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Scott Weeldreyer

@First Premier Bank

Latest period2024 - Q4ReportedManaged Assets$392.813MTotal holdings390
Assets growth rate-2.07%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Premier Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 390 positions.

Assets under management

The assets under management (AUM) of First Premier Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 392.813M in assets, with a quarterly growth rate of -2.07% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Scott Weeldreyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SOSouthern Co
Recent Activity
Decreased -0.93%
1.8%
$7.054M
85,687 shares@ $82.33 avg price
VUGVanguard Growth Index Etf
Recent Activity
Increased 15.57%
1.76%
$6.897M
16,803 shares@ $410.47 avg price
DUKDuke Energy Corp
Recent Activity
Decreased -0.81%
1.69%
$6.633M
61,570 shares@ $107.74 avg price
JPMJ.p.morgan Chase & Co
Recent Activity
1.69%
$6.631M
27,661 shares@ $239.73 avg price
SPLVInvesco S&p 500 Low Volatility Etf
Recent Activity
Decreased -1.23%
1.63%
$6.377M
91,109 shares@ $70.0 avg price
VOVanguard Mid-cap Etf
Recent Activity
Decreased -0.25%
1.53%
$5.999M
22,711 shares@ $264.15 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
Increased 2.33%
1.53%
$5.974M
46,820 shares@ $127.6 avg price
VBVanguard Small-cap Etf
Recent Activity
Decreased -0.39%
1.51%
$5.928M
24,673 shares@ $240.27 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.24%
1.48%
$5.78M
39,964 shares@ $144.64 avg price
VEUVanguard Ftse All World Ex Us Etf
Recent Activity
Decreased -4.13%
1.39%
$5.44M
94,749 shares@ $57.42 avg price