Fsb Premier Wealth Management, Inc. Portfolio Holdings

Fsb Premier Wealth Management, Inc.

  • $259 Million
  • Q2 2025

Fsb Premier Wealth Management, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 213 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 $15.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10M, Vanguard Ftse Developed Market with a value of $8.21M, Berkshire Hathaway Inc Class B with a value of $6.93M, and Spdr Portfolio Aggregate Bond with a value of $5.41M.

Examining the 13F form we can see an increase of $21M in the current position value, from $238M to 259M.

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

Portfolio value $259 Million
ETFs: $135 Million
Financial Services: $26 Million
Technology: $21.6 Million
Communication Services: $13.5 Million
Healthcare: $12.9 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $10.1 Million
Industrials: $9.84 Million
Other: $8.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$644B
$6.93 Million 2.68% of portfolio
14,265
Q2 2025 Added 13.25%
$3.8T
$5.06 Million 1.95% of portfolio
10,166
Q2 2025 Added 10.54%
$142B
$4.97 Million 1.92% of portfolio
9,770
Q2 2025 Reduced 1.5%
$1.69T
$4.87 Million 1.88% of portfolio
6,597
Q2 2025 Added 12.4%
$788B
$4.74 Million 1.83% of portfolio
21,676
Q2 2025 Added 9.65%
$900B
$4.54 Million 1.75% of portfolio
15,660
Q2 2025 Added 13.07%
$257B
$4.42 Million 1.71% of portfolio
24,274
Q2 2025 Added 17.57%
$1.47T
$3.82 Million 1.47% of portfolio
21,526
Q2 2025 Added 10.89%
$217B
$3.43 Million 1.33% of portfolio
593
Q2 2025 Added 11.68%
$467B
$3.15 Million 1.21% of portfolio
29,180
Q2 2025 Added 8.25%
$170B
$3.1 Million 1.2% of portfolio
34,002
Q2 2025 Added 13.56%
$555B
$2.76 Million 1.07% of portfolio
7,774
Q2 2025 Added 9.35%
$309B
$2.77 Million 1.07% of portfolio
34,573
Q2 2025 Added 19.77%
$3.76T
$2.78 Million 1.07% of portfolio
13,546
Q2 2025 Added 1.0%
$89.5B
$2.22 Million 0.86% of portfolio
7,607
Q2 2025 Added 16.46%
$159B
$1.92 Million 0.74% of portfolio
31,445
Q2 2025 Added 17.43%
$146B
$1.82 Million 0.7% of portfolio
50,982
Q2 2025 Added 12.28%
$267B
$1.73 Million 0.67% of portfolio
14,324
Q2 2025 Added 18.5%
$125B
$1.74 Million 0.67% of portfolio
19,933
Q2 2025 Added 19.52%
$86.1B
$1.52 Million 0.59% of portfolio
16,713
Q2 2025 Added 19.29%
$2.32T
$1.52 Million 0.59% of portfolio
6,909
Q2 2025 Reduced 7.81%
$118B
$1.53 Million 0.59% of portfolio
17,045
Q2 2025 Added 39.59%
$75.6B
$1.53 Million 0.59% of portfolio
3,933
Q2 2025 Added 15.61%
$49.9B
$1.49 Million 0.58% of portfolio
20,021
Q2 2025 Added 16.72%
$102B
$1.45 Million 0.56% of portfolio
1,984
Q2 2025 Added 23.61%
$9.44B
$1.41 Million 0.55% of portfolio
21,029
Q2 2025 Added 13.27%
$53.3B
$1.23 Million 0.48% of portfolio
7,167
Q2 2025 Added 27.07%
$1.34T
$1.23 Million 0.48% of portfolio
5,433
Q2 2025 Reduced 0.37%
$406B
$1.22 Million 0.47% of portfolio
25,742
Q2 2025 Added 17.07%
$20.6B
$1.18 Million 0.46% of portfolio
2,318
Q2 2025 Reduced 4.06%
$69B
$1.11 Million 0.43% of portfolio
10,502
Q3 2024 Added 0.02%
$118B
$1.11 Million 0.43% of portfolio
23,080
Q2 2025 Added 22.38%
$433B
$996,000 0.38% of portfolio
2,719
Q2 2025 Added 0.15%
$211B
$976,000 0.38% of portfolio
7,872
Q2 2025 Added 4.02%
$198B
$877,000 0.34% of portfolio
6,646
Q2 2025 Added 10.75%
$554B
$864,000 0.33% of portfolio
1,539
Q2 2025 Added 0.98%
$290B
$821,000 0.32% of portfolio
11,614
Q2 2025 Reduced 2.03%
$94.5B
$824,000 0.32% of portfolio
8,999
Q2 2025 Added 2.33%
$281B
$835,000 0.32% of portfolio
8,549
Q2 2025 Reduced 16.64%
$443B
$809,000 0.31% of portfolio
5,123
Q2 2025 Added 35.53%
$229B
$746,000 0.29% of portfolio
5,112
Q2 2025 Added 14.49%
$148B
$716,000 0.28% of portfolio
2,567
Q2 2025 Added 0.2%
$24.5B
$735,000 0.28% of portfolio
3,323
Q2 2025 Reduced 0.06%
$225B
$716,000 0.28% of portfolio
2,451
Q2 2025 Reduced 12.02%
$182B
$683,000 0.26% of portfolio
4,290
Q2 2025 Reduced 0.83%
$177B
$673,000 0.26% of portfolio
3,460
Q2 2025 Reduced 0.97%
$15.7B
$658,000 0.25% of portfolio
9,157
Q2 2025 Added 21.74%
$227B
$584,000 0.23% of portfolio
1,983
Q2 2025 Added 25.19%
$34.8B
$589,000 0.23% of portfolio
3,742
Q2 2025 Reduced 0.29%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $259 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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