Priebe Wealth Holdings

Priebe Wealth Holdings as of Dec. 31, 2024

Portfolio Holdings for Priebe Wealth Holdings

Priebe Wealth Holdings holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 33.8 $50M 723k 68.94
Ark Etf Tr Next Gnrtn Inter (ARKW) 9.9 $15M 135k 107.98
Blackrock Etf Trust Ii Ishares Flexible (BINC) 8.7 $13M 245k 52.02
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.4 $7.9M 90k 87.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $5.0M 11k 453.28
Adams Express Company (ADX) 3.0 $4.4M 219k 20.20
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.8 $4.1M 81k 51.14
First Tr Mid Cap Core Alphad Com Shs (FNX) 2.5 $3.7M 32k 115.72
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.7M 13k 289.81
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.8 $2.6M 93k 27.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $2.5M 26k 96.53
Spdr Ser Tr Bloomberg 3-12 M (BILS) 1.4 $2.1M 21k 99.15
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $1.8M 26k 71.43
J P Morgan Exchange Traded F Active Value Etf (JAVA) 1.2 $1.8M 28k 63.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.6M 2.8k 586.08
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $1.4M 54k 24.99
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.9 $1.3M 50k 26.60
Ishares Tr Core Div Grwth (DGRO) 0.9 $1.3M 22k 61.34
Apple (AAPL) 0.9 $1.3M 5.3k 250.43
Wisdomtree Tr Intl Qulty Div (IQDG) 0.9 $1.3M 38k 34.21
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $1.2M 14k 87.82
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $1.2M 24k 50.71
First Tr Morningstar Divid L SHS (FDL) 0.7 $1.1M 27k 40.26
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $982k 10k 98.47
Microsoft Corporation (MSFT) 0.7 $965k 2.3k 421.43
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $961k 11k 91.43
NVIDIA Corporation (NVDA) 0.6 $872k 6.5k 134.29
Alphabet Cap Stk Cl C (GOOG) 0.5 $770k 4.0k 190.44
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $728k 14k 50.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $691k 8.4k 81.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $687k 6.8k 101.53
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $610k 24k 25.05
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $603k 3.2k 190.88
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $592k 18k 33.27
Abbvie (ABBV) 0.4 $548k 3.1k 177.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $526k 976.00 538.81
Amazon (AMZN) 0.4 $525k 2.4k 219.39
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.4 $517k 10k 49.69
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $493k 2.5k 195.83
Ishares Tr Core S&p500 Etf (IVV) 0.3 $449k 763.00 588.68
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $433k 11k 39.39
Tesla Motors (TSLA) 0.3 $424k 1.1k 403.84
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $413k 5.6k 74.02
Tri-Continental Corporation (TY) 0.2 $330k 10k 31.69
Amkor Technology (AMKR) 0.2 $329k 13k 25.69
Meta Platforms Cl A (META) 0.2 $327k 558.00 585.51
Petroleum & Res Corp Com cef (PEO) 0.2 $317k 15k 21.74
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $292k 6.1k 47.77
Boston Scientific Corporation (BSX) 0.2 $291k 3.3k 89.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $289k 1.5k 189.30
Honeywell International (HON) 0.2 $287k 1.3k 225.85
3M Company (MMM) 0.2 $287k 2.2k 129.09
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.2 $281k 6.7k 42.11
Johnson & Johnson (JNJ) 0.2 $263k 1.8k 144.65
Vanguard Index Fds Growth Etf (VUG) 0.2 $260k 633.00 410.44
Broadcom (AVGO) 0.2 $256k 1.1k 231.84
Xcel Energy (XEL) 0.2 $254k 3.8k 67.52
Verizon Communications (VZ) 0.2 $245k 6.1k 39.99
Us Bancorp Del Com New (USB) 0.2 $243k 5.1k 47.83
Chevron Corporation (CVX) 0.2 $230k 1.6k 144.84
Enbridge (ENB) 0.1 $219k 5.2k 42.43
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $215k 3.6k 59.73
Gilead Sciences (GILD) 0.1 $211k 2.3k 92.37
Vanguard Index Fds Value Etf (VTV) 0.1 $210k 1.2k 169.30
Procter & Gamble Company (PG) 0.1 $209k 1.2k 167.65
Bristol Myers Squibb (BMY) 0.1 $208k 3.7k 56.56
Gra (GGG) 0.1 $202k 2.4k 84.29