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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
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.32%
1.75%
$4.267M
91,747 shares@ $46.52 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Decreased -15.44%
1.69%
$4.106M
79,024 shares@ $51.97 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 17.5%
1.39%
$3.37M
7,832 shares@ $430.3 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -3.65%
1.26%
$3.062M
60,908 shares@ $50.29 avg price
ORCLOracle Corp
Recent Activity
Increased 22.94%
1.25%
$3.048M
17,885 shares@ $170.41 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Decreased -15.99%
1.24%
$3.025M
23,013 shares@ $131.45 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
BSVVanguard Bd Index Fds
Recent Activity
Decreased -0.2%
1.18%
$2.866M
36,415 shares@ $78.7 avg price