Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SP 500 ETF SHS | 12 | Q3 2023 | 9.3% |
VANGUARD TAX-MANAGED FDS | 12 | Q3 2023 | 6.0% |
FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 5.7% |
SPDR SER TR | 12 | Q3 2023 | 5.7% |
FIRST TRUST EXCHANGETRADED FU CAP STRENGTH ETF | 12 | Q3 2023 | 5.1% |
FIRST TRUST LRGCP GWT ALPHAD | 12 | Q3 2023 | 5.4% |
FIRST TST VALUE LI SHS ETF | 12 | Q3 2023 | 4.4% |
FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF | 12 | Q3 2023 | 3.7% |
SPDR SER TR | 12 | Q3 2023 | 3.2% |
SPDR INDEX SHS FDS | 12 | Q3 2023 | 3.1% |
View FSB PREMIER WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
X-17A-5 | 2024-03-27 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-04 |
X-17A-5 | 2023-03-17 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-23 |
13F-HR | 2022-08-01 |
13F-HR/A | 2022-05-02 |
View FSB PREMIER WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.