Fsb Premier Wealth Management, Inc. Purchases in Q1 2025

Fsb Premier Wealth Management, Inc.

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.11K
+ 9.64%
$442.66 - $534.52 $490K - $592K
12.6K $6.71M
PM
Philip Morris International Inc.

Consumer Defensive
203
+ 0.99%
$117.15 - $158.79 $23.8K - $32.2K
20.6K $3.28M
UL
Unilever PLC

Consumer Defensive
9.26K
+ 52.88%
$54.72 - $60.29 $507K - $558K
26.8K $1.59M
SCHW
Schwab Charles Corp

Financial Services
4.53K
+ 17.8%
$71.24 - $83.64 $322K - $378K
29.9K $2.34M
BDX
Becton Dickinson & CO

Healthcare
1.94K
+ 52.47%
$222.79 - $249.08 $432K - $483K
5.64K $1.29M
ELV
Elevance Health, Inc.

Healthcare
558
+ 19.62%
$365.9 - $436.25 $204K - $243K
3.4K $1.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.5K
+ 97.08%
$29.34 - $31.31 $396K - $422K
27.4K $813K
XOM
Exxon Mobil Corp

Energy
779
+ 2.98%
$105.44 - $118.93 $82.1K - $92.6K
27K $3.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.17K
+ 1.72%
$33.84 - $37.77 $73.5K - $82K
129K $4.68M
FPE
First Tr Pfd Secs & Income ETF

ETFs
19.2K
+ 107.66%
$17.53 - $17.87 $337K - $343K
37K $651K
MDT
Medtronic PLC

Healthcare
1.82K
+ 12.25%
$79.84 - $94.5 $145K - $172K
16.7K $1.5M
MCK
Mckesson Corp

Healthcare
250
+ 18.45%
$566.21 - $672.99 $142K - $168K
1.61K $1.08M
LGOV
First Tr ETF Iv Long Duration

ETFs
10.3K
+ 10.4%
$20.41 - $21.7 $210K - $223K
109K $2.34M
EMHC
Spdr Bloomberg Emerging Market
11.4K
+ 75.02%
$23.72 - $24.56 $271K - $280K
26.6K $642K
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 6.11%
$225.19 - $279.95 $180K - $223K
13.9K $3.4M
FSIG
First Tr ETF Iv LTD Duration I
13.2K
+ 14.68%
$18.74 - $19.04 $247K - $251K
103K $1.95M
NVS
Novartis Ag

Healthcare
793
+ 7.02%
$97.14 - $115.57 $77K - $91.6K
12.1K $1.35M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.27K
+ 7.69%
$48.31 - $49.23 $206K - $210K
59.9K $2.94M
AMAT
Applied Materials Inc

Technology
1.58K
New
$145.06 - $195.51 $229K - $308K
1.58K $228K
CHKP
Check Point Software Technologies LTD

Technology
475
+ 16.67%
$179.88 - $231.31 $85.4K - $110K
3.33K $757K
COP
Conocophillips

Energy
1.5K
+ 14.05%
$88.6 - $105.85 $133K - $159K
12.2K $1.28M
VEEV
Veeva Systems Inc

Healthcare
939
New
$210.58 - $246.8 $198K - $232K
939 $217K
CMCSA
Comcast Corp

Communication Services
6.5K
+ 16.71%
$33.19 - $38.23 $216K - $249K
45.4K $1.68M
HYLS
First Tr Tactical High Yield L

ETFs
5.38K
+ 19.04%
$40.95 - $41.77 $220K - $225K
33.6K $1.38M
BK
Bank Of New York Mellon Corp

Financial Services
1.43K
+ 11.39%
$75.42 - $88.95 $108K - $127K
14K $1.18M
FJP
First Trust Japan Alphadex Fun

ETFs
3.8K
New
$49.98 - $57.59 $190K - $219K
3.8K $208K
SRLN
Ssga Active Trust

ETFs
4.59K
+ 48.05%
$41.02 - $41.99 $188K - $193K
14.2K $582K
EBAY
Ebay Inc

Consumer Cyclical
1.35K
+ 8.57%
$61.61 - $70.93 $83.4K - $96K
17.2K $1.16M
MA
Mastercard Inc

Financial Services
255
+ 20.09%
$504.67 - $576.31 $129K - $147K
1.52K $835K
GD
General Dynamics Corp

Industrials
382
+ 6.21%
$241.94 - $272.58 $92.4K - $104K
6.53K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
267
+ 10.6%
$279.74 - $321.29 $74.7K - $85.8K
2.79K $870K
SNY
Sanofi

Healthcare
95
+ 0.51%
$48.15 - $59.42 $4.57K - $5.64K
18.9K $1.05M
KMX
Carmax Inc

Consumer Cyclical
2.51K
+ 15.65%
$69.25 - $89.19 $174K - $224K
18.6K $1.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 20.61%
$85.29 - $92.57 $104K - $113K
7.17K $652K
WMT
Walmart Inc.

Consumer Defensive
1.71K
+ 19.97%
$84.5 - $105.05 $144K - $179K
10.3K $900K
JNJ
Johnson & Johnson

Healthcare
264
+ 6.67%
$142.06 - $167.7 $37.5K - $44.3K
4.22K $700K
FDL
First Tr Morningstar Dividend

ETFs
588
+ 1.83%
$39.69 - $43.83 $23.3K - $25.8K
32.7K $1.42M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
293
+ 0.14%
$24.73 - $25.62 $7.25K - $7.51K
214K $5.46M
ABBV
Abb Vie Inc.

Healthcare
285
+ 15.11%
$169.2 - $216.66 $48.2K - $61.7K
2.17K $454K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
3.22K
+ 18.82%
$41.35 - $44.46 $133K - $143K
20.3K $856K
DIS
Walt Disney CO

Communication Services
1.91K
+ 33.69%
$96.87 - $114.0 $185K - $217K
7.57K $746K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.7K
+ 7.02%
$25.54 - $27.64 $68.9K - $74.5K
41.1K $1.12M
SPYG
Spdr Portfolio

ETFs
1.95K
+ 34.36%
$80.05 - $92.39 $156K - $180K
7.62K $612K
RTX
Raytheon Technologies Corp

Industrials
308
+ 7.41%
$114.1 - $135.66 $35.1K - $41.8K
4.47K $591K
ADBE
Adobe Inc.

Technology
394
+ 56.53%
$377.84 - $464.11 $149K - $183K
1.09K $418K
UNH
Unitedhealth Group Inc

Healthcare
106
+ 5.8%
$461.52 - $548.18 $48.9K - $58.1K
1.94K $1.01M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.2K
+ 33.85%
$42.86 - $45.92 $94.1K - $101K
8.68K $376K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
617
+ 23.68%
$126.11 - $135.06 $77.8K - $83.3K
3.22K $415K
QCOM
Qualcomm Inc

Technology
487
+ 12.69%
$151.94 - $175.86 $74K - $85.6K
4.33K $664K
Activity Summary
Buys All Purchases 116 New Holdings 6 Increased Positions 110 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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