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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
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -29.85%
0.83%
$2.017M
34,979 shares@ $57.67 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 9.74%
0.82%
$1.982M
16,327 shares@ $121.41 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 42.5%
0.78%
$1.879M
446 shares@ $4212.75 avg price
VVisa Inc
Recent Activity
Increased 20.38%
0.76%
$1.831M
6,659 shares@ $274.99 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.68%
0.72%
$1.756M
36,169 shares@ $48.57 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 12.76%
0.69%
$1.662M
5,499 shares@ $302.21 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 670.55%
0.68%
$1.636M
76,561 shares@ $21.37 avg price
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
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -4.85%
0.63%
$1.526M
32,316 shares@ $47.21 avg price