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Home > Institutional Investor > Fsb Premier Wealth Management, Inc. > Profile

Instuitional Investor - Fsb Premier Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Fsb Premier Wealth Management, Inc.
Portfolio Value $315,227,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 26,239 $16,455,293 5.22%
2.
Spdr Series Trust
 135,658 $10,882,468 3.45%
3.
Vanguard Ftse Developed Markets Etf
 138,174 $8,631,706 2.74%
4.
Berkshire Hathaway Inc
 BRK.A 14,354 $7,215,038 2.29%
5.
Alphabet Inc.
 GOOGL 22,866 $7,175,491 2.28%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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