Fsb Premier Wealth Management, Inc. Portfolio Holdings
Fsb Premier Wealth Management, Inc.
- $236 Million
- Q4 2024
Fsb Premier Wealth Management, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Million distributed in 208 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 $15.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10M, First Tr ETF Viii Tcw Opportun with a value of $7.79M, Vanguard Ftse Developed Market with a value of $7.68M, and First Trust Capital Strength E with a value of $5.88M.
Examining the 13F form we can see an increase of $2.36M in the current position value, from $234M to 236M.
Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 208
- Current Value $236 Million
- Prior Value $234 Million
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks