FSB PREMIER WEALTH MANAGEMENT, INC. - Q4 2022 holdings

$183 Million is the total value of FSB PREMIER WEALTH MANAGEMENT, INC.'s 147 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .

 Value Shares↓ Weighting
TSLA ExitTESLA INC COM$0-1,323
-100.0%
-0.20%
QDEC ExitFIRST TR EXCHANGE TRADED FD VI CBOE VEST NASDAQ 100 BUF DECft cboe vest 100$0-20,811
-100.0%
-0.22%
FMHI ExitFIRST TRUST EXCHANGETRADED FU MUNI HI INCM ETFmuni hi incm etf$0-8,650
-100.0%
-0.23%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD SP 500 ETF SHS12Q3 20239.3%
VANGUARD TAX-MANAGED FDS12Q3 20236.0%
FIRST TR EXCHNG TRADED FD VI12Q3 20235.7%
SPDR SER TR12Q3 20235.7%
FIRST TRUST EXCHANGETRADED FU CAP STRENGTH ETF12Q3 20235.1%
FIRST TRUST LRGCP GWT ALPHAD12Q3 20235.4%
FIRST TST VALUE LI SHS ETF12Q3 20234.4%
FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF12Q3 20233.7%
SPDR SER TR12Q3 20233.2%
SPDR INDEX SHS FDS12Q3 20233.1%

View FSB PREMIER WEALTH MANAGEMENT, INC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
X-17A-52024-03-27
13F-HR2024-02-09
13F-HR2023-11-14
13F-HR2023-08-11
13F-HR2023-05-04
X-17A-52023-03-17
13F-HR2023-02-06
13F-HR2022-11-23
13F-HR2022-08-01

View FSB PREMIER WEALTH MANAGEMENT, INC.'s complete filings history.

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