Fsb Premier Wealth Management, Inc. Reduced Holdings in Q1 2025

Fsb Premier Wealth Management, Inc.

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-52.5K
- 28.99%
$42.4 - $44.11 $2.23M - $2.32M
129K $5.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.96K
- 6.63%
$507.05 - $563.67 $993K - $1.1M
27.6K $14.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.84K
- 4.7%
$64.88 - $72.1 $444K - $493K
139K $9.11M
FTC
First Tr Lge Cap Growth

ETFs
-3.87K
- 17.92%
$127.87 - $148.89 $495K - $576K
17.7K $2.33M
ORCL
Oracle Corp

Technology
-234
- 1.17%
$139.81 - $186.47 $32.7K - $43.6K
19.8K $2.76M
FTCS
First Trust Capital Strength E

ETFs
-6.31K
- 9.44%
$86.39 - $91.35 $545K - $577K
60.6K $5.43M
VXF
Vanguard Extended Market ETF

ETFs
-1.21K
- 10.42%
$170.36 - $201.04 $206K - $243K
10.4K $1.79M
FTA
First Tr Large Cap Value

ETFs
-3.91K
- 12.65%
$74.42 - $80.34 $291K - $314K
27K $2.07M
LMT
Lockheed Martin Corp

Industrials
-501
- 51.02%
$423.19 - $506.29 $212K - $254K
481 $214K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-5.57K
- 36.33%
$40.29 - $42.24 $224K - $235K
9.75K $398K
SKYY
First Trust Cloud Computing Et

ETFs
-1.34K
- 26.29%
$102.23 - $131.18 $137K - $176K
3.76K $384K
EBND
Spdr Bloomberg Emerging Market

ETFs
-9.97K
- 35.88%
$19.47 - $20.36 $194K - $203K
17.8K $357K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-5.97K
- 18.54%
$32.5 - $33.3 $194K - $199K
26.2K $872K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.52K
- 7.09%
$76.94 - $78.28 $194K - $197K
33K $2.58M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-1.25K
- 1.55%
$45.66 - $48.85 $57.1K - $61.1K
79.6K $3.67M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-6.56K
- 34.08%
$23.32 - $23.84 $153K - $156K
12.7K $297K
IVV
Ishares Core S&P 500 ETF

ETFs
-181
- 9.89%
$554.06 - $615.85 $100K - $111K
1.65K $926K
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 1.2%
$222.15 - $428.22 $2.67K - $5.14K
988 $256K
EIX
Edison International

Utilities
-682
- 15.49%
$50.06 - $80.01 $34.1K - $54.6K
3.72K $219K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.88K
- 17.52%
$49.22 - $51.73 $92.6K - $97.3K
8.85K $447K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.33K
- 4.46%
$56.17 - $59.71 $74.9K - $79.7K
28.6K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.19%
$468.34 - $539.52 $1.41K - $1.62K
1.58K $739K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-364
- 0.95%
$46.06 - $49.24 $16.8K - $17.9K
37.8K $1.77M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2
- 0.09%
$210.19 - $243.33 $420 - $487
2.13K $449K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.79%
$551.42 - $612.93 $7.17K - $7.97K
1.64K $915K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.74K
- 5.33%
$44.68 - $46.49 $77.7K - $80.8K
30.9K $1.43M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.06K
- 6.08%
$66.9 - $71.57 $70.9K - $75.9K
16.4K $1.15M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.68K
- 13.3%
$18.46 - $19.19 $49.4K - $51.3K
17.4K $334K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-181
- 0.77%
$41.06 - $44.04 $7.43K - $7.97K
23.4K $969K
PFE
Pfizer Inc

Healthcare
-830
- 7.93%
$25.01 - $27.13 $20.8K - $22.5K
9.64K $244K
BNDX
Vanguard Total International B

ETFs
-396
- 0.68%
$48.33 - $49.5 $19.1K - $19.6K
57.5K $2.81M
PG
Procter & Gamble CO

Consumer Defensive
-217
- 10.06%
$158.56 - $176.26 $34.4K - $38.2K
1.94K $330K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-308
- 2.34%
$44.96 - $47.9 $13.8K - $14.8K
12.8K $583K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-300
- 3.0%
$47.09 - $50.46 $14.1K - $15.1K
9.7K $461K
SBUX
Starbucks Corp

Consumer Cyclical
-928
- 9.55%
$91.75 - $115.81 $85.1K - $107K
8.79K $862K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-711
- 4.26%
$73.78 - $76.59 $52.5K - $54.5K
16K $1.22M
LAMR
Lamar Advertising CO

Real Estate
-18
- 0.71%
$110.65 - $132.9 $1.99K - $2.39K
2.54K $288K
TFC
Truist Financial Corp

Financial Services
-41
- 0.45%
$39.48 - $48.15 $1.62K - $1.97K
9.11K $374K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.24K
- 5.46%
$27.01 - $28.54 $33.4K - $35.3K
21.4K $598K
NEE
Nextera Energy Inc

Utilities
-218
- 5.21%
$66.96 - $76.16 $14.6K - $16.6K
3.97K $281K
FDT
First Trust Developed Markets

ETFs
-2.67K
- 7.98%
$53.51 - $60.98 $143K - $163K
30.8K $1.79M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
-337
- 1.81%
N/A
18.3K $623K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-277
- 0.51%
$19.8 - $19.97 $5.48K - $5.53K
54.2K $1.08M
F
Ford Motor CO

Consumer Cyclical
-416
- 3.99%
$9.12 - $10.43 $3.79K - $4.34K
10K $100K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-181
- 1.62%
$9.47 - $11.46 $1.71K - $2.07K
11K $117K
Ft Vest Us Sml Cp Mdrt Bfr ETF
-250
- 0.87%
N/A
28.4K $0
Ft Vst U S Eqty Mdrte Bretf
-211
- 0.35%
N/A
60.7K $0
Ft Vest Us Equity Bufferprem ETF
-4.44K
- 30.18%
N/A
10.3K $0
Ft Vest Us Eqt Mdrt Bfr ETF
-255
- 3.5%
N/A
7.03K $0
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
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