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 Market Cap. of $200 Billions or more
