Fsb Premier Wealth Management, Inc. Portfolio Holdings

Fsb Premier Wealth Management, Inc.

  • $238 Million
  • Q1 2025

Fsb Premier Wealth Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.11M, Vanguard Ftse Developed Market with a value of $7.71M, Berkshire Hathaway Inc Class B with a value of $6.71M, and First Tr ETF Viii Tcw Opportun with a value of $5.64M.

Examining the 13F form we can see an increase of $1.59M in the current position value, from $236M to 238M.

Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
ETFs: $131 Million
Financial Services: $22.2 Million
Technology: $16 Million
Healthcare: $12.8 Million
Consumer Cyclical: $10.6 Million
Communication Services: $10.6 Million
Consumer Defensive: $8.65 Million
Industrials: $8.46 Million
Other: $8.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Million 5.96% of portfolio
27,587
Q1 2025 Reduced 6.63%
$0
$9.11 Million 3.83% of portfolio
138,548
Q1 2025 Reduced 4.7%
$0
$7.71 Million 3.24% of portfolio
151,595
Q1 2025 Reduced 5.57%
$622B
$6.71 Million 2.82% of portfolio
12,596
Q1 2025 Added 9.64%
$0
$5.64 Million 2.37% of portfolio
128,654
Q1 2025 Reduced 28.99%
$0
$5.46 Million 2.29% of portfolio
213,701
Q1 2025 Added 0.14%
$0
$5.43 Million 2.28% of portfolio
60,560
Q1 2025 Reduced 9.44%
$0
$5.3 Million 2.23% of portfolio
118,836
Q1 2025 Reduced 1.54%
$0
$4.68 Million 1.97% of portfolio
128,625
Q1 2025 Added 1.72%
$155B
$4.66 Million 1.96% of portfolio
9,919
Q1 2025 Reduced 9.7%
$0
$4.43 Million 1.86% of portfolio
87,784
Q1 2025 Added 2.73%
$0
$3.9 Million 1.64% of portfolio
116,435
Q1 2025 Added 5.4%
$0
$3.67 Million 1.54% of portfolio
79,558
Q1 2025 Reduced 1.55%
$3.81T
$3.45 Million 1.45% of portfolio
9,197
Q1 2025 Added 10.73%
$870B
$3.4 Million 1.43% of portfolio
13,850
Q1 2025 Added 6.11%
$1.6T
$3.38 Million 1.42% of portfolio
5,869
Q1 2025 Added 4.62%
$462B
$3.21 Million 1.35% of portfolio
26,955
Q1 2025 Added 2.98%
$1.18T
$3.03 Million 1.27% of portfolio
19,412
Q1 2025 Added 16.14%
$3.44T
$2.98 Million 1.25% of portfolio
13,412
Q1 2025 Added 6.34%
$0
$2.94 Million 1.24% of portfolio
59,859
Q1 2025 Added 7.69%
$0
$2.81 Million 1.18% of portfolio
57,518
Q1 2025 Reduced 0.68%
$655B
$2.76 Million 1.16% of portfolio
19,769
Q1 2025 Reduced 1.17%
$0
$2.59 Million 1.09% of portfolio
57,285
Q1 2025 Reduced 2.07%
$0
$2.58 Million 1.09% of portfolio
32,979
Q1 2025 Reduced 7.09%
$579B
$2.49 Million 1.05% of portfolio
7,109
Q1 2025 Reduced 1.78%
$224B
$2.45 Million 1.03% of portfolio
531
Q1 2025 Added 10.86%
$175B
$2.34 Million 0.99% of portfolio
29,941
Q1 2025 Added 17.8%
$0
$2.34 Million 0.99% of portfolio
109,047
Q1 2025 Added 10.4%
$0
$2.33 Million 0.98% of portfolio
17,711
Q1 2025 Reduced 17.92%
$0
$2.32 Million 0.97% of portfolio
58,849
Q1 2025 Added 0.35%
$318B
$2.07 Million 0.87% of portfolio
28,866
Q1 2025 Added 15.66%
$0
$2.07 Million 0.87% of portfolio
26,966
Q1 2025 Reduced 12.65%
$0
$2.05 Million 0.86% of portfolio
27,828
Q1 2025 Added 0.85%
$0
$1.95 Million 0.82% of portfolio
103,069
Q1 2025 Added 14.68%
$0
$1.79 Million 0.75% of portfolio
10,402
Q1 2025 Reduced 10.42%
$0
$1.79 Million 0.75% of portfolio
30,798
Q1 2025 Reduced 7.98%
$86.3B
$1.78 Million 0.75% of portfolio
6,532
Q1 2025 Added 6.21%
$0
$1.77 Million 0.74% of portfolio
37,833
Q1 2025 Reduced 0.95%
$156B
$1.68 Million 0.7% of portfolio
45,406
Q1 2025 Added 16.71%
$0
$1.63 Million 0.69% of portfolio
28,567
Q1 2025 Reduced 4.46%
$155B
$1.59 Million 0.67% of portfolio
26,778
Q1 2025 Added 52.88%
$123B
$1.5 Million 0.63% of portfolio
16,677
Q1 2025 Added 12.25%
$69.4B
$1.48 Million 0.62% of portfolio
3,402
Q1 2025 Added 19.62%
$9.52B
$1.45 Million 0.61% of portfolio
18,565
Q1 2025 Added 15.65%
$0
$1.42 Million 0.6% of portfolio
32,688
Q1 2025 Added 1.83%
$0
$1.43 Million 0.6% of portfolio
30,864
Q1 2025 Reduced 5.33%
$2.37T
$1.43 Million 0.6% of portfolio
7,494
Q1 2025 Added 16.84%
$0
$1.38 Million 0.58% of portfolio
33,599
Q1 2025 Added 19.04%
$116B
$1.35 Million 0.57% of portfolio
6,694
Q1 2025 Added 10.19%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $238 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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