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CIK: 0000887748
Total reported value
$354.9M
$354.9M
180 檔
15.2%
As reported in its official Q1 2024 Form 13F filing, FSB Premier Wealth Management, Inc.'s tracked investment portfolio stood at $354.9M with 180 total positions.
During Q1 2024, FSB Premier Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +0.13% | -0.19% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 4.98% | -0.31% | +1.08% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 4.41% | -0.12% | -6.40% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | -0.09% | -3.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.04% | -0.03% | +2.53% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.45% | -0.13% | -2.24% | |
| 7 | FMB | First Trust Managed Municipa | ETF-Other | 2.30% | -0.12% | +2.81% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.29% | -0.22% | +7.75% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.00% | +0.40% | -11.49% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.99% | +0.01% | +0.12% | |
| 11 | DE | Deere & Co | Stock-Industrials | 1.94% | +0.10% | -0.80% | |
| 12 | FTA | First Trust L C Val Alp | ETF-Other | 1.93% | -0.05% | -4.07% | |
| 13 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.81% | +0.09% | -10.82% | |
| 14 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 1.60% | -0.01% | -5.95% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.53% | -0.06% | +3.75% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.44% | +0.04% | -0.22% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.36% | -0.07% | +3.85% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.12% | +21.03% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.29% | -0.02% | -8.26% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -0.02% | +4.46% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.20% | +0.05% | -2.47% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.39% | +8.05% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.21% | +1.59% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.09% | -1.03% | |
| 25 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.00% | -0.01% | +324.33% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.95% | +0.04% | +1.71% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.21% | +8.84% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.81% | -0.47% | -4.00% | |
| 29 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.76% | -0.02% | +36.00% | |
| 30 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | — | +2.34% | |
| 31 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.04% | +12.45% | |
| 32 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.69% | -0.02% | +2.60% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | -0.04% | +2.13% | |
| 34 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.65% | -0.03% | +6.91% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.33% | +10.10% | |
| 36 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.61% | -0.09% | +1.94% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.21% | +9.33% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.20% | +2.45% | |
| 39 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.58% | — | +1.08% | |
| 40 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.57% | -0.06% | -3.31% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | -0.19% | +8.70% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | -1.35% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.12% | +6.25% | |
| 44 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.51% | -0.05% | +0.01% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | +0.02% | +1.18% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.49% | — | -7.04% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.02% | -7.17% | |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.48% | -0.04% | +34.68% | |
| 49 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.47% | -0.02% | — | |
| 50 | SKYY | First Trust Cloud Computing | ETF-Other | 0.46% | +0.01% | -12.82% |
According to official SEC Form 13F filings, FSB Premier Wealth Management, Inc. reported a total U.S. public equity portfolio value of $354.9M across 180 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, FIXD, FTCS) accounted for 15.2% of total reported equity market value during Q1 2024.
During Q1 2024, FSB Premier Wealth Management, Inc.'s top holdings by market value included VOO (7.4%)、FIXD (5.0%)、FTCS (4.4%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q1 2024, FSB Premier Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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