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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
SPLGSpdr Ser Tr
Recent Activity
Increased 0.51%
4.1%
$9.991M
147,997 shares@ $67.51 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 6.36%
2.24%
$5.454M
208,650 shares@ $26.14 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 3.63%
1.94%
$4.714M
125,502 shares@ $37.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.25%
1.92%
$4.67M
10,147 shares@ $460.26 avg price
DEDeere & Co
Recent Activity
Increased 10.64%
1.9%
$4.619M
11,069 shares@ $417.34 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 17.5%
1.39%
$3.37M
7,832 shares@ $430.3 avg price
ORCLOracle Corp
Recent Activity
Increased 22.94%
1.25%
$3.048M
17,885 shares@ $170.41 avg price
AAPLApple Inc
Recent Activity
Increased 0.86%
1.22%
$2.956M
12,688 shares@ $233.02 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 9.72%
1.2%
$2.91M
24,828 shares@ $117.22 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.21%
1.19%
$2.886M
60,316 shares@ $47.85 avg price