Fsb Premier Wealth Management, Inc. Portfolio Holdings

Fsb Premier Wealth Management, Inc.

  • $238 Million
  • Q1 2025

Fsb Premier Wealth Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.11M, Vanguard Ftse Developed Market with a value of $7.71M, Berkshire Hathaway Inc Class B with a value of $6.71M, and First Tr ETF Viii Tcw Opportun with a value of $5.64M.

Examining the 13F form we can see an increase of $1.59M in the current position value, from $236M to 238M.

Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
ETFs: $131 Million
Financial Services: $22.2 Million
Technology: $16 Million
Healthcare: $12.8 Million
Consumer Cyclical: $10.6 Million
Communication Services: $10.6 Million
Consumer Defensive: $8.65 Million
Industrials: $8.46 Million
Other: $8.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$6.71 Million 2.82% of portfolio
12,596
Q1 2025 Added 9.64%
$154B
$4.66 Million 1.96% of portfolio
9,919
Q1 2025 Reduced 9.7%
$3.75T
$3.45 Million 1.45% of portfolio
9,197
Q1 2025 Added 10.73%
$831B
$3.4 Million 1.43% of portfolio
13,850
Q1 2025 Added 6.11%
$1.62T
$3.38 Million 1.42% of portfolio
5,869
Q1 2025 Added 4.62%
$276B
$3.28 Million 1.38% of portfolio
20,646
Q1 2025 Added 0.99%
$474B
$3.21 Million 1.35% of portfolio
26,955
Q1 2025 Added 2.98%
$1.08T
$3.03 Million 1.27% of portfolio
19,412
Q1 2025 Added 16.14%
$3.39T
$2.98 Million 1.25% of portfolio
13,412
Q1 2025 Added 6.34%
$636B
$2.76 Million 1.16% of portfolio
19,769
Q1 2025 Reduced 1.17%
$585B
$2.49 Million 1.05% of portfolio
7,109
Q1 2025 Reduced 1.78%
$225B
$2.45 Million 1.03% of portfolio
531
Q1 2025 Added 10.86%
$168B
$2.34 Million 0.99% of portfolio
29,941
Q1 2025 Added 17.8%
$310B
$2.07 Million 0.87% of portfolio
28,866
Q1 2025 Added 15.66%
$82.4B
$1.78 Million 0.75% of portfolio
6,532
Q1 2025 Added 6.21%
$157B
$1.68 Million 0.7% of portfolio
45,406
Q1 2025 Added 16.71%
$118B
$1.5 Million 0.63% of portfolio
16,677
Q1 2025 Added 12.25%
$83.5B
$1.48 Million 0.62% of portfolio
3,402
Q1 2025 Added 19.62%
$10.6B
$1.45 Million 0.61% of portfolio
18,565
Q1 2025 Added 15.65%
$2.27T
$1.43 Million 0.6% of portfolio
7,494
Q1 2025 Added 16.84%
$125B
$1.35 Million 0.57% of portfolio
6,694
Q1 2025 Added 10.19%
$264B
$1.35 Million 0.57% of portfolio
12,088
Q1 2025 Added 7.02%
$50.1B
$1.29 Million 0.54% of portfolio
5,640
Q1 2025 Added 52.47%
$120B
$1.28 Million 0.54% of portfolio
12,211
Q1 2025 Added 14.05%
$64.4B
$1.17 Million 0.49% of portfolio
10,502
Q3 2024 Added 0.02%
$41.9B
$1.16 Million 0.49% of portfolio
17,153
Q1 2025 Added 8.57%
$75.2B
$1.18 Million 0.49% of portfolio
14,010
Q1 2025 Added 11.39%
$105B
$1.08 Million 0.45% of portfolio
1,605
Q1 2025 Added 18.45%
$122B
$1.05 Million 0.44% of portfolio
18,860
Q1 2025 Added 0.51%
$19.5B
$1.05 Million 0.44% of portfolio
2,416
Q1 2025 Reduced 4.24%
$283B
$1.01 Million 0.43% of portfolio
1,935
Q1 2025 Added 5.8%
$380B
$995,000 0.42% of portfolio
2,715
Q1 2025 Added 1.84%
$376B
$917,000 0.39% of portfolio
21,988
Q1 2025 Added 10.02%
$1.2T
$905,000 0.38% of portfolio
5,453
Q1 2025 Added 7.58%
$263B
$900,000 0.38% of portfolio
10,255
Q1 2025 Added 19.97%
$185B
$899,000 0.38% of portfolio
6,001
Q1 2025 Added 8.44%
$216B
$870,000 0.37% of portfolio
2,786
Q1 2025 Added 10.6%
$108B
$862,000 0.36% of portfolio
8,794
Q1 2025 Reduced 9.55%
$300B
$849,000 0.36% of portfolio
11,855
Q1 2025 Reduced 2.63%
$539B
$835,000 0.35% of portfolio
1,524
Q1 2025 Added 20.09%
$159B
$798,000 0.34% of portfolio
2,562
Q1 2025 Reduced 2.4%
$29B
$757,000 0.32% of portfolio
3,325
Q1 2025 Added 16.67%
$220B
$746,000 0.31% of portfolio
7,568
Q1 2025 Added 33.69%
$409B
$700,000 0.29% of portfolio
4,223
Q1 2025 Added 6.67%
$177B
$679,000 0.29% of portfolio
3,494
Q1 2025 Added 1.75%
$179B
$664,000 0.28% of portfolio
4,326
Q1 2025 Added 12.69%
$30.1B
$661,000 0.28% of portfolio
3,753
Q1 2025 Added 14.25%
$14.8B
$623,000 0.26% of portfolio
7,522
Q1 2025 Added 12.72%
$215B
$591,000 0.25% of portfolio
4,465
Q1 2025 Added 7.41%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $238 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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