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  Name: FSB PREMIER WEALTH MANAGEMENT INC.
  City: WATERLOO
  State: IA
  Zip: 50701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $214,851,000
  Total Value Change : $15,157,000
  Securities Held Change : 5
   
All Securities Held : 180
  New Positions : 11
  Closed Positions : 7
  Increased Positions : 90
  Unchanged Positions : 12
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 49 New $0.00 $1,015,000 29,087 0.47% 1,015,000 29,087 0.323    N/A
   (EMHC)1 Year Chart         EMHC Spdr Bloomberg Emerging Mar... 117 New $0.00 $374,000 15,472 0.17% 374,000 15,472 0.18    N/A
   (XIDE)1 Year Chart         XIDE Ft Vest Us Eqty Buff & Prem... 132 New $0.00 $322,000 10,560 0.15% 322,000 10,560 0.117    N/A
   (GJAN)1 Year Chart         GJAN Ft Cboe Vest Us Equity Mode... 134 New $0.00 $320,000 8,930 0.15% 320,000 8,930 0.201    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 152 New $91.68 $267,000 2,887 0.12% 267,000 2,887 0    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 153 New $121.20 $266,000 2,199 0.12% 266,000 2,199 0.001    Closed - End Fund - Debt
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 157 New $74.74 $244,000 3,331 0.11% 244,000 3,331 0    Closed - End Fund - E...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 162 New $235.00 $231,000 914 0.11% 231,000 914 0    Medical Laboratories ...
   (O)1 Year Chart         O Realty Income Corp 165 New $55.19 $229,000 4,227 0.11% 229,000 4,227 0    REIT - Retail
   (FJP)1 Year Chart         FJP First Trust Japan Alphadex ... 170 New $52.57 $218,000 3,954 0.1% 218,000 3,954 0.098    N/A
   (RTX)1 Year Chart         RTX RTX Corp 175 New $101.02 $207,000 2,125 0.1% 207,000 2,125 0    Conglomerates

      11 Records Found
  1    
Page 1 of 1
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