Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fsb Premier Wealth Management

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

Top 5 stock holdings are VOO, SPYM, VEA, BRK.B, GOOG, and represent 15.18% of Fsb Premier Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AMZN, FERG, MSFT, BRK.B, ET, BKNG, WAT, BMY, JPM, AIRR.
Started 19 new stock positions in VTV, PAGP, FMTL, ACYN, GFEB, GMAR, LLY, MO, CRWD, FEBM. WU, EPD, FGD, WAT, FERG, ET, RSP, BMY, AZN.
Reduced shares in these 10 stocks: EBAY, WFC, PM, ADI, VEA, SPDW, ADP, SYK, VEEV, HYLS.
Sold out of its positions in ADP, XIMR, SCHB, SYK, VEEV.
Fsb Premier Wealth Management was a net buyer of stock by $7.4M.
Fsb Premier Wealth Management has $319M in assets under management (AUM), dropping by 1.27%.
Central Index Key (CIK): 0000887748

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Fsb Premier Wealth Management

Fsb Premier Wealth Management holds 251 positions in its portfolio as reported in the March 2026 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)	4.9	$16M		26k	597.56	View chart
State Street Spdr Portfolio S&p 500 Etf Uit Exchange Traded (SPYM)	3.2	$10M		134k	76.54	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uit Exchange Traded (VEA)	2.7	$8.5M	-3%	133k	64.08	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.3	$7.4M	+7%	15k	479.20	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	2.1	$6.8M	+3%	24k	286.86	View chart
Deere & Co Common Stock (DE)	1.9	$6.0M		11k	563.32	View chart
First Trust Core Investment Grade Etf Uit Exchange Traded (FTCB)	1.8	$5.9M	+3%	280k	20.96	View chart
State Street Spdr Portfolio Aggregate Bondetf Uit Exchange Traded (SPAB)	1.8	$5.8M	+6%	227k	25.62	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.8	$5.6M	+7%	19k	294.16	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Uit Exchange Traded (SPDW)	1.7	$5.4M	-4%	118k	45.65	View chart
Microsoft Corp Common Stock (MSFT)	1.7	$5.3M	+14%	14k	370.16	View chart
Exxon Mobil Corp Common Stock (XOM)	1.6	$5.1M	-3%	30k	169.66	View chart
First Trust Value Line Dividend Index Fund Uit Exchange Traded (FVD)	1.5	$4.8M	+2%	103k	47.03	View chart
Philip Morris Intl Common Stock (PM)	1.5	$4.7M	-7%	28k	165.34	View chart
First Trust Managed Municipal Etf Uit Exchange Traded (FMB)	1.4	$4.4M	+3%	87k	50.66	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Uit Exchange Traded (SDVY)	1.4	$4.3M		110k	39.43	View chart
Meta Platforms Inc Class Class A Common Stock (META)	1.3	$4.2M		7.3k	572.16	View chart
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)	1.3	$4.0M		44k	92.76	View chart
First Trust Smith Opportunistic Fixed Income Etf Uit Exchange Traded (FIXD)	1.3	$4.0M	-3%	92k	43.59	View chart
Apple Common Stock (AAPL)	1.2	$3.8M		15k	253.78	View chart
Charles Schwab Corp Common Stock (SCHW)	1.2	$3.8M		41k	93.98	View chart
Ft Vest U.s. Equity Buffer Etf - May Uit Exchange Traded (FMAY)	1.2	$3.8M		71k	52.80	View chart
General Dynamics Corp Common Stock (GD)	1.1	$3.6M	+4%	10k	343.22	View chart
Amazon.com Common Stock (AMZN)	1.1	$3.6M	+41%	17k	208.27	View chart
Applied Matls Common Stock (AMAT)	1.1	$3.5M	-4%	10k	341.78	View chart
First Trust Low Durationopportunities Etf Uit Exchange Traded (LMBS)	1.1	$3.4M		68k	49.81	View chart
Booking Hldgs Inc Forward Split With Stock Split Shares Common Stock (BKNG)	1.0	$3.2M	+14%	768.00	4209.06	View chart
First Trust Long Duration Opportunities Etf Uit Exchange Traded (LGOV)	0.9	$3.0M	+3%	139k	21.57	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO)	0.9	$2.9M	-2%	54k	54.05	View chart
Conocophillips Common Stock (COP)	0.9	$2.8M		21k	132.00	View chart
Wells Fargo & Co Common Stock (WFC)	0.9	$2.8M	-18%	35k	79.61	View chart
State Street Spdr Portfolio Emerging Markets Etf Uit Exchange Traded (SPEM)	0.8	$2.6M	-2%	56k	46.91	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVS)	0.8	$2.6M		17k	152.75	View chart
Visa Inc Class Class A Common Stock (V)	0.8	$2.6M	+5%	8.5k	302.25	View chart
Vanguard Total International Bond Indexfund Etf Shares Uit Exchange Traded (BNDX)	0.8	$2.5M	+3%	53k	48.05	View chart
First Trust Limited Duration Investment Grade Corporate Etf Uit Exchange Traded (FSIG)	0.8	$2.5M	+3%	133k	18.94	View chart
Analog Devices Common Stock (ADI)	0.8	$2.5M	-12%	7.9k	318.13	View chart
Bank New York Mellon Cor Common Stock (BK)	0.8	$2.4M	+2%	20k	118.63	View chart
First Trust Large Cap Growth Alphadex Fund Uit Exchange Traded (FTC)	0.7	$2.4M		15k	154.14	View chart
Vanguard Short-term Bondindex Fund Etf Shares Uit Exchange Traded (BSV)	0.7	$2.3M	+2%	30k	78.41	View chart
Oracle Corp Common Stock (ORCL)	0.7	$2.3M	+18%	16k	147.11	View chart
First Trust Intermediateduration Investment Grade Corporate Etf Uit Exchange Traded (FIIG)	0.7	$2.3M	-7%	111k	20.75	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - November Uit Exchange Traded (GNOV)	0.7	$2.2M		56k	38.94	View chart
Mckesson Corp Common Stock (MCK)	0.7	$2.2M		2.5k	865.29	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.7	$2.2M	+14%	75k	28.71	View chart
Medtronic Plc F Foreign Ordinaries (MDT)	0.7	$2.1M	+2%	25k	86.65	View chart
First Trust Nasdaq Technology Dividend Index Fund Uit Exchange Traded (TDIV)	0.7	$2.1M	-4%	22k	93.66	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.7	$2.1M	+9%	37k	56.97	View chart
Vanguard Extended Marketindex Fund Etf Shares Uit Exchange Traded (VXF)	0.6	$2.0M		9.9k	205.79	View chart
First Trust Large Cap Value Alphadex Fund Uit Exchange Traded (FTA)	0.6	$2.0M	-2%	21k	92.35	View chart
Becton Dickinson & Co Common Stock (BDX)	0.6	$1.9M	+9%	12k	157.24	View chart
Omnicom Group Common Stock (OMC)	0.6	$1.9M	+7%	25k	75.31	View chart
First Trust Morningstar Dividend Leaders Index Fund Uit Exchange Traded (FDL)	0.6	$1.8M	+7%	36k	50.80	View chart
First Trust Developed Markets Ex-us Alphadex Fund Uit Exchange Traded (FDT)	0.6	$1.8M	-10%	21k	86.93	View chart
Caseys Gen Stores Common Stock (CASY)	0.5	$1.7M		2.3k	727.86	View chart
Ft Vest U.s. Equity Buffer Etf - November Uit Exchange Traded (FNOV)	0.5	$1.7M		31k	53.40	View chart
First Trust Tactical High Yield Etf Uit Exchange Traded (HYLS)	0.5	$1.6M	-11%	40k	40.57	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$1.4M	+14%	8.3k	174.39	View chart
Ft Vest Buffered Allocation Growth Etf Uit Exchange Traded (BUFG)	0.4	$1.4M		53k	26.86	View chart
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SNY)	0.4	$1.4M	+5%	29k	48.18	View chart
Bank Of America Corp Common Stock (BAC)	0.4	$1.4M		28k	48.75	View chart
Elevance Health Common Stock (ELV)	0.4	$1.3M	+3%	4.6k	292.75	View chart
First Trust Active Factor Large Cap Etf Uit Exchange Traded (AFLG)	0.4	$1.3M	-2%	34k	38.58	View chart
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uit Exchange Traded (VMBS)	0.4	$1.3M		28k	46.95	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.4	$1.3M	-10%	3.8k	337.95	View chart
First Trust Growth Strength Etf Uit Exchange Traded (FTGS)	0.4	$1.3M		38k	34.05	View chart
Rtx Corp Common Stock (RTX)	0.4	$1.2M	+6%	6.4k	192.90	View chart
Jpmorgan Equity Premium Income Etf Uit Exchange Traded (JEPI)	0.4	$1.2M	-5%	21k	56.68	View chart
State Street Spdr Portfolio Long Term Treasury Etf Uit Exchange Traded (SPTL)	0.4	$1.2M	+6%	45k	26.30	View chart
Ft Vest U.s. Equity Buffer Etf - February Uit Exchange Traded (FFEB)	0.4	$1.2M	+3%	21k	55.85	View chart
Aflac Common Stock (AFL)	0.4	$1.2M		11k	109.71	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)	0.3	$1.1M	-2%	23k	48.32	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Uit Exchange Traded (BIV)	0.3	$1.1M	+2%	14k	77.18	View chart
First Trust Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)	0.3	$1.1M	-7%	16k	68.28	View chart
Pepsico Common Stock (PEP)	0.3	$1.1M		7.1k	155.28	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)	0.3	$1.1M	-2%	19k	59.22	View chart
Ft Vest U.s. Equity Buffer Etf - September Uit Exchange Traded (FSEP)	0.3	$1.1M		22k	50.33	View chart
Vanguard Long-term Bond Index Fund Etf Shares Uit Exchange Traded (BLV)	0.3	$1.0M	+3%	15k	68.78	View chart
Walmart Common Stock (WMT)	0.3	$1.0M	+4%	8.2k	124.28	View chart
First Trust Short Duration Managed Municipal Etf Uit Exchange Traded (FSMB)	0.3	$998k	+2%	50k	19.96	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.3	$991k	-13%	1.5k	653.29	View chart
Ft Vest U.s. Equity Buffer Etf - January Uit Exchange Traded (FJAN)	0.3	$989k	+10%	20k	50.41	View chart
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK)	0.3	$987k	+11%	7.4k	132.89	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	0.3	$978k		1.5k	650.40	View chart
Ft Vest U.s. Equity Buffer Etf - March Uit Exchange Traded (FMAR)	0.3	$938k	-7%	19k	48.49	View chart
First Trust Bloomberg Shareholder Yield Etf Uit Exchange Traded (SHRY)	0.3	$933k		22k	43.46	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$930k	+3%	3.8k	244.46	View chart
Caterpillar Common Stock (CAT)	0.3	$929k	+7%	1.3k	708.70	View chart
Ft Vest Laddered Moderate Buffer Etf Uit Exchange Traded (BUFZ)	0.3	$917k		35k	26.27	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.3	$902k		1.6k	577.18	View chart
Ft Vest Laddered Buffer Etf Uit Exchange Traded (BUFR)	0.3	$859k	+20%	25k	33.77	View chart
The Coca-cola Common Stock (KO)	0.3	$857k		11k	76.05	View chart
Ft Vest U.s. Equity Buffer Etf - August Uit Exchange Traded (FAUG)	0.3	$856k		17k	51.78	View chart
State Street Spdr S&p International Small Cap Etf Uit Exchange Traded (GWX)	0.3	$853k	-6%	20k	42.23	View chart
Home Depot Common Stock (HD)	0.3	$844k	-2%	2.6k	328.85	View chart
Carmax Common Stock (KMX)	0.3	$842k	-8%	20k	41.58	View chart
First Trust Rba Americanindustrial Renaissancetmetf Uit Exchange Traded (AIRR)	0.3	$820k	+82%	7.4k	110.78	View chart
Ishares 20 Year Treasury Bond Etf Uit Exchange Traded (TLT)	0.3	$817k	+6%	9.4k	86.69	View chart
Amgen Common Stock (AMGN)	0.2	$796k	-9%	2.3k	351.89	View chart
Ft Vest U.s. Equity Buffer Etf - December Uit Exchange Traded (FDEC)	0.2	$772k	-2%	16k	49.72	View chart
Ft Vest U.s. Equity Deepbuffer Etf - March Uit Exchange Traded (DMAR)	0.2	$770k		18k	42.40	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Uit Exchange Traded (JEPQ)	0.2	$754k	+44%	14k	55.52	View chart
Disney Walt Common Stock (DIS)	0.2	$753k	+7%	7.8k	96.38	View chart
Iqvia Hldgs Common Stock (IQV)	0.2	$750k	+13%	4.4k	170.54	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$746k		2.4k	310.83	View chart
Verizon Communications I Common Stock (VZ)	0.2	$731k	+21%	15k	50.20	View chart
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)	0.2	$730k	-2%	24k	30.68	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM)	0.2	$729k	+14%	4.9k	148.10	View chart
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)	0.2	$728k	+16%	7.4k	97.91	View chart
First Trust Active Factor Mid Cap Etf Uit Exchange Traded (AFMC)	0.2	$722k	+2%	20k	35.51	View chart
Ferguson Enterprises Common Stock (FERG)	0.2	$720k	NEW	3.1k	233.26	View chart
State Street Spdr Bloomberg Enhanced Roll Yield Commodity Strategy Uit Exchange Traded (CERY)	0.2	$696k		20k	35.24	View chart
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)	0.2	$692k	-8%	10k	67.53	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - August Uit Exchange Traded (GAUG)	0.2	$679k		18k	38.71	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$675k	-6%	7.5k	89.59	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - December Uit Exchange Traded (GDEC)	0.2	$674k		18k	37.02	View chart
State Street Spdr Dow Jones Global Real Estateetf Uit Exchange Traded (RWO)	0.2	$662k		15k	45.77	View chart
State Street Spdr Bloomberg Emerging Markets Usd Bond Etf Uit Exchange Traded (EMHC)	0.2	$656k		26k	24.80	View chart
Ishares Esg Advanced Universal Usd Bond Etf Uit Exchange Traded (EUSB)	0.2	$647k	+18%	15k	43.50	View chart
First Trust Preferred Securities And Income Etf Uit Exchange Traded (FPE)	0.2	$644k	-8%	36k	17.75	View chart
First Trust Managed Futures Strategy Fund Uit Exchange Traded (FMF)	0.2	$630k	+4%	12k	50.62	View chart
First Trust Smid Capitalstrength Etf Uit Exchange Traded (FSCS)	0.2	$629k	-2%	18k	35.20	View chart
Texas Instrs Common Stock (TXN)	0.2	$626k	-3%	3.2k	194.12	View chart
State Street Blackstone Senior Loan Etf Uit Exchange Traded (SRLN)	0.2	$592k	+4%	15k	40.14	View chart
Ft Vest U.s. Equity Buffer Etf - October Uit Exchange Traded (FOCT)	0.2	$581k		12k	47.68	View chart
Cencora Inc Class Series A Common Stock (COR)	0.2	$568k	-2%	1.8k	314.12	View chart
Toro Common Stock (TTC)	0.2	$564k		6.0k	93.44	View chart
Costco Whsl Corp Common Stock (COST)	0.2	$543k	-17%	545.00	996.36	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.2	$540k	-5%	1.1k	499.80	View chart
Lam Resh Corp Common Stock (LRCX)	0.2	$535k	+17%	2.5k	213.64	View chart
Broadcom Common Stock (AVGO)	0.2	$533k	+163%	1.7k	309.46	View chart
Ft Vest U.s. Equity Buffer Etf - July Uit Exchange Traded (FJUL)	0.2	$532k		9.7k	54.72	View chart
Ishares Russell Top 200 Growth Etf Uit Exchange Traded (IWY)	0.2	$532k		2.1k	248.83	View chart
Ft Vest U.s. Equity Buffer Etf - June Uit Exchange Traded (FJUN)	0.2	$523k		9.3k	56.50	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - January Uit Exchange Traded (GJAN)	0.2	$519k	+40%	12k	41.91	View chart
First Trust Buywrite Income Etf Uit Exchange Traded (FTHI)	0.2	$513k		22k	22.95	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - April Uit Exchange Traded (GAPR)	0.2	$509k	-18%	13k	40.47	View chart
First Trust Nasdaq Cleanedge Smart Grid Infrastructure Index Fun Uit Exchange Traded (GRID)	0.2	$500k	+47%	3.1k	163.58	View chart
At&t Common Stock (T)	0.2	$493k	-4%	17k	28.99	View chart
Realty Income Corp Reit Real Estate Investme (O)	0.2	$484k	-13%	7.9k	61.18	View chart
Tesla Common Stock (TSLA)	0.2	$483k	+18%	1.3k	371.75	View chart
Ft Vest U.s. Equity Buffer Etf - April Uit Exchange Traded (FAPR)	0.2	$483k		11k	44.91	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB)	0.2	$480k	-4%	14k	33.54	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Uit Exchange Traded (GJUL)	0.1	$470k		12k	40.78	View chart
Ibm Corp Common Stock (IBM)	0.1	$464k	-22%	1.9k	242.39	View chart
Loews Corp Common Stock (L)	0.1	$454k	+6%	4.2k	106.75	View chart
Kla Corp Common Stock (KLAC)	0.1	$452k	+3%	307.00	1472.69	View chart
Qualcomm Common Stock (QCOM)	0.1	$451k	-11%	3.5k	128.79	View chart
Enbridge Inc F Foreign Canadian (ENB)	0.1	$437k		8.1k	54.14	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Uit Exchange Traded (SMAY)	0.1	$435k		17k	26.31	View chart
Abbvie Common Stock (ABBV)	0.1	$418k		1.9k	217.48	View chart
Energy Transfer Limited Partnershp (ET)	0.1	$417k	NEW	22k	19.30	View chart
Ishares Core Dividend Growth Etf Uit Exchange Traded (DGRO)	0.1	$414k		5.9k	70.18	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$410k	-7%	2.0k	203.46	View chart
Chevron Corp Common Stock (CVX)	0.1	$404k	+20%	2.0k	206.92	View chart
Ishares Esg Usd Corporate Bond Etf Uit Exchange Traded (SUSC)	0.1	$397k	+19%	17k	23.14	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$396k	+5%	1.5k	270.57	View chart
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG)	0.1	$393k	+19%	8.3k	47.55	View chart
Waters Corp Common Stock (WAT)	0.1	$391k	NEW	1.3k	297.80	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$390k	NEW	6.4k	60.65	View chart
Air Prods & Chems Common Stock (APD)	0.1	$369k	-23%	1.3k	290.40	View chart
Netflix Common Stock (NFLX)	0.1	$368k	+42%	3.8k	96.15	View chart
Us Bancorp Del Common Stock (USB)	0.1	$366k		7.0k	52.01	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$364k		7.9k	45.97	View chart
Salesforce Common Stock (CRM)	0.1	$357k	+2%	1.9k	186.69	View chart
Metlife Common Stock (MET)	0.1	$351k		5.0k	70.72	View chart
First Trust Active Factor Small Cap Etf Uit Exchange Traded (AFSM)	0.1	$350k	+13%	11k	32.86	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Uit Exchange Traded (EBND)	0.1	$348k		17k	20.64	View chart
Amphenol Corp New Class Class A Common Stock (APH)	0.1	$346k	+10%	2.7k	126.37	View chart
First Trust Alternative Absolute Return Strategyetf Uit Exchange Traded (FAAR)	0.1	$345k		10k	33.75	View chart
State Street Spdr Bloomberg 1-10 Year Tipsetf Uit Exchange Traded (TIPX)	0.1	$345k	+5%	18k	19.19	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - February Uit Exchange Traded (GFEB)	0.1	$344k	NEW	8.4k	41.09	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.1	$338k	NEW	8.9k	37.84	View chart
Nextera Energy Common Stock (NEE)	0.1	$335k		3.6k	92.87	View chart
United Parcel Svc Inc Class Class B Common Stock (UPS)	0.1	$335k	+34%	3.4k	98.38	View chart
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)	0.1	$334k		3.7k	90.53	View chart
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)	0.1	$334k	NEW	1.7k	196.24	View chart
Ft Vest U.s. Equity Moderate Buffer Etf September Uit Exchange Traded (GSEP)	0.1	$333k	-2%	8.7k	38.11	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI)	0.1	$330k		1.0k	320.76	View chart
Alliant Energy Corp Common Stock (LNT)	0.1	$328k		4.6k	71.76	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.1	$328k	-3%	2.6k	126.28	View chart
Check Point Software T F Foreign Ordinaries (CHKP)	0.1	$328k	-32%	2.3k	142.85	View chart
First Trust Cloud Computing Etf Uit Exchange Traded (SKYY)	0.1	$326k	+6%	3.0k	109.36	View chart
First Trust Europe Alphadex Fund Uit Exchange Traded (FEP)	0.1	$326k	-6%	6.0k	54.61	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - October Uit Exchange Traded (GOCT)	0.1	$325k	+3%	8.4k	38.63	View chart
Ft Vest U.s. Equity Buffer & Premium Income Etf - June Uit Exchange Traded (XIJN)	0.1	$324k	-35%	11k	30.72	View chart
Blackrock Common Stock (BLK)	0.1	$322k		335.00	960.98	View chart
First Trust Dow Jones Internet Index Fund Uit Exchange Traded (FDN)	0.1	$321k		1.4k	234.03	View chart
Ft Vest U.s. Equity Buffer & Premium Income Etf September Uit Exchange Traded (XISE)	0.1	$320k	-10%	11k	29.97	View chart
Autodesk Common Stock (ADSK)	0.1	$317k		1.3k	239.40	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Uit Exchange Traded (GMAR)	0.1	$313k	NEW	7.5k	41.69	View chart
First Trust Long/short Equity Etf Uit Exchange Traded (FTLS)	0.1	$305k	-16%	4.3k	70.36	View chart
Pfizer Common Stock (PFE)	0.1	$302k	-4%	11k	28.08	View chart
Eli Lilly And Common Stock (LLY)	0.1	$300k	NEW	326.00	920.50	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Uit Exchange Traded (VCIT)	0.1	$298k	-4%	3.6k	82.75	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$296k	+4%	489.00	604.93	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Uit Exchange Traded (ACYN)	0.1	$294k	NEW	14k	20.38	View chart
Lamar Advertising Co Newreit Real Estate Investme (LAMR)	0.1	$291k		2.3k	126.65	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Uit Exchange Traded (GMAY)	0.1	$290k		7.1k	41.06	View chart
Consolidated Edison Common Stock (ED)	0.1	$290k		2.6k	113.18	View chart
State Street Spdr Portfolio High Yield Bond Etf Uit Exchange Traded (SPHY)	0.1	$288k		12k	23.32	View chart
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Uit Exchange Traded (KNG)	0.1	$288k	-6%	5.9k	48.71	View chart
First Trust S&p International Dividend Aristocrats Etf Uit Exchange Traded (FID)	0.1	$287k	-15%	14k	20.95	View chart
Entergy Corp Common Stock (ETR)	0.1	$283k	-26%	2.5k	112.36	View chart
Ebay Common Stock (EBAY)	0.1	$283k	-72%	3.1k	91.01	View chart
First Trust Emerging Markets Alphadex Fund Uit Exchange Traded (FEM)	0.1	$280k	-8%	9.3k	29.95	View chart
Ft Vest U.s. Equity Buffer & Premium Income Etf - December Uit Exchange Traded (XIDE)	0.1	$279k		9.4k	29.69	View chart
Xylem Common Stock (XYL)	0.1	$279k	+49%	2.3k	119.49	View chart
Plains Gp Hldgs L P Class A Common Stock (PAGP)	0.1	$278k	NEW	11k	24.28	View chart
Ishares Bitcoin Trust Etf Uit Exchange Traded (IBIT)	0.1	$277k		7.2k	38.42	View chart
Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT)	0.1	$277k		397.00	698.17	View chart
Union Pac Corp Common Stock (UNP)	0.1	$276k	+2%	1.1k	242.55	View chart
Crowdstrike Hldgs Inc Class A Common Stock (CRWD)	0.1	$275k	NEW	705.00	390.41	View chart
Merck & Co Common Stock (MRK)	0.1	$275k	+20%	2.3k	120.28	View chart
Ishares Core S&p Small-cap Etf Uit Exchange Traded (IJR)	0.1	$272k	+3%	2.2k	124.32	View chart
Procter & Gamble Common Stock (PG)	0.1	$272k	-13%	1.9k	144.44	View chart
Altria Group Common Stock (MO)	0.1	$271k	NEW	4.1k	66.00	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.1	$271k	-2%	942.00	287.63	View chart
Xcel Energy Common Stock (XEL)	0.1	$270k		3.4k	79.44	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$258k	-3%	2.0k	130.96	View chart
First Trust Japan Alphadex Fund Uit Exchange Traded (FJP)	0.1	$250k	-10%	3.4k	72.61	View chart
Adobe Common Stock (ADBE)	0.1	$249k		1.0k	243.08	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord American Depository (DEO)	0.1	$248k	-2%	3.3k	74.46	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord American Depository (GSK)	0.1	$246k	-7%	4.5k	55.19	View chart
3M Common Stock (MMM)	0.1	$244k	-2%	1.7k	145.19	View chart
Marriott Intl Inc New Class Class A Common Stock (MAR)	0.1	$243k		743.00	327.20	View chart
Ft Vest U.s. Equity Max Buffer Etf - February Uit Exchange Traded (FEBM)	0.1	$242k	NEW	8.0k	30.32	View chart
First Trust Nasdaq Cybersecurity Etf Uit Exchange Traded (CIBR)	0.1	$239k		3.8k	62.68	View chart
Astrazeneca Plc F Foreign Ordinaries (AZN)	0.1	$235k	NEW	1.2k	197.22	View chart
Ft Vest U.s. Equity Deepbuffer Etf - September Uit Exchange Traded (DSEP)	0.1	$235k		5.3k	43.96	View chart
Masco Corp Common Stock (MAS)	0.1	$234k	-6%	3.9k	60.37	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - July Uit Exchange Traded (XJUL)	0.1	$231k		5.9k	38.89	View chart
First Trust North American Energy Infrastructure Fund Uit Exchange Traded (EMLP)	0.1	$228k	-9%	5.2k	43.66	View chart
Citigroup Common Stock (C)	0.1	$228k		2.0k	113.44	View chart
Ft Vest U.s. Equity Deepbuffer Etf - January Uit Exchange Traded (DJAN)	0.1	$226k		5.3k	42.53	View chart
First Trust Dow Jones Global Select Dividend Index Fund Uit Exchange Traded (FGD)	0.1	$226k	NEW	7.1k	31.93	View chart
First Trust Indxx Critical Metals Etf Uit Exchange Traded (FMTL)	0.1	$221k	NEW	6.6k	33.48	View chart
Williams Cos Common Stock (WMB)	0.1	$219k	-34%	3.0k	72.77	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Uit Exchange Traded (XMAR)	0.1	$217k		5.4k	40.49	View chart
First Trust Nyse Arca Biotechnology Index Fund Uit Exchange Traded (FBT)	0.1	$212k		1.1k	200.82	View chart
First Trust Indxx Globalnatural Resources Incomeetf Uit Exchange Traded (FTRI)	0.1	$211k		12k	17.85	View chart
First Trust Nasdaq Bank Etf Uit Exchange Traded (FTXO)	0.1	$210k		5.8k	36.17	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.1	$207k		3.1k	66.49	View chart
First Trust Municipal High Income Etf Uit Exchange Traded (FMHI)	0.1	$206k	-11%	4.3k	47.53	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Uit Exchange Traded (GJUN)	0.1	$204k		5.2k	39.42	View chart
Schwab Intermediate-termu.s. Treasury Etf Uit Exchange Traded (SCHR)	0.1	$204k		8.2k	24.91	View chart
Abbott Labs Common Stock (ABT)	0.1	$203k		2.0k	102.66	View chart
Invesco S&p 500 Equal Weight Etf Uit Exchange Traded (RSP)	0.1	$203k	NEW	1.1k	191.94	View chart
First Trust Stoxx European Select Dividendindex Fund Uit Exchange Traded (FDD)	0.1	$188k	-12%	11k	17.81	View chart
Western Un Common Stock (WU)	0.0	$156k	NEW	18k	8.73	View chart
Southern Its Intl Common Stock (SITS)	0.0	$23k		937k	0.03	View chart

Past Filings by Fsb Premier Wealth Management

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

Fsb Premier Wealth Management 2026 Q1 filed May 13, 2026
Fsb Premier Wealth Management 2025 Q4 filed Feb. 3, 2026
Fsb Premier Wealth Management 2025 Q3 filed Oct. 31, 2025
Fsb Premier Wealth Management 2025 Q2 filed Aug. 15, 2025
Fsb Premier Wealth Management 2025 Q1 filed May 8, 2025
Fsb Premier Wealth Management 2024 Q4 filed Feb. 12, 2025
Fsb Premier Wealth Management 2024 Q3 filed Nov. 14, 2024
Fsb Premier Wealth Management 2024 Q2 filed Aug. 2, 2024
Fsb Premier Wealth Management 2024 Q1 filed May 10, 2024
Fsb Premier Wealth Management 2023 Q4 filed Feb. 9, 2024
Fsb Premier Wealth Management 2023 Q3 filed Nov. 14, 2023
Fsb Premier Wealth Management 2023 Q2 filed Aug. 11, 2023
Fsb Premier Wealth Management 2023 Q1 filed May 4, 2023
Fsb Premier Wealth Management 2022 Q4 filed Feb. 6, 2023
Fsb Premier Wealth Management 2022 Q3 filed Nov. 23, 2022
Fsb Premier Wealth Management 2022 Q2 filed Aug. 1, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z