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Priebe Wealth Holdings

Latest statistics and disclosures from Priebe Wealth Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, ARKW, BINC, ADX, SPYG, and represent 60.93% of Priebe Wealth Holdings's stock portfolio.
Added to shares of these 10 stocks: SPLG, BILS, GBTC, AMZN, META, TCAF, PRU, VUG, GOOGL, JAAA.
Started 9 new stock positions in PRU, TCAF, VUG, GBTC, JAAA, META, VSTO, GOOGL, AMZN.
Reduced shares in these 10 stocks: LOW, WMT, SPIP, PG, JMST, SYY, GIS, BA, UPS, HON.
Sold out of its positions in SGOL, BA, DUK, GIS, LLY, LOW, SYY, MMM, UPS, WMT. WFC.
Priebe Wealth Holdings was a net seller of stock by $-3.2M.
Priebe Wealth Holdings has $128M in assets under management (AUM), dropping by 5.34%.
Central Index Key (CIK): 0002009646

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Portfolio Holdings for Priebe Wealth Holdings

Priebe Wealth Holdings holds 62 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	33.9	$44M	+2%	708k	61.53	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	10.0	$13M		154k	83.30	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	6.7	$8.5M	+2%	163k	52.46	View chart
Adams Express Company (ADX)	5.5	$7.0M		360k	19.52	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.8	$6.2M		85k	73.15	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	4.0	$5.2M	+18%	52k	99.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$5.1M		20k	259.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.6	$4.6M		11k	420.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.0	$3.9M		78k	50.10	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	2.3	$3.0M	+3%	26k	113.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.9	$2.4M		37k	64.15	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	1.5	$2.0M	+10%	70k	28.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$1.8M		3.4k	523.07	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$1.5M		25k	58.06	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$1.3M	-5%	14k	91.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$1.1M	-38%	21k	50.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.0M	+2%	12k	85.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$924k	+3%	37k	25.28	View chart
Microsoft Corporation (MSFT)	0.7	$907k		2.2k	420.64	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.7	$869k	+12%	15k	59.89	View chart
Apple (AAPL)	0.6	$785k	-15%	4.6k	171.49	View chart
First Tr Morningstar Divid L SHS (FDL)	0.6	$745k	+3%	19k	38.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$701k		4.6k	152.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$670k	-5%	3.6k	186.81	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$652k		5.9k	110.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$641k	-3%	7.6k	84.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$634k	+10%	7.8k	81.78	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.5	$587k	+5%	23k	25.28	View chart
NVIDIA Corporation (NVDA)	0.4	$547k	+5%	605.00	903.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$491k		2.7k	182.61	View chart
Amkor Technology (AMKR)	0.3	$422k	-3%	13k	32.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$408k	-35%	776.00	525.73	View chart
Abbvie (ABBV)	0.3	$404k	-13%	2.2k	182.10	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.3	$394k	NEW	6.2k	63.17	View chart
Tri-Continental Corporation (TY)	0.3	$339k	-5%	11k	30.80	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$337k	+48%	8.9k	38.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$305k		634.00	480.70	View chart
Amazon (AMZN)	0.2	$299k	NEW	1.7k	180.38	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$290k		6.1k	47.44	View chart
Pfizer (PFE)	0.2	$290k	+7%	11k	27.75	View chart
Verizon Communications (VZ)	0.2	$282k	-3%	6.7k	41.96	View chart
Honeywell International (HON)	0.2	$265k	-58%	1.3k	205.22	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$265k	-74%	10k	25.62	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$260k	-14%	6.5k	40.05	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$240k	-18%	3.5k	68.83	View chart
Meta Platforms Cl A (META)	0.2	$238k	NEW	490.00	485.58	View chart
Procter & Gamble Company (PG)	0.2	$235k	-76%	1.4k	162.25	View chart
Otter Tail Corporation (OTTR)	0.2	$227k		2.6k	86.40	View chart
Gra (GGG)	0.2	$225k		2.4k	93.46	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$223k	-2%	3.9k	57.38	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$221k	NEW	7.3k	30.23	View chart
Prudential Financial (PRU)	0.2	$220k	NEW	1.9k	117.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$218k	NEW	633.00	344.20	View chart
Philip Morris International (PM)	0.2	$218k	-2%	2.4k	91.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$217k	NEW	1.4k	150.93	View chart
Cisco Systems (CSCO)	0.2	$214k	-3%	4.3k	49.91	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$209k	NEW	4.1k	50.74	View chart
At&t (T)	0.2	$207k	-4%	12k	17.60	View chart
Us Bancorp Del Com New (USB)	0.2	$205k	-5%	4.6k	44.70	View chart
Vistaoutdoor (VSTO)	0.2	$203k	NEW	6.2k	32.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$202k	-28%	1.2k	162.86	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$23k	+53%	20k	1.16	View chart

Past Filings by Priebe Wealth Holdings

SEC 13F filings are viewable for Priebe Wealth Holdings going back to 2023

Priebe Wealth Holdings 2024 Q1 filed April 12, 2024
Priebe Wealth Holdings 2023 Q4 filed Jan. 26, 2024

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