FSB PREMIER WEALTH MANAGEMENT, INC.
CIK: 0000887748SEC EDGAR →
Portfolio Value
$315.2M
Holdings
237
As of
Q4 2025
New Positions
237
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SOUTHERN ITS INTL INC | 936,941 | $32.0M | 10.15% |
| 2 | VANGUARD S&P 500 ETF | 26,239 | $16.5M | 5.22% |
| 3 | STATE STREET SPDR PORTFLS&P 500 ETF | 135,658 | $10.9M | 3.45% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 138,174 | $8.6M | 2.74% |
| 5 | BERKSHIRE HATHAWAY CLASS CLASS B | 14,354 | $7.2M | 2.29% |
| 6 | ALPHABET INC CLASS CLASS C | 22,866 | $7.2M | 2.28% |
| 7 | MICROSOFT CORP | 12,469 | $6.0M | 1.91% |
| 8 | JPMORGAN CHASE & CO | 17,881 | $5.8M | 1.83% |
| 9 | FIRST TRUST CRE INVSMNT GRD ETF | 269,574 | $5.7M | 1.82% |
| 10 | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 124,122 | $5.5M | 1.75% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (237)
$32.0M · 937K shares
$16.5M · 26K shares
$10.9M · 136K shares
$8.6M · 138K shares
$7.2M · 14K shares
$7.2M · 23K shares
$6.0M · 12K shares
$5.8M · 18K shares
$5.7M · 270K shares
$5.5M · 124K shares
$5.5M · 213K shares
$5.0M · 11K shares
$4.9M · 31K shares
$4.8M · 7K shares
$4.6M · 100K shares
$4.3M · 84K shares
$4.2M · 96K shares
$4.1M · 108K shares
$4.1M · 15K shares
$4.0M · 40K shares
$4.0M · 44K shares
$4.0M · 43K shares
$3.8M · 72K shares
$3.8M · 31K shares
$3.6M · 673 shares
$3.4M · 67K shares
$3.4M · 10K shares
$2.9M · 55K shares
$2.9M · 134K shares
$2.8M · 8K shares
$2.8M · 12K shares
$2.8M · 11K shares
$2.7M · 57K shares
$2.6M · 13K shares
$2.5M · 120K shares
$2.5M · 129K shares
$2.5M · 15K shares
$2.5M · 9K shares
$2.4M · 51K shares
$2.4M · 17K shares
$2.3M · 24K shares
$2.3M · 20K shares
$2.3M · 29K shares
$2.3M · 23K shares
$2.2M · 56K shares
$2.2M · 11K shares
$2.2M · 33K shares
$2.1M · 10K shares
$2.0M · 22K shares
$2.0M · 2K shares
$2.0M · 65K shares
$1.9M · 24K shares
$1.9M · 22K shares
$1.9M · 45K shares
$1.8M · 23K shares
$1.7M · 32K shares
$1.6M · 4K shares
$1.6M · 28K shares
$1.5M · 34K shares
$1.5M · 53K shares
$1.4M · 35K shares
$1.3M · 7K shares
$1.3M · 27K shares
$1.3M · 37K shares
$1.3M · 4K shares
$1.3M · 2K shares
$1.3M · 27K shares
$1.3M · 22K shares
$1.2M · 17K shares
$1.2M · 2K shares
$1.2M · 11K shares
$1.2M · 20K shares
$1.1M · 43K shares
$1.1M · 22K shares
$1.1M · 24K shares
$1.1M · 6K shares
$1.1M · 19K shares
$1.1M · 14K shares
$1.0M · 2K shares
$998K · 7K shares
$996K · 14K shares
$995K · 11K shares
$989K · 21K shares
$979K · 49K shares
$956K · 7K shares
$956K · 2K shares
$922K · 35K shares
$920K · 18K shares
$904K · 22K shares
$901K · 3K shares
$882K · 22K shares
$874K · 17K shares
$874K · 8K shares
$873K · 4K shares
$851K · 22K shares
$824K · 7K shares
$819K · 3K shares
$813K · 16K shares
$799K · 11K shares
$771K · 9K shares
$761K · 4K shares
$756K · 18K shares
$741K · 2K shares
$736K · 11K shares
$734K · 2K shares
$724K · 21K shares
$724K · 40K shares
$700K · 1K shares
$692K · 18K shares
$688K · 18K shares
$685K · 20K shares
$682K · 6K shares
$678K · 8K shares
$676K · 4K shares
$668K · 26K shares
$666K · 24K shares
$655K · 18K shares
$654K · 1K shares
$654K · 15K shares
$632K · 3K shares
$628K · 2K shares
$616K · 4K shares
$613K · 15K shares
$597K · 12K shares
$588K · 2K shares
$583K · 14K shares
$577K · 3K shares
$569K · 20K shares
$568K · 660 shares
$560K · 12K shares
$550K · 10K shares
$548K · 13K shares
$544K · 9K shares
$527K · 9K shares
$518K · 22K shares
$517K · 9K shares
$510K · 16K shares
$507K · 15K shares
$493K · 1K shares
$491K · 2K shares
$489K · 12K shares
$486K · 11K shares
$476K · 12K shares
$475K · 6K shares
$468K · 2K shares
$459K · 1K shares
$444K · 2K shares
$441K · 18K shares
$432K · 17K shares
$418K · 4K shares
$412K · 6K shares
$407K · 2K shares
$398K · 4K shares
$396K · 5K shares
$388K · 1K shares
$385K · 8K shares
$383K · 8K shares
$377K · 9K shares
$371K · 7K shares
$368K · 5K shares
$365K · 2K shares
$365K · 3K shares
$365K · 3K shares
$364K · 1K shares
$364K · 12K shares
$360K · 337 shares
$360K · 17K shares
$360K · 297 shares
$359K · 7K shares
$357K · 1K shares
$345K · 9K shares
$344K · 1K shares
$342K · 6K shares
$335K · 14K shares
$333K · 2K shares
$331K · 7K shares
$331K · 16K shares
$330K · 4K shares
$324K · 17K shares
$320K · 8K shares
$317K · 3K shares
$316K · 2K shares
$314K · 4K shares
$312K · 2K shares
$309K · 6K shares
$307K · 9K shares
$303K · 969 shares
$297K · 5K shares
$297K · 394 shares
$294K · 3K shares
$293K · 4K shares
$292K · 7K shares
$291K · 12K shares
$290K · 2K shares
$281K · 9K shares
$280K · 10K shares
$280K · 11K shares
$279K · 10K shares
$275K · 2K shares
$275K · 5K shares
$275K · 4K shares
$262K · 4K shares
$258K · 1K shares
$258K · 4K shares
$255K · 3K shares
$254K · 3K shares
$253K · 2K shares
$251K · 3K shares
$251K · 3K shares
$248K · 2K shares
$247K · 960 shares
$245K · 2K shares
$239K · 5K shares
$238K · 2K shares
$236K · 5K shares
$234K · 5K shares
$233K · 665 shares
$233K · 2K shares
$231K · 5K shares
$231K · 6K shares
$230K · 742 shares
$226K · 469 shares
$226K · 654 shares
$225K · 1K shares
$221K · 6K shares
$220K · 1K shares
$219K · 6K shares
$216K · 3K shares
$214K · 5K shares
$212K · 2K shares
$211K · 12K shares
$208K · 8K shares
$206K · 8K shares
$205K · 5K shares
$200K · 6K shares
$200K · 2K shares
$185K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 135 | $196.9M | 56.7% |
| Technology | 21 | $58.4M | 16.8% |
| Unknown | 12 | $19.2M | 5.5% |
| Communication Services | 8 | $17.7M | 5.1% |
| Healthcare | 16 | $14.2M | 4.1% |
| Consumer Cyclical | 11 | $12.6M | 3.6% |
| Industrials | 13 | $12.5M | 3.6% |
| Energy | 5 | $6.7M | 1.9% |
| Consumer Defensive | 7 | $6.0M | 1.7% |
| Utilities | 6 | $1.7M | 0.5% |
| Real Estate | 2 | $807K | 0.2% |
| Basic Materials | 1 | $407K | 0.1% |