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CIK: 0000887748
Total reported value
$354.9M
$354.9M
208 檔
13.3%
During the Q4 2024 filing period, FSB Premier Wealth Management, Inc. (CIK: 0000887748) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $354.9M across 208 reported positions.
During Q4 2024, FSB Premier Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.38% | +0.13% | -5.28% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | -0.09% | -1.76% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.12% | -0.31% | +2.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.08% | -0.03% | -1.92% | |
| 5 | FTCS | First Trust Capital Strength | ETF-Other | 2.35% | -0.12% | -4.18% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.14% | -0.22% | +2.28% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.11% | -0.13% | +2.01% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.09% | -0.12% | +13.22% | |
| 9 | DE | Deere & Co | Stock-Industrials | 1.87% | +0.10% | -0.76% | |
| 10 | FMB | First Trust Managed Municipa | ETF-Other | 1.75% | -0.12% | +8.14% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.73% | +0.01% | +0.76% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.59% | +0.40% | +54.09% | |
| 13 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.54% | -0.04% | -11.92% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.21% | +6.05% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.34% | -0.21% | +11.84% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.20% | +16.17% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | -0.33% | +4.59% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.09% | -0.60% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.21% | +7.54% | |
| 20 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.20% | +0.09% | -6.23% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | -0.06% | -4.92% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.39% | +5.43% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.10% | -0.07% | -2.53% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.08% | -0.47% | +19.96% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | -0.02% | -3.01% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.99% | +0.07% | +25.21% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.95% | +0.14% | +7.40% | |
| 28 | FTA | First Trust L C Val Alp | ETF-Other | 0.95% | -0.05% | -4.34% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.12% | +8.70% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.90% | +0.04% | -0.47% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.88% | +0.05% | -7.08% | |
| 32 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.87% | +0.04% | -4.63% | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.85% | -0.03% | — | |
| 34 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.83% | -0.05% | +36.45% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.75% | -0.27% | +4.01% | |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.73% | -0.02% | +130.55% | |
| 37 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.73% | -0.01% | -4.32% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.07% | -2.87% | |
| 39 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.70% | +0.15% | +11.38% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | -0.06% | +46.58% | |
| 41 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.68% | -0.41% | +19.21% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | -0.19% | +11.84% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.59% | -0.04% | +0.89% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.59% | -0.15% | +14.66% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.18% | +4.74% | |
| 46 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.54% | -0.05% | +2.41% | |
| 47 | KMX | Carmax Inc | Stock-Consumer Disc | 0.53% | -0.26% | EXIT | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | -0.09% | +5.86% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.10% | +20.39% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | -0.04% | -2.61% |
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 208 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, FIXD) accounted for 13.3% of total reported equity market value during Q4 2024.
During Q4 2024, FSB Premier Wealth Management, Inc.'s top holdings by market value included VOO (6.4%)、SPYM (4.0%)、FIXD (3.1%). The largest single position, VOO, represented 6.4% of total portfolio value.
In Q4 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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