Fsb Premier Wealth Management, Inc. Purchases in Q4 2024

Fsb Premier Wealth Management, Inc.

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
4.97K
+ 14.66%
$37.39 - $45.14 $186K - $225K
38.9K $1.46M
DGRO
Ishares Core Dividend Growth E

ETFs
783
+ 15.04%
$60.73 - $64.94 $47.6K - $50.8K
5.99K $367K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
322
+ 14.1%
$126.68 - $134.74 $40.8K - $43.4K
2.61K $332K
IEFA
Ishares Tr

ETFs
867
+ 30.71%
$70.06 - $77.43 $60.7K - $67.1K
3.69K $259K
APD
Air Products & Chemicals, Inc.

Basic Materials
153
+ 10.11%
$285.5 - $335.62 $43.7K - $51.3K
1.67K $483K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.09%
$216.72 - $244.71 $433 - $489
2.13K $501K
ABC
Amerisourcebergen Corp

Healthcare
180
+ 8.57%
N/A
2.28K $422K
MDT
Medtronic PLC

Healthcare
2.01K
+ 15.62%
$79.61 - $92.24 $160K - $185K
14.9K $1.19M
FISV
Fiserv Inc

Technology
224
+ 19.91%
N/A
1.35K $168K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 4.75%
$873.59 - $994.69 $14K - $15.9K
353 $323K
ADSK
Autodesk, Inc.

Technology
100
+ 9.35%
N/A
1.17K $287K
PEP
Pepsico Inc

Consumer Defensive
710
+ 14.72%
$151.29 - $176.1 $107K - $125K
5.53K $841K
FDL
First Tr Morningstar Dividend

ETFs
1.78K
+ 5.86%
$39.59 - $43.95 $70.3K - $78.1K
32.1K $1.29M
NVS
Novartis Ag

Healthcare
1.9K
+ 20.17%
$96.78 - $117.18 $183K - $222K
11.3K $1.1M
ENB
Enbridge Inc

Energy
11
+ 0.12%
$40.4 - $43.92 $444 - $483
9.41K $399K
T
At&T Inc.

Communication Services
3
+ 0.02%
$21.22 - $23.88 $63.7 - $71.6
19K $432K
QCOM
Qualcomm Inc

Technology
444
+ 13.08%
$150.4 - $178.04 $66.8K - $79K
3.84K $589K
FEMB
First Tr ETF Emerging Markets

ETFs
1.54K
+ 16.6%
$25.98 - $28.92 $39.9K - $44.4K
10.8K $280K
DEO
Diageo PLC

Consumer Defensive
387
+ 12.4%
$118.0 - $139.88 $45.7K - $54.1K
3.51K $445K
SPMD
Spdr Portfolio

ETFs
131
+ 0.62%
$54.13 - $59.56 $7.09K - $7.8K
21.4K $1.17M
Southern Its Intl Inc
500K
New
N/A
500K $0
Ishares Bitcoin ETF
5.14K
New
N/A
5.14K $0
Ft Vest Us Eqty Mod Bufretf
7.21K
New
N/A
7.21K $0
FTGS
First Tr Exchange Traded Fd Gr
709
+ 5.16%
N/A
14.4K $0
Ft Vest Us Eqt Modrt Bfretf
78
+ 1.07%
N/A
7.37K $0
Blackrock Inc New
385
New
N/A
385 $0
Ft Vst U S Eqty Mdrte Bretf
60.9K
New
N/A
60.9K $0
Ft Intrmdt Drtn Invt Grdcor ETF
8.72K
+ 11.38%
N/A
85.3K $0
First Trust Bloomberg Sryd ETF
6
+ 0.03%
N/A
21.5K $0
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
1
+ 0.01%
N/A
18.6K $635K
Ft Vest Us Eqt Mdrt Bfr ETF
216
+ 3.15%
N/A
7.07K $0
Ft Vst Us Eqt Br Rpm Incetf
713
+ 3.81%
N/A
19.4K $0
Ft Vest Ladred Mdrt Bfr ETF
29.1K
New
N/A
29.1K $0
IQV
Iqvia Holdings Inc.

Healthcare
551
+ 20.15%
$190.97 - $236.63 $105K - $130K
3.29K $645K
ADBE
Adobe Inc.

Technology
90
+ 14.83%
$437.39 - $552.96 $39.4K - $49.8K
697 $309K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
840
+ 2.03%
$12.74 - $14.23 $10.7K - $12K
42.2K $548K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
147
+ 0.58%
$44.33 - $49.55 $6.52K - $7.28K
25.6K $1.15M
DUK
Duke Energy Corp

Utilities
108
+ 4.21%
$105.76 - $120.76 $11.4K - $13K
2.68K $288K
SBUX
Starbucks Corp

Consumer Cyclical
516
+ 5.61%
$87.44 - $102.5 $45.1K - $52.9K
9.72K $886K
FDD
First Trust Stoxx European Sel

ETFs
33
+ 0.3%
$11.07 - $12.33 $365 - $407
11K $123K
EIX
Edison International

Utilities
217
+ 5.18%
$77.93 - $88.36 $16.9K - $19.2K
4.4K $351K
MRK
Merck & Co., Inc.

Healthcare
125
+ 5.79%
$96.31 - $114.76 $12K - $14.3K
2.28K $227K
UNP
Union Pacific Corp

Industrials
16
+ 1.22%
$223.15 - $249.32 $3.57K - $3.99K
1.33K $302K
FID
First Tr Exchange Trded Fd Vi

ETFs
27
+ 0.17%
$16.06 - $17.64 $434 - $476
16.3K $265K
LAMR
Lamar Advertising CO

Real Estate
42
+ 1.67%
$121.37 - $138.11 $5.1K - $5.8K
2.55K $310K
OMC
Omnicom Group Inc.

Communication Services
866
+ 14.91%
$85.82 - $105.47 $74.3K - $91.3K
6.67K $574K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.9K
+ 191.58%
$26.93 - $84.95 $401K - $1.26M
22.6K $618K
GD
General Dynamics Corp

Industrials
651
+ 11.84%
$260.28 - $314.03 $169K - $204K
6.15K $1.62M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
286
+ 0.89%
$45.17 - $47.23 $12.9K - $13.5K
32.6K $1.48M
Activity Summary
Buys All Purchases 113 New Holdings 12 Increased Positions 101 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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