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
META
Meta Platforms, Inc.

Communication Services
259
+ 4.62%
$576.36 - $736.67 $149K - $191K
5.87K $3.38M
XLK
Technology Sector Spdr

ETFs
604
+ 29.75%
$206.38 - $242.18 $125K - $146K
2.63K $543K
ADSK
Autodesk, Inc.

Technology
280
+ 23.93%
N/A
1.45K $356K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.33K
+ 2.73%
$50.17 - $51.45 $117K - $120K
87.8K $4.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
52
+ 10.86%
$4295.4 - $5141.88 $223K - $267K
531 $2.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
203
+ 0.35%
$37.07 - $40.63 $7.53K - $8.25K
58.8K $2.32M
ADI
Analog Devices Inc

Technology
619
+ 10.19%
$201.56 - $243.82 $125K - $151K
6.69K $1.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
173
+ 10.38%
$283.24 - $338.07 $49K - $58.5K
1.84K $542K
PEP
Pepsico Inc

Consumer Defensive
467
+ 8.44%
$142.64 - $156.42 $66.6K - $73K
6K $899K
OMC
Omnicom Group Inc.

Communication Services
849
+ 12.72%
$79.43 - $88.34 $67.4K - $75K
7.52K $623K
BAC
Bank Of America Corp

Financial Services
2K
+ 10.02%
$39.61 - $47.74 $79.3K - $95.6K
22K $917K
FISV
Fiserv Inc

Technology
297
+ 22.02%
N/A
1.65K $206K
WMB
Williams Companies, Inc.

Energy
201
+ 4.29%
$54.02 - $61.09 $10.9K - $12.3K
4.88K $291K
O
Realty Income Corp

Real Estate
87
+ 1.26%
$51.67 - $58.49 $4.5K - $5.09K
6.99K $405K
CRM
Salesforce, Inc.

Technology
427
+ 36.19%
$268.36 - $359.95 $115K - $154K
1.61K $431K
MMM
3 M CO

Industrials
1
+ 0.05%
$129.7 - $155.12 $130 - $155
1.83K $268K
RDVY
First Trust Rising Dividend Ac

ETFs
700
+ 4.01%
$57.22 - $63.39 $40.1K - $44.4K
18.2K $1.06M
FDD
First Trust Stoxx European Sel

ETFs
127
+ 1.16%
$11.08 - $13.94 $1.41K - $1.77K
11.1K $150K
DEO
Diageo PLC

Consumer Defensive
964
+ 27.49%
$104.79 - $126.12 $101K - $122K
4.47K $468K
FID
First Tr Exchange Trded Fd Vi

ETFs
161
+ 0.99%
$15.83 - $17.53 $2.55K - $2.82K
16.5K $284K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
920
+ 4.74%
$44.11 - $47.04 $40.6K - $43.3K
20.3K $905K
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 16.84%
$190.26 - $242.06 $205K - $261K
7.49K $1.43M
IQV
Iqvia Holdings Inc.

Healthcare
468
+ 14.25%
$176.3 - $209.96 $82.5K - $98.3K
3.75K $661K
DMAR
First Tr Ex Tr Viii Cboe Vest
639
+ 3.27%
$36.82 - $39.1 $23.5K - $25K
20.2K $761K
FAAR
First Trust Vii Alternative Ab

ETFs
201
+ 2.37%
$27.81 - $28.97 $5.59K - $5.82K
8.68K $250K
TXN
Texas Instruments Inc

Technology
60
+ 1.75%
N/A
3.49K $679K
UNP
Union Pacific Corp

Industrials
1
+ 0.08%
$225.21 - $254.42 $225 - $254
1.33K $313K
VCIT
Vanguard Intermediate Term Cor

ETFs
47
+ 1.13%
$79.17 - $82.04 $3.72K - $3.86K
4.21K $344K
SCHR
Schwab Intermediate Term Us Tr

ETFs
131
+ 1.5%
$24.05 - $24.86 $3.15K - $3.26K
8.86K $220K
CAT
Caterpillar Inc

Industrials
124
+ 11.88%
$326.75 - $407.63 $40.5K - $50.5K
1.17K $385K
DGRO
Ishares Core Dividend Growth E

ETFs
10
+ 0.17%
$60.46 - $64.42 $605 - $644
6K $370K
AFLG
First Tr Exchange Traded Fd Vi
12K
New
N/A
12K $0
Ft Vest Us Eqt Modrt Bfretf
1.12K
+ 15.17%
N/A
8.49K $0
Ishares Bitcoin ETF
1.34K
+ 26.08%
N/A
6.48K $0
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 5.44%
$271.18 - $303.12 $15.2K - $17K
1.09K $298K
Blackrock Inc New
3
+ 0.78%
N/A
388 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
2.82K
+ 14.41%
N/A
22.4K $0
First Trust Bloomberg Sryd ETF
2
+ 0.01%
N/A
21.5K $0
Ft Intrmdt Drtn Invt Grdcor ETF
13.1K
+ 15.3%
N/A
98.3K $0
FJAN
First Exc Trd Viii Cboe Vest U
5.01K
+ 34.98%
N/A
19.3K $0
Ft Vest Ladred Mdrt Bfr ETF
4.28K
+ 14.7%
N/A
33.4K $0
FTGS
First Tr Exchange Traded Fd Gr
15.4K
+ 106.59%
N/A
29.8K $0
Ft Vst Us Eqt Br Rpm Incetf
838
+ 4.32%
N/A
20.3K $0
Spdr Bloomberg Encd Rl Yld Cm ETF
19.8K
New
N/A
19.8K $0
Ft Vest Us Eqty Mod Bufretf
734
+ 9.04%
N/A
8.85K $0
First Trust Cre Invsmnt Grd ETF
169K
New
N/A
169K $0
FDVV
Fidelity High Dividend ETF

ETFs
2
+ 0.04%
$48.86 - $52.28 $97.7 - $105
4.65K $230K
FMF
First Trust Managed Futures St

ETFs
240
+ 2.48%
$45.87 - $48.39 $11K - $11.6K
9.93K $458K
FTLS
First Tr Long/Short Equity ETF

ETFs
18
+ 0.34%
$63.42 - $68.17 $1.14K - $1.23K
5.36K $343K
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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