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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
METAMeta Platforms Inc
Recent Activity
Increased 14%
1.14%
$2.764M
4,829 shares@ $572.47 avg price
GOOGAlphabet Inc
Recent Activity
Increased 18.45%
1.1%
$2.672M
15,981 shares@ $167.19 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -32.46%
1.07%
$2.608M
71,690 shares@ $36.39 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 16.36%
1.05%
$2.559M
12,137 shares@ $210.86 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -25.69%
1.05%
$2.554M
32,273 shares@ $79.14 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 3.52%
1%
$2.432M
58,920 shares@ $41.28 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.85%
0.96%
$2.33M
55,135 shares@ $42.27 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -21.4%
0.96%
$2.323M
28,933 shares@ $80.31 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 21.96%
0.94%
$2.289M
46,336 shares@ $49.42 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -12.04%
0.94%
$2.274M
12,497 shares@ $181.99 avg price