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CIK: 0000887748
Total reported value
$354.9M
$354.9M
229 檔
13.6%
In Q3 2025, FSB Premier Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $354.9M, distributed across 229 disclosed stock positions.
In Q3 2025, FSB Premier Wealth Management, Inc. displayed an active expansion posture, initiating 27 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | +0.13% | -1.81% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | -0.09% | -1.43% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.75% | -0.03% | -2.92% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -0.12% | -2.10% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.21% | +12.49% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.86% | -0.21% | -7.05% | |
| 7 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.83% | +0.41% | +28.19% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.79% | -0.22% | -0.40% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.75% | +0.01% | -1.98% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | -0.33% | +0.85% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | -0.21% | +6.63% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.20% | +5.23% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.52% | -0.13% | -7.43% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.52% | +0.07% | +17.30% | |
| 15 | FMB | First Trust Managed Municipa | ETF-Other | 1.48% | -0.12% | -0.72% | |
| 16 | DE | Deere & Co | Stock-Industrials | 1.47% | +0.10% | +0.36% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.41% | -0.31% | -16.30% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.33% | +0.40% | -2.20% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.33% | -0.12% | -14.45% | |
| 20 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.23% | -0.04% | -4.26% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.09% | +8.41% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.17% | -0.27% | +9.23% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.16% | +0.14% | +10.12% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.39% | +4.40% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.12% | -0.47% | +2.98% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.12% | -0.07% | +17.02% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 1.03% | -0.19% | +20.18% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | -0.02% | -0.42% | |
| 29 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.92% | -0.05% | +5.73% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.12% | +3.46% | |
| 31 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.89% | +0.15% | +17.02% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.88% | +0.04% | -1.39% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.06% | -0.43% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.83% | +0.09% | -3.85% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | -0.07% | -1.58% | |
| 36 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.80% | -0.41% | +5.32% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.78% | +0.04% | -7.06% | |
| 38 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.73% | -0.03% | -2.91% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.70% | +0.10% | +9.47% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.05% | +11.50% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.69% | +0.05% | -0.26% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.68% | -0.21% | +12.38% | |
| 43 | UL | Unilever PLC | Stock-Consumer Staples | 0.67% | — | +9.01% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | +0.85% | +217.14% | |
| 45 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.65% | -0.07% | +7.98% | |
| 46 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.64% | -0.02% | -0.31% | |
| 47 | FTA | First Trust L C Val Alp | ETF-Other | 0.61% | -0.05% | -4.58% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.61% | -0.21% | +14.14% | |
| 49 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.60% | -0.04% | +21.53% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.59% | -0.21% | +17.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.8% | -7.05% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +12.49% | Add |
| 3 | AMAT | Applied Materials Inc | +0.6% | +217.14% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +0.85% | Add |
| 5 | FTCB | Ft Core Investment Grade ETF | +0.5% | +28.19% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +6.63% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +5.23% | Add |
| 8 | GD | General Dynamics CORP | +0.3% | +20.18% | Add |
| 9 | WFC | Wells Fargo & Co | +0.3% | +17.02% | Add |
| 10 | AFLG | First Trust Active Factor La | +0.3% | +107.41% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.3% | +9.23% | Add |
| 12 | PM | Philip Morris International | +0.2% | +17.30% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +27.95% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.2% | +10.12% | Add |
| 15 | BNY | Bank Of New York Mellon CORP | +0.2% | +7.98% | Add |
| 16 | ADI | Analog Devices Inc | +0.2% | +9.47% | Add |
| 17 | MCK | Mckesson CORP | +0.2% | +17.24% | Add |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.2% | +12.38% | Add |
| 19 | OMC | Omnicom Group | +0.2% | +58.51% | Add |
| 20 | MDT | Medtronic plc | +0.1% | +11.50% | Add |
| 21 | BAC | Bank Of America CORP | +0.1% | +10.26% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.66% | Trim |
| 23 | COP | Conocophillips | +0.1% | +14.14% | Add |
| 24 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.1% | +17.02% | Add |
| 25 | GAUG | Ft Vest US Equity Moderate B | +0.1% | +88.82% | Add |
| 26 | RTX | Rtx CORP | +0.1% | +9.92% | Add |
| 27 | XLK | Ss Technology Select Sector | +0.1% | +10.17% | Add |
| 28 | AAPL | Apple Inc | +0.1% | +8.41% | Add |
| 29 | HYLS | Ft Tactical High Yield ETF | +0.1% | +21.53% | Add |
| 30 | FTGS | First Trust Grwth Strgth ETF | +0.1% | +2.73% | Add |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +15.48% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | -1.44% | Add |
| 33 | UL | Unilever PLC | +0.1% | +9.01% | Add |
| 34 | FAUG | Ft Vest U.s. Equity Buffer E | +0.1% | +45.98% | Add |
| 35 | COST | Costco Wholesale CORP | +0.1% | +22.46% | Add |
| 36 | FSIG | Ft LTD Duration Inv Grade | 0% | +5.32% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | -3.40% | Add |
| 38 | CAT | Caterpillar Inc | 0% | +0.08% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.40% | Add |
| 40 | IBIT | Ishares Bitcoin Trust ETF | 0% | +2.45% | Add |
| 41 | CASY | Casey's General Stores Inc | 0% | +0.09% | Trim |
| 42 | TLT | Ishares 20+ Year Treasury Bd | 0% | +11.02% | Add |
| 43 | GSEP | Ft Vest US Equity Moderate B | 0% | +37.89% | Add |
| 44 | WBD | Warner Bros Discovery Inc | 0% | -0.10% | Trim |
| 45 | VGT | Vanguard Info Tech ETF | 0% | +0.77% | Add |
| 46 | LGOV | First Tr Long Duration O-etf | 0% | +5.73% | Add |
| 47 | ELV | Elevance Health Inc | 0% | +41.06% | Add |
| 48 | FMF | First Trust Managed Futures | 0% | +6.45% | Add |
| 49 | IWY | Ishares Russell Top 200 Grow | 0% | -0.14% | Trim |
| 50 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.18% | Add |
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 229 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, VEA) accounted for 13.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AFMC
市值: $653.2K
Top Position Liquidated / Trimmed
UPS
前期市值: $249.3K
During Q3 2025, FSB Premier Wealth Management, Inc.'s top holdings by market value included VOO (5.3%)、SPYM (3.5%)、VEA (2.8%). The largest single position, VOO, represented 5.3% of total portfolio value.
In Q3 2025, FSB Premier Wealth Management, Inc. made 196 total portfolio adjustments, initiating 27 new buys, adding to 83 positions, trimming 82 holdings, and fully liquidating 4 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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