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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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