Fsb Premier Wealth Management, Inc. Portfolio Holdings
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 2024
Fsb Premier Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 204 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 $16.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.99M, Vanguard Ftse Developed Market with a value of $8.64M, First Tr ETF Viii Tcw Opportun with a value of $8.02M, and First Trust Capital Strength E with a value of $6.34M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $215M to 234M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 204
- Current Value $234 Million
- Prior Value $215 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks