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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
LGOVFirst Tr Exchange-traded Fd
Recent Activity
Increased 155.98%
0.67%
$1.621M
72,385 shares@ $22.4 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 31.42%
0.65%
$1.584M
24,436 shares@ $64.81 avg price
WFCWells Fargo Co New
Recent Activity
Increased 20.07%
0.6%
$1.452M
25,696 shares@ $56.5 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 61.21%
0.6%
$1.448M
75,395 shares@ $19.2 avg price
CMCSAComcast Corp New
Recent Activity
Increased 14.83%
0.59%
$1.417M
33,931 shares@ $41.78 avg price
ELVElevance Health Inc
Recent Activity
Increased 31.41%
0.54%
$1.308M
2,515 shares@ $520.09 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.42%
0.54%
$1.304M
54,104 shares@ $24.11 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 47.5%
0.5%
$1.214M
20,399 shares@ $59.51 avg price
AFLAflac Inc
Recent Activity
Increased 0.02%
0.49%
$1.174M
10,502 shares@ $111.81 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 2.51%
0.48%
$1.162M
21,252 shares@ $54.68 avg price