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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
VOOVanguard Index Fds
Recent Activity
Decreased -2.67%
6.75%
$16.459M
31,192 shares@ $527.69 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 0.51%
4.1%
$9.991M
147,997 shares@ $67.51 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.65%
3.55%
$8.644M
163,681 shares@ $52.81 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -16.83%
3.29%
$8.019M
177,248 shares@ $45.25 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -25.16%
2.6%
$6.337M
69,786 shares@ $90.8 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 6.36%
2.24%
$5.454M
208,650 shares@ $26.14 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -21.14%
2.21%
$5.382M
118,311 shares@ $45.5 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 3.63%
1.94%
$4.714M
125,502 shares@ $37.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.25%
1.92%
$4.67M
10,147 shares@ $460.26 avg price
DEDeere & Co
Recent Activity
Increased 10.64%
1.9%
$4.619M
11,069 shares@ $417.34 avg price