Portfolio von FSB PREMIER WEALTH MANAGEMENT, INC.

Name: Portfolio von FSB PREMIER WEALTH MANAGEMENT, INC.
Creator: Titelia

217 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 26.6 % des Aktienteils

Aufteilung nach Branche

Fonds 13,8 %
Finanzen 10,1 %
Technologie 8,7 %
Kommunikation 6,1 %
Gesundheit 5,3 %
Industrie 4,9 %
Zyklischer Konsum 4,2 %
Basiskonsum 3,8 %
Energie 2,8 %
Versorger 0,6 %
Immobilien 0,2 %
Rohstoffe 0,1 %
Nicht zugeordnet 39,4 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

US 98,9 %
FR 0,5 %
TW 0,4 %
GB 0,2 %

Anteile berechnet auf den Aktienteil.

Rang	Land	Positionen	Wert	Anteil
1	US	213	286,6 Mio. $	98,90 %
2	FR	1	1,4 Mio. $	0,48 %
3	TW	1	1,3 Mio. $	0,45 %
4	GB	2	494.299 $	0,17 %

Positionen

Rang	Gesellschaft	Stücke	Wert
1	Vanguard S&P 500 ETF	25.956	15,5 Mio. $
2	SPDR Series Trust	134.299	10,3 Mio. $
3	Vanguard FTSE Developed Markets ETF	132.927	8,5 Mio. $
4	Berkshire Hathaway Inc	15.419	7,4 Mio. $
5	Alphabet Inc	23.552	6,8 Mio. $
6	Deere & Co	10.654	6 Mio. $
7	First Trust Exchange-Traded Fund IV	279.644	5,9 Mio. $
8	State Street SPDR Portfolio Ag	226.728	5,8 Mio. $
9	JPMorgan Chase & Co	19.198	5,6 Mio. $
10	State Street SPDR Portfolio Developed World ex-US ETF	117.961	5,4 Mio. $
11	Microsoft Corp	14.269	5,3 Mio. $
12	Exxon Mobil Corp	29.997	5,1 Mio. $
13	First Trust Value Line Dividen	102.601	4,8 Mio. $
14	Philip Morris International Inc.	28.304	4,7 Mio. $
15	First Trust SMID Cap Rising Dividend Achievers ETF	109.717	4,3 Mio. $
16	Meta Platforms Inc	7.349	4,2 Mio. $
17	First Trust Exchange-Traded Fund VIII	91.888	4 Mio. $
18	Apple Inc	15.112	3,8 Mio. $
19	Charles Schwab Corp/The	40.776	3,8 Mio. $
20	First Trust Exchange-Traded Fund VIII	71.328	3,8 Mio. $
21	General Dynamics Corp	10.419	3,6 Mio. $
22	Amazon.com Inc	17.087	3,6 Mio. $
23	Applied Materials Inc	10.270	3,5 Mio. $
24	First Trust Exchange-Traded Fund IV	68.011	3,4 Mio. $
25	Booking Holdings Inc	768	3,2 Mio. $
26	First Trust Exchange-Traded Fund IV	138.749	3 Mio. $
27	Vanguard International Equity Index Funds	53.522	2,9 Mio. $
28	ConocoPhillips	21.288	2,8 Mio. $
29	Wells Fargo & Co	35.097	2,8 Mio. $
30	State Street SPDR Portfolio Emerging Markets ETF	55.769	2,6 Mio. $
31	Novartis AG	16.970	2,6 Mio. $
32	Visa Inc	8.466	2,6 Mio. $
33	Vanguard Charlotte Funds	52.658	2,5 Mio. $
34	First Trust Exchange-Traded Fund IV	133.302	2,5 Mio. $
35	Analog Devices Inc	7.933	2,5 Mio. $
36	Bank of New York Mellon Corp/The	20.236	2,4 Mio. $
37	First Trust Exchange-Traded AlphaDEX Fund	15.281	2,4 Mio. $
38	Vanguard Short-term Bond Etf	29.761	2,3 Mio. $
39	Oracle Corp	15.687	2,3 Mio. $
40	First Trust Exchange-Traded Fund IV	111.209	2,3 Mio. $
41	First Trust Exchange-Traded Fund VIII	55.837	2,2 Mio. $
42	McKesson Corp	2.494	2,2 Mio. $
43	Comcast Corp	74.945	2,2 Mio. $
44	Unilever PLC	36.476	2,1 Mio. $
45	Vanguard Extended Market ETF	9.947	2 Mio. $
46	Becton Dickinson & Co	12.306	1,9 Mio. $
47	Omnicom Group Inc	25.280	1,9 Mio. $
48	First Trust Exchange-Traded Fund	36.257	1,8 Mio. $
49	FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II	20.704	1,8 Mio. $
50	Casey's General Stores Inc	2.339	1,7 Mio. $
51	First Trust Exchange-Traded Fund VIII	31.188	1,7 Mio. $
52	First Trust Exchange-Traded Fund IV	39.840	1,6 Mio. $
53	NVIDIA Corp	8.303	1,4 Mio. $
54	Sanofi SA	28.831	1,4 Mio. $
55	Bank of America Corp	27.896	1,4 Mio. $
56	Elevance Health Inc	4.605	1,3 Mio. $
57	Vanguard Scottsdale Funds	27.709	1,3 Mio. $
58	Taiwan Semiconductor Manufacturing Co Ltd	3.848	1,3 Mio. $
59	RTX Corp	6.438	1,2 Mio. $
60	J P Morgan Exchange Traded Fund Trust	21.120	1,2 Mio. $
61	State Street SPDR Portfolio Long Term Treasury ETF	45.231	1,2 Mio. $
62	First Trust Exchange-Traded Fund VIII	21.110	1,2 Mio. $
63	Aflac Inc	10.502	1,2 Mio. $
64	SPDR Series Trust	22.943	1,1 Mio. $
65	Vanguard Bond Index Funds	14.282	1,1 Mio. $
66	First Trust Rising Dividend Achievers ETF	16.105	1,1 Mio. $
67	PepsiCo Inc	7.080	1,1 Mio. $
68	SPDR Series Trust	18.470	1,1 Mio. $
69	First Trust Exchange-Traded Fund VIII	21.709	1,1 Mio. $
70	Vanguard Bond Index Funds	14.897	1 Mio. $
71	Walmart Inc	8.172	1 Mio. $
72	iShares Core S&P 500 ETF	1.517	991.043 $
73	First Trust Exchange-Traded Fund VIII	19.610	988.540 $
74	SELECT SECTOR SPDR TRUST (THE)	7.429	987.266 $
75	State Street SPDR S&P 500 ETF Trust	1.503	977.547 $
76	First Trust Exchange-Traded Fund VIII	19.336	937.603 $
77	Johnson & Johnson	3.804	929.938 $
78	Caterpillar Inc	1.311	929.110 $
79	Invesco QQQ Trust Series 1	1.563	902.128 $
80	FT Vest Laddered Buffer ETF	25.444	859.244 $
81	Coca-Cola Co/The	11.275	857.436 $
82	First Trust Exchange-Traded Fund VIII	16.523	855.611 $
83	State Street SPDR S&P International Small Cap ETF	20.201	853.070 $
84	Home Depot Inc/The	2.566	843.829 $
85	CarMax Inc	20.241	841.621 $
86	iShares Trust	9.428	817.314 $
87	Amgen Inc	2.262	795.968 $
88	First Trust Exchange-Traded Fund VIII	15.521	771.704 $
89	First Trust Exchange-Traded Fund VIII	18.161	770.026 $
90	J P Morgan Exchange Traded Fund Trust	13.572	753.498 $
91	Walt Disney Co/The	7.808	752.566 $
92	IQVIA Holdings Inc	4.395	749.523 $
93	McDonald's Corp.	2.401	746.311 $
94	Verizon Communications Inc	14.560	730.902 $
95	Schwab US Dividend Equity ETF	23.806	730.368 $
96	Vanguard High Dividend Yield E	4.925	729.415 $
97	SPDR Series Trust	7.437	728.157 $
98	Ferguson Enterprises Inc	3.087	720.074 $
99	State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF	19.751	696.037 $
100	iShares Core S&P Mid-Cap ETF	10.253	692.375 $