First Premier Bank is based out of Sioux Falls. Their last reported 13F filing for Q4 2023 included $356,728,000 in managed 13F securities
and a top 10 holdings concentration of 34.81%. First Premier Bank's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 118,509. Whalewisdom has at least 33 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ECL Ecolab Inc. | 0.8% |
COWZ Pacer US Cash Cows 1 | 0.32% |
VUG VANGUARD GROWTH INDE | 0.29% |
VTI VANGUARD TOTAL STOCK | 0.24% |
MSFT Microsoft Corp. | 0.21% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PFE Pfizer, Inc. | 0.25% |
PG Procter & Gamble Co. | 0.24% |
PHDG Invesco S&P 500 Down | 0.23% |
SPLV Invesco S&P 500 Low | 0.22% |
FIXD First Trust TCW Oppo | 0.21% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 7.88% |
VTV VANGUARD VALUE INDEX | 5.14% |
AAPL Apple Inc | 5.02% |
PHDG Invesco S&P 500 Down | 3.56% |
VGT VANGUARD INFORMATION | 2.43% |
2023-12-31
13F Activity
Market Value | $357m, Prior: $326m |
New Purchases | 43 stocks |
Added To | 53 stocks |
Sold out of | 22 stocks |
Reduced holdings in | 81 stocks |
Top 10 Holdings % | 34.81% |
Turnover %[1] | 17.38% |
Turnover Alt %[2] | 2.18% |
Time Held Top 20 | 17.2 quarters |
Time Held Top 10 | 13.6 quarters |
Time Held All | 17.74 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31