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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
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -3.33%
0.53%
$1.272M
30,324 shares@ $41.96 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -42.61%
0.51%
$1.243M
36,879 shares@ $33.71 avg price
DMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.17%
0.48%
$1.17M
31,323 shares@ $37.35 avg price
FSMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -12.62%
0.44%
$1.057M
52,805 shares@ $20.02 avg price
IVVIshares Tr
Recent Activity
Decreased -5.57%
0.44%
$1.056M
1,830 shares@ $576.82 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Decreased -0.43%
0.39%
$950,746
2,530 shares@ $375.79 avg price
FOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.68%
0.36%
$862,171
20,404 shares@ $42.26 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.67%
0.35%
$840,562
11,697 shares@ $71.87 avg price
FNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -7.2%
0.33%
$781,624
16,568 shares@ $47.18 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -25.11%
0.32%
$775,271
1,351 shares@ $573.85 avg price