FSB PREMIER WEALTH MANAGEMENT, INC.
CIK 887748 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- VOO5.53%
- SPYM3.55%
- VEA3.01%
- BRK.B2.62%
- FIXD2.20%
- SPAB2.13%
- FTCS2.12%
- FVD2.07%
- SPDW1.83%
- DE1.82%
Share classes counted separately26.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FIXDWeight decreased · -0.92 pp3.12% → 2.20%Shares -52.53K (-28.99%)
- VOOWeight decreased · -0.85 pp6.38% → 5.53%Shares -1.96K (-6.63%)
- BRK.BWeight increased · +0.53 pp2.09% → 2.62%Shares +1.11K (+9.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $14.18M | 5.53% | 27.59K shares | 6.38% → 5.53%-0.85 pp -1.96K (-6.63%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $9.11M | 3.55% | 138.55K shares | 4.02% → 3.55%-0.47 pp -6.84K (-4.70%) | Reduced | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFUIT EXCHANGE TRADED View history and evidence | $7.71M | 3.01% | 151.59K shares | 3.08% → 3.01%-0.07 pp -8.95K (-5.57%) | Reduced | ↗▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCOMMON STOCK View history and evidence | $6.71M | 2.62% | 12.60K shares | 2.09% → 2.62%+0.53 pp +1.11K (+9.64%) | Added | ↗▾ |
| 05 | FIXDFIRST TRUST SMITH OPPORTUNISUIT EXCHANGE TRADED View history and evidence | $5.64M | 2.20% | 128.65K shares | 3.12% → 2.20%-0.92 pp -52.53K (-28.99%) | Reduced | ↗▾ |
| 06 | SPABSS SPDR P AGG BOND ETFUIT EXCHANGE TRADED View history and evidence | $5.46M | 2.13% | 213.70K shares | 2.14% → 2.13%-0.01 pp +293 (+0.14%) | Added | ↗▾ |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHUIT EXCHANGE TRADED View history and evidence | $5.43M | 2.12% | 60.56K shares | 2.35% → 2.12%-0.23 pp -6.31K (-9.44%) | Reduced | ↗▾ |
| 08 | FVDFIRST TRUST VALUE LINE DVDUIT EXCHANGE TRADED View history and evidence | $5.30M | 2.07% | 118.84K shares | 2.11% → 2.07%-0.04 pp -1.85K (-1.54%) | Reduced | ↗▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFUIT EXCHANGE TRADED View history and evidence | $4.68M | 1.83% | 128.63K shares | 1.73% → 1.83%+0.10 pp +2.17K (+1.72%) | Added | ↗▾ |
| 10 | DEDEERE & COCOMMON STOCK View history and evidence | $4.66M | 1.82% | 9.92K shares | 1.87% → 1.82%-0.05 pp -1.07K (-9.70%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PDBC INVESCO OPTIMUM YIELD DIVERS | Non-derivative | -42,211 | -$548.32K | SEC filing ↗ | SEC filing ↗ |
| FXH FIRST TRUST HEALTH CARE ALPH | Non-derivative | -3,027 | -$315.20K | SEC filing ↗ | SEC filing ↗ |
| EPD ENTERPRISE PRODUCTS PARTNERS | Non-derivative | -9,389 | -$294.44K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 887748 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 256356280
}Research all 206 reported holdings.
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