StockDriftsStockDriftsTop 50 Fsb Premier Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 4.86% | 26.0K | $15.5M | -1.08%(-283) | $333.29(+106.34%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.22% | 134.3K | $10.3M | -1.00%(-1.36K) | $42.11(+109.09%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 2.67% | 132.9K | $8.5M | -3.80%(-5.25K) | $44.52(+58.48%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 2.31% | 15.4K | $7.4M | +7.42%(+1.06K) | $393.91(+22.88%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS CLASS C | 2.12% | 23.6K | $6.8M | +3.00%(+686) | $167.51(+137.10%) | 2026-03-31 | |
| DE | DEERE & CO | 1.88% | 10.7K | $6.0M | +0.07%(+7) | $299.24(+92.04%) | 2026-03-31 | |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | 1.84% | 279.6K | $5.9M | +3.74%(+10.07K) | $20.94(-0.30%) | 2026-03-31 | |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 1.82% | 226.7K | $5.8M | +6.27%(+13.38K) | $29.19(-12.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.77% | 19.2K | $5.6M | +7.37%(+1.32K) | $203.69(+47.24%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 1.69% | 118.0K | $5.4M | -4.96%(-6.16K) | $31.84(+57.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.83% | +36.15% |
| Top 20 Holdings Unweighted | +10.10% | +33.47% |
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