Fsb Premier Wealth Management

Latest statistics and disclosures from Fsb Premier Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Fsb Premier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fsb Premier Wealth Management

Fsb Premier Wealth Management holds 237 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 5.2 $17M 26k 627.13
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State Street Spdr Portfls&p 500 Etf Uit Exchange Traded (SPYM) 3.5 $11M 136k 80.22
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Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA) 2.7 $8.6M 138k 62.47
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Berkshire Hathaway Class Class B Common Stock (BRK.B) 2.3 $7.2M +2% 14k 502.65
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Alphabet Inc Class Class C Common Stock (GOOG) 2.3 $7.2M +5% 23k 313.81
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Microsoft Corp Common Stock (MSFT) 1.9 $6.0M +9% 13k 483.61
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Jpmorgan Chase & Co Common Stock (JPM) 1.8 $5.8M +7% 18k 322.21
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First Trust Cre Invsmnt Grd Etf Uit Exchange Traded (FTCB) 1.8 $5.7M +3% 270k 21.23
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Spdr Portfolio Dvlpd Wrld Ex-us Etf Uit Exchange Traded (SPDW) 1.7 $5.5M 124k 44.41
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St Srt Spdr Prtfl Agrgt Bd Et Etf Iv Uit Exchange Traded (SPAB) 1.7 $5.5M 213k 25.75
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Deere & Co Common Stock (DE) 1.6 $5.0M +8% 11k 465.55
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Philip Morris Intl Common Stock (PM) 1.6 $4.9M +7% 31k 160.40
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Meta Platforms Inc Class A Common Stock (META) 1.5 $4.8M +5% 7.3k 660.12
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First Trust Value Dividend Index Etf Uit Exchange Traded (FVD) 1.5 $4.6M 100k 46.08
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First Trust Managed Municipal Etf Uit Exchange Traded (FMB) 1.4 $4.3M -5% 84k 51.14
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First Trust Smith Opprtnistic Fi Etf Uit Exchange Traded (FIXD) 1.3 $4.2M 96k 44.32
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First Trust Smid Cap Rising Divi Etf Uit Exchange Traded (SDVY) 1.3 $4.1M 108k 38.32
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Apple Common Stock (AAPL) 1.3 $4.1M +2% 15k 271.86
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Charles Schwab Corp Common Stock (SCHW) 1.3 $4.0M +8% 40k 99.91
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First Trust Capital Strength Etf Uit Exchange Traded (FTCS) 1.3 $4.0M 44k 92.51
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Wells Fargo & Co Common Stock (WFC) 1.3 $4.0M +6% 43k 93.20
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FMAY) 1.2 $3.8M 72k 53.45
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Exxon Mobil Corp Common Stock (XOM) 1.2 $3.8M +2% 31k 120.34
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Booking Hldgs Common Stock (BKNG) 1.1 $3.6M +3% 673.00 5351.49
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Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS) 1.1 $3.4M 67k 49.99
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General Dynamics Corp Common Stock (GD) 1.1 $3.4M +9% 10k 336.66
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Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO) 0.9 $2.9M 55k 53.76
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First Trust Long Dur Oppo Etf Uit Exchange Traded (LGOV) 0.9 $2.9M +4% 134k 21.83
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Visa Inc Class Class A Common Stock (V) 0.9 $2.8M 8.1k 350.73
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Amazon.com Common Stock (AMZN) 0.9 $2.8M +77% 12k 230.82
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Applied Matls Common Stock (AMAT) 0.9 $2.8M +10% 11k 256.99
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Spdr Index Shares Emerg Markt Etf Uit Exchange Traded (SPEM) 0.9 $2.7M 57k 46.81
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Oracle Corp Common Stock (ORCL) 0.8 $2.6M -34% 13k 194.91
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Ft Intrmdt Drtn Invt Grdcor Etf Uit Exchange Traded (FIIG) 0.8 $2.5M -6% 120k 21.20
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First Trust Lmt Dr Inv Grd Cr Etf Uit Exchange Traded (FSIG) 0.8 $2.5M 129k 19.19
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First Tr Lrg Cp Grw Alphadex Etf Uit Exchange Traded (FTC) 0.8 $2.5M 15k 159.88
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Analog Devices Common Stock (ADI) 0.8 $2.5M +4% 9.0k 271.21
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Vanguard Total International Bnd Etf Uit Exchange Traded (BNDX) 0.8 $2.4M -4% 51k 48.32
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Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVS) 0.8 $2.4M +6% 17k 137.87
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Medtronic Plc F Foreign Ordinaries (MDT) 0.7 $2.3M +8% 24k 96.06
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Bank New York Mellon Cor Common Stock (BK) 0.7 $2.3M +9% 20k 116.09
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Vanguard Short-term Bondetf Uit Exchange Traded (BSV) 0.7 $2.3M -7% 29k 78.81
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First Tr Nasdaq Tech Dividx Etf Uit Exchange Traded (TDIV) 0.7 $2.3M 24k 96.84
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Ft Vst U S Eqty Mdrte Bretf Uit Exchange Traded (GNOV) 0.7 $2.2M -4% 56k 39.72
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Becton Dickinson & Co Common Stock (BDX) 0.7 $2.2M +42% 11k 194.06
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Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.7 $2.2M NEW 33k 65.40
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Vanguard Extended Marketetf Uit Exchange Traded (VXF) 0.7 $2.1M 10k 209.12
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Conocophillips Common Stock (COP) 0.6 $2.0M +11% 22k 93.61
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Mckesson Corp Common Stock (MCK) 0.6 $2.0M +6% 2.5k 820.45
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Comcast Corp New Trades With Due Bills Common Stock (CMCSA) 0.6 $2.0M +15% 65k 29.89
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Omnicom Group Common Stock (OMC) 0.6 $1.9M +62% 24k 80.75
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First Tr Lrg Cp Val Alphadex Etf Uit Exchange Traded (FTA) 0.6 $1.9M 22k 86.15
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First Trust Tactcl High Yield Etf Iv Uit Exchange Traded (HYLS) 0.6 $1.9M +4% 45k 41.86
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Ft Developed Mkts Ex Us Alphadex Etf Uit Exchange Traded (FDT) 0.6 $1.8M 23k 79.45
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Ft Vest Us Equity Buff Etf Uit Exchange Traded (FNOV) 0.6 $1.7M -14% 32k 54.83
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Elevance Health Common Stock (ELV) 0.5 $1.6M -19% 4.5k 350.55
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Bank Of America Corp Common Stock (BAC) 0.5 $1.6M 28k 55.00
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First Trust Morningstar Div Ldrs Etf Uit Exchange Traded (FDL) 0.5 $1.5M 34k 44.34
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Ft Vst Buff Allocation Grw Etf Uit Exchange Traded (BUFG) 0.5 $1.5M 53k 27.52
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First Trust Actv Fctr Lrg Cap Etf Uit Exchange Traded (AFLG) 0.4 $1.4M -3% 35k 39.10
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Nvidia Corp Common Stock (NVDA) 0.4 $1.3M +10% 7.2k 186.49
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Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SNY) 0.4 $1.3M +6% 27k 48.46
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First Trust Growth Strength Etf Uit Exchange Traded (FTGS) 0.4 $1.3M +7% 37k 35.35
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Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.4 $1.3M -15% 4.3k 303.89
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Caseys Gen Stores Common Stock (CASY) 0.4 $1.3M 2.3k 552.66
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Vanguard Mortgage Backedsec Etf Uit Exchange Traded (VMBS) 0.4 $1.3M -6% 27k 47.08
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Jpmorgan Equity Premium Income Etf Uit Exchange Traded (JEPI) 0.4 $1.3M -8% 22k 57.24
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Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY) 0.4 $1.2M -2% 17k 69.47
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Ishares Core S&p 500 Etf Uit Exchange Traded (IVV) 0.4 $1.2M -4% 1.7k 684.76
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Aflac Common Stock (AFL) 0.4 $1.2M 11k 110.27
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FFEB) 0.4 $1.2M 20k 56.62
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State Stret Spdr Prtfl Lt Trsry Etf Uit Exchange Traded (SPTL) 0.4 $1.1M 43k 26.47
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FSEP) 0.4 $1.1M +7% 22k 51.56
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St Stret Spdr Prtfl S&p 600 S C Etf Uit Exchange Traded (SPSM) 0.4 $1.1M 24k 46.86
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Rtx Corp Common Stock (RTX) 0.4 $1.1M +7% 6.0k 183.40
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St Stret Spdr Prtfl S&p 400 M Etf Iv Uit Exchange Traded (SPMD) 0.3 $1.1M 19k 57.91
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Vanguard Intermediate Term Bond Etf Uit Exchange Traded (BIV) 0.3 $1.1M -8% 14k 77.88
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Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.3 $1.0M -3% 1.5k 681.98
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Pepsico Common Stock (PEP) 0.3 $998k +2% 7.0k 143.51
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Vanguard Long Term Bond Etf Uit Exchange Traded (BLV) 0.3 $997k -9% 14k 69.52
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Ebay Common Stock (EBAY) 0.3 $996k -21% 11k 87.10
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Ft Vest Us Eqy Buff Etf Uit Exchange Traded (FMAR) 0.3 $989k 21k 47.47
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First Trust Short Durat Mang Mun Etf Uit Exchange Traded (FSMB) 0.3 $979k 49k 20.05
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Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ) 0.3 $956k -5% 1.6k 614.41
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State Stret Tec Select Sec Spdr Etf Uit Exchange Traded (XLK) 0.3 $956k +112% 6.6k 143.98
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Ft Vest Ladred Mdrt Bfr Etf Uit Exchange Traded (BUFZ) 0.3 $922k 35k 26.53
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Ft Vest Us Equity Buf Etf Uit Exchange Traded (FJAN) 0.3 $920k 18k 51.75
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First Trust Bloomberg Sryd Etf Uit Exchange Traded (SHRY) 0.3 $904k 22k 41.91
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Home Depot Common Stock (HD) 0.3 $901k 2.6k 344.14
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Spdr S&p International Small Cap Etf Uit Exchange Traded (GWX) 0.3 $882k 22k 40.86
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Ft Vest Us Equ Buf Etf Uit Exchange Traded (FAUG) 0.3 $875k 17k 52.95
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Walmart Common Stock (WMT) 0.3 $875k -8% 7.9k 111.41
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Iqvia Hldgs Common Stock (IQV) 0.3 $874k +2% 3.9k 225.41
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Carmax Common Stock (KMX) 0.3 $852k -6% 22k 38.64
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Disney Walt Common Stock (DIS) 0.3 $825k -6% 7.3k 113.78
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Amgen Common Stock (AMGN) 0.3 $819k 2.5k 327.26
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FDEC) 0.3 $814k +103% 16k 51.18
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The Coca-cola Common Stock (KO) 0.3 $799k 11k 69.91
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Ishares 20 Pls Year Treasury Bnd Etf Uit Exchange Traded (TLT) 0.2 $772k -2% 8.9k 87.16
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Johnson & Johnson Common Stock (JNJ) 0.2 $762k 3.7k 206.94
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Ft Vst Us Eqy Deep Buff Etf Uit Exchange Traded (DMAR) 0.2 $757k 18k 41.65
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Mcdonalds Corp Common Stock (MCD) 0.2 $741k +2% 2.4k 305.65
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Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH) 0.2 $736k 11k 66.00
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Ibm Corp Common Stock (IBM) 0.2 $735k +8% 2.5k 296.16
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Ft Vest Laddered Buffer Etf Uit Exchange Traded (BUFR) 0.2 $725k 21k 34.26
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First Trust Preferred Sec Income Etf Uit Exchange Traded (FPE) 0.2 $725k -5% 40k 18.22
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Caterpillar Common Stock (CAT) 0.2 $700k +2% 1.2k 573.08
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Ft Vest Us Eqt Modrt Bfretf Uit Exchange Traded (GDEC) 0.2 $692k +116% 18k 37.82
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Ft Vest Us Eqt Mdrt Bfr Etf Uit Exchange Traded (GAUG) 0.2 $689k 18k 39.26
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First Trust Actv Fctr Mid Cap Etf Uit Exchange Traded (AFMC) 0.2 $685k +4% 20k 34.47
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St Strt Spdr Prtl S&p 500 Grw Etf Iv Uit Exchange Traded (SPYG) 0.2 $683k -6% 6.4k 106.69
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Starbucks Corp Common Stock (SBUX) 0.2 $679k -5% 8.1k 84.21
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Qualcomm Common Stock (QCOM) 0.2 $676k 4.0k 171.03
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St Stret Spdr Blmbg Emg Mrkt Etf Iv Uit Exchange Traded (EMHC) 0.2 $669k 26k 25.46
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Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD) 0.2 $667k -5% 24k 27.43
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First Trust Smid Cap Strength Etf Iv Uit Exchange Traded (FSCS) 0.2 $655k 18k 35.77
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Mastercard Inc Class Class A Common Stock (MA) 0.2 $655k -10% 1.1k 570.88
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Spdr Dow Jone Global Real Estate Etf Uit Exchange Traded (RWO) 0.2 $655k 15k 45.02
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Check Point Software T F Foreign Ordinaries (CHKP) 0.2 $632k +20% 3.4k 185.56
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Cencora Inc Class Series A Common Stock (COR) 0.2 $629k -6% 1.9k 337.76
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Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM) 0.2 $617k +13% 4.3k 143.54
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Ft Vest Us Eqty Modr Bfretf Uit Exchange Traded (GAPR) 0.2 $614k -7% 15k 39.99
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FOCT) 0.2 $598k +26% 12k 48.99
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Ishares Russell Top 200 Growth Etf Uit Exchange Traded (IWY) 0.2 $589k 2.1k 276.97
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State Street Blackstone Senir Ln Etf Uit Exchange Traded (SRLN) 0.2 $583k 14k 41.27
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Texas Instrs Common Stock (TXN) 0.2 $577k 3.3k 173.50
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Spdr Bloomberg Encd Rl Yld Cm Etf Uit Exchange Traded (CERY) 0.2 $570k 20k 28.55
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Costco Whsl Corp Common Stock (COST) 0.2 $569k +14% 660.00 862.06
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First Trust Mangd Fut Str Etf Uit Exchange Traded (FMF) 0.2 $561k 12k 47.05
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Ft Vest Us Equity Bufferetf Uit Exchange Traded (FJUL) 0.2 $551k +2% 9.8k 55.92
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Ishares Esg Advanced Universal Usd Bond Etf Uit Exchange Traded (EUSB) 0.2 $549k +26% 13k 43.91
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J P Morgan Nasdaq Eqt Prm Inc Etf Uit Exchange Traded (JEPQ) 0.2 $545k -10% 9.4k 58.12
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Ft Vst Us Eqty Bufer Etf Uit Exchange Traded (FJUN) 0.2 $528k +2% 9.3k 57.06
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First Trust Buywrite Income Etf Uit Exchange Traded (FTHI) 0.2 $519k 22k 23.62
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Realty Income Corp Reit Real Estate Investme (O) 0.2 $518k +14% 9.2k 56.37
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Ft Vest Us Equity Bufr Prium Inc Etf Uit Exchange Traded (XIJN) 0.2 $511k 17k 31.00
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St Srt Spdr Prtfl Intdt Trm C Etf Iv Uit Exchange Traded (SPIB) 0.2 $507k 15k 33.81
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Tesla Common Stock (TSLA) 0.2 $493k 1.1k 449.72
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Salesforce Common Stock (CRM) 0.2 $491k +2% 1.9k 264.88
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Verizon Communications I Common Stock (VZ) 0.2 $490k +5% 12k 40.73
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Ft Vest Us Eqy Buff Etf Uit Exchange Traded (FAPR) 0.2 $486k -4% 11k 44.42
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Ft Vest Us Eqt Mdrt Bfr Etf Uit Exchange Traded (GJUL) 0.2 $477k 12k 41.33
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Toro Common Stock (TTC) 0.2 $475k 6.0k 78.72
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Advanced Micro Devic Common Stock (AMD) 0.1 $468k +13% 2.2k 214.19
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Unitedhealth Group Common Stock (UNH) 0.1 $460k -27% 1.4k 330.01
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Abbvie Common Stock (ABBV) 0.1 $445k 1.9k 228.52
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At&t Common Stock (T) 0.1 $441k 18k 24.84
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Ft Vest Us Sml Cp Mdrt Bfr Etf Uit Exchange Traded (SMAY) 0.1 $433k 17k 25.97
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Loews Corp Common Stock (L) 0.1 $419k +25% 4.0k 105.32
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Ishares Core Dividend Growth Etf Uit Exchange Traded (DGRO) 0.1 $412k 5.9k 69.43
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Air Prods & Chems Common Stock (APD) 0.1 $408k -5% 1.7k 247.09
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Ft Rba American Ind Renaissance Etf Uit Exchange Traded (AIRR) 0.1 $398k +36% 4.1k 98.32
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Metlife Common Stock (MET) 0.1 $397k 5.0k 78.95
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Autodesk Common Stock (ADSK) 0.1 $388k -3% 1.3k 296.01
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Truist Finl Corp Common Stock (TFC) 0.1 $386k -8% 7.8k 49.21
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Enbridge Inc F Foreign Canadian (ENB) 0.1 $384k -6% 8.0k 47.83
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Ft Vest Us Eqty Mod Bufretf Uit Exchange Traded (GJAN) 0.1 $377k 8.8k 42.79
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Us Bancorp Del Common Stock (USB) 0.1 $371k -11% 7.0k 53.36
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First Trust Long Short Equity Etf Uit Exchange Traded (FTLS) 0.1 $368k -14% 5.2k 70.99
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Lam Resh Corp Common Stock (LRCX) 0.1 $365k NEW 2.1k 171.14
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Airbnb Inc Class A Common Stock (ABNB) 0.1 $365k +3% 2.7k 135.72
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First Trust Cloud Computing Etf Uit Exchange Traded (SKYY) 0.1 $365k 2.8k 130.07
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Ft Vst Us Eqt Br Rpm Incetf Uit Exchange Traded (XISE) 0.1 $365k +21% 12k 30.40
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First Trust Internet Index Cf Etf Uit Exchange Traded (FDN) 0.1 $364k 1.4k 269.18
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Blackrock Common Stock (BLK) 0.1 $361k 337.00 1071.18
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Kla Corp Common Stock (KLAC) 0.1 $361k +23% 297.00 1215.25
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Spdr Bloombg Emg Mrkt Lcl Bnd Etf Uit Exchange Traded (EBND) 0.1 $361k 17k 21.37
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Ishares Bitcoin Etf Uit Exchange Traded (IBIT) 0.1 $359k 7.2k 49.65
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Adobe Common Stock (ADBE) 0.1 $357k 1.0k 349.99
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Ft Vest Us Eqt Mdrt Bfr Etf Uit Exchange Traded (GSEP) 0.1 $346k -8% 8.9k 38.74
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Vanguard Total Stock Market Etf Uit Exchange Traded (VTI) 0.1 $345k 1.0k 335.19
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First Trust Europe Alphadex Etf Uit Exchange Traded (FEP) 0.1 $343k -2% 6.4k 53.76
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Ishares Tru Esg Awr Usd Corp Bnd Etf Uit Exchange Traded (SUSC) 0.1 $336k +26% 14k 23.38
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Amphenol Corp New Class Class A Common Stock (APH) 0.1 $333k +26% 2.5k 135.15
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First Trust S&p International Di Etf Uit Exchange Traded (FID) 0.1 $332k 16k 20.55
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Ishares Esg Aware Us Aggrgt Bnd Etf Uit Exchange Traded (EAGG) 0.1 $332k +26% 6.9k 47.85
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Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA) 0.1 $330k 3.7k 89.46
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St Srt Spdr Bmbg 1 10 Yr Tp Etf Uit Exchange Traded (TIPX) 0.1 $324k 17k 19.08
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Ft Vest Us Eqty Mod Bufretf Uit Exchange Traded (GOCT) 0.1 $321k +13% 8.2k 39.29
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Entergy Corp Common Stock (ETR) 0.1 $317k 3.4k 92.43
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First Trust Nasdaq Cleanedge Etf Uit Exchange Traded (GRID) 0.1 $317k NEW 2.1k 153.02
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Vanguard Intermediate Term Cor Etf Uit Exchange Traded (VCIT) 0.1 $315k -8% 3.8k 83.75
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Procter & Gamble Common Stock (PG) 0.1 $312k +13% 2.2k 143.32
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Ft Vst S P 500 Div Aristtrgt Etf Uit Exchange Traded (KNG) 0.1 $310k -28% 6.3k 49.15
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First Trust Activ Fct Sml Cap Etf Uit Exchange Traded (AFSM) 0.1 $308k +14% 9.4k 32.88
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Alphabet Inc Class Class A Common Stock (GOOGL) 0.1 $303k -2% 969.00 313.06
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Alliant Energy Corp Common Stock (LNT) 0.1 $298k 4.6k 65.01
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Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.1 $297k 394.00 753.93
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Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord American Depository (DEO) 0.1 $294k -6% 3.4k 86.28
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Nextera Energy Common Stock (NEE) 0.1 $293k 3.7k 80.29
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Ft Vest Us Eqt Mdrt Bfr Etf Uit Exchange Traded (GMAY) 0.1 $292k 7.1k 41.29
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State Srt Spdr Prtfl Hghyld Bnd Etf Uit Exchange Traded (SPHY) 0.1 $292k 12k 23.67
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Lamar Advertising Co Newreit Real Estate Investme (LAMR) 0.1 $291k -2% 2.3k 126.56
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Ft Vest Us Eqt Bfr Inc Etf Uit Exchange Traded (XIDE) 0.1 $281k 9.3k 30.16
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Ft Alternative Abslt Rtrn Strtgy Etf Uit Exchange Traded (FAAR) 0.1 $281k 10k 27.10
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Pfizer Common Stock (PFE) 0.1 $281k 11k 24.90
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Ft Emerging Markets Alphadex Etf Uit Exchange Traded (FEM) 0.1 $279k 10k 27.35
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3M Common Stock (MMM) 0.1 $276k 1.7k 160.14
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Williams Cos Common Stock (WMB) 0.1 $276k 4.6k 60.11
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First Trust Nasdaq Cybrscrty Etf Uit Exchange Traded (CIBR) 0.1 $275k NEW 3.8k 71.45
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Masco Corp Common Stock (MAS) 0.1 $262k NEW 4.1k 63.46
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First Trust Japan Alphadex Etf Uit Exchange Traded (FJP) 0.1 $259k -2% 3.9k 67.17
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Union Pac Corp Common Stock (UNP) 0.1 $258k -15% 1.1k 231.25
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Xcel Energy Common Stock (XEL) 0.1 $255k 3.5k 73.86
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Consolidated Edison Common Stock (ED) 0.1 $255k 2.6k 99.32
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Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR) 0.1 $253k 2.1k 120.17
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United Parcel Svc Inc Class Class B Common Stock (UPS) 0.1 $252k NEW 2.5k 99.18
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Netflix Common Stock (NFLX) 0.1 $252k +1171% 2.7k 93.76
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Abbott Labs Common Stock (ABT) 0.1 $249k 2.0k 125.27
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Automatic Data Processin Common Stock (ADP) 0.1 $247k +38% 960.00 257.30
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Chevron Corp Common Stock (CVX) 0.1 $246k -2% 1.6k 152.43
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Ft Vest Us Eqty Deep Buffer Etf Uit Exchange Traded (DSEP) 0.1 $240k NEW 5.3k 44.91
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Duke Energy Corp Common Stock (DUK) 0.1 $239k -8% 2.0k 117.22
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Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord American Depository (GSK) 0.1 $236k -2% 4.8k 49.04
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First Trust Muncpl High Incom Etf Uit Exchange Traded (FMHI) 0.1 $234k +14% 4.9k 47.93
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Citigroup Common Stock (C) 0.1 $234k NEW 2.0k 116.71
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Stryker Corp Common Stock (SYK) 0.1 $234k NEW 665.00 351.54
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Ft Vest Us Eqt Enhc Mdrtetf Uit Exchange Traded (XJUL) 0.1 $232k 5.9k 39.09
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Ft Vest Us Equity Deep Buf Etf Uit Exchange Traded (DJAN) 0.1 $231k 5.3k 43.41
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Marriott Intl Inc New Class Class A Common Stock (MAR) 0.1 $230k NEW 742.00 310.36
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Lockheed Martin Corp Common Stock (LMT) 0.1 $227k -3% 469.00 483.39
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Broadcom Common Stock (AVGO) 0.1 $227k 654.00 346.33
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Veeva Sys Inc Class Class A Common Stock (VEEV) 0.1 $225k +9% 1.0k 223.23
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First Trust Nasdaq Bank Etf Uit Exchange Traded (FTXO) 0.1 $221k -2% 5.9k 37.79
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First Trust Nyse Arca Biotech Id Etf Uit Exchange Traded (FBT) 0.1 $220k -6% 1.1k 206.52
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First Trust North American Energ Etf Uit Exchange Traded (EMLP) 0.1 $220k 5.8k 37.87
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Delta Air Lines Inc Del Common Stock (DAL) 0.1 $216k NEW 3.1k 69.39
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Ft Vst Us Eqy Mod Bufferetf Uit Exchange Traded (XMAR) 0.1 $215k 5.4k 39.93
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Xylem Common Stock (XYL) 0.1 $212k NEW 1.6k 136.22
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First Trst Stoxx Eur Seldvd Inc Etf Uit Exchange Traded (FDD) 0.1 $212k 12k 17.50
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Schwab Us Broad Market Etf Uit Exchange Traded (SCHB) 0.1 $209k 8.0k 26.23
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Schwab Intermediate Termus Trs Etf Uit Exchange Traded (SCHR) 0.1 $206k -12% 8.2k 25.08
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Ft Vest Us Eqt Modrt Bfretf Uit Exchange Traded (GJUN) 0.1 $205k 5.2k 39.60
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Ft Vest Us Equity Bufferprem Etf Uit Exchange Traded (XIMR) 0.1 $201k -34% 6.4k 31.19
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Merck & Co Common Stock (MRK) 0.1 $201k -20% 1.9k 105.28
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First Trust Indxx Globalnatural Etf Uit Exchange Traded (FTRI) 0.1 $185k NEW 12k 15.67
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Southern Its Intl Common Stock (SITS) 0.0 $32k +87% 937k 0.03
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Past Filings by Fsb Premier Wealth Management

SEC 13F filings are viewable for Fsb Premier Wealth Management going back to 2021

View all past filings