Fsb Premier Wealth Management, Inc. Portfolio Holdings
Fsb Premier Wealth Management, Inc.
- $279 Million
- Q3 2025
Fsb Premier Wealth Management, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.7M, Vanguard Ftse Developed Market with a value of $8.37M, Berkshire Hathaway Inc Class B with a value of $7.02M, and Microsoft Corp with a value of $5.92M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $259M to 279M.
Below you can find more details about Fsb Premier Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 229
- Current Value $279 Million
- Prior Value $259 Million
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 21 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks