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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$612,000 0.26% of portfolio
7,622
Q1 2025 Added 34.36%
$0
$622,000 0.26% of portfolio
14,269
Q1 2025 Reduced 0.14%
$0
$623,000 0.26% of portfolio
18,303
Q1 2025 Reduced 1.81%
$0
$583,000 0.25% of portfolio
12,835
Q1 2025 Reduced 2.34%
$0
$584,000 0.25% of portfolio
26,750
Q1 2024 Added 1.39%
$0
$598,000 0.25% of portfolio
21,411
Q1 2025 Reduced 5.46%
$0
$604,000 0.25% of portfolio
10,365
Q1 2025 Added 0.52%
$0
$582,000 0.24% of portfolio
14,155
Q1 2025 Added 48.05%
$0
$543,000 0.23% of portfolio
2,634
Q1 2025 Added 29.75%
$0
$477,000 0.2% of portfolio
9,562
Q2 2024 Added 21.13%
$0
$458,000 0.19% of portfolio
9,934
Q1 2025 Added 2.48%
$0
$447,000 0.19% of portfolio
8,853
Q1 2025 Reduced 17.52%
$0
$449,000 0.19% of portfolio
2,129
Q1 2025 Reduced 0.09%
$0
$461,000 0.19% of portfolio
9,695
Q1 2025 Reduced 3.0%
$0
$415,000 0.17% of portfolio
3,223
Q1 2025 Added 23.68%
$0
$398,000 0.17% of portfolio
9,754
Q1 2025 Reduced 36.33%
$0
$376,000 0.16% of portfolio
8,680
Q1 2025 Added 33.85%
$0
$370,000 0.16% of portfolio
6,000
Q1 2025 Added 0.17%
$0
$357,000 0.15% of portfolio
17,821
Q1 2025 Reduced 35.88%
$0
$343,000 0.14% of portfolio
5,357
Q1 2025 Added 0.34%
$0
$334,000 0.14% of portfolio
17,434
Q1 2025 Reduced 13.3%
$0
$344,000 0.14% of portfolio
4,213
Q1 2025 Added 1.13%
$0
$300,000 0.13% of portfolio
7,921
Q2 2024 Reduced 0.33%
$0
$298,000 0.13% of portfolio
1,086
Q1 2025 Added 5.44%
$0
$284,000 0.12% of portfolio
16,490
Q1 2025 Added 0.99%
$0
$279,000 0.12% of portfolio
3,690
Q4 2024 Added 30.71%
$0
$296,000 0.12% of portfolio
1,335
Q1 2025 Reduced 37.99%
$0
$297,000 0.12% of portfolio
12,684
Q1 2025 Reduced 34.08%
$0
$257,000 0.11% of portfolio
5,379
Q4 2024 Reduced 3.29%
$0
$270,000 0.11% of portfolio
6,633
Q1 2025 Reduced 1.21%
$0
$250,000 0.11% of portfolio
8,675
Q1 2025 Added 2.37%
$0
$230,000 0.1% of portfolio
4,646
Q1 2025 Added 0.04%
$0
$216,000 0.09% of portfolio
9,486
Q1 2025 Reduced 0.27%
$0
$206,000 0.09% of portfolio
381
Q1 2025 Added 1.06%
$0
$208,000 0.09% of portfolio
3,797
Q1 2025 New
$0
$220,000 0.09% of portfolio
8,859
Q1 2025 Added 1.5%
$0
$160,000 0.07% of portfolio
12,153
Q4 2024 New
$0
$150,000 0.06% of portfolio
11,092
Q1 2025 Added 1.16%

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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