FSB PREMIER WEALTH MANAGEMENT, INC. Portfolio Holdings
Q3 2025•227 long positions•$303.5M portfolio value
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Holding232 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.1M 5.32% | -$297.0K Sold | — 26.4K shares | 26.8K → 26.4K −$297.0K | -1.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.7M 3.52% | -$154.4K Sold | — 136.2K shares | 138.2K → 136.2K −$154.4K | -1.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.4M 2.76% | -$251.7K Sold | — 139.7K shares | 143.9K → 139.7K −$251.7K | -2.92% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $7.0M 2.31% | -$150.3K Sold | 0.001% 14.0K shares | 14.3K → 14.0K −$150.3K | -2.1% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $5.9M 1.95% | +$657.8K Bought | 0.0% 11.4K shares | 10.2K → 11.4K +$657.8K | +12.49% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $5.7M 1.87% | -$430.0K Sold | 0.001% 20.1K shares | 21.7K → 20.1K −$430.0K | -7.05% | $801.76B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.6M 1.83% | +$1.2M Bought | — 261.3K shares | 203.8K → 261.3K +$1.2M | +28.19% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.4M 1.79% | -$21.9K Sold | — 210.5K shares | 211.3K → 210.5K −$21.9K | -0.4% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.3M 1.76% | -$107.8K Sold | — 124.6K shares | 127.1K → 124.6K −$107.8K | -1.98% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $5.3M 1.74% | +$44.3K Bought | 0.0% 21.7K shares | 21.5K → 21.7K +$44.3K | +0.85% | $2.95T Mega Cap | Q2 2021 Held for 4y 5m | |
Banks - Diversified Financial Services | $5.3M 1.74% | +$327.4K Bought | 0.001% 16.7K shares | 15.7K → 16.7K +$327.4K | +6.63% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $5.1M 1.68% | +$253.4K Bought | 0.0% 6.9K shares | 6.6K → 6.9K +$253.4K | +5.23% | $1.84T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.6M 1.52% | -$371.3K Sold | — 100.0K shares | 108.0K → 100.0K −$371.3K | -7.43% | — — | Q4 2020 Held for 4y 11m | |
Tobacco Consumer Defensive | $4.6M 1.52% | +$681.2K Bought | 0.002% 28.5K shares | 24.3K → 28.5K +$681.2K | +17.3% | $252.48B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 1.48% | -$32.6K Sold | — 88.8K shares | 89.4K → 88.8K −$32.6K | -0.72% | — — | Q4 2020 Held for 4y 11m | |
Agricultural - Machinery Industrials | $4.5M 1.48% | +$16.0K Bought | 0.004% 9.8K shares | 9.8K → 9.8K +$16.0K | +0.36% | $123.61B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 1.41% | -$836.0K Sold | — 96.6K shares | 115.5K → 96.6K −$836.0K | -16.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.34% | -$91.1K Sold | — 106.7K shares | 109.1K → 106.7K −$91.1K | -2.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.33% | -$680.6K Sold | — 43.0K shares | 50.3K → 43.0K −$680.6K | -14.45% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.7M 1.23% | -$166.8K Sold | — 71.7K shares | 74.9K → 71.7K −$166.8K | -4.26% | — — | Q2 2021 Held for 4y 5m | |
Consumer Electronics Technology | $3.7M 1.23% | +$290.0K Bought | 0.0% 14.7K shares | 13.5K → 14.7K +$290.0K | +8.41% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Capital Markets Financial Services | $3.5M 1.17% | +$299.5K Bought | 0.002% 37.1K shares | 34.0K → 37.1K +$299.5K | +9.23% | $173.30B Large Cap | Q3 2022 Held for 3y 2m | |
Travel Services Consumer Cyclical | $3.5M 1.16% | +$324.1K Bought | 0.002% 653.0 shares | 593.0 → 653.0 +$324.1K | +10.12% | $174.99B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $3.4M 1.13% | +$144.9K Bought | 0.001% 30.5K shares | 29.2K → 30.5K +$144.9K | +4.4% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.4M 1.13% | +$98.9K Bought | — 68.6K shares | 66.7K → 68.6K +$98.9K | +2.98% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $3.4M 1.12% | +$493.2K Bought | 0.001% 40.5K shares | 34.6K → 40.5K +$493.2K | +17.02% | $268.51B Mega Cap | Q3 2022 Held for 3y 2m | |
Aerospace & Defense Industrials | $3.1M 1.03% | +$523.4K Bought | 0.003% 9.1K shares | 7.6K → 9.1K +$523.4K | +20.18% | $91.7B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.988% | -$12.5K Sold | — 55.3K shares | 55.6K → 55.3K −$12.5K | -0.42% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.8M 0.923% | +$151.7K Bought | — 128.7K shares | 121.8K → 128.7K +$151.7K | +5.73% | — — | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $2.7M 0.905% | +$91.8K Bought | 0.0% 8.0K shares | 7.8K → 8.0K +$91.8K | +3.46% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 0.892% | +$393.6K Bought | — 127.5K shares | 109.0K → 127.5K +$393.6K | +17.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.7M 0.886% | -$37.9K Sold | — 57.5K shares | 58.3K → 57.5K −$37.9K | -1.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 0.864% | -$11.3K Sold | — 53.0K shares | 53.2K → 53.0K −$11.3K | -0.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.827% | -$100.6K Sold | — 15.6K shares | 16.2K → 15.6K −$100.6K | -3.85% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.815% | -$39.7K Sold | — 31.3K shares | 31.9K → 31.3K −$39.7K | -1.58% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.801% | +$122.8K Bought | — 126.5K shares | 120.1K → 126.5K +$122.8K | +5.32% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.4M 0.778% | -$179.1K Sold | — 23.9K shares | 25.8K → 23.9K −$179.1K | -7.06% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.2M 0.731% | -$66.5K Sold | — 58.3K shares | 60.1K → 58.3K −$66.5K | -2.91% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.1M 0.701% | +$184.0K Bought | 0.002% 8.7K shares | 7.9K → 8.7K +$184.0K | +9.47% | $120.87B Large Cap | Q1 2023 Held for 2y 8m | |
Medical - Devices Healthcare | $2.1M 0.698% | +$218.4K Bought | 0.002% 22.2K shares | 19.9K → 22.2K +$218.4K | +11.5% | $122.16B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.1M 0.692% | -$5.4K Sold | — 10.0K shares | 10.1K → 10.0K −$5.4K | -0.26% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.1M 0.68% | +$227.5K Bought | — 16.1K shares | 14.3K → 16.1K +$227.5K | +12.38% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.0M 0.67% | +$168.0K Bought | — 34.3K shares | 31.4K → 34.3K +$168.0K | +9.01% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.0M 0.656% | +$1.4M Bought | 0.001% 9.7K shares | 3.1K → 9.7K +$1.4M | +217.14% | $163.10B Large Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $2.0M 0.648% | +$145.2K Bought | 0.003% 18.0K shares | 16.7K → 18.0K +$145.2K | +7.98% | $76.8B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 0.643% | -$6.1K Sold | — 36.9K shares | 37.0K → 36.9K −$6.1K | -0.31% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.61% | -$88.7K Sold | — 22.2K shares | 23.3K → 22.2K −$88.7K | -4.58% | — — | Q4 2020 Held for 4y 11m | |
Oil & Gas Exploration & Production Energy | $1.8M 0.606% | +$228.1K Bought | 0.002% 19.5K shares | 17.0K → 19.5K +$228.1K | +14.14% | $118.14B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.6% | +$322.5K Bought | — 43.3K shares | 35.6K → 43.3K +$322.5K | +21.53% | — — | Q3 2024 Held for 1y 2m | |
Medical - Distribution Healthcare | $1.8M 0.592% | +$264.2K Bought | 0.002% 2.3K shares | 2.0K → 2.3K +$264.2K | +17.24% | $96.1B Large Cap | Q4 2023 Held for 1y 11m |
