Fsb Premier Wealth Management, Inc. Incresed Positions in Q4 2024

Fsb Premier Wealth Management, Inc.

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
38.8K
+ 54.09%
$35.45 - $40.33 $1.37M - $1.56M
110K $3.96M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
21.6K
+ 130.55%
$47.07 - $48.75 $1.02M - $1.05M
38.2K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
915
+ 7.54%
$205.18 - $250.29 $188K - $229K
13.1K $3.13M
META
Meta Platforms, Inc.

Communication Services
781
+ 16.17%
$554.08 - $632.68 $433K - $494K
5.61K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 13.22%
$442.29 - $483.08 $593K - $648K
11.5K $5.21M
GOOG
Alphabet Inc.

Communication Services
734
+ 4.59%
$163.08 - $198.16 $120K - $145K
16.7K $3.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.5K
+ 46.58%
$57.53 - $60.83 $547K - $578K
29.9K $1.72M
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 7.4%
$4100.99 - $5300.34 $135K - $175K
479 $2.38M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.53K
+ 225.11%
$53.94 - $58.15 $460K - $496K
12.3K $694K
PM
Philip Morris International Inc.

Consumer Defensive
4.12K
+ 25.21%
$118.38 - $133.06 $487K - $548K
20.4K $2.46M
LGOV
First Tr ETF Iv Long Duration

ETFs
26.4K
+ 36.45%
$20.75 - $22.49 $548K - $593K
98.8K $2.06M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.25K
+ 19.97%
$48.48 - $49.47 $448K - $458K
55.6K $2.71M
SCHW
Schwab Charles Corp

Financial Services
980
+ 4.01%
$63.31 - $82.85 $62K - $81.2K
25.4K $1.88M
ORCL
Oracle Corp

Technology
2.12K
+ 11.84%
$165.41 - $192.43 $350K - $408K
20K $3.33M
AMZN
Amazon Com Inc

Consumer Cyclical
290
+ 4.74%
$180.88 - $232.93 $52.5K - $67.5K
6.41K $1.41M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.43K
+ 8.14%
$50.62 - $52.07 $325K - $335K
85.5K $4.36M
FSIG
First Tr ETF Iv LTD Duration I
14.5K
+ 19.21%
$18.8 - $19.23 $272K - $278K
89.9K $1.7M
KMX
Carmax Inc

Consumer Cyclical
2.07K
+ 14.8%
$71.11 - $87.2 $147K - $181K
16.1K $1.31M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.92K
+ 99.07%
$29.73 - $30.81 $206K - $213K
13.9K $423K
SPY
Spdr S&P 500 ETF Trust

ETFs
298
+ 22.06%
$567.81 - $607.81 $169K - $181K
1.65K $966K
BK
Bank Of New York Mellon Corp

Financial Services
1.73K
+ 15.94%
$70.82 - $81.87 $122K - $142K
12.6K $966K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
347
+ 7.35%
$172.07 - $207.36 $59.7K - $72K
5.07K $1M
COP
Conocophillips

Energy
2.08K
+ 24.14%
$95.12 - $114.72 $198K - $239K
10.7K $1.06M
BAC
Bank Of America Corp

Financial Services
1.64K
+ 8.96%
$39.22 - $47.77 $64.4K - $78.5K
20K $878K
HYLS
First Tr Tactical High Yield L

ETFs
3.95K
+ 16.29%
$41.29 - $42.03 $163K - $166K
28.2K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.21%
$213.65 - $479.86 $2.56K - $5.76K
1K $403K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.13K
+ 15.34%
$41.66 - $43.47 $130K - $136K
23.5K $1M
CRM
Salesforce, Inc.

Technology
251
+ 27.02%
$270.87 - $367.87 $68K - $92.3K
1.18K $394K
MSFT
Microsoft Corp

Technology
474
+ 6.05%
$406.35 - $454.46 $193K - $215K
8.31K $3.5M
ADI
Analog Devices Inc

Technology
1.03K
+ 20.39%
$206.35 - $236.48 $212K - $243K
6.08K $1.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.72K
+ 40.79%
$87.1 - $98.49 $150K - $170K
5.94K $519K
BDX
Becton Dickinson & CO

Healthcare
611
+ 19.79%
$220.02 - $243.75 $134K - $149K
3.7K $839K
EBAY
Ebay Inc

Consumer Cyclical
2.2K
+ 16.14%
$57.51 - $67.17 $126K - $148K
15.8K $978K
CHKP
Check Point Software Technologies LTD

Technology
537
+ 23.22%
$170.18 - $209.01 $91.4K - $112K
2.85K $532K
RTX
Raytheon Technologies Corp

Industrials
885
+ 27.05%
$114.45 - $127.21 $101K - $113K
4.16K $481K
MA
Mastercard Inc

Financial Services
63
+ 5.22%
$491.3 - $536.15 $31K - $33.8K
1.27K $668K
SPYG
Spdr Portfolio

ETFs
520
+ 10.09%
$81.74 - $91.38 $42.5K - $47.5K
5.67K $498K
SNY
Sanofi

Healthcare
4.13K
+ 28.23%
$45.89 - $57.31 $190K - $237K
18.8K $905K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
955
+ 10.21%
$61.68 - $67.87 $58.9K - $64.8K
10.3K $642K
UL
Unilever PLC

Consumer Defensive
3.13K
+ 21.72%
$56.7 - $64.64 $177K - $202K
17.5K $993K
XLK
Technology Sector Spdr

ETFs
177
+ 9.55%
$220.26 - $241.44 $39K - $42.7K
2.03K $472K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.31K
+ 2.41%
$23.92 - $24.89 $31.2K - $32.5K
55.4K $1.36M
NVDA
Nvidia Corp

Technology
36
+ 1.05%
$117.0 - $148.88 $4.21K - $5.36K
3.45K $463K
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
ABC
Amerisourcebergen Corp

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