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 Market Cap. of $10 Billions to $200 Billions
