FP
| |
FSB PREMIER WEALTH MANAGEMENT, INC.13F | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | |
| Last update 2025-05-08 | 206 Stocks (8 new) |
| Value $256.00 Mil | Turnover 8 % |
FSB PREMIER WEALTH MANAGEMENT,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 27,587 | 14,177.0 | -6.63% | 5.530 | -0.43% | 0.000 | +18.67% | +8.75% | 662,825.4 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 138,548 | 9,110.9 | -4.70% | 3.550 | -0.19% | 0.010 | +18.66% | +8.74% | 77,994.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 151,595 | 7,705.6 | -5.57% | 3.010 | -0.17% | 0.010 | +14.11% | +23.82% | 163,518.7 | ||
BRK.B | Berkshire Hathaway Inc | 12,596 | 6,708.4 | +9.64% | 2.620 | +0.23% | 0.000 | -8.38% | +6.49% | 1,039,951.1 | Insurance | |
FIXD |
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
| 128,654 | 5,640.2 | -28.99% | 2.200 | -0.91% | 0.160 | +2.06% | +3.82% | 3,339.2 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 213,701 | 5,457.9 | +0.14% | 2.130 | 0% | 0.060 | +1.74% | +3.62% | 8,524.3 | ||
FTCS | First Trust Capital Strength ETF | 60,560 | 5,428.6 | -9.44% | 2.120 | -0.22% | 0.070 | +6.66% | +5.34% | 8,456.1 | ||
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 118,836 | 5,298.9 | -1.54% | 2.070 | -0.03% | 0.060 | +6.96% | +6.55% | 9,203.1 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 128,625 | 4,683.3 | +1.72% | 1.830 | +0.03% | 0.020 | +14.28% | +23.79% | 27,832.6 | ||
DE | Deere & Co | 9,919 | 4,655.6 | -9.70% | 1.820 | -0.18% | 0.000 | +12.91% | +22.06% | 139,135.8 | Farm & Heavy Construction Machinery |
FSB PREMIER WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
FSB PREMIER WEALTH MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTCB |
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
| 2025-03-31 | New Buy New Buy | +1.38% | 20.36 ($20.79) 21.11 | $20.86 | 0.34% | New holding | 168,946 | 168,946 | |
FIXD |
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.91% | 42.4 ($43.35) 44.11 | $43.50 | 0.35% | Reduce -28.99% | 128,654 | -52,531 | |
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.76% | 18.74 ($18.92) 19.04 | $19.06 | 0.74% | New holding | 103,069 | 103,069 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.43% | 507.05 ($540.58) 563.67 | $582.16 | 7.69% | Reduce -6.63% | 27,587 | -1,958 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.23% | 442.66 ($486.15) 534.52 | $482.69 | -0.71% | Add 9.64% | 12,596 | 1,108 | |
FTCS | First Trust Capital Strength ETF | 2025-03-31 | Reduce Reduce | -0.22% | 86.39 ($89.33) 91.35 | $92.04 | 3.03% | Reduce -9.44% | 60,560 | -6,312 | |
FTC | FIRST TR L CAP GRW | 2025-03-31 | Reduce Reduce | -0.22% | 127.87 ($140.18) 148.89 | $153.73 | 9.66% | Reduce -17.92% | 17,711 | -3,868 | |
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 2025-03-31 | Sold Out Sold Out | -0.22% | 13.05 ($13.45) 13.97 | $13.36 | -0.71% | Sold Out | 0 | -42,211 | |
UL | Unilever PLC | 2025-03-31 | Add Add | +0.21% | 54.72 ($57.34) 60.29 | $60.78 | 6.00% | Add 52.88% | 26,778 | 9,262 | |
CERY |
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
| 2025-03-31 | New Buy New Buy | +0.21% | 25.94 ($27.04) 27.78 | $28.06 | 3.77% | New holding | 19,823 | 19,823 |
FSB PREMIER WEALTH MANAGEMENT, INC. Total Holding History ($B)
FSB PREMIER WEALTH MANAGEMENT, INC.'s Asset Allocation
FSB PREMIER WEALTH MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FSB PREMIER WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
FSB PREMIER WEALTH MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FSB PREMIER WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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FSB PREMIER WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
FSB PREMIER WEALTH MANAGEMENT, INC. News
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