The Analysis of FSB PREMIER WEALTH MANAGEMENT, INC.'s Holdings
Currently, FSB PREMIER WEALTH MANAGEMENT, INC. holds 237 types of securities in its portfolio with a total value $315.2M. In the most recent quarter, they have increased their positions in N/A (+33.4K shares, valued at $2.2M), AMZN (+5.3K shares, valued at $1.2M), OMC (+9.1K shares, valued at $734.4K); decreased their positions in ORCL (-7.0K shares, valued at $1.4M), ELV (-1.1K shares, valued at $381.4K), FNOV (-5.2K shares, valued at $284.3K); initiated new positions in N/A (+33.4K shares, valued at $2.2M), N/A (+2.1K shares, valued at $365.4K), GRID (+2.1K shares, valued at $316.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM STATE STREET SPDR PORTFLS&P 500 ETF135.7K shares-0.40%2025-12-312026-02-03
VEA VANGUARD FTSE DEVELOPED MARKETS ETF138.2K shares-1.12%2025-12-312026-02-03
MSFT MICROSOFT CORP12.5K shares9.03%2025-12-312026-02-03
JPM JPMORGAN CHASE & CO17.9K shares7.08%2025-12-312026-02-03
FTCB FIRST TRUST CRE INVSMNT GRD ETF269.6K shares3.19%2025-12-312026-02-03
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF124.1K shares-0.37%2025-12-312026-02-03
SPAB ST SRT SPDR PRTFL AGRGT BD ET ETF IV213.3K shares1.36%2025-12-312026-02-03
DE DEERE & CO10.6K shares8.59%2025-12-312026-02-03
PM PHILIP MORRIS INTL INC30.7K shares7.68%2025-12-312026-02-03
META META PLATFORMS INC CLASS A7.3K shares5.82%2025-12-312026-02-03
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF100.1K shares0.10%2025-12-312026-02-03
FMB FIRST TRUST MANAGED MUNICIPAL ETF84.1K shares-5.27%2025-12-312026-02-03
FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF95.5K shares-1.15%2025-12-312026-02-03
SDVY FIRST TRUST SMID CAP RISING DIVI ETF107.6K shares0.83%2025-12-312026-02-03
AAPL APPLE INC15.1K shares2.64%2025-12-312026-02-03
SCHW CHARLES SCHWAB CORP40.3K shares8.60%2025-12-312026-02-03
FTCS FIRST TRUST CAPITAL STRENGTH ETF43.5K shares1.18%2025-12-312026-02-03
WFC WELLS FARGO & CO42.9K shares6.13%2025-12-312026-02-03
FMAY FT VEST US EQUITY BUFFERETF71.7K shares0.00%2025-12-312026-02-03
XOM EXXON MOBIL CORP31.2K shares2.53%2025-12-312026-02-03
BKNG BOOKING HLDGS INC673 shares3.06%2025-12-312026-02-03
LMBS FRST TRT LOW DTN OPNTS ETF IV67.3K shares-1.95%2025-12-312026-02-03
VWO VANGUARD FTSE EMERGING MARKETS ETF54.7K shares-1.18%2025-12-312026-02-03
LGOV FIRST TRUST LONG DUR OPPO ETF134.4K shares4.42%2025-12-312026-02-03
V VISA INC CLASS CLASS A8.1K shares0.17%2025-12-312026-02-03
AMZN AMAZON.COM INC12.1K shares77.10%2025-12-312026-02-03
AMAT APPLIED MATLS INC10.8K shares10.48%2025-12-312026-02-03
SPEM SPDR INDEX SHARES EMERG MARKT ETF57.4K shares-0.17%2025-12-312026-02-03
ORCL ORACLE CORP13.2K shares-34.54%2025-12-312026-02-03
FIIG FT INTRMDT DRTN INVT GRDCOR ETF119.7K shares-6.16%2025-12-312026-02-03
FSIG FIRST TRUST LMT DR INV GRD CR ETF128.5K shares1.62%2025-12-312026-02-03
FTC FIRST TR LRG CP GRW ALPHADEX ETF15.4K shares-1.56%2025-12-312026-02-03
ADI ANALOG DEVICES INC9.0K shares4.48%2025-12-312026-02-03
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF50.7K shares-4.43%2025-12-312026-02-03
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS17.2K shares6.96%2025-12-312026-02-03
BK BANK NEW YORK MELLON COR19.7K shares9.17%2025-12-312026-02-03
BSV VANGUARD SHORT-TERM BONDETF29.0K shares-7.54%2025-12-312026-02-03
TDIV FIRST TR NASDAQ TECH DIVIDX ETF23.5K shares-1.88%2025-12-312026-02-03
GNOV FT VST U S EQTY MDRTE BRETF55.9K shares-4.21%2025-12-312026-02-03
BDX BECTON DICKINSON & CO11.3K shares42.10%2025-12-312026-02-03
VXF VANGUARD EXTENDED MARKETETF10.0K shares-0.05%2025-12-312026-02-03
COP CONOCOPHILLIPS21.7K shares11.49%2025-12-312026-02-03
MCK MCKESSON CORP2.5K shares6.32%2025-12-312026-02-03
CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS65.4K shares15.31%2025-12-312026-02-03
OMC OMNICOM GROUP INC23.6K shares62.65%2025-12-312026-02-03
FTA FIRST TR LRG CP VAL ALPHADEX ETF22.0K shares-0.78%2025-12-312026-02-03
HYLS FIRST TRUST TACTCL HIGH YIELD ETF IV45.3K shares4.58%2025-12-312026-02-03
FDT FT DEVELOPED MKTS EX US ALPHADEX ETF23.1K shares0.44%2025-12-312026-02-03
FNOV FT VEST US EQUITY BUFF ETF31.7K shares-14.06%2025-12-312026-02-03
ELV ELEVANCE HEALTH INC4.5K shares-19.61%2025-12-312026-02-03
BAC BANK OF AMERICA CORP28.2K shares-0.69%2025-12-312026-02-03
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF33.8K shares0.66%2025-12-312026-02-03
BUFG FT VST BUFF ALLOCATION GRW ETF53.4K shares0.95%2025-12-312026-02-03
AFLG FIRST TRUST ACTV FCTR LRG CAP ETF35.0K shares-3.12%2025-12-312026-02-03
NVDA NVIDIA CORP7.2K shares10.25%2025-12-312026-02-03
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS27.3K shares6.28%2025-12-312026-02-03
FTGS FIRST TRUST GROWTH STRENGTH ETF37.3K shares7.02%2025-12-312026-02-03
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS4.3K shares-15.56%2025-12-312026-02-03
CASY CASEYS GEN STORES INC2.3K shares0.78%2025-12-312026-02-03
VMBS VANGUARD MORTGAGE BACKEDSEC ETF27.4K shares-6.89%2025-12-312026-02-03
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF22.3K shares-8.04%2025-12-312026-02-03
RDVY FT RISING DIVIDEND ACHIEVERS ETF17.4K shares-2.57%2025-12-312026-02-03
IVV ISHARES CORE S&P 500 ETF1.7K shares-4.12%2025-12-312026-02-03
AFL AFLAC INC10.5K shares0.00%2025-12-312026-02-03
FFEB FT VEST US EQUITY BUFFERETF20.4K shares1.23%2025-12-312026-02-03
SPTL STATE STRET SPDR PRTFL LT TRSRY ETF42.7K shares1.30%2025-12-312026-02-03
FSEP FT VEST US EQUITY BUFFERETF21.7K shares7.21%2025-12-312026-02-03
SPSM ST STRET SPDR PRTFL S&P 600 S C ETF23.6K shares-0.48%2025-12-312026-02-03
RTX RTX CORP6.0K shares7.28%2025-12-312026-02-03
SPMD ST STRET SPDR PRTFL S&P 400 M ETF IV18.9K shares0.46%2025-12-312026-02-03
BIV VANGUARD INTERMEDIATE TERM BOND ETF13.9K shares-8.96%2025-12-312026-02-03
SPY SPDR S&P 500 ETF1.5K shares-3.93%2025-12-312026-02-03
PEP PEPSICO INC7.0K shares2.54%2025-12-312026-02-03
BLV VANGUARD LONG TERM BOND ETF14.3K shares-9.48%2025-12-312026-02-03
EBAY EBAY INC11.4K shares-21.16%2025-12-312026-02-03
FMAR FT VEST US EQY BUFF ETF20.8K shares-0.20%2025-12-312026-02-03
FSMB FIRST TRUST SHORT DURAT MANG MUN ETF48.9K shares-0.18%2025-12-312026-02-03
XLK STATE STRET TEC SELECT SEC SPDR ETF6.6K shares112.75%2025-12-312026-02-03
BUFZ FT VEST LADRED MDRT BFR ETF34.8K shares-0.69%2025-12-312026-02-03
FJAN FT VEST US EQUITY BUF ETF17.8K shares1.20%2025-12-312026-02-03
SHRY FIRST TRUST BLOOMBERG SRYD ETF21.6K shares0.10%2025-12-312026-02-03
HD HOME DEPOT INC2.6K shares-1.84%2025-12-312026-02-03
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF21.6K shares-0.92%2025-12-312026-02-03
FAUG FT VEST US EQU BUF ETF16.5K shares0.00%2025-12-312026-02-03
WMT WALMART INC7.9K shares-8.17%2025-12-312026-02-03
IQV IQVIA HLDGS INC3.9K shares2.57%2025-12-312026-02-03
KMX CARMAX INC22.0K shares-6.22%2025-12-312026-02-03
DIS DISNEY WALT CO7.3K shares-6.11%2025-12-312026-02-03
AMGN AMGEN INC2.5K shares-0.16%2025-12-312026-02-03
FDEC FT VEST US EQUITY BUFFERETF15.9K shares103.86%2025-12-312026-02-03
KO THE COCA-COLA CO11.4K shares0.42%2025-12-312026-02-03
TLT ISHARES 20 PLS YEAR TREASURY BND ETF8.9K shares-2.12%2025-12-312026-02-03
JNJ JOHNSON & JOHNSON3.7K shares0.00%2025-12-312026-02-03
DMAR FT VST US EQY DEEP BUFF ETF18.2K shares-1.83%2025-12-312026-02-03
MCD MCDONALDS CORP2.4K shares2.36%2025-12-312026-02-03
IJH ISHARES CORE S&P MID CAPETF11.2K shares0.84%2025-12-312026-02-03
IBM IBM CORP2.5K shares8.30%2025-12-312026-02-03
BUFR FT VEST LADDERED BUFFER ETF21.2K shares-1.79%2025-12-312026-02-03
FPE FIRST TRUST PREFERRED SEC INCOME ETF39.8K shares-5.60%2025-12-312026-02-03
CAT CATERPILLAR INC1.2K shares2.35%2025-12-312026-02-03
GDEC FT VEST US EQT MODRT BFRETF18.3K shares116.28%2025-12-312026-02-03
GAUG FT VEST US EQT MDRT BFR ETF17.5K shares-0.30%2025-12-312026-02-03
AFMC FIRST TRUST ACTV FCTR MID CAP ETF19.9K shares4.44%2025-12-312026-02-03
SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV6.4K shares-6.20%2025-12-312026-02-03
SBUX STARBUCKS CORP8.1K shares-5.61%2025-12-312026-02-03
QCOM QUALCOMM INC4.0K shares0.36%2025-12-312026-02-03
EMHC ST STRET SPDR BLMBG EMG MRKT ETF IV26.3K shares1.12%2025-12-312026-02-03
SCHD SCHWAB US DIVIDEND EQUITY ETF24.3K shares-5.95%2025-12-312026-02-03
FSCS FIRST TRUST SMID CAP STRENGTH ETF IV18.3K shares0.03%2025-12-312026-02-03
MA MASTERCARD INC CLASS CLASS A1.1K shares-10.46%2025-12-312026-02-03
RWO SPDR DOW JONE GLOBAL REAL ESTATE ETF14.5K shares0.64%2025-12-312026-02-03
CHKP CHECK POINT SOFTWARE T F3.4K shares20.21%2025-12-312026-02-03
VYM VANGUARD HIGH DIVIDEND YIELD ETF4.3K shares13.95%2025-12-312026-02-03
GAPR FT VEST US EQTY MODR BFRETF15.3K shares-7.57%2025-12-312026-02-03
FOCT FT VEST US EQUITY BUFFERETF12.2K shares26.91%2025-12-312026-02-03
IWY ISHARES RUSSELL TOP 200 GROWTH ETF2.1K shares0.09%2025-12-312026-02-03
SRLN STATE STREET BLACKSTONE SENIR LN ETF14.1K shares1.45%2025-12-312026-02-03
TXN TEXAS INSTRS INC3.3K shares-0.12%2025-12-312026-02-03
CERY SPDR BLOOMBERG ENCD RL YLD CM ETF20.0K shares1.10%2025-12-312026-02-03
COST COSTCO WHSL CORP NEW660 shares14.19%2025-12-312026-02-03
FMF FIRST TRUST MANGD FUT STR ETF11.9K shares-1.98%2025-12-312026-02-03
FJUL FT VEST US EQUITY BUFFERETF9.8K shares2.61%2025-12-312026-02-03
EUSB ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF12.5K shares26.72%2025-12-312026-02-03
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF9.4K shares-10.58%2025-12-312026-02-03
FJUN FT VST US EQTY BUFER ETF9.3K shares2.78%2025-12-312026-02-03
FTHI FIRST TRUST BUYWRITE INCOME ETF22.0K shares1.68%2025-12-312026-02-03
O REALTY INCOME CORP REIT9.2K shares14.26%2025-12-312026-02-03
XIJN FT VEST US EQUITY BUFR PRIUM INC ETF16.5K shares0.60%2025-12-312026-02-03
SPIB ST SRT SPDR PRTFL INTDT TRM C ETF IV15.0K shares0.00%2025-12-312026-02-03
TSLA TESLA INC1.1K shares0.09%2025-12-312026-02-03
CRM SALESFORCE INC1.9K shares2.26%2025-12-312026-02-03
VZ VERIZON COMMUNICATIONS I12.0K shares5.75%2025-12-312026-02-03
FAPR FT VEST US EQY BUFF ETF10.9K shares-4.49%2025-12-312026-02-03
GJUL FT VEST US EQT MDRT BFR ETF11.5K shares-0.01%2025-12-312026-02-03
TTC TORO CO6.0K shares0.00%2025-12-312026-02-03
AMD ADVANCED MICRO DEVIC2.2K shares13.91%2025-12-312026-02-03
UNH UNITEDHEALTH GROUP INC1.4K shares-27.94%2025-12-312026-02-03
ABBV ABBVIE INC1.9K shares0.72%2025-12-312026-02-03
T AT&T INC17.8K shares0.08%2025-12-312026-02-03
SMAY FT VEST US SML CP MDRT BFR ETF16.7K shares0.00%2025-12-312026-02-03
L LOEWS CORP4.0K shares25.06%2025-12-312026-02-03
DGRO ISHARES CORE DIVIDEND GROWTH ETF5.9K shares1.12%2025-12-312026-02-03
APD AIR PRODS & CHEMS INC1.6K shares-5.12%2025-12-312026-02-03
AIRR FT RBA AMERICAN IND RENAISSANCE ETF4.1K shares36.63%2025-12-312026-02-03
MET METLIFE INC5.0K shares0.22%2025-12-312026-02-03
ADSK AUTODESK INC1.3K shares-3.46%2025-12-312026-02-03
TFC TRUIST FINL CORP7.8K shares-8.17%2025-12-312026-02-03
ENB ENBRIDGE INC F8.0K shares-6.65%2025-12-312026-02-03
GJAN FT VEST US EQTY MOD BUFRETF8.8K shares-0.40%2025-12-312026-02-03
USB US BANCORP DEL7.0K shares-11.26%2025-12-312026-02-03
FTLS FIRST TRUST LONG SHORT EQUITY ETF5.2K shares-14.55%2025-12-312026-02-03
LAM RESH CORP LAM RESH CORP2.1K sharesnew addition2025-12-312026-02-03
ABNB AIRBNB INC CLASS A2.7K shares3.42%2025-12-312026-02-03
SKYY FIRST TRUST CLOUD COMPUTING ETF2.8K shares0.07%2025-12-312026-02-03
XISE FT VST US EQT BR RPM INCETF12.0K shares21.31%2025-12-312026-02-03
FDN FIRST TRUST INTERNET INDEX CF ETF1.4K shares-1.38%2025-12-312026-02-03
KLAC KLA CORP297 shares23.24%2025-12-312026-02-03
EBND SPDR BLOOMBG EMG MRKT LCL BND ETF16.9K shares-0.12%2025-12-312026-02-03
IBIT ISHARES BITCOIN ETF7.2K shares-0.18%2025-12-312026-02-03
ADBE ADOBE INC1.0K shares0.29%2025-12-312026-02-03
GSEP FT VEST US EQT MDRT BFR ETF8.9K shares-8.23%2025-12-312026-02-03
VTI VANGUARD TOTAL STOCK MARKET ETF1.0K shares0.00%2025-12-312026-02-03
FEP FIRST TRUST EUROPE ALPHADEX ETF6.4K shares-2.70%2025-12-312026-02-03
SUSC ISHARES TRU ESG AWR USD CORP BND ETF14.3K shares26.11%2025-12-312026-02-03
APH AMPHENOL CORP NEW CLASS CLASS A2.5K shares26.22%2025-12-312026-02-03
FID FIRST TRUST S&P INTERNATIONAL DI ETF16.1K shares-1.69%2025-12-312026-02-03
EAGG ISHARES ESG AWARE US AGGRGT BND ETF6.9K shares26.52%2025-12-312026-02-03
IEFA ISHARES CORE MSCI EAFE ETF3.7K shares0.00%2025-12-312026-02-03
TIPX ST SRT SPDR BMBG 1 10 YR TP ETF17.0K shares1.44%2025-12-312026-02-03
GOCT FT VEST US EQTY MOD BUFRETF8.2K shares13.21%2025-12-312026-02-03
ETR ENTERGY CORP NEW3.4K shares0.32%2025-12-312026-02-03
GRID FIRST TRUST NASDAQ CLEANEDGE ETF2.1K sharesnew addition2025-12-312026-02-03
VCIT VANGUARD INTERMEDIATE TERM COR ETF3.8K shares-8.23%2025-12-312026-02-03
PG PROCTER & GAMBLE CO2.2K shares13.14%2025-12-312026-02-03
KNG FT VST S P 500 DIV ARISTTRGT ETF6.3K shares-28.38%2025-12-312026-02-03
AFSM FIRST TRUST ACTIV FCT SML CAP ETF9.4K shares14.58%2025-12-312026-02-03
LNT ALLIANT ENERGY CORP4.6K shares0.00%2025-12-312026-02-03
VGT VANGUARD INFORMATION TECHNOLOGY ETF394 shares0.77%2025-12-312026-02-03
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS3.4K shares-6.04%2025-12-312026-02-03
NEE NEXTERA ENERGY INC3.6K shares-0.05%2025-12-312026-02-03
GMAY FT VEST US EQT MDRT BFR ETF7.1K shares0.00%2025-12-312026-02-03
SPHY STATE SRT SPDR PRTFL HGHYLD BND ETF12.3K shares0.98%2025-12-312026-02-03
LAMR LAMAR ADVERTISING CO NEWREIT2.3K shares-2.92%2025-12-312026-02-03
XIDE FT VEST US EQT BFR INC ETF9.3K shares1.79%2025-12-312026-02-03
FAAR FT ALTERNATIVE ABSLT RTRN STRTGY ETF10.4K shares0.18%2025-12-312026-02-03
PFE PFIZER INC11.3K shares0.52%2025-12-312026-02-03
FEM FT EMERGING MARKETS ALPHADEX ETF10.2K shares-0.07%2025-12-312026-02-03
MMM 3M CO1.7K shares0.06%2025-12-312026-02-03
WMB WILLIAMS COS INC4.6K shares-1.29%2025-12-312026-02-03
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF3.8K sharesnew addition2025-12-312026-02-03
MAS MASCO CORP4.1K sharesnew addition2025-12-312026-02-03
FJP FIRST TRUST JAPAN ALPHADEX ETF3.9K shares-2.65%2025-12-312026-02-03
UNP UNION PAC CORP1.1K shares-15.20%2025-12-312026-02-03
XEL XCEL ENERGY INC3.5K shares0.06%2025-12-312026-02-03
ED CONSOLIDATED EDISON INC2.6K shares0.00%2025-12-312026-02-03
IJR ISHARES CORE S&P SMALL CAP ETF2.1K shares-0.89%2025-12-312026-02-03
UPS UNITED PARCEL SVC INC CLASS CLASS B2.5K sharesnew addition2025-12-312026-02-03
NFLX NETFLIX INC2.7K shares1171.56%2025-12-312026-02-03
ABT ABBOTT LABS2.0K shares0.10%2025-12-312026-02-03
ADP AUTOMATIC DATA PROCESSIN960 shares38.73%2025-12-312026-02-03
CVX CHEVRON CORP NEW1.6K shares-2.24%2025-12-312026-02-03
DSEP FT VEST US EQTY DEEP BUFFER ETF5.3K sharesnew addition2025-12-312026-02-03
FMHI FIRST TRUST MUNCPL HIGH INCOM ETF4.9K shares14.21%2025-12-312026-02-03
CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-02-03
SYK STRYKER CORP665 sharesnew addition2025-12-312026-02-03
XJUL FT VEST US EQT ENHC MDRTETF5.9K shares0.00%2025-12-312026-02-03
DJAN FT VEST US EQUITY DEEP BUF ETF5.3K shares0.00%2025-12-312026-02-03
MAR MARRIOTT INTL INC NEW CLASS CLASS A742 sharesnew addition2025-12-312026-02-03
LMT LOCKHEED MARTIN CORP469 shares-3.89%2025-12-312026-02-03
BROADCOM INC BROADCOM INC654 shares0.00%2025-12-312026-02-03
VEEV VEEVA SYS INC CLASS CLASS A1.0K shares9.45%2025-12-312026-02-03
FTXO FIRST TRUST NASDAQ BANK ETF5.9K shares-2.50%2025-12-312026-02-03
FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF1.1K shares-6.16%2025-12-312026-02-03
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF5.8K shares-0.68%2025-12-312026-02-03
DAL DELTA AIR LINES INC DEL3.1K sharesnew addition2025-12-312026-02-03
XMAR FT VST US EQY MOD BUFFERETF5.4K shares1.11%2025-12-312026-02-03
XYL XYLEM INC1.6K sharesnew addition2025-12-312026-02-03
FDD FIRST TRST STOXX EUR SELDVD INC ETF12.1K shares-0.61%2025-12-312026-02-03
SCHB SCHWAB US BROAD MARKET ETF8.0K shares0.30%2025-12-312026-02-03
SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF8.2K shares-12.87%2025-12-312026-02-03
GJUN FT VEST US EQT MODRT BFRETF5.2K shares-0.38%2025-12-312026-02-03
XIMR FT VEST US EQUITY BUFFERPREM ETF6.4K shares-34.03%2025-12-312026-02-03
FTRI FIRST TRUST INDXX GLOBALNATURAL ETF11.8K sharesnew addition2025-12-312026-02-03
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available