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.

Portfolio value $236 Million
ETFs: $138 Million
Financial Services: $19 Million
Technology: $16.3 Million
Consumer Cyclical: $10.2 Million
Communication Services: $10.2 Million
Healthcare: $10.2 Million
Industrials: $8.61 Million
Consumer Defensive: $6.95 Million
Other: $8.3 Million

Stock Holdings Table

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
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