Fsb Premier Wealth Management, Inc. Incresed Positions in Q3 2024

Fsb Premier Wealth Management, Inc.

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
1.36K
+ 7.92%
$53.68 - $59.24 $73.2K - $80.7K
18.6K $1.1M
LMT
Lockheed Martin Corp

Industrials
94
+ 11.59%
$460.3 - $584.56 $43.3K - $54.9K
905 $529K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.13K
+ 4.64%
$41.02 - $46.01 $46.3K - $51.9K
25.4K $1.16M
OMC
Omnicom Group Inc.

Communication Services
730
+ 14.38%
$87.69 - $103.9 $64K - $75.8K
5.81K $600K
NVDA
Nvidia Corp

Technology
1.17K
+ 52.16%
$98.91 - $134.91 $116K - $158K
3.42K $414K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.45K
+ 32.32%
$44.46 - $48.11 $109K - $118K
10K $481K
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.17%
$66.91 - $81.4 $1K - $1.22K
9.08K $733K
CVX
Chevron Corp

Energy
1.02K
+ 27.94%
$137.88 - $161.97 $141K - $165K
4.68K $688K
RTX
Raytheon Technologies Corp

Industrials
486
+ 17.44%
$99.55 - $123.34 $48.4K - $59.9K
3.27K $396K
TLT
Ishares Barclays 20+ Year Trea

ETFs
926
+ 28.09%
$89.91 - $101.33 $83.3K - $93.8K
4.22K $414K
FMF
First Trust Managed Futures St

ETFs
2.41K
+ 28.91%
$47.09 - $49.74 $113K - $120K
10.7K $509K
ADBE
Adobe Inc.

Technology
228
+ 60.16%
$508.13 - $586.55 $116K - $134K
607 $314K
RWO
Spdr Dow Jones Global Real Est

ETFs
423
+ 3.06%
$41.23 - $48.48 $17.4K - $20.5K
14.2K $677K
DGRO
Ishares Core Dividend Growth E

ETFs
1.27K
+ 32.36%
$57.47 - $62.76 $73.2K - $79.9K
5.21K $326K
SPMD
Spdr Portfolio

ETFs
519
+ 2.5%
$50.29 - $54.92 $26.1K - $28.5K
21.3K $1.16M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.13K
+ 5.07%
$30.27 - $34.42 $34.1K - $38.7K
23.3K $796K
SPTL
Spdr Portfolio Long Term Treas

ETFs
604
+ 1.6%
$26.69 - $29.87 $16.1K - $18K
38.3K $1.11M
FXH
First Tr Exchange Trd Fd Healt

ETFs
586
+ 19.67%
$103.09 - $113.83 $60.4K - $66.7K
3.57K $398K
DIS
Walt Disney CO

Communication Services
1.01K
+ 21.42%
$85.6 - $98.61 $86.7K - $99.9K
5.74K $552K
IBM
International Business Machines Corp

Technology
4
+ 0.25%
$175.1 - $223.38 $700 - $894
1.61K $355K
APD
Air Products & Chemicals, Inc.

Basic Materials
70
+ 4.85%
$247.34 - $300.11 $17.3K - $21K
1.51K $450K
MCK
Mckesson Corp

Healthcare
350
+ 32.86%
$479.06 - $630.38 $168K - $221K
1.42K $699K
BLK
Black Rock Inc.

Financial Services
6
+ 1.42%
$782.27 - $949.51 $4.69K - $5.7K
429 $407K
MMM
3 M CO

Industrials
4
+ 0.2%
$99.69 - $139.42 $399 - $558
2.05K $280K
NEE
Nextera Energy Inc

Utilities
177
+ 4.42%
$69.9 - $84.97 $12.4K - $15K
4.19K $353K
ABBV
Abb Vie Inc.

Healthcare
116
+ 6.55%
$163.84 - $199.33 $19K - $23.1K
1.89K $372K
CAT
Caterpillar Inc

Industrials
2
+ 0.18%
$316.8 - $391.12 $634 - $782
1.14K $447K
MET
Metlife Inc

Financial Services
3
+ 0.06%
$67.96 - $82.48 $204 - $247
5.32K $438K
ADSK
Autodesk, Inc.

Technology
256
+ 31.45%
$245.83 - $245.83 $62.9K - $62.9K
1.07K $263K
FEP
First Trust Europe Alphadex Fu

ETFs
1.3K
+ 23.72%
$35.46 - $39.44 $46K - $51.2K
6.77K $263K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.07K
+ 25.01%
$48.4 - $50.91 $51.9K - $54.6K
5.36K $271K
USB
Us Bancorp \De\

Financial Services
320
+ 4.41%
$39.04 - $47.23 $12.5K - $15.1K
7.58K $346K
ABC
Amerisourcebergen Corp

Healthcare
302
+ 16.79%
N/A
2.1K $389K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
225
+ 0.42%
$22.43 - $24.11 $5.05K - $5.42K
54.1K $1.3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
209
+ 1.98%
$50.02 - $54.5 $10.5K - $11.4K
10.8K $586K
FID
First Tr Exchange Trded Fd Vi

ETFs
1.28K
+ 8.52%
$15.76 - $17.74 $20.2K - $22.7K
16.3K $286K
EBND
Spdr Bloomberg Emerging Market

ETFs
596
+ 2.18%
$19.74 - $21.39 $11.8K - $12.7K
27.9K $593K
UPS
United Parcel Service Inc

Industrials
333
+ 16.98%
$123.32 - $147.38 $41.1K - $49.1K
2.29K $312K
SPYG
Spdr Portfolio

ETFs
360
+ 7.51%
$73.38 - $84.1 $26.4K - $30.3K
5.15K $427K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
1
+ 0.01%
$31.54 - $34.82 $31.5 - $34.8
18.6K $635K
CVS
Cvs Health Corp

Healthcare
401
+ 11.28%
$55.81 - $63.18 $22.4K - $25.3K
3.96K $248K
AMGN
Amgen Inc

Healthcare
28
+ 1.11%
$309.38 - $337.38 $8.66K - $9.45K
2.55K $821K
ABT
Abbott Laboratories

Healthcare
116
+ 5.82%
$100.07 - $118.13 $11.6K - $13.7K
2.11K $240K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 7.32%
$801.83 - $917.05 $18.4K - $21.1K
337 $298K
XLK
Technology Sector Spdr

ETFs
142
+ 8.3%
$197.34 - $237.68 $28K - $33.8K
1.85K $418K
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 1.77%
$434.77 - $502.96 $12.2K - $14.1K
1.61K $786K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.09%
$117.9 - $128.2 $236 - $256
2.28K $292K
FPE
First Tr Pfd Secs & Income ETF

ETFs
69
+ 0.31%
$17.35 - $18.22 $1.2K - $1.26K
22K $398K
FDD
First Trust Stoxx European Sel

ETFs
501
+ 4.8%
$11.46 - $12.62 $5.74K - $6.32K
10.9K $136K
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
Track This Portfolio

Track Fsb Premier Wealth Management, Inc. Portfolio

Follow Fsb Premier Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsb Premier Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fsb Premier Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email