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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
GSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.1%
$236,942
6,852 shares@ $34.58 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.1%
$229,757
5,033 shares@ $45.66 avg price
IEFAIshares Tr
Recent Activity
New Position
0.1%
$220,335
2,823 shares@ $78.05 avg price
IJRIshares Tr
Recent Activity
New Position
0.09%
$215,090
1,839 shares@ $116.97 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$208,663
6,981 shares@ $29.9 avg price
XJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$207,072
5,927 shares@ $34.94 avg price
FJPFirst Tr Exch Trd Alphdx Fd
Recent Activity
New Position
0.09%
$206,460
3,806 shares@ $54.25 avg price
FIFiserv Inc
Recent Activity
New Position
0.09%
$202,106
1,125 shares@ $179.65 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.09%
$201,182
4,384 shares@ $45.9 avg price
GPCGenuine Parts Co
Recent Activity
New Position
0.09%
$200,721
1,437 shares@ $139.69 avg price