Fsb Premier Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 204 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 $16.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.99M, Vanguard Ftse Developed Market with a value of $8.64M, First Tr ETF Viii Tcw Opportun with a value of $8.02M, and First Trust Capital Strength E with a value of $6.34M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $215M to 234M.
Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $138 Million
Financial Services: $17.3 Million
Technology: $15 Million
Healthcare: $10.8 Million
Consumer Cyclical: $9.28 Million
Communication Services: $9.07 Million
Industrials: $8.57 Million
Consumer Defensive: $6.57 Million
Other: $8.33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
