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CIK: 0000887748
Total reported value
$354.9M
$354.9M
206 檔
12.2%
At the close of Q1 2025, FSB Premier Wealth Management, Inc. disclosed equity holdings valued at approximately $354.9M, spread across 206 reported holdings.
During Q1 2025, 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 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.53% | +0.13% | -6.63% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.09% | -4.70% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | -0.03% | -5.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | -0.12% | +9.64% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.20% | -0.31% | -28.99% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.13% | -0.22% | +0.14% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.12% | -0.12% | -9.44% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.07% | -0.13% | -1.54% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.83% | +0.01% | +1.72% | |
| 10 | DE | Deere & Co | Stock-Industrials | 1.82% | +0.10% | -9.70% | |
| 11 | FMB | First Trust Managed Municipa | ETF-Other | 1.73% | -0.12% | +2.73% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.52% | +0.40% | +5.40% | |
| 13 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.43% | -0.04% | -1.55% | |
| 14 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.38% | +0.41% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.21% | +10.73% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.21% | +6.11% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.20% | +4.62% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.28% | +0.07% | +0.99% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.39% | +2.98% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | -0.33% | +16.14% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.09% | +6.34% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.15% | -0.47% | +7.69% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.10% | -0.06% | -0.68% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.21% | -1.17% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | -0.02% | -2.07% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.01% | -0.07% | -7.09% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.12% | -1.78% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.95% | +0.14% | +10.86% | |
| 29 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.91% | -0.05% | +10.40% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.91% | -0.27% | +17.80% | |
| 31 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.91% | +0.09% | -17.92% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.90% | +0.04% | +0.35% | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.81% | -0.03% | -0.35% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.81% | -0.07% | +15.66% | |
| 35 | FTA | First Trust L C Val Alp | ETF-Other | 0.81% | -0.05% | -12.65% | |
| 36 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.80% | +0.04% | +0.85% | |
| 37 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.80% | +0.15% | +15.30% | |
| 38 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.76% | -0.41% | +14.68% | |
| 39 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.70% | -0.01% | -7.97% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | +0.05% | -10.42% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.69% | -0.19% | +6.21% | |
| 42 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.69% | -0.02% | -0.95% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | -0.15% | +16.71% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.06% | -4.46% | |
| 45 | UL | Unilever PLC | Stock-Consumer Staples | 0.62% | — | +52.88% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.05% | +12.25% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.08% | +19.62% | |
| 48 | KMX | Carmax Inc | Stock-Consumer Disc | 0.56% | -0.26% | EXIT | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.56% | -0.04% | -5.33% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.18% | +16.84% |
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 206 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, VEA) accounted for 12.2% of total reported equity market value during Q1 2025.
During Q1 2025, FSB Premier Wealth Management, Inc.'s top holdings by market value included VOO (5.5%)、SPYM (3.5%)、VEA (3.0%). The largest single position, VOO, represented 5.5% of total portfolio value.
In Q1 2025, 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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