%
-$5,176.15 
MS Morgan Stanley
-0.86%
-$18,915 
RCL Royal Caribbean Group
-0.85%
-$7,019.43 
IWN iShares Russell 2000 Value ETF
-0.85%
-$3,486.92 
IBM International Business Machines Corporation
-0.85%
-$14,002.56 
CLMT Calumet, Inc.
-0.84%
-$5,977.51 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.84%
-$75,195.35 
QUAL iShares MSCI USA Quality Factor ETF
-0.79%
-$75,733.11 
NXPI NXP Semiconductors N.V.
-0.76%
-$3,611.52 
GILD Gilead Sciences Inc.
-0.75%
-$19,064.08 
FCX Freeport-McMoRan Inc.
-0.74%
-$5,642 
MDT Medtronic plc
-0.73%
-$8,234.1 
REGN Regeneron Pharmaceuticals, Inc.
-0.7%
-$2,839.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.69%
-$24,760.96 
FDX FedEx Corporation
-0.67%
-$3,942.19 
CAT Caterpillar Inc.
-0.66%
-$20,081.2 
ECL Ecolab Inc.
-0.66%
-$7,378.56 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.65%
-$21,652.77 
ODFL Old Dominion Freight Line, Inc.
-0.61%
-$6,182.8 
SCCO Southern Copper Corporation
-0.58%
-$1,460.46 
VRSN Verisign Inc.
-0.58%
-$3,073.01 
GEV GE Vernova Inc.
-0.57%
-$11,239.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.56%
-$194,366.34 
MCHP Microchip Technology Incorporated
-0.55%
-$1,440.74 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-0.54%
-$18,908.81 
SHW The Sherwin-Williams Company
-0.51%
-$3,565.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$6,097.93 
SYF Synchrony Financial
-0.49%
-$2,478.6 
EMR Emerson Electric Co.
-0.42%
-$4,790.6 
FLJP Franklin FTSE Japan ETF
-0.42%
-$986 
TROW T. Rowe Price Group, Inc.
-0.4%
-$2,109.2 
ADM Archer-Daniels-Midland Co
-0.39%
-$1,960 
PRU Prudential Financial, Inc.
-0.38%
-$1,901.24 
MMM 3M Company
-0.37%
-$4,179.72 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.36%
-$1,225.35 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.36%
-$14,404.44 
AMGN Amgen Inc.
-0.35%
-$9,606.52 
AMP Ameriprise Financial, Inc.
-0.35%
-$2,791.04 
UPS United Parcel Service, Inc.
-0.34%
-$1,007.49 
ABNB Airbnb, Inc.
-0.33%
-$960.48 
WAB Wabtec Corporation
-0.33%
-$1,615.86 
PAVE Global X U.S. Infrastructure Development ETF
-0.32%
-$631.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$13,694.76 
T AT&T Inc.
-0.3%
-$3,934.07 
ISRG Intuitive Surgical, Inc.
-0.27%
-$3,331.52 
XLV Health Care Select Sector SPDR Fund
-0.27%
-$24,657.12 
AVLV Avantis U.S. Large Cap Value ETF
-0.27%
-$22,711.5 
CMI Cummins Inc.
-0.26%
-$2,762.2 
AVMV Avantis U.S. Mid Cap Value ETF
-0.24%
-$7,036.27 
CVS CVS Health Corporation
-0.24%
-$4,476.78 
DLTR Dollar Tree, Inc.
-0.18%
-$396.29 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.17%
-$5,491.42 
TEL TE Connectivity plc
-0.16%
-$967.4 
GRMN Garmin Ltd.
-0.15%
-$632.96 
IRM Iron Mountain Inc.
-0.15%
-$458.32 
COR Cencora, Inc.
-0.14%
-$733.04 
AME Ametek Inc.
-0.14%
-$562.45 
PFG Principal Financial Group, Inc.
-0.14%
-$680.85 
IWD iShares Russell 1000 Value ETF
-0.14%
-$5,286.75 
MUB iShares National Muni Bond ETF
-0.13%
-$8,804.12 
DIS The Walt Disney Company
-0.12%
-$2,374.19 
EFA iShares MSCI EAFE ETF
-0.12%
-$649.44 
DHI D.R. Horton, Inc.
-0.12%
-$1,058.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$1,396.2 
AXP American Express Company
-0.09%
-$1,890.56 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.08%
-$7,871.76 
XLI Industrial Select Sector SPDR Fund
-0.08%
-$5,236.27 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.04%
-$2,396.64 
ELV Elevance Health, Inc.
-0.04%
-$192.27 
GWW W.W. Grainger, Inc.
-0.04%
-$362.37 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.03%
-$4,234.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$2,547.42 
NKE Nike, Inc. - Class B
-0.03%
-$148.88 
CSX CSX Corporation
-0.02%
-$228.18 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.02%
-$257.05 
IUSV iShares Core S&P U.S. Value ETF
-0.02%
-$103.82 
EFX Equifax Inc.
-0.01%
-$25.14 Events
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Dividends
Dividend Analysis
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| Trades 4000 | Longs Won 2627/4000 65% | Profit Factor 8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $582,495.28 |
| Average Win $112,687.56 | Best Trade (Oct 17) $22.19M | Sharpe Ratio -11.78 |
| Average Loss -$26,965.71 | Worst Trade (Dec 31) -$1.6M | Z-Score 9.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $64,751.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 156,948 | $31.71M | $53.91M | - | $22.19M | 69.97% | +0.427% |
| ABBV AbbVie Inc. | 13,169 | $2.28M | $3.76M | - | $1.48M | 64.62% | +0.713% |
| ABNB Airbnb, Inc. | 1,656 | $209,181.82 | $287,647.2 | - | $78,465.38 | 37.51% | -0.333% |
| ABT Abbott Laboratories | 4,406 | $518,094.84 | $462,101.28 | - | -$55,993.56 | -10.81% | +0.191% |
| ABUS Arbutus Biopharma Corporation | 30,000 | $84,309 | $126,600 | - | $42,291 | 50.16% | -1.632% |
| ACN Accenture plc Class A | 5,044 | $1.32M | $1.16M | - | -$164,266.84 | -12.42% | +2.116% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 462,777 | $29.27M | $34.35M | - | $5.08M | 17.34% | -0.563% |
| ADBE Adobe Inc. | 3,133 | $1.29M | $768,211.6 | - | -$524,211.61 | -40.56% | -2.571% |
| ADI Analog Devices, Inc. | 3,473 | $886,469.05 | $1.37M | - | $486,894.07 | 54.93% | -2.107% |
| ADM Archer-Daniels-Midland Co | 6,125 | $396,827.81 | $505,986.25 | - | $109,158.44 | 27.51% | -0.386% |
| ADP Automatic Data Processing Inc. | 3,455 | $857,544.97 | $998,149.5 | - | $140,604.53 | 16.4% | +1.138% |
| ADSK Autodesk, Inc. | 1,889 | $527,999.18 | $453,171.1 | - | -$74,828.08 | -14.17% | -2.146% |
| AEP American Electric Power Company, Inc. | 9,195 | $831,286.38 | $1.17M | - | $337,765.92 | 40.63% | +2.293% |
| AFL Aflac Inc. | 2,888 | $274,084.79 | $346,473.36 | - | $72,388.57 | 26.41% | +1.626% |
| AGG iShares Core U.S. Aggregate Bond ETF | 84,914 | $8.43M | $8.1M | - | -$329,556 | -3.91% | -0.031% |
| AIG American International Group Inc. | 4,577 | $318,950.51 | $369,546.98 | - | $50,596.47 | 15.86% | +2.048% |
| AKAM Akamai Technologies Inc. | 3,762 | $300,057.2 | $330,341.22 | - | $30,284.02 | 10.09% | -4.885% |
| ALL Allstate Corporation | 3,605 | $612,807.85 | $893,607.4 | - | $280,799.55 | 45.82% | +3.456% |
| AMAT Applied Materials, Inc. | 7,198 | $1.69M | $2.95M | - | $1.26M | 74.69% | -4.818% |
| AMD Advanced Micro Devices, Inc. | 9,504 | $1.78M | $5.03M | - | $3.24M | 181.87% | -5.955% |
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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: State Street Technology Select Sector SPDR ETF - $6.93M, SPDR S&P 500 ETF Trust - $4.02M, Exxon Mobil Corporation - $2.78M, Financial Select Sector SPDR Fund - $1.68M, and iShares Broad USD Investment Grade Corporate Bond ETF - $1.25M. 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, Adobe Inc - $610,323.28, The Estée Lauder Companies Inc. Class A - $587,977.29, Baxter International Inc - $586,041.32, and Fiserv, Inc - $536,261.57. 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 $32.64M earned over time. The largest contributors to dividend income include iShares Broad USD Investment Grade Corporate Bond ETF - $1.13M, ISHARES MSCI ACWI EX U.S. ETF - $861,715.46, iShares 7-10 Year Treasury Bond ETF - $812,893.97, iShares 1-3 Year Treasury Bond ETF - $790,567.77, 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.
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