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Jacob Myrvik

@Fsb Premier Wealth Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$244.009MTotal holdings204
Assets growth rate10.17%Assets growth rate (2-Q avg)6.63%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fsb Premier Wealth Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Fsb Premier Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 244.009M in assets, with a quarterly growth rate of 10.17% and a 2-quarter average growth rate of 6.63%. The portfolio is managed by Jacob Myrvik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYLSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.42%
$1.018M
24,270 shares@ $41.97 avg price
DEODiageo Plc
Recent Activity
New Position
0.18%
$437,860
3,120 shares@ $140.34 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.18%
$428,714
13,732 shares@ $31.23 avg price
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.15%
$354,860
9,849 shares@ $36.04 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.14%
$341,403
5,379 shares@ $63.47 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.14%
$324,021
9,319 shares@ $34.77 avg price
FMHIFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.12%
$274,739
5,562 shares@ $49.4 avg price
FEMBFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.11%
$268,211
9,255 shares@ $28.99 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.11%
$254,305
929 shares@ $273.75 avg price
GDECFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.1%
$242,250
7,296 shares@ $33.21 avg price