Fsb Premier Wealth Management, Inc. Purchases in Q3 2024

Fsb Premier Wealth Management, Inc.

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
44.1K
+ 155.98%
$20.77 - $22.83 $916K - $1.01M
72.4K $1.62M
HYLS
First Tr Tactical High Yield L

ETFs
24.3K
New
$40.54 - $42.23 $984K - $1.02M
24.3K $1.02M
ORCL
Oracle Corp

Technology
3.34K
+ 22.94%
$125.9 - $170.35 $420K - $568K
17.9K $3.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
859
+ 9.25%
$405.19 - $478.57 $348K - $411K
10.1K $4.67M
DE
Deere & CO

Industrials
1.06K
+ 10.63%
$344.84 - $418.0 $367K - $445K
11.1K $4.62M
BKNG
Booking Holdings Inc.

Consumer Cyclical
133
+ 42.49%
$3305.62 - $4268.05 $440K - $568K
446 $1.88M
META
Meta Platforms, Inc.

Communication Services
593
+ 14.0%
$453.41 - $572.44 $269K - $339K
4.83K $2.76M
FSIG
First Tr ETF Iv LTD Duration I
28.6K
+ 61.21%
$18.72 - $19.32 $536K - $553K
75.4K $1.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
745
+ 0.51%
$60.84 - $67.51 $45.3K - $50.3K
148K $9.99M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.5K
+ 6.36%
$24.86 - $26.33 $310K - $328K
209K $5.45M
PM
Philip Morris International Inc.

Consumer Defensive
1.45K
+ 9.74%
$101.25 - $127.45 $147K - $185K
16.3K $1.98M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.39K
+ 3.62%
$33.74 - $37.96 $148K - $166K
126K $4.71M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.34K
+ 21.95%
$47.95 - $49.61 $400K - $414K
46.3K $2.29M
JPM
Jpmorgan Chase & CO

Financial Services
1.71K
+ 16.36%
$194.9 - $224.8 $332K - $384K
12.1K $2.56M
DEO
Diageo PLC

Consumer Defensive
3.12K
New
$120.02 - $140.77 $374K - $439K
3.12K $437K
COP
Conocophillips

Energy
4.5K
+ 108.99%
$102.3 - $116.61 $460K - $525K
8.63K $908K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.57K
+ 47.5%
$54.98 - $59.51 $361K - $391K
20.4K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
2.81K
+ 43.84%
$72.51 - $98.6 $203K - $277K
9.21K $897K
MSFT
Microsoft Corp

Technology
1.17K
+ 17.49%
$395.15 - $467.56 $461K - $545K
7.83K $3.37M
V
Visa Inc.

Financial Services
1.13K
+ 20.37%
$253.74 - $291.56 $286K - $329K
6.66K $1.83M
PEP
Pepsico Inc

Consumer Defensive
2.02K
+ 71.86%
$161.9 - $179.3 $327K - $362K
4.82K $820K
FTLS
First Tr Long/Short Equity ETF

ETFs
5.38K
New
$60.73 - $63.8 $327K - $343K
5.38K $341K
MDT
Medtronic PLC

Healthcare
2.5K
+ 24.09%
$76.84 - $91.03 $192K - $227K
12.9K $1.16M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.2K
+ 117.88%
$43.5 - $45.75 $313K - $329K
13.3K $608K
KMX
Carmax Inc

Consumer Cyclical
3.72K
+ 36.22%
$71.21 - $85.78 $265K - $319K
14K $1.08M
O
Realty Income Corp

Real Estate
4.36K
+ 102.61%
$52.36 - $63.42 $228K - $277K
8.62K $546K
AAPL
Apple Inc.

Technology
108
+ 0.86%
$207.23 - $234.82 $22.4K - $25.4K
12.7K $2.96M
XOM
Exxon Mobil Corp

Energy
2.2K
+ 9.72%
$109.72 - $119.0 $241K - $262K
24.8K $2.91M
AMZN
Amazon Com Inc

Consumer Cyclical
1.76K
+ 40.33%
$161.02 - $200.0 $283K - $352K
6.12K $1.14M
EBAY
Ebay Inc

Consumer Cyclical
2.65K
+ 24.24%
$52.61 - $65.44 $140K - $174K
13.6K $885K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2K
+ 3.52%
$36.02 - $41.68 $72.1K - $83.5K
58.9K $2.43M
UL
Unilever PLC

Consumer Defensive
2.43K
+ 20.36%
$54.7 - $65.59 $133K - $160K
14.4K $934K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.56K
New
$48.27 - $49.43 $268K - $275K
5.56K $274K
ELV
Elevance Health, Inc.

Healthcare
601
+ 31.4%
$500.12 - $562.29 $301K - $338K
2.52K $1.31M
NVS
Novartis Ag

Healthcare
1.77K
+ 23.25%
$106.13 - $120.89 $188K - $214K
9.4K $1.08M
FEMB
First Tr ETF Emerging Markets

ETFs
9.26K
New
$26.93 - $29.14 $249K - $270K
9.26K $268K
ADI
Analog Devices Inc

Technology
1.12K
+ 28.46%
$200.56 - $243.33 $224K - $272K
5.05K $1.16M
BK
Bank Of New York Mellon Corp

Financial Services
2.18K
+ 25.15%
$59.54 - $72.17 $130K - $157K
10.8K $779K
CMCSA
Comcast Corp

Communication Services
4.38K
+ 14.82%
$37.33 - $41.78 $164K - $183K
33.9K $1.42M
CRM
Salesforce, Inc.

Technology
929
New
$238.42 - $276.53 $221K - $257K
929 $254K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
126
+ 0.21%
$41.9 - $48.26 $5.28K - $6.08K
60.3K $2.89M
SNY
Sanofi

Healthcare
2.4K
+ 19.66%
$48.54 - $58.53 $117K - $141K
14.6K $843K
GD
General Dynamics Corp

Industrials
622
+ 12.75%
$279.51 - $308.09 $174K - $192K
5.5K $1.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
+ 42.79%
$147.95 - $191.05 $209K - $270K
4.72K $820K
AFL
Aflac Inc

Financial Services
2
+ 0.02%
$88.52 - $111.8 $177 - $224
10.5K $1.17M
WMB
Williams Companies, Inc.

Energy
5.03K
New
$41.24 - $46.22 $208K - $233K
5.03K $229K
IEFA
Ishares Tr

ETFs
2.82K
New
$70.09 - $78.74 $198K - $222K
2.82K $220K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.84K
New
$105.53 - $118.34 $194K - $218K
1.84K $215K
SCHW
Schwab Charles Corp

Financial Services
5.84K
+ 31.41%
$61.74 - $76.08 $361K - $444K
24.4K $1.58M
Activity Summary
Buys All Purchases 130 New Holdings 21 Increased Positions 109 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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